Reach Reporting is designed to save time and enhance efficiency for financial managers. 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 + 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.
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 must authorize access via Xero through a pop-up window.
Choose the company file you want to connect and select "Allow Access."
This will automatically start the syncing process. Reach Reporting will show you the progress of the connection.
Our 30-day free trial provides free onboarding and support with your account representative. In addition to that, you can schedule a free demo, view our video library, learn from our knowledge center, and get live help from our dedicated chat support team.
We want you to be successful in implementing and learning Reach Reporting.
Highly rated by our users, Reach Reporting is trusted for our robust features and seamless integration with Xero.
Read our customer reviews to see how Reach Reporting has transformed business financial reporting.
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