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Table of Contents

Reach Reporting - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: October 2025

Reach Reporting overview

What is Reach Reporting?

AI-Enhanced Financial Reporting

Automated reports, deep analysis, and visualized data in seconds, making you indispensable. Data auto-updates to deliver insights instantly. Simplify complex analysis with AI-enhanced reporting.

3-Way Budgeting & Forecasting

Our familiar spreadsheet environment lets you easily create budgets & forecasts with minimal learning curve. Leverage automatic Balance Sheet & Cash Flow projections with our 3-Way FP&A feature.

Consolidation & Currency Conversion

Save time with automated multi-company & multi-currency consolidation. Easy eliminations deliver professional insights at a consolidated level. Filter by company, class, or department.

Financial managers and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Your reports and dashboards are dynamically updated as data flows through each month. Visualize data in just a few clicks.

Key benefits of using Reach Reporting

Integration & automation
-QuickBooks Online & Desktop integration
-Xero integration
-CSV trial balance integration
-Gusto integration
-Datasheets integration & Google Sheets

Intuitive customization
-Spreadsheet environment
-Excel-like formulas
-Metric goals/ targets
-Trend lines

Data storytelling features
-Live text
-Conditional formatting
-Dynamic statements & interactive metrics
-Custom themes for your own branding and colors

Template library
-Pre-built report & dashboard templates
-Fully customizable
-Best practice metrics
-Actuals & variance analysis
-Rolling forecast & budget analysis templates

Budget & forecasting
-Minimal learning curve
-Forecasting algorithms & custom formulas
-Datasheets for non-financial data
-Planning trend visualizations

Integrated 3-Way Forecasting
-A complete picture of a business trajectory
-Connected P&L, Balance Sheet & Cash Flow Statement
-Automated cash flow forecast
-Makes complex planning simple

Consolidations
-Multi-currency consolidation
-Easy eliminations
-Filter by company

Client Portal
-Organize your reports and dashboards
-Determine access levels using folders
-Upload files such as .pdf, .xlsx, .xls, .xlsm, .docx, .doc, .csv
-Unlimited users and clients

AI Enhanced Reporting
-Identify trends, variances, and relationships.
-Deep insights without a financial analyst.
-Gain business-specific, expert-level analysis.
-Get tailored reports and dashboards.
-Make data-driven decisions with confidence.

Starting price

149flat rate /
per month

Alternatives

with better value for money

Reach Reporting’s user interface

Ease of use rating:

Reach Reporting reviews

Overall rating

4.9

/5

29

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.52/10
Rating distribution

5

4

3

2

1

27

2

0

0

0

Pros
“My experience with Reach has been very pleasant their customer service is fast and very helpful.”
GB

Gunnar B.

Marketing

“This level of engagement is remarkable & very rewarding for both myseslf as an accountant and for my clients who benefit greatly by understanding how to better manage their businesses.”
CR

Candice R.

Accountant, CEO

“It also has a great AI tool that analyzes the financials to provide a summary and additional details that can be helpful when communicating with your client.”
KZ

Kayla Z.

Bookkeeper

Cons
“Requires spreadsheet knowledge, which I am somewhat weak in.”
JS

Joshua S.

SRNA

“One of my biggest complaints regarding QBO is how lacking the reporting section is.”
JI

Jose I.

Founder

“I helped me find the blaring errors in my bookkeeping, but it couldn't fix them for me.”
JZ

Jared Z.

President

Who uses Reach Reporting?

Based on 29 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Accounting
Venture Capital & Private Equity
Computer Software
Automotive
Others

Use cases

Financial Reporting
Reporting
Dashboard
Small Business Accounting
Data Visualization

Reach Reporting's key features

Most critical features, based on insights from Reach Reporting users:

Reporting/Analytics
Access controls/permissions
Accounting
General ledger
Consolidation/Roll-Up
Customizable templates

All Reach Reporting features

Features rating:

Widgets
Data import/export
Third-Party integrations
Income & balance sheet
Bank reconciliation
Cash flow management
Expense tracking
Financial reporting
Workflow management
Real-Time analytics
Purchase order management
Publishing/Sharing
Public dashboards
Profitability analysis
Profit/Loss statement
Private dashboards
Predictive analytics
Performance metrics
OLAP
Natural language processing
Multiple data sources
Multi-Currency
Multi-Company
Mobile dashboards
Mobile access
Visual discovery
Visual analytics
Trend/Problem indicators
Trend analysis
Text analysis
Strategic planning
Single sign on
Single page view
Self service data preparation
Search/Filter
Scheduled/Automated reports
Sales reports
Role-Based permissions
Reporting & statistics
Relational display
Real-Time updates
Real-Time reporting
Real-Time notifications
Real-Time monitoring
Real-Time data
Dashboard creation
Dashboard
Customizable reports
Customizable dashboard
Customizable branding
Compliance management
Collaboration tools
Cash management
Budgeting/Forecasting
Benchmarking
Audit trail
Approval process control
API
Alerts/Notifications
Ad hoc reporting
Ad hoc query
Activity tracking
Activity dashboard
"What if" scenarios
Marketing reports
KPI monitoring
Key performance indicators
Interactive reports
Historical reporting
Functions/Calculations
Forecasting
For investors & traders
Financial analysis
Drag & drop
Data visualization
Data transformation
Data synchronization
Data mapping
Data management
Data extraction
Data connectors
Data capture and transfer
Data blending

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Reach Reporting pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

1 Connection

149

Per month

10 Connections

290

Per month

25 Connections

550

Per month

User opinions about Reach Reporting price and value

Value for money rating:

To see what individual users think of Reach Reporting's price and value, check out the review snippets below.

“My experience with Reach has been very pleasant their customer service is fast and very helpful.”
GB

Gunnar B.

Marketing

“This level of engagement is remarkable & very rewarding for both myseslf as an accountant and for my clients who benefit greatly by understanding how to better manage their businesses.”
CR

Candice R.

Accountant, CEO

Reach Reporting integrations (7)

Integrations rated by users

We looked at 29 user reviews to identify which products are mentioned as Reach Reporting integrations and how users feel about them.

Integration rating: 5.0 (1)

Reach Reporting support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Email/Help Desk
Chat
Phone Support
Knowledge Base
24/7 (Live rep)

Training options

Documentation
Webinars
Live Online
Videos
In Person

Reach Reporting FAQs

Q. What type of pricing plans does Reach Reporting offer?

Reach Reporting has the following pricing plans:
Starting from: $149.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of Reach Reporting?

Reach Reporting has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What languages does Reach Reporting support?

Reach Reporting supports the following languages:
English


Q. Does Reach Reporting support mobile devices?

Reach Reporting supports the following devices:
Android, iPad, iPhone


Q. Does Reach Reporting offer an API?

Yes, Reach Reporting has an API available for use.


Q. What other apps does Reach Reporting integrate with?

Reach Reporting integrates with the following applications:
MYOB Business, QuickBooks Online Advanced, Gusto, QuickBooks Online, Xero, Google Sheets


Q. What level of support does Reach Reporting offer?

Reach Reporting offers the following support options:
FAQs/Forum, Email/Help Desk, Chat, Phone Support, Knowledge Base, 24/7 (Live rep)

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