Reach Reporting
Automated financial reporting and planning with dashboards and forecasting built for financial professionals who need actionable insights.·reachreporting.com
Reach Reporting is a cloud-based financial reporting and planning platform for accountants, bookkeepers, and advisory professionals. It connects to accounting data sources and turns spreadsheets into customizable reports, dashboards, and presentations, with automated data syncing, 3-way budgeting and forecasting, multi-entity consolidation, and AI-powered analysis. The product targets accounting firms, small businesses, franchises, and nonprofits that need client-ready financial insights without manual report building.
What it's for
Features 20
- 3-way budgeting and forecasting (P&L, Balance Sheet, Cash Flow)
- AI-powered financial analysis and data storytelling
- Automated monthly close
- CSV trial balance upload
- Custom branding (logos, colors, currency symbols)
- Digits integration
- Dynamic statements with live text
- Google Sheets integration
- Gusto payroll integration
- Interactive live dashboards
- Microsoft Excel integration
- Multi-entity and multi-currency consolidation
- MYOB integration
- Pre-built customizable report and dashboard templates
- QuickBooks Desktop integration
- QuickBooks Online integration
- Rolling forecasts and scenario planning
- Secure client portal with unlimited client/user access
- Variance and trend analysis
- Xero integration
At a glance
Integrations
Complianceself-reported
Pricing
Pricing is based on the number of data connections, starting at $149/month. Packages (10, 25 connections, etc.) provide volume discounts; custom terms may apply for larger connection counts.
Annual billing saves $240/year versus monthly for this tier.
Includes 1 data connection
Annual billing saves $1,044/year versus monthly for this tier.
Includes 10 data connections
Annual billing saves $1,980/year versus monthly for this tier.
Includes 25 data connections
Annual billing saves up to 30% compared to monthly billing.