Xero + Reach Reporting
Integrate with Xero to create engaging visual reports.
Trusted by advisors, accountants, and managers
Easy to use
Connect our powerful reporting tool to Xero in seconds.
Accounting and business professionals are pairing Xero’s online accounting software with Reach Reporting, the most popular visual reporting on the market. This combination syncs all your client’s financial data and generates beautiful reports with a few clicks.
DASHBOARD
REPORTS
METRICS
SHEETS
DASHBOARD
Customize your visual dashboard or use a premade template that allows your client 24/7 access to their financial reports.
REPORTS
Select a premade template or build one from scratch. Out templates are built to autopoulate.
BUDGETS
Create a budget within Reach Reporting and quickly ad it to your report.
INTEGRATION
Integration sounds to complicated. Really it takes just 3 clicks and Reach is Synced to your accounting software.
METRICS
We have several metric templates that you can drag and drop into your reports that populate with data from your accounting software or you can build metrics from sratch pulling data from your software.
LIVE TEXT
Place live text in paragraphs, page headers or create visual elements with them. Live text will always pull from your synced accounting software with the right data.
BUDGETS
INTEGRATION
LIVE TEXT
STATEMENTS
Send a report in 4 easy steps
SIGN UP
Free trial
CONNECT
Quick sync
BUILD
Template | Custom
4. SEND
Happy clients
Streamline Xero with Reach Reporting
Spend less time building and more time providing advisory services.
Easy to understand
Live
Real-time syncing
Instantaneous changes
Automated live text
Easy
Visual and intuitive UX
Dynamic templates
Video tutorials
Powerful
Spreadsheet formulation
Advanced capabilities
Auto population
Scalable
Unlimited companies
Unlimited reports
Pricing discount
Trusted
Disaster recovery
AES-256 Encryption
Real-time monitoring
Live Xero connection
Data that’s always synced.
Reach Reporting connects to Xero and automates powerful visual reports, saving you time, eliminating manual data entry, and increasing the accuracy of monthly reports.
Streamline reports
From Xero to Reach.
Financial data flows automatically from Xero into Reach Reporting. Build reports with the most current financial data.
Secure data
SOC 2 Type 1 & 2 Certified.
All the data that passes between Xero and Reach Reporting is encrypted using bank-level security. We make sure you look good while we got your back. Think of us as your personal security detail.
No manual entry
Minimize data entry errors.
We have dramatically reduced the need to manually enter data meaning that report-errors are minimized. Saving you time and rework.
Pre-built & custom templates
Custom dynamic templates
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
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.
Share custom templates
Easily manage your templates and share them with your other clients. Reach isn’t just a report builder; it’s a financial storytelling system.
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.
Build, save & 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.
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