INSIGHTFUL

Automated Reports

The smart way to visualize your data in just a few clicks. Create amazing reports and dashboards to get real-time insights. Accountants, advisors, and managers are saving hours on reporting.

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Delivering Reports with Ease. Insight. Visual Data. Customization. Confidence.

Integration & Automation

Connect complex data from QBO, Xero, Google Sheets, and Microsoft Excel to easily automate financial and non-financial reports and visuals.

Integrations & Automation

Customizable Reports

Enact easy eliminations and conduct easy financial consolidations effortlessly across diverse currencies to give clear, consolidated insights,

Customization

Robust Template Library

Enact easy eliminations and conduct easy financial consolidations effortlessly across diverse currencies to give clear, consolidated insights,

Template Library

Business Insight

Monthly, Quarterly, & Annual Reports

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Business Insight

Financial Projection

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Business Insight

Budget Variance Analysis

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Business Insight

Company Valuation Report

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Business Insight

HR Analysis Report

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Business Insight

Rolling Forecast report

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Business Insight

SaaS Metric Report

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Business Insight

Sales Tracker Report

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Business Insight

Sales Tracker Report

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Reporting, Planning, Budgeting & Communication.

Now financial teams can streamline their reporting, budgeting, planning, and communication processes to solve their most complex financial problems with Reach Reporting.

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Multi-Business Consolidating

Enact easy eliminations and conduct easy financial consolidations effortlessly across diverse currencies to give clear, consolidated insights,

Consolidation

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Cash Flow Planning

Gain comprehensive insights and foresights with automated cash flow planning. Simple planning is possible.

3-Way Budgeting & Forecasting

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Client Communication

Our client portal grants access to various departments and clients, enhancing decision-making from firm to client. Providing view-only access to data, ensuring personalized, secure, and efficient data empowerment.

Client Portal

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Case Studies

Show your trending trajectory from past actuals and uncover the necessary improvements and percentage increases needed to surpass your goals and forecasts.

ACCOUNTANT

Dave Willson

CFO, PROVENCFO

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BUSINESS OWNER

Anthony Friday

Executive Director, BrainBox

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ACCOUNTANT

Jake Grimm

Director of Technology, Summit CPA Group

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ACCOUNTANT

Cameron Williams

CEO, KynLi Consulting

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ACCOUNTANT

Pam Jordan

CEO, Pivot Business Group

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ACCOUNTANT

Duncan Lloyd

Director, Cloudaccountant.com

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ACCOUNTANT

Dave Carlson

President | COO, Summit Technology

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MBA | ADVISOR

Ben Cooper

Founder, Amplify

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ACCOUNTANT | ADVISOR

Nikole Mackenzie

CEO, Momentum Accounting

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Let Us Help

You Deliver Your Best Reports.

Easily convert client data into engaging stories using dynamic statements & interactive metrics that liberate you and your team from hours of manual and repetitive tasks.

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Training Videos

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Knowledge Center

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Live Support

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Metrics

Statements

Images

Text

Live Text

Shapes

Scratch Pad

Sheets

Budgets

Forecasting

Reports

Dashboards

All the tools that make reporting simple.

A user friendly workspace with a powerful tool set that is second to none.

What

Financial Professionals Saying!

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 QuickBooks.”

Write a review on QuickBooks

Reach Has Set the Standard

Reach has set the standard for all other integrated reporting systems. User friendly & customizable. Our clients look forward to getting their Reach Report every month!

Game Changer

3-way planning and forecasting without touching Excel, seamless consolidations, and tailored company reporting that updates each month has changed my planning and reporting processes for ever.

Great Report Consolidation!

Excited to use Reach Reporting to process multiple reports more quickly. Being able to customize what reports I’d like to use and then process with one click is simply amazing

Great reporting tool

Intuitive tool that connects easily with Xero. Has some great features to make professional reports in no time

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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.”

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.”

Excellent Integrated Software

The data syncs easily making metrics easy to build. The graph and customization options are endless and make great post market review easy.

Helps Summarize

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

Write a review on Capterra