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Reach Reporting

By Reach Reporting
5 out of 5 stars
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.


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.

Reviews & ratings

5.0 out of 5 stars
20 Reviews
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Most recent reviews

Jodi Luff
Posted 24 Mar 2023
5 out of 5 stars

Consolidation made easy

Reach has been a gift in the accounting field. Being able to take several group entities, consolidate straight from xero and into one perfectly presented report... shut up and take my money!!! It is simple to use, presented via several different options and can be firm customised. Recommend as a need to have app for all accountants.
Jon Peilow
Posted 15 Mar 2023
5 out of 5 stars
I wish I'd found Reach years ago. The reports are amazing, and totally customisable for all of our clients. We have tried several reporting apps over the years but none have given us what we need. The reports we have developed in Reach have wowed our customers and once they are set up are super easy to produce each month.
Laura Oden
Posted 31 Jan 2023
5 out of 5 stars

Every CEO needs this App

This is the easiest reporting tool I've ever found. Very easy automation. Integrates data from either Xero or QB. We use Xero and BigCom. I would give Support a 10 but there are only 5 stars. Worth every penny.

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

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


Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.