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Reach Reporting

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Find out with a

Reach Reporting - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: August 2026

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.

Starting price

149flat rate /
per month

Alternatives

with better value for money

Reach Reporting’s user interface

Ease of use rating:

4.9

(63)

Reach Reporting reviews

Overall rating

4.9

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend0.95/10

Rating distribution

Pros

“I like the out-of-the-box templates they provide, the ability to mark budgets as official, and the sync feature with Google Sheets.”

Kevin M.

Owner

“It saves significant time on recurring reporting, produces clear visual dashboards for clients, and lets me focus more on analysis than on manual Excel work.”

Alvaro C.

AUDIT MANAGER

“Reach Reporting solves the challenge of time‑consuming manual financial reporting by automating data consolidation, visualization, and variance analysis.”

Sujan J.

Assistant Manager

Cons

“Limited Syncing Frequency – Data syncing can sometimes feel less frequent than desired, which may result in delays before the latest information is reflected in reports and dashboards.”

Jonaline G.

Accountant

“The AI widget doesn’t work properly , I tried to prompt to give projections it dint work and this is something reach has to work on it”

Hassan V.

Finance manager

“The Reach cash flow forecast is based on the QBO cash flow statement, which is also inaccurate.”

Jane P.

Director of Accounting

Who uses Reach Reporting?

Based on 63 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Accounting

Computer Software

Financial Services

E-Learning

Others

Use cases

Financial Reporting

Dashboard

Reporting

Data Visualization

Business Intelligence

Reach Reporting's key features

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

Reporting/Analytics

4.8

(34)

Financial analysis

4.8

(6)

Data import/export

4.7

(20)

Billing & invoicing

4.8

(4)

Expense tracking

5.0

(1)

Consolidation/Roll-Up

4.7

(15)

Bank reconciliation

5.0

(1)

All Reach Reporting features

Features rating:

4.6

(63)

Access controls/permissions

4.9

(10)

Accounting

4.7

(11)

Activity dashboard

(0)

Activity tracking

(0)

Ad hoc query

4.0

(2)

Ad hoc reporting

(0)

AI copilot

4.0

(5)

Alerts/Notifications

(0)

API

(0)

Approval process control

(0)

Audit management

4.0

(1)

Audit trail

(0)

Bank reconciliation

5.0

(1)

Benchmarking

(0)

Billing & invoicing

4.8

(4)

Budgeting/Forecasting

(0)

Cash flow management

4.3

(7)

Cash management

(0)

Collaboration tools

(0)

Compliance management

(0)

Consolidation/Roll-Up

4.7

(15)

Customizable branding

4.8

(6)

Customizable dashboard

(0)

Customizable reports

4.6

(7)

Customizable templates

4.6

(28)

Dashboard

4.0

(1)

Dashboard creation

(0)

Data aggregation

(0)

Data blending

(0)

Data capture and transfer

(0)

Data connectors

4.8

(5)

Data extraction

(0)

Data import/export

4.7

(20)

Data management

(0)

Data mapping

(0)

Data mining

(0)

Data synchronization

(0)

Data transformation

(0)

Data visualization

(0)

Drag & drop

(0)

Expense tracking

5.0

(1)

Financial analysis

4.8

(6)

Financial reporting

5.0

(1)

Forecasting

(0)

For investors & traders

(0)

Functions/Calculations

(0)

General ledger

4.8

(10)

Generative ai

4.3

(7)

Historical reporting

(0)

Income & balance sheet

4.7

(10)

Interactive elements

(0)

Interactive reports

(0)

Key performance indicators

(0)

KPI monitoring

(0)

Marketing reports

3.5

(2)

Metadata management

5.0

(1)

Mobile access

(0)

Mobile dashboards

(0)

Multi-Company

5.0

(4)

Multi-Currency

(0)

Multiple data sources

(0)

Natural language processing

(0)

Natural language search

(0)

OLAP

5.0

(1)

Performance metrics

(0)

Predictive analytics

4.0

(4)

Private dashboards

(0)

Profitability analysis

(0)

Profit/Loss statement

5.0

(1)

Public dashboards

(0)

Publishing/Sharing

(0)

Purchase order management

(0)

Real-Time analytics

4.5

(4)

Real-Time data

4.5

(2)

Real-Time monitoring

(0)

Real-Time notifications

4.0

(1)

Real-Time reporting

5.0

(2)

Real-Time updates

(0)

Receipt management

4.5

(2)

Relational display

(0)

Reporting/Analytics

4.8

(34)

Reporting & statistics

(0)

Role-Based permissions

(0)

Sales reports

(0)

Scheduled/Automated reports

(0)

Scorecards

4.7

(3)

Search/Filter

(0)

Secure data storage

(0)

Self service data preparation

(0)

Self-Service reporting

4.6

(5)

Single page view

(0)

Single sign on

(0)

Strategic planning

(0)

Text analysis

(0)

Third-Party integrations

4.7

(14)

Trend analysis

(0)

Trend/Problem indicators

(0)

Visual analytics

(0)

Visual discovery

(0)

"What if" scenarios

5.0

(1)

Widgets

4.3

(3)

Workflow management

(0)

Reach Reporting alternatives

Reach Reporting

4.9

(63)

Starting from

149

Per month

Free trial

Free version

Ease of Use

4.8

Features

4.6

Value for Money

4.7

Customer Support

4.8

Xero

4.4

(3.3K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.3

Value for Money

4.2

Customer Support

4.0

Sage Intacct

4.3

(716)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.2

Features

4.2

Value for Money

4.0

Customer Support

4.0

NetSuite

4.2

(2K)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.0

Features

4.2

Value for Money

3.9

Customer Support

3.8

Reach Reporting pricing

Value for money rating:

4.7

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

30-Day Free Trial

No pricing info

Contact vendor for more details

Free Version

0.00

Features included:

View-only access to dedicated report and dashboard
Automated financial reporting
Live sync with your bookkeeping software
One report, one dashboard, always current
No design or setup required
Secure, read-only data connection
Works with QuickBooks, Xero, Gusto, and more
Financial Reporting
Financial Analysis

1 Connection

149

Per month

Contact vendor for more details

10 Connections

290

Per month

Contact vendor for more details

25 Connections

550

Per month

Contact vendor for more details

50 Connections

950

Per month

Contact vendor for more details

User opinions about Reach Reporting price and value

Value for money rating:

4.7

(63)

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

“I like the out-of-the-box templates they provide, the ability to mark budgets as official, and the sync feature with Google Sheets.”

Kevin M.

Owner

“It saves significant time on recurring reporting, produces clear visual dashboards for clients, and lets me focus more on analysis than on manual Excel work.”

Alvaro C.

AUDIT MANAGER

Reach Reporting integrations (10)

Integrations rated by users

We looked at 63 user reviews to identify which products are mentioned as Reach Reporting integrations and how users feel about them.

QuickBooks Online

Integration rating: 4.9 (17)

“Bringing in costing (materials, facility, and labor) for financials works great. No good ways to synch customer ordering, especially with a mix of wholesale and DTC channels.”

Dick C.

Saucemaster, Founder