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Self-Populating Templates

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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 critical glimpse into your company’s income statement and profits in a number of 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.

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Connect. Select. Share.

 Easily connect your accounting software.

 Select from a library of financial reports.

 Send visually enhanced reports.

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Quarterly Report Templates

Provide key financial data for a company

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.

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Annual Report Templates

Reports covering the complete 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.

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Budget vs. Actual

Show budget variances

Report Importance

The budget vs actual financial statement is an important piece of intelligence for the organization. But where the real power of this report comes from is in its analysis. With a full picture of not just what happened to create differences, but why they happened, the business can stay on track, and make more accurate plans for the future.

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Fiscal YTD

Interm check on the financial health of company

Year-to-Date Returns

Show profit made by an investment since the first day of the current year. Investors and analysts use YTD return information to assess the performance of investments and portfolios.

Year-to-Date Earnings

Small-business owners use YTD earnings to track financial goals and estimate quarterly tax payments.

Month to Date vs. Year to Date

Give decision-makers the ability to analyze their income, business earnings, and investment returns for the month so far.

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Consolidation Report Templates

Reporting of an entity structured with a parent company and subsidiaries.

Balance Sheets

All of the subsidiary company’s assets become assets on the parent company’s balance sheet. Similarly, all of the subsidiary’s liabilities go on the parent’s balance sheet as liabilities.

Equity

When consolidating the equity section of the balance sheet as well as the statement of owners’ equity (or stockholders’ equity, in the case of corporations), the subsidiary’s equity disappears. 

Cash Flow Statement

Based on the movements of the year in the balance sheet accounts and the information contained in the income statement.

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Powerful 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.

Product Comparison 

There are some great companies

There are some amazing products out there. We know we’ve looked. That is why you will find our reach extends any other product out there. Don’t take it from us, see it for yourself.

Product Pricing

Yes our product is more expensive

In comparison to other products, Reach Reporting seems more expensive. However, you have to understand we are not comparing apples to apples. Rather we are comparing apples to the apple tree.

We offer our entire solution. The whole The whole kit-and-kaboodal. We do not offer basic, standard or premium packages. Rather we give substantial discounts for the number of companies you connect.

Product Comparison 

There are some great companies

There are some amazing products out there. We know we’ve looked. That is why you will find our reach extends any other product out there. Don’t take it from us, see it for yourself.

Product Pricing

Yes our product is more expensive

In comparison to other products, Reach Reporting seems more expensive. However, you have to understand we are not comparing apples to apples. Rather we are comparing apples to the apple tree.

We offer our entire solution. The whole The whole kit-and-kaboodal. We do not offer basic, standard or premium packages. Rather we give substantial discounts for the number of companies you connect.

SCROLL TO LEARN MORE

REACH REPORTING REVIEWS

“As an accountant who owns their own business, performs consulting work, have worked for Fortune 500 companies, I will tell you that 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 for my ENTIRE career.”


Holly

CEO of Harper Lawrence Financial

“Reach Reporting, with its plug-and-play reports, is so incredibly easy to create your own custom calculation or graph.”

Bryan
CEO of TheCFO2Go

“Reach Reporting helps us see trends on monthly financial reports which give context to monthly values and makes them actionable.”

Craig
CEO of Sleep Care

“Reach Reporting exceeded all expectations! KPIs and graphs add a WOW factor that allowed our clients to grasp and interpret trends without digging into the numbers.”

Cynthia
Advanced Certified QuickBooks Pro Advisor, CMA, CPA

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