Overview
Simplify your financial management. Easily generate dynamic reports, dashboards, and budgets to enable quick, data-driven decisions.
Key Features:
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Seamless Integration and Automation: Integrates effortlessly with Xero. Sync anytime.
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Intuitive Customization: Provides a spreadsheet environment with Excel-like formulas to set metric goals, incorporate trend lines, and more.
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Data Storytelling: Features live text, conditional formatting, dynamic statements, interactive metrics, and custom themes to match your branding.
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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.
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Budgeting and Forecasting Tools: Easy-to-use tools with forecasting algorithms, custom formulas, datasheets for non-financial data, and planning trend visualizations.
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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.
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Consolidations: Supports multi-currency consolidation, easy eliminations, and company filtering.
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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.
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AI Enhanced Reporting: Analyze any or all metrics and statements in seconds. Provide deeper insights and a more comprehensive understanding of financial data.
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
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Dashboards: Provide visually interactive insights in real-time with cloud-based dashboards.
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Reports: Fully customizable reports with pre-made visual metrics that auto-populate with your Xero data.
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Customize: Build whatever you want for financial report statements, tables, or chart types.
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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)
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Click the Get this app button above to connect Xero with Reach Reporting.
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In Reach Reporting, go to a group and select Add Company.
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Choose Connect to Xero.
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Authorize access via Xero through the pop-up window.
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Select the company file you want to connect and click Allow Access.
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Syncing Process:
A. The syncing process will start automatically.
B. Xero syncs on a nightly basis or sync at any time.
Support and Resources:
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30-Day Free Trial: Includes free onboarding and support with your account representative.
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Free Demo: Schedule a session to see Reach Reporting in action.
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Video Library: Access tutorials and walkthroughs.
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Knowledge Center: Learn more about using Reach Reporting effectively.
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Live Chat Support: Get immediate assistance from our dedicated support team.
