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Reach Reporting

By Reach Reporting
4.92 out of 5 stars
Free trial available
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Simplify your Xero financial management with Reach Reporting. Easily generate dynamic reports, dashboards, and budgets to enable quick, data-driven decisions. Financial reporting and FP&A have never been so powerful, yet simple.


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
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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.

Reviews & ratings

4.9 out of 5 stars
38 Reviews

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Most recent reviews

Chantal Lane
Posted 27 Nov 2023
4 out of 5 stars


It is a great tool and merges well ith Xero. Only suggested change is to enable spell check

Response from Reach Reporting

Thank you, Chantal, that is a great idea! We are going to have our development team work on that right away. We hope to have that enabled for you in the coming weeks.
Michael Still
Posted 22 Nov 2023
5 out of 5 stars

Game Changer

3-way planning and forecasting without touching Excel, seamless consolidations, and tailored company reporting that updates each month has changed my planning and reporting processes for ever. And fabulous customer support.

Response from Reach Reporting

Wow Michael, thank you for sharing your thoughts. We want everything to have this type of experience. We appreciate the kind words.
Dakota Wynn
Posted 21 Nov 2023
5 out of 5 stars

Great Report Consolidation!

Excited to use Reach Reporting to process multiple reports more quickly. Being able to customize what reports I'd like to use and then process with one click is simply amazing. Thank you, Reach!!

Response from Reach Reporting

Dakota, we're glad our software could make things easier and more efficient for you. We greatly appreciate the support!

Additional info

Shared data

Reach Reporting
Budgetsshared from Xero to Reach Reporting
Accountsshared from Xero to Reach Reporting
Overpaymentsshared from Xero to Reach Reporting
Tracking Categoriesshared from Xero to Reach Reporting
Reportsshared from Xero to Reach Reporting
Currenciesshared from Xero to Reach Reporting
Branding Themesshared from Xero to Reach Reporting


Practice managerReporting


Professional servicesAccountingFranchise

App details

By Reach Reporting
Added in 2020


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




Setup walkthroughContact


(877) 467-7637



Try Reach Reporting for free

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