Reach Reporting Features & Capabilities

Reach Reporting

QuickBooks Enterprise

QuickBooks Online

Upgrade to Reach Reporting.

Automation for your financial and non-financial data. Reach Reporting makes reporting, forecasting, and budgeting easy with powerful dashboards and enhanced visuals. Automate repetitive tasks to make better data-driven decisions in minutes.

"What If" Scenarios

Access Controls/Permissions

Accounting

Activity Dashboard

Activity Tracking

Ad hoc Query

Ad hoc Reporting

Alerts/Notifications

Approval Process Control

Audit Trail

Bank Reconciliation

Benchmarking

Budgeting/Forecasting

Cash Flow Management

Cash Management

Collaboration Tools

Compliance Management

Consolidation/Roll-Up

Customizable Branding

Customizable Dashboard

Customizable Reports

Customizable Templates

Dashboard

Dashboard Creation

Data Blending

Data Capture and Transfer

Data Connectors

Data Extraction

Data Import/Export

Data Management

Data Mapping

Data Synchronization

Data Transformation

Data Visualization

Drag & Drop

Expense Tracking

Financial Analysis

Financial Reporting

For Investors & Traders

Forecasting

Functions/Calculations

General Ledger

Historical Reporting

Income & Balance Sheet

Interactive Reports

Key Performance Indicators

KPI Monitoring

Marketing Reports

Mobile Access

Mobile Dashboards

Multi-Company

Multi-Currency

Multiple Data Sources

Natural Language Processing

OLAP

Performance Metrics

Predictive Analytics

Private Dashboards

Profit/Loss Statement

Profitability Analysis

Public Dashboards

Publishing/Sharing

Purchase Order Management

Real-Time Analytics

Real-Time Data

Real-Time Monitoring

Real-Time Notifications

Real-Time Reporting

Real-Time Updates

Relational Display

Reporting & Statistics

Reporting/Analytics

Role-Based Permissions

Sales Reports

Scheduled/Automated Reports

Search/Filter

Self Service Data Preparation

Single Page View

Single Sign On

Strategic Planning

Text Analysis

Third-Party Integrations

Trend Analysis

Trend/Problem Indicators

Visual Analytics

Visual Discovery

Widgets

Workflow Management

Workday Adaptive Planning

Domo

Syft Analytics

Planful

Zoho Books

NetSuite

Sage Intacct

Xero

Lucanet

Grow

QuickBooks Online Advanced

More useful and actionable financial data. 

Rapid powerful reporting which utilizes no FTE to generate, monitor or track.

Powerful financial visualization

It's a fantastic product. I really enjoy the functionality and believe it will be an asset for our organization!

Amazing for standalone and consolidated reporting!

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

Reach is the BEST!

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. 

Great Tool for Small Business

Reach reporting is great. It's great to use and adds value to our clients, but it also makes our firm look great to provide and manage this resource for our clients. 

Highly Recommend Reach

I'm still new to Reach Reporting, but from what I've seen, it is so impressive to our clients and shows accurate, understandable insight on the financial health of the organization.

AI Tool is the best!

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.

Analytics at your fingertips

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

Reach Reporting has helped us organize our reporting. Now executives only see the information they want; information that is impactful.

Reach Reporting is Saving my Sanity!

Thank you for the feedback Peter. We are always seeking to improve the solutions for larger firms and knowing where those needs are is our first step. Your review has been very helpful.

I really like it. I find it useful and am trying to use it for all my clients, big and small.

Beautiful Report Packages

Amazing Reporting Software

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

Reach Reporting is Great

Great! My initial contact was responsive and helpful, and support was quick and easy. 

Small Businesses need this now!

Excellent Integrated Software

Fantastic product

Time Saver!

Thanks Lyndsie for the review. I'm glad we were able to solve your concerns.

Reach Reporting has given me a simple way to communicate with my team complex financial information distilled down into easy to read charts.  The dashboard functionality (vs. just reports), and frequent automatic syncing make it so that my team can keep an eye on the finances in close to real time just by clicking on a link, which is pretty amazing.  Really psyched about this software!

Great app, really helpful for my small business

I've tried half a dozen other dashboard companies, but I always had to program the widgets myself or pay them $200/hr to do it for me. Reach came pre-configured with the most important reports. I didn't have spend any time or money paying someone else to setup my KPIs. The whole experience was well thought through and simple. Now I can get down to making more money instead of compiling reports.

Finally!! I Can See What's Happening in My Business

Reach Reporting has had been a great business partner from demo to sign up to implementation, and ongoing support.  A great team.  

Fast Custom Reporting

Reach has help our clients get a quick overview of their company performance.  It allows us to interact with our clients more often.

We love seeing how we are doing in real time. 

Great Service!

One of my biggest complaints regarding QBO is how lacking the reporting section is. It is not user friendly at all and it lacks many things like customized KPI's, etc. Reach allows you to very easily create custom reports and get a better grasp of your data with easy to use dashboards.

Leveraging your data more effectively

Great company that seems to be continually working to add new features and improvements. Their customer service has also been quick to respond and helpful with questions.

Fantastic Reporting Software - PDF conversion is spot on

It has been great to be able to hand our CEO succinct reports that look great and are easy to read. Reach has made the job of report compilation so much easier.  

I have had a great experience with the Reach Reporting team. They are dedicated to making and delivering a great software to help accounting professionals and business owners’ lives easier.

Superior product and team 

We are beginning to use this program to analyze the efficiency of sales reports, linked with quickbooks, calculate commissions and overall success as a sales department.

Smooth Reporting 

Thank you for the review. If you feel that there are any areas where the sales solutions are lacking, please feel free to reach out (support@reachreporting.com).

Reach Reporting screenshot: Save hours transforming data as the closed book month rolls forward automatically and updates your reports and dashboards with the newest information. Reduce the likelihood of mistakes in calculations, data entry, and formatting.

Reach Reporting screenshot: Benefit from seamless planning within a familiar spreadsheet environment. Leverage automatic Balance Sheet and Cash Flow Forecasting with our powerful yet flexible 3-Way FP&A feature.

Reach Reporting screenshot: Easily group different annual budgets, creating a comprehensive overview for long-term financial planning. Simplify tracking and adjust multi-year financial strategies, enhancing your ability to make informed decisions based on trends and changes. 

Reach Reporting screenshot: Simplify multi-company consolidation with our advanced automation. Utilize account matching technology for same-name and category accounts to enhance process efficiency and accuracy.

Reach Reporting screenshot: Customize every template to your preference and drive business value in minutes—all within a familiar spreadsheet environment with no downsides.

Reach Reporting screenshot: Enhance your services with consistent, data-rich reports that stay current. Provide comprehensive and shareable visuals on most recent financial performance. Our intelligent spreadsheet auto-updates with changing time periods.

Audit Management

Reporting

Reach Reporting Features

Features Summary

Screenshots

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Reviewers who mentioned features said: