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Reach Reporting

Reach Reporting

Overview

What is Reach Reporting?

Automation for financial and non-financial data. Reach Reporting makes reporting, forecasting, and budgeting easier with dashboards and enhanced visuals, and automation for repetitive tasks to support better data-driven decisions.Reach Reporting's 3-Way Forecasting feature provides insights into a business's trajectory. By…

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Recent Reviews

TrustRadius Insights

Reach Reporting is a real-time financial reporting software that has become an invaluable tool for businesses, eliminating the need for …
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Pricing

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1 Connection

$149

Cloud
per month per company connection

10 Connections

$290

Cloud
per month per company connection

25 Connections

$550

Cloud
per month per company connection

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://reachreporting.com/pricing?utm_…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $149 per month per company connection
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Product Demos

Overview of Reach Reporting

YouTube
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Product Details

What is Reach Reporting?

Automation for financial and non-financial data. Reach Reporting makes reporting, forecasting, and budgeting easier with dashboards and enhanced visuals, and automation for repetitive tasks to support better data-driven decisions.


Reach Reporting's 3-Way Forecasting feature provides insights into a business's trajectory. By connecting a P&L, Balance Sheet, and Cash Flow Statement, It helps users to produce a comprehensive view of financials with automated cash flow forecasting.


Financial managers and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Reach Reporting's reports and dashboards are dynamically updated as data flows through each month, and users can produce visualizations in a few clicks.

Reach Reporting Features

Consolidation and Close Features

  • Supported: Financial data consolidation
  • Supported: Journal entries and reports
  • Supported: Multi-currency management
  • Supported: Detailed Audit Trails
  • Supported: Reconciliation Automation
  • Supported: Close Checklist
  • Supported: Customizable Workflows

Additional Features

  • Supported: Automation - Sync QuickBooks Online, Xero, Gusto, QuickBooks Desktop, CSV trial balance, data sheets, and Google Sheets non-financial data.
  • Supported: Template Library - Pre-built and fully customizable report and dashboard templates.
  • Supported: Budgeting and Forecasting - Forecasting algorithms, custom formulas, and planning trend visualizations.
  • Supported: Integrated 3-Way Forecasting - Complete picture of business trajectory. Connected P&L, Balance Sheet, and Cash Flow Statement.
  • Supported: Consolidations - Multi-currency consolidation. Easy elimination. Filter by company.
  • Supported: Customization - Spreadsheet environment. Excel-like formulas. Metric goals and targets. Trend Lines.
  • Supported: Data Storytelling Features - Live text, conditional formatting, dynamic statements, interactive metrics, custom themes and colors for branding.
  • Supported: Published Dashboards & Client Portal - Brandable with a company logo and colors. Upload non-Reach Reporting files. Unlimited users and clients.

Reach Reporting Screenshots

Screenshot of Screenshot of Practice metrics for actuals & variance analysis.Screenshot of Planning trend visualizations.Screenshot of Fully automated and custom reports.Screenshot of live text, colors, logos and design can be customized.Screenshot of Report template library.

Reach Reporting Videos

Automation for financial and non-financial data.
Automate the entire advisory and financial reporting process.

Reach Reporting Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesNorth America, Europe, Australia, New Zealand
Supported LanguagesEnglish

Reach Reporting Customer Size Distribution

Consumers25%
Small Businesses (1-50 employees)50%
Mid-Size Companies (51-500 employees)20%
Enterprises (more than 500 employees)5%
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Reach Reporting is a real-time financial reporting software that has become an invaluable tool for businesses, eliminating the need for manual downloads of excel files or Google sheets. Users have praised Reach Reporting for its seamless implementation process and ongoing support, making it a trusted business partner from demo to sign up. The software's fast and helpful customer service has also received positive feedback, providing users with a pleasant experience.

One of the key advantages of Reach Reporting is its ability to provide more useful and actionable financial data to users. With rapid and powerful reporting capabilities, businesses can save time and resources without the need for additional full-time employees. Users appreciate that Reach Reporting is constantly working on adding new features and improvements while maintaining responsive customer service.

The software simplifies the communication of complex financial information through easy-to-read charts and real-time dashboard functionality. It offers a well-thought-out and simple solution, eliminating the need for programming or expensive customization. This makes it suitable for businesses of all sizes, including those looking to involve teenage children in summarizing financial activities in a simple and easy-to-use format.

Users find Reach Reporting to be an improvement over other software, such as QuickBooks Online, particularly in terms of custom report creation and user-friendly dashboards. The ability to see real-time performance updates allows businesses to make informed decisions quickly. Furthermore, Reach Reporting has a dedicated team committed to delivering a great software experience for accounting professionals and business owners.

Overall, Reach Reporting helps clients get a quick overview of company performance, facilitating more frequent interaction with clients. It is used for analyzing sales efficiency, calculating commissions, and evaluating overall sales department success. Additionally, the software has made report compilation easier, allowing for the creation of succinct and visually appealing reports for CEOs.

An important feature appreciated by users is the inclusion of pre-built reports, dashboards, and KPIs with personalized data. This saves time and provides valuable insights without requiring extensive customization.

In summary, Reach Reporting has received positive feedback from users for its intuitive implementation process, fast and helpful customer service, and ability to provide more actionable financial data. Its user-friendly interface and real-time reporting capabilities make it a valuable tool for businesses of all sizes. With continuous updates and responsive support, Reach Reporting simplifies financial reporting and empowers businesses to make informed decisions with ease.

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