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Bringing Data Together

All your Financial Data at Your Fingertips

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Stop Manual Entry

Automatically pull data from anywhere

Reach your live data no matter where it is located and work with it seamlessly to create powerful metrics, spreadsheets, dashboards, and reports in minutes.

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Data You Can Work With

Pull data into any cell to create meaningful formulas

Take any piece of data from your multiple disparate financial systems and let them work together with other data to create a new perspective of data quicker. Spreadsheets that took you hours previously to build, now take moments. 

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Don’t Rebuild Every Month

Turn any spreadsheet, metric, dashboard, or report into a template.

Save time by choosing from our growing library of popular spreadsheets, metrics, dashboards, or reports to use and customize. You can also build from scratch then your work into a template that you can in your own special library.

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Share Data Instantly

Give access to your client to intuitive dashboards and visual reports.

Take any piece of data from your multiple disparate financial systems and let them work together with other data to create a new perspective of data quicker. Spreadsheets that took you hours previously to build, now take moments. 

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Powerful Visual Templates

Reports built on visual philosophy strategy 

What do you want to see? Use the pre-built dashboards and reports or build something truly custom. Want to show the relationship between the cash on hand and the expenses? What about marketing spend relative to the PPC revenue? Your ability to get granular data can spell the difference for clients and the managers that guide business.

Live, actionable, and beautiful data streams. Turn all your work into a template that will save you time. 

Template Library

Our library is updated with new templates monthly providing a wide range of auto-populated reports, spreadsheets, metrics, and statements that help you quickly display actionable information.

Auto-populate

Add live text anywhere in your templates. Connect a company and the template will pull live data from your accounting software! Creating reports has never been this easy. 

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Share Custom Templates

Manage your entire templated elements and share them with all the company connections you manage. Reach isn’t just a report builder, it’s a financial storytelling system.

Build, Save and Manage

Build as many custom report, spreadsheet, or metric templates as you want. Quickly re-use them to jump-start new reports. Create custom spreadsheets with advanced formulas.

Automatic Color Branding

It is simple to change the template theme color to match your client’s brand. The entire template will change with a click of the button. 

Monthly Report

Quarterly Report

Annual Report

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Providing the Most Training

We want our clients to get the most.

You are never alone with Reach Reporting. That is why our customer service is second to none. We provide access to training videos, newsletters, social and so much more so you feel comfortable every step of the way.

 

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Testimonials

We are Reaching all Professionals.

Super Easy

"Reach was SUPER easy to set up and the graphs and charts are really easy to understand and tweak."

Amazing

"Reach reporting is amazing and so easy to work with."

Simple

"I really like that this app makes it simple and easy to create really nice looking dashboards that I can share with my teammates."

Helps Summarize

"This could be a great way to help them summarize the financial activities of the business in a simple and easy to use format."

Helps Summarize

"Helps us see trends on monthly financial reports which give context to monthly values and make them actionable."

Nice Looking

"I really like that this app makes it simple and easy to create really nice looking dashboards that I can share with my teammates."

Easy to Understand

"Reach was SUPER easy to set up and the graphs and charts are really easy to understand and tweak."

Value Immediately

"We logged in the first time and found several pre-built reports, dashboards and KPI's with OUR NUMBERS in them. It was really​ cool to see the value immediately."

See Information

"Reach Reporting has helped us organize our reporting. Now executives only see the information they want; information that is impactful."

Easy to Read Charts

"Reach Reporting has given me a simple way to communicate with my team complex financial information distilled down into easy to read charts."

Read Reach Reporting Reviews on GetApp.com

Templates are Fantastic

"Love the ability to create templates of metrics and reports that you and your team can use across the platform."

Incredibly Powerful

"It's basically what would happen if Tableau and Excel had a baby. They somehow were able to pack every feature you could want, Made it incredibly powerful, and still make it a pleasure to use. "

Intuitive

"The customization is very easy to use, intuitive and very much designed to think like Excel but, of course, without the potential for human interface errors, constant updating."

The Best Tool

"This tool is HANDS DOWN the best tool that I have ever used to produce financials, trends, and KPIs. I have been looking for this tool my ENTIRE career."

Blown Away

"I was blown away! I love how customize-able it is because as a Non-profit, all our lingo is different, even when using the Non-profit version of QB."

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