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Reach Reporting

By Reach Reporting
4.94 out of 5 stars
Free trial available
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Simplify your financial management. Easily generate dynamic reports, dashboards, and budgets to enable quick, data-driven decisions. Consolidations made easy. Financial reporting and FP&A have never been so powerful, yet simple.
out of 5
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Xero users
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Listed for
3 years
July 2020


Reach Reporting is designed to save time and enhance efficiency for financial managers and accountants. This tool dynamically updates reports, dashboards, and budgets as data flows in, providing a comprehensive view of your financials with minimal effort. It is a trusted resource for advisors, accountants, and managers alike.

The software offers seamless integration and automation capabilities, including compatibility with Xero, QuickBooks, Gusto, and various datasheet and Google Sheets integrations. It also supports CSV trial balance integration. The intuitive customization feature of Reach Reporting allows for a spreadsheet environment with Excel-like formulas, enabling users to set metric goals or targets and incorporate trend lines.

A standout feature of Reach Reporting is its data storytelling capability, which includes live text, conditional formatting, dynamic statements, interactive metrics, and custom themes to align with your branding and colors. The template library is another key aspect, offering pre-built report and dashboard templates that are fully customizable. These templates include best practice metrics, actuals and variance analysis, as well as rolling forecast and budget analysis templates.

For budgeting and forecasting, Reach Reporting provides tools with a minimal learning curve. It includes forecasting algorithms, custom formulas, datasheets for non-financial data, and planning trend visualizations. The automated 3-way forecasting feature offers a complete picture of a business's trajectory, connecting the Profit & Loss, Balance Sheet, and Cash Flow Statement, and simplifying complex financial planning and analysis.

The software also supports consolidations, including multi-currency consolidation, easy eliminations, and company filtering. Additionally, the client portal is a significant component, allowing users to organize reports and dashboards, set access levels using folders, and upload various file types. It supports unlimited users and clients, making it a versatile tool for managing financial information. 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
47 Reviews

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Most recent reviews

Alan Duncan
Posted 18 Jun 2024
5 out of 5 stars

Great overall experience. Manageable learning curve for new users.

New user to the system and found the interface to be user friendly. Great experience and appreciate the support.

Response from Reach Reporting

Thank you for your kind words and support! We're happy that you had such a great experience and found the interface user-friendly with a manageable learning curve.
Jennifer MacLeod
Posted 6 Jun 2024
5 out of 5 stars

Graphic design meets professional accounting!

The reports generated using Reach Reporting and Xero look like they were created by a marketing team and reflect well on the services we provide at our firm. They are easy to customize with images from the client businesses and add an extra layer of professionalism to all our reporting.

Response from Reach Reporting

Thank you, Jennifer, for your fantastic feedback! We're delighted to hear that our integration with Xero is knocking it out of the park with your clients. Thank you so much for the support!
Theresa Krantz
Posted 29 May 2024
5 out of 5 stars

Great Reporting Tool!

This software connection provides beautiful, comprehensive reports for my clients and includes explanations. Highly recommend!

Response from Reach Reporting

Thank you, Theresa, for your wonderful review! We're so happy to hear that Reach Reporting is helping you out on all fronts. We REALLY appreciate your support and reviews in various places. Your recommendation means the world to us!

Additional info

Shared data

Reach Reporting
Quotesshared from Xero to Reach Reporting
Budgetsshared from Xero to Reach Reporting
Timesheetsshared from Xero to Reach Reporting
PayRunsshared from Xero to Reach Reporting
PayItemsshared from Xero to Reach Reporting
Accountsshared from Xero to Reach Reporting
Overpaymentsshared from Xero to Reach Reporting
Payment Servicesshared from Xero to Reach Reporting
Usersshared from Xero to Reach Reporting
Tracking Categoriesshared from Xero to Reach Reporting
Tax Ratesshared from Xero to Reach Reporting
Reportsshared from Xero to Reach Reporting
Receiptsshared from Xero to Reach Reporting
Purchase Ordersshared from Xero to Reach Reporting
Prepaymentsshared from Xero to Reach Reporting
Paymentsshared from Xero to Reach Reporting
Manual Journalsshared from Xero to Reach Reporting
Linked Transactionsshared from Xero to Reach Reporting
Journalsshared from Xero to Reach Reporting
Itemsshared from Xero to Reach Reporting
Invoicesshared from Xero to Reach Reporting
Employeesshared from Xero to Reach Reporting
Currenciesshared from Xero to Reach Reporting
Credit Notesshared from Xero to Reach Reporting
Contactsshared from Xero to Reach Reporting
Branding Themesshared from Xero to Reach Reporting
Bank Transfersshared from Xero to Reach Reporting
Bank Transactionsshared from Xero to Reach Reporting


Accountant toolsReporting


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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