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.
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 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.
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 Servers
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.
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.
“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.”
“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 us see trends on monthly financial reports which give context to monthly values and make them actionable.”
Easy to Understand
“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.”
“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.”
Templates are Fantastic
“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.”
“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.”