Overview
Financial managers and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Your reports and dashboards are dynamically updated as data flows through each month. Visualize data in just a few clicks.
Gain valuable insights into your business trajectory with our 3-Way Forecasting feature. By connecting your P&L, Balance Sheet, and Cash Flow Statement, you can create a comprehensive view of your financials with automated cash flow forecasting.
Integration & automation -QuickBooks Online & Desktop integration -Xero integration -CSV trial balance integration -Gusto integration -Datasheets integration & Google Sheets
Intuitive customization -Spreadsheet environment -Excel-like formulas -Metric goals/ targets -Trend lines
Data storytelling features -Live text -Conditional formatting -Dynamic statements & interactive metrics -Custom themes for your own 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
Integrated 3-Way Forecasting -A complete picture of a business trajectory -Connected P&L, Balance Sheet & Cash Flow Statement -Automated cash flow forecast -Makes complex planning 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
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.
