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Reach Reporting

By Reach Reporting
4.92 out of 5 stars
 38 reviews
Free trial available
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Upgrade to Reach Reporting. Automation for your financial and non-financial data. Makes reporting, forecasting & budgeting easy with powerful dashboards and enhanced visuals. Automate repetitive tasks to make better data-driven decisions in minutes.

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
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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.

Explore how to setup Reach Reporting
Screenshot 1 for app Reach Reporting

Reviews & ratings

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4.9 out of 5 stars
38 Reviews

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Most recent reviews

CL
Chantal Lane
Posted 27 Nov 2023
4 out of 5 stars

Review

It is a great tool and merges well ith Xero. Only suggested change is to enable spell check

Response from Reach Reporting

Thank you, Chantal, that is a great idea! We are going to have our development team work on that right away. We hope to have that enabled for you in the coming weeks.
MS
Michael Still
Posted 22 Nov 2023
5 out of 5 stars

Game Changer

3-way planning and forecasting without touching Excel, seamless consolidations, and tailored company reporting that updates each month has changed my planning and reporting processes for ever. And fabulous customer support.

Response from Reach Reporting

Wow Michael, thank you for sharing your thoughts. We want everything to have this type of experience. We appreciate the kind words.
DW
Dakota Wynn
Posted 21 Nov 2023
5 out of 5 stars

Great Report Consolidation!

Excited to use Reach Reporting to process multiple reports more quickly. Being able to customize what reports I'd like to use and then process with one click is simply amazing. Thank you, Reach!!

Response from Reach Reporting

Dakota, we're glad our software could make things easier and more efficient for you. We greatly appreciate the support!
View all reviews

Additional info

Shared data

Xero
Reach Reporting
Budgetsshared from Xero to Reach Reporting
Accountsshared from Xero to Reach Reporting
Overpaymentsshared from Xero to Reach Reporting
Tracking Categoriesshared from Xero to Reach Reporting
Reportsshared from Xero to Reach Reporting
Currenciesshared from Xero to Reach Reporting
Branding Themesshared from Xero to Reach Reporting

Functions

Practice managerReporting

Industries

Professional servicesAccountingFranchise

App details

By Reach Reporting
Added in 2020

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@reachreporting.com

Contact

(877) 467-7637

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