Reach Reporting icon
Reach Reporting icon

Reach Reporting

Reach Reporting automates financial reporting and planning, turning accounting data from QuickBooks, Xero, Excel, and Google Sheets into clear, client-ready reports, dashboards, budgets, and forecasts in just a few clicks.

Track net profit and cash flow trends across every company in one live, auto-updating view

Cost / License

  • Freemium (Subscription)
  • Proprietary

Platforms

  • Online
See your numbers at a glance, KPIs, profit and loss, and income trends update automatically as your data flows in
Build budgets and forecasts in a familiar spreadsheet environment, complete with automatic Balance Sheet and Cash Flow projections
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Features

Properties

  1.  AI-Powered

Features

  1.  Currency Conversion
  2.  No Coding Required
  3.  Real time collaboration
  4.  Cash Flow Analysis
  5.  Support for multiple currencies
  6.  Multiple Account support
  7.  Import CSV Data
  8.  Ad-free
  9.  Financial reporting
  10.  Financial Planning
  11.  Forecasting
  12.  Bookkeeping
  13.  Dashboard
  14.  Non profit
  15.  Consolidation
  16.  Data visualization

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What is Reach Reporting?

Reach Reporting is AI-enhanced financial reporting software that turns raw accounting data into automated reports, deep analysis, and visualized dashboards in seconds, making you indispensable to the clients and stakeholders you serve. Data auto-updates continuously, so insights are always accurate and ready to share the moment you need them.

3 Way Budgeting & Forecasting gives you a familiar spreadsheet environment for building budgets and forecasts with minimal learning curve, including automatic Balance Sheet and Cash Flow projections through Reach's 3 Way FP&A feature.

Consolidation & Currency Conversion saves time with automated multi-company and multi-currency consolidation. Easy eliminations deliver professional, consolidated-level insights, and you can filter everything by company, class, or department.

Financial managers, accountants, and advisors estimate that 48% of their time goes toward preparing financial reports and dashboards. Reach Reporting was built to give that time back. Reports and dashboards update dynamically as data flows in each month, so you can visualize your numbers and tell a clear financial story in just a few clicks, without needing a financial analyst on staff.