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Reach Reporting

By Reach Reporting
4.93 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. 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
41 Reviews

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Most recent reviews

Gabrielle Tenison
Posted 7 Feb 2024
5 out of 5 stars
Great app
Mark Gilbert
Posted 29 Jan 2024
5 out of 5 stars

Reach Reporting Is A Game Changer

We have have started linking our clients to Reach Reporting and it has totally transformed our relationship with our clients. They have been impressed with the features and reporting I now give them. We are and Accounting Firm specializing in the Bookkeeping and Advisory and Reach Reporting has saved us time and allowed us to provide better reporting in less time. The best part as an accounting firm is their support. We have dedicated LIVE PERSON that is reachable and responsive. I highly recommend Reach Reporting! Mark A Gilbert CEO/Founder MBS Accounting Technology & Advisory
Craig Feltner
Posted 14 Dec 2023
5 out of 5 stars

Reach Has Set the Standard

Reach has set the standard for all other integrated reporting systems. User friendly & customizable. Our clients look forward to getting their Reach Report every month!

Response from Reach Reporting

Thank you Craig! We are glad that Reach is resonating with you and your clients. Your support means a lot to us.

Additional info

Shared data

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


Practice managerReporting


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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