Self-Populating Templates

Connect. Select. Share. 


Monthly Report Templates

Provide actionable monthly reports.

Cash Management

A comprehensive overview of your organization’s liquidity and existing cash flow situation.

Profit and Loss

A summary your company’s income statement and profits in critical areas of the business.

Financial Performance

An overview of how efficiently you are spending your capital while providing a snapshot of the main metrics on your balance sheet.

Live Text

Financial Statement

Focused on data relevant for chief financial officers (CFOs) that need to grasp high-level metrics such as revenue, gross profit, operating expenses, net income, and more.

Connect. Select. Share.

 Easily connect your accounting software.

 Select from a library of financial reports.

 Send visually enhanced reports.

Quarterly Report Templates

Provide key financial data.

Quarterly Earnings

Provide decision-makers with three things: an overview of sales, expenses, and net income for the most recent quarter.

Cash Flow Statements

The cash flow statement is a standardized document that clarifies the state of a company’s cash flow at a point in time.

Balance Sheet

Statement of the financial standing of a company which indicates the assets, liabilities, and owner’s equity for a quarterly period.

Income Statement

This section of the report shows the business’s quarterly profit or loss.


Annual Report Templates

Comprehensive report of the year’s financial activity.

Balance Sheets

A recap of the company’s assets, liabilities, and equity that existed at the end of the year. 

Income Statements

A more reliable, or at least a more complete view, of the company activities.

Stockholders Equity

Simply recaps the transactions that affected the equity accounts during the period. 

Live Text

Cash Flow Statement

Splits cash flows into three main sections: operations, investing, and financing.


Powerful Templates

Reports built on a 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.


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. 


Share Custom Templates

Manage all your templated elements, then share them with 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 reuse them to jump-start new reports. Create custom spreadsheets with advanced formulas.

Providing the Most Training

We want our clients to get the most.

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


Visit our tutorial page


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."


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


"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. "


"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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