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Reach Reporting

By Reach Reporting
4.94 out of 5 stars
Free 30 day trial available
Get this app
Xero users LOVE Reach Reporting! See why everyone is switching. FP&A and financial reporting have never been so powerful yet simple.
Rated
4.9
out of 5
Reviewed by
47
Xero users
Try this app
Free 30 day
trial available
Listed for
4 years
July 2020

Overview

Simplify your financial management. Easily generate dynamic reports, dashboards, and budgets to enable quick, data-driven decisions.

Key Features:

  • Seamless Integration and Automation: Integrates effortlessly with Xero. Sync anytime.

  • Intuitive Customization: Provides a spreadsheet environment with Excel-like formulas to set metric goals, incorporate trend lines, and more.

  • Data Storytelling: Features live text, conditional formatting, dynamic statements, interactive metrics, and custom themes to match your branding.

  • Template Library: Offers pre-built, fully customizable report and dashboard templates, including best practice metrics, actuals, and variance analysis, and rolling forecast and budget analysis templates.

  • Budgeting and Forecasting Tools: Easy-to-use tools with forecasting algorithms, custom formulas, datasheets for non-financial data, and planning trend visualizations.

  • Automated 3-Way Forecasting: Provides a complete business trajectory view by connecting the Profit & Loss, Balance Sheet, and Cash Flow Statement, simplifying complex financial planning and analysis.

  • Consolidations: Supports multi-currency consolidation, easy eliminations, and company filtering.

  • Client Portal: Organize reports and dashboards, set access levels with folders, and upload various file types. The portal supports unlimited users and clients, enhancing versatility in managing financial information.

Trusted by Industry Leaders: Join thousands of satisfied users, including Rehmann, Marcum, Summit CPA by Anders, and more, in streamlining your financial workflows with Reach Reporting.

Pricing:

  • 30-Day Free Trial
  • 1 Connection: $149/month USD
  • 10 Connections: $290/month USD
  • 25 Connections: $550/month USD

*One connection represents a connected company.

Reach Reporting
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Reach Reporting + Xero

Xero and Reach Reporting make it easy for you. Reach integrates with Xero to pull critical reporting data through a read-only API connection that keeps your data safe and secure. Reach does not push data back to your Xero account.

Why Use Reach Reporting + Xero

  • Dashboards: Provide visually interactive insights in real-time with cloud-based dashboards.

  • Reports: Fully customizable reports with pre-made visual metrics that auto-populate with your Xero data.

  • Customize: Build whatever you want for financial report statements, tables, or chart types.

  • Live Updates: Live updates save time each month from having to remap financials and re-create reports.

Reviews & ratings

4.9 out of 5 stars
47 Reviews

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Most recent reviews

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Alan Duncan
Posted 18 Jun 2024
5 out of 5 stars

Great overall experience. Manageable learning curve for new users.

New user to the system and found the interface to be user friendly. Great experience and appreciate the support.

Response from Reach Reporting

Thank you for your kind words and support! We're happy that you had such a great experience and found the interface user-friendly with a manageable learning curve.
JM
Jennifer MacLeod
Posted 6 Jun 2024
5 out of 5 stars

Graphic design meets professional accounting!

The reports generated using Reach Reporting and Xero look like they were created by a marketing team and reflect well on the services we provide at our firm. They are easy to customize with images from the client businesses and add an extra layer of professionalism to all our reporting.

Response from Reach Reporting

Thank you, Jennifer, for your fantastic feedback! We're delighted to hear that our integration with Xero is knocking it out of the park with your clients. Thank you so much for the support!
TK
Theresa Krantz
Posted 29 May 2024
5 out of 5 stars

Great Reporting Tool!

This software connection provides beautiful, comprehensive reports for my clients and includes explanations. Highly recommend!

Response from Reach Reporting

Thank you, Theresa, for your wonderful review! We're so happy to hear that Reach Reporting is helping you out on all fronts. We REALLY appreciate your support and reviews in various places. Your recommendation means the world to us!

Additional info

Shared data

Xero
Reach Reporting
Quotesshared from Xero to Reach Reporting
Budgetsshared from Xero to Reach Reporting
Timesheetsshared from Xero to Reach Reporting
PayRunsshared from Xero to Reach Reporting
PayItemsshared from Xero to Reach Reporting
Accountsshared from Xero to Reach Reporting
Overpaymentsshared from Xero to Reach Reporting
Payment Servicesshared from Xero to Reach Reporting
Usersshared from Xero to Reach Reporting
Tracking Categoriesshared from Xero to Reach Reporting
Tax Ratesshared from Xero to Reach Reporting
Reportsshared from Xero to Reach Reporting
Receiptsshared from Xero to Reach Reporting
Purchase Ordersshared from Xero to Reach Reporting
Prepaymentsshared from Xero to Reach Reporting
Paymentsshared from Xero to Reach Reporting
Manual Journalsshared from Xero to Reach Reporting
Linked Transactionsshared from Xero to Reach Reporting
Journalsshared from Xero to Reach Reporting
Itemsshared from Xero to Reach Reporting
Invoicesshared from Xero to Reach Reporting
Employeesshared from Xero to Reach Reporting
Currenciesshared from Xero to Reach Reporting
Credit Notesshared from Xero to Reach Reporting
Contactsshared from Xero to Reach Reporting
Branding Themesshared from Xero to Reach Reporting
Bank Transfersshared from Xero to Reach Reporting
Bank Transactionsshared from Xero to Reach Reporting

Functions

ReportingAccountant tools

Industries

FranchiseProfessional servicesAccounting

App details

By Reach Reporting
Added in 2020

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Contact supportsupport@reachreporting.com

Contact

(877) 467-7637

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30 day free trial available

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.