Overview
Save time with Reach Reporting as we help financial managers enhance efficiency. Our tool dynamically updates reports, dashboards, and budgets as data flows, offering a comprehensive view of your financials with minimal effort.
Trusted by advisors, accountants, and managers.
Key features include:
INTEGRATION & AUTOMATION •Seamless integration with Xero and other platforms like QuickBooks and Gusto. •CSV trial balance integration •Gusto integration •Datasheets & Google Sheets integrations
INTUITIVE CUSTOMIZATION •Spreadsheet environment •Excel-like formulas •Metric goals/ targets •Trend lines
DATA STORYTELLING FEATURE •Live text •Conditional formatting •Dynamic statements & interactive metrics •Custom themes for your 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
AUTOMATED 3-WAY FORECASTING •A complete picture of a business trajectory. •Connected P&L, Balance Sheet & •Cash Flow Statement •Automated cash flow forecast •Makes complex FP&A 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
Join thousands who are streamlining their financial workflows with Reach Reporting.
Trusted by financial industry leaders such as Rehmann, Marcum, Summit CPA by Anders, and more.

Reach Reporting + Xero
Xero and Reach Reporting make it easy for you. Authenticate Reach and connect to Xero to get started. 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.
Thanks to our live-sync technology, the seamless sync process ensures that your data is always up-to-date and accurate—no more manual updates or waiting for data to sync. Reach and Xero work together to provide real-time insights and streamline your financial management. Impress your audience with accurate and up-to-date financial reports, forecasts, and budgets.
Integration & Automation: This feature seamlessly integrates with QuickBooks Online & Desktop, Xero, and CSV trial balance. It also offers Gusto integration and integration capabilities for Datasheets and Google Sheets.
Getting started
Getting Started with Xero and Reach Reporting:
In Reach Reporting, go to a group and select Add Company.
Then choose: "Connect to Xero"
Then, you must authorize access via Xero through a pop-up window.
Choose the company file you want to connect and select "Allow Access."
This will automatically start the syncing process. Reach Reporting will show you the progress of the connection.
Our 30-day free trial provides free onboarding and support with your account representative. In addition to that, you can schedule a free demo, view our video library, learn from our knowledge center, and get live help from our dedicated chat support team.
We want you to be successful in implementing and learning Reach Reporting.
Highly rated by our users, Reach Reporting is trusted for our robust features and seamless integration with Xero.
Read our customer reviews to see how Reach Reporting has transformed business financial reporting.
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Game Changer
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Great Report Consolidation!
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