Advisory Reports in Minutes
Pull data from all your sources to automate a powerful monthly report.
How It Works
All your data accessible and workable in our familiar spreadsheet environment.
CONNECT
As soon as you connect Reach Reporting to your accounting software, Google Sheets, or upload your CSV, your data is automatically collected and ready to work with.
SELECT
Select an industry-standard financial report and your data will auto-populate the report. Easily customize the template or use our powerful data spreadsheet interface to create your own visual metrics, reports, or dashboards. Save your work as a template and it will update with live critical data every month, quarter, or year.Â
SHARE
Send insightful financial reports to your clients providing them with financial business intelligence with a simple click.
Data security is top priority.
Secure Cloud Environment | AES-256 Encryption | Disaster Recovery | Real-time Monitoring | AWS Best Practices | US-Based ServersÂ
Work without Constraint
Wherever your data is stored make it accessible and workable.
Data streams from your accounting software, datasheets, and Google Spreadsheets giving access to all your financial data needed to create powerful financial insights. Your data is always in Reach.
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Powerful Spreadsheet
Add any data, to any cell, from anywhere.
Regain the hours you spend manually inputting data. Quickly add data in just a click. Connect QB, Xero, datasheet, or Google Spreadsheet data to create powerful, dynamic statements, metrics, dashboards, and reports. Produce insight that literally develops before your eyes.
SCROLL TO LEARN MORE
Powerful Spreadsheet
Add any data, to any cell, from anywhere.
Regain the hours you spend manually inputting data. Quickly add data in just a click. Connect QB, Xero, datasheet, or Google Spreadsheet data to create powerful, dynamic statements, metrics, dashboards, and reports. Produce insight that literally develops before your eyes.
SCROLL TO LEARN MORE
Create Advisory Reports
With the time you’ve saved… start analyzing, organizing, and advising.
Reach Reporting auto-populates every report, dashboard, statement, and metric with your data leaving you with spare time. Now, you can really dive into the data to analyze and arrange the information to provide actionable advisory insight that is understandable.
SCROLL TO LEARN MORE
Create Advisory Reports
With the time you’ve saved… start analyzing, organizing, and advising.
Reach Reporting auto-populates every report, dashboard, statement, and metric with your data leaving you with spare time. Now, you can really dive into the data to analyze and arrange the information to provide actionable advisory insight that is understandable.
SCROLL TO LEARN MORE
Quick Share
The most insightful information they’ve ever had.
Business decision-makers will be impressed with the insightful information you provide them. Best of all, they can access it anywhere and quickly share it with other decision-makers.
Quick Share
The most insightful information they’ve ever had.
Business decision-makers will be impressed with the insightful information you provide them. Best of all, they can access it anywhere and quickly share it with other decision-makers.
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Visually Enhanced Financial Templates
The key to information is the ability to understand it.
What do you want to do? Use the pre-built dashboards and reports or build something truly custom. Want to show the relationship between the cash on hand and expenses? What about marketing spend relative to the PPC revenue? Your ability to get granular data can spell the difference for your clients as they guide their business.
Live, actionable, and beautiful data streams. Turn all your work into a template that will magnify your work!
Template Library
The 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 reports. Connect a company and the template will pull live-data from your accounting software! Creating reports has never been this easy.
Share Custom Templates
Quickly manage your templates and share them with your other clients. Reach isn’t just a report builder; it’s a financial storytelling system.
Build, Save, and Manage
Build as many custom reports, spreadsheets, or metric templates as you want. Simply re-use them to jump-start new reports. Create custom spreadsheets with advanced formulas.
Sample Financial Report Templates
All reports are industry standard and built on visual theory.
People are Noticing
Reach Reporting is more than a reporting tool.
Reach Reporting has been awarded Best Value and Ease of Use from Capterra. This award is based on the highest user ratings for overall value and functionality. Thank you for seeing the value of Reach Reporting.
