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 + 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.
Getting started
Connecting Xero to Reach Reporting is easy.
(This takes approximately ~2 minutes)
-
Click the Get this app button above to connect Xero with Reach Reporting.
-
In Reach Reporting, go to a group and select Add Company.
-
Choose Connect to Xero.
-
Authorize access via Xero through the pop-up window.
-
Select the company file you want to connect and click Allow Access.
-
Syncing Process:
A. The syncing process will start automatically.
B. Xero syncs on a nightly basis or sync at any time.
Support and Resources:
-
30-Day Free Trial: Includes free onboarding and support with your account representative.
-
Free Demo: Schedule a session to see Reach Reporting in action.
-
Video Library: Access tutorials and walkthroughs.
-
Knowledge Center: Learn more about using Reach Reporting effectively.
-
Live Chat Support: Get immediate assistance from our dedicated support team.
Reviews & ratings
Sort and filter
Most recent reviews
Great overall experience. Manageable learning curve for new users.
Response from Reach Reporting
Graphic design meets professional accounting!
Response from Reach Reporting
Great Reporting Tool!
Response from Reach Reporting