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Reach Reporting Logo

Reach Reporting

5.0
(21)

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Powerfully simple.

(5)

Reach Reporting Pricing, Features, Reviews and Alternatives

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

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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

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Q. What languages does Reach Reporting support?

Reach Reporting supports the following languages:
English

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Q. Does Reach Reporting support mobile devices?

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

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Q. Does Reach Reporting offer an API?

Yes, Reach Reporting has an API available for use.

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Q. What other apps does Reach Reporting integrate with?

Reach Reporting integrates with the following applications:
QuickBooks Online Advanced, Quickbooks Online, Xero, Google Sheets

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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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Reach Reporting product overview

Price starts from

149

Per month

Flat Rate

What is Reach Reporting?

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

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

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Reach Reporting pricing information

Value for money

4.8

/5

21

Starting from

149

Per month

Flat Rate

Pricing options

Free plan
Subscription
Free trial
Pricing range

Reach Reporting features

Functionality

4.8

/5

21

Total features

97

5 categories

Most valued features by users

Activity Dashboard
Third Party Integrations
Reporting & Statistics
API
Reporting/Analytics
Data Import/Export
Alerts/Notifications
Compliance Management

Reach Reporting users reviews

Overall Rating

5.0

/5

21

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.57/10
Rating distribution

5

4

3

2

1

20

1

0

0

0

Pros
We love how Reach Reporting is easy to connect financial information to, and we love the open formatting options to brand and deliver standard or custom reports.
My experience with Reach has been very pleasant their customer service is fast and very helpful.
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.
Cons
Requires spreadsheet knowledge, which I am somewhat weak in.
One of my biggest complaints regarding QBO is how lacking the reporting section is.
I helped me find the blaring errors in my bookkeeping, but it couldn't fix them for me.
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Craig P.

Medical Practice, 11-50 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Powerful financial visualization

Reviewed 4 years ago

More useful and actionable financial data. Rapid powerful reporting which utilizes no FTE to generate, monitor or track.

Pros

At a management level, Reach Reporting helps us see trends on monthly financial reports which gives context to monthly values and makes them actionable. At board meetings, the visualizations help board members realize positive or negative trends of the organization and helps with more productive conversations. Frequent updates and improvements to report builder. Responsive team!

Cons

None to report. The team has improved the reporting significantly!

CR
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Candice R.

Accounting, self-employed

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Reach is the BEST!

Reviewed 3 years ago

A+ this team and their product are both excellent - I'm so happy to have found them!

Pros

I love that I can customize each of my clients metric dashboards & reports to suit them both personally and professionally. By tailoring the client experience, I have been able to fully engage my clients in understanding the story of their business on a regular basis. 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.

Cons

I really have no complaints - if there is ever an issue or even a wishlist item, I reach out to the support team and EVERY TIME they have either made it happen or resolved whatever issue I might have had. Zero dislikes here!

JH
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Janeen H.

Accounting, 11-50 employees

Used monthly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent Integrated Software

Reviewed 22 days ago
Pros

The data syncs easily making metrics easy to build. The graph and customization options are endless and make great post market review easy.

Cons

Customizing isn't always intuitive and the naming structure (title in 3 places not automatically talking to each other).

RO
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Ryan O.

Photography, self-employed

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great Tool for Small Business

Reviewed 4 years ago

I have just reviewed the free trial but am considering this for a business that I am looking to start with my teenage children. This could be a great way to help them summarize the financial activities of the business in a simple and easy to use format.

Pros

It seems simple to use and makes the financial reporting process easy for people without an accounting background. Easy to customize the reports to what is most relevant to your audience.

Cons

It might be helpful to have links to definitions of what some of the terms and account groupings on the reports mean or represent.

KH
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Keaton H.

Venture Capital & Private Equity, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Analytics at your fingertips

Reviewed 4 years ago

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.

Pros

Ease of use was a major advantage! Access to templates. Beautiful reports.

Cons

That I didn't find Reach before we built our annual report last year!

Vendor response

Thank you for your review. I'm glad that you have had a good experience with Reach.

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