Reach Reporting
Overview
Reach Reporting is a comprehensive solution for financial reporting and business planning. Designed specifically for small and medium-sized businesses, as well as financial professionals such as accountants, CPAs, and advisors, Reach Reporting streamlines the financial reporting process and automates budgeting and forecasting.
The app is equipped with powerful dashboards and enhanced visuals, making it easy to create visually appealing reports and budgets. The tool also eliminates the need for redundant data inputs and presents financial data in a way that is easy to understand and analyze. This will save you so much time.
Reach Reporting empowers financial professionals to make informed decisions, leading to improved overall performance in the areas of financial reporting and business planning. Our mission is to simplify the financial reporting process for our users by providing an automated, user-friendly, and customizable solution that makes financial data accessible and actionable. Whether you need to create industry benchmarks, reports for franchises, consolidations, KPIs, financial statements, or tax reports, we have you covered.
If you are looking for a solution that streamlines your financial reporting and business planning process, Reach Reporting has it all.
Reach Reporting + Xero
Xero and Reach Reporting make it easy for you. Simply 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.
The seamless sync process ensures that your data is always up-to-date and accurate, thanks to our live-sync technology. No more manual updates or waiting for data to sync. Reach and Xero work together to provide you with real-time insights and streamline your financial management. Impress your audience with accurate and up-to-date financial reports, forecasts, and budgets.
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 will need to authorize access via Xero through a pop-up window.
Choose the company file that you would like to connect and then select "Allow Access." This will automatically start the syncing process. Reach Reporting will show you the progress of the connection.
