About 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 ...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

20 Reviews of Reach Reporting

Average User Ratings

Overall

4.95 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(19)

19

4 stars

(1)

1

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 20 results

July 2019

User Profile Picture

Craig from SleepCare

Verified Reviewer

Company Size: 11-50 employees

Industry: Medical Practice

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

November 2020

Candice from City Bookkeeper

Company Size: 1 employee

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

July 2019

Ryan from Finance & Accounting

Company Size: 1 employee

Industry: Photography

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

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.

February 2021

Gunnar from Gunnar Ballard

Company Size: 2-10 employees

Industry: Graphic Design

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

February 2021

Reach Reporting is Great

My experience with Reach has been very pleasant their customer service is fast and very helpful.

Pros

I love how easy the software is to use, I can easily pull in my bookkeeping data from quickbooks. And build some great looking reports in minutes. Not only that but I don't have to recreate the same report month after month and remap the data. I can use the live text they provided and all the reports I create will update for me.

Cons

Honestly, I don't have much bad to say. Its a really simple to use software the live text took some learning but once you understand how it works it is really simple to use.

June 2019

Keaton from Tamarak Capital

Company Size: 11-50 employees

Industry: Venture Capital & Private Equity

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

Replied June 2019

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