Reach Reporting

RATING:

5.0

(21)

About Reach Reporting

Upgrade to Reach Reporting. Automation for your financial and non-financial data. Reach Reporting makes reporting, forecasting, and 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. Integration & automation -QuickBooks Online & Desktop inte...

Reach Reporting Pricing

No contract is required for monthly plans. Save 30% when you sign up for an annual plan. Cost is based on the number of company connections. All plans include unlimited users, client login portals, white-glove onboarding, implementation, and team training.

Starting price: 

$149.00 per month

Free trial: 

Available

Free version: 

Not Available

Save hours transforming data as the closed book month rolls forward automatically and updates your reports and dashboards with the newest information. Reduce the likelihood of mistakes in calculations, data entry, and formatting.
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Reach Reporting Reviews

Overall Rating

5.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for Reach Reporting

1 - 5 of 21 Reviews

User Profile

Craig

Verified reviewer

Medical Practice, 11-50 employees

Used weekly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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!

Reason for choosing Reach Reporting

Printable reports which are needed for management and board meetings.

Candice

Accounting, 1 employee

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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!

Reason for choosing Reach Reporting

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

Ryan

Photography, 1 employee

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

OVERALL RATING:

4

EASE OF USE

5

FUNCTIONALITY

5

Reviewed 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

Venture Capital & Private Equity, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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!

Reason for choosing Reach Reporting

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

Vendor Response

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

Replied June 2019

Peter

Venture Capital & Private Equity, 11-50 employees

Used weekly for 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.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed 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.

Reason for choosing Reach Reporting

Price. Flexibility. Ease of use.

Vendor Response

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