Is Reach Reporting right for your business?

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best for

  • Accounting
  • Best For All Business Sizes
  • Supports Multiple Platforms

what reviewers say

  • Great value for money
  • Great ease of use
  • Great functionality

What is Reach Reporting?

Reach Reporting is a financial reporting solution that helps certified public accountants (CPA), bookkeepers, advisors and other financial professionals create reports to gain insights into business performance, balance sheets, cash flows and more. With the auto-update functionality, users can ensure real-time updating of data across reports, dashboards or spreadsheets. Reach Reporting comes with multiple reporting templates and enables financial professionals to visualize data using graphs, charts, images and shapes. It lets users create and share dashboard URLs with all stakeholders, facilitating quick collaboration. Additionally, the metric builder functionality lets institutions generate reports with class filters, date ranges and specific data such as profit a... read more

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Reach Reporting data selection
Reach Reporting data selection
Reach Reporting CEO dashboard
Reach Reporting CEO dashboard
Reach Reporting reporting dashboards
Reach Reporting reporting dashboards
Reach Reporting class filters
Reach Reporting class filters
Reach Reporting financial summary
Reach Reporting financial summary
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User Review Highlights

4.95

20 Reviews

5
19
4
1
3
0
2
0
1
0
5

Ease-of-use

out of 5
5

Customer Support

out of 5
5

Value for money

out of 5
5

Functionality

out of 5
  • icon"It seems to be extremely user friendly and gives us the capability to track the overall efficiency and success of the sales department."
  • icon"This product breaks down exactly what you need to run a business, costs, profit, etc. It's easy to use and very intuitive."
  • icon"I love that I can customize each of my clients metric dashboards & reports to suit them both personally and professionally."
  • icon"I really don't have anything in particular at this time that I don't like."
  • icon"Requires spreadsheet knowledge, which I am somewhat weak in."
  • icon"I helped me find the blaring errors in my bookkeeping, but it couldn't fix them for me."

Read user reviews

How much does Reach Reporting cost?

Get 10 companies connected for less than two (2) connections. Need more connections? Pricing can drop to as little as $19 per connection | month for 50 connections. Reach Reporting is affordable for all company sizes. Start your 30-day trial today!

Starting price

$149.00 per month

Free trial

Available

Free version

Not Available

Which features does Reach Reporting offer?

Core features:

"What If" ScenariosActivity DashboardAd hoc ReportingBenchmarkingBudgeting/ForecastingCash ManagementChartingConsolidation/Roll-UpCustomizable BrandingCustomizable DashboardShow more features +

People who reviewed this software give it a 5 star rating for functionality.

How easy is Reach Reporting to use and deploy?

Reach Reporting supports multiple deployment options, including: Cloud, SaaS, Web-based, iPad, Windows, Mac.

People who reviewed this software give it a 5 star rating for ease-of-use.

What do verified users say about Reach Reporting

4.95/5 out of 20 Reviews

Showing 1 - 5 of 20 reviews

User Profile

Craig

Verified reviewer

Company size: 11-50 employees

Industry: Medical Practice

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

July 2019

Powerful financial visualization

More useful and actionable financial data. Rapid powerful reporting which utilizes no FTE to generate, monitor or track.

Pros

At a management level, Reach Reporting helps us see trends on monthly financial reports which gives context to monthly values and makes them actionable. At board meetings, the visualizations help board members realize positive or negative trends of the organization and helps with more productive conversations. Frequent updates and improvements to report builder. Responsive team!

Cons

None to report. The team has improved the reporting significantly!

Reasons for choosing Reach Reporting

Printable reports which are needed for management and board meetings.

Candice

Company size: 1 employee

Industry: Accounting

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

November 2020

Reach is the BEST!

A+ this team and their product are both excellent - I'm so happy to have found them!

Pros

I love that I can customize each of my clients metric dashboards & reports to suit them both personally and professionally. By tailoring the client experience, I have been able to fully engage my clients in understanding the story of their business on a regular basis. This level of engagement is remarkable & very rewarding for both myseslf as an accountant and for my clients who benefit greatly by understanding how to better manage their businesses.

Cons

I really have no complaints - if there is ever an issue or even a wishlist item, I reach out to the support team and EVERY TIME they have either made it happen or resolved whatever issue I might have had. Zero dislikes here!

Reasons for choosing Reach Reporting

Reach is ready to use & intuitive - all of the others lacked in capability and ease of use.

Ryan

Company size: 1 employee

Industry: Photography

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Functionality

out of 5

July 2019

Great Tool for Small Business

I have just reviewed the free trial but am considering this for a business that I am looking to start with my teenage children. This could be a great way to help them summarize the financial activities of the business in a simple and easy to use format.

Pros

It seems simple to use and makes the financial reporting process easy for people without an accounting background. Easy to customize the reports to what is most relevant to your audience.

Cons

It might be helpful to have links to definitions of what some of the terms and account groupings on the reports mean or represent.

Keaton

Company size: 11-50 employees

Industry: Venture Capital & Private Equity

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

June 2019

Analytics at your fingertips

We logged in the first time and found several pre-built reports, dashboards and KPI's with OUR NUMBERS in them. It was really​ cool to see the value immediately.

Pros

Ease of use was a major advantage! Access to templates. Beautiful reports.

Cons

That I didn't find Reach before we built our annual report last year!

Reasons for choosing Reach Reporting

Price, ease of use, ease of setup. Great looking reports.

Response from Reach Reporting

Thank you for your review. I'm glad that you have had a good experience with Reach.

Replied June 2019

Peter

Company size: 11-50 employees

Industry: Venture Capital & Private Equity

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

June 2019

Reach Reporting is Saving my Sanity!

Reach Reporting has helped us organize our reporting. Now executives only see the information they want; information that is impactful.

Pros

I love that Reach comes with pre-packaged reports that are ready for me to use, but that I can also do a TON of customization to get the reports exactly how I want them. These reports are making our financial information so much more consumable. The reports are clean and have made an impact on how much management uses them.

Cons

There are certain ways I would like to display information that aren't always possible with reach, but I would expect a fully customized solution like that to cost thousands of dollars a month. I get 98% of what I need from Reach for 2% of the cost of others.

Reasons for choosing Reach Reporting

Price. Flexibility. Ease of use.

Response from Reach Reporting

Thank you for the feedback Peter. We are always seeking to improve the solutions for larger firms and knowing where those needs are is our first step. Your review has been very helpful.

Replied June 2019

Showing 1 - 5 of 20 reviews
Reach Reporting

Reach Reporting

4.95/5 out of 20 reviews