# Reach Reporting Software Reviews, Demo & Pricing - 2026 > Review of Reach Reporting Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/bi/reach-reporting-profile/ --- [Home](https://www.softwareadvice.com/) / [Financial Reporting Software](https://www.softwareadvice.com/accounting/financial-reporting-comparison/) / Reach Reporting Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/bi/reach-reporting-profile/reviews/)[Alternatives](https://www.softwareadvice.com/bi/reach-reporting-profile/alternatives/) # Reach Reporting Review From $149-$950/month Free version Free trial 6 plans Wondering if Reach Reporting is right for your organization? Our Financial Reporting Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Reach Reporting 4.9 [(63)](https://www.softwareadvice.com/bi/reach-reporting-profile/reviews/) Pricing Starting at $149.00 flat rate per month ### About Reach Reporting Upgrade to Reach Reporting. AI-Enhanced Financial Reporting Automated reports, deep analysis, and visualized data in seconds, making you indispensable. Data auto-updates to deliver insights instantly. Simplify complex analysis with AI-enhanced reporting. 3-Way Budgeting & Forecasting Our familiar spreadsheet environment lets you easily create budgets & forecasts with minimal learning curve. Leverage automatic Balance Sheet & Cash Flow projections with our 3-Way FP&A feature. Consolidation & Currency Conversion Save time with automated multi-company & multi-currency consolidation. Easy eliminations deliver professional insights at a consolidated level. Filter by company, class, or department. 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 Onli... ne & 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 AI Enhanced Reporting -Identify trends, variances, and relationships. -Deep insights without a financial analyst. -Gain business-specific, expert-level analysis. -Get tailored reports and dashboards. -Make data-driven decisions with confidence. Wondering if Reach Reporting is right for your organization? Our Financial Reporting Software selection experts can help you in 15 minutes or less. ## Reach Reporting User Interface ## Popular Reach Reporting Alternatives Main Product Reach Reporting 4.9 [(63)](https://www.softwareadvice.com/bi/reach-reporting-profile/reviews/) Ratings Breakdown - 4.76Ease of use - 4.66Value for money - 4.82Customer support - 4.63Functionality Pricing Starting at $149.00 per month Get Price Alternative Product [QuickBooks Online](https://www.softwareadvice.com/product/393202-QuickBooks-Online/) 4.3 [(8483)](https://www.softwareadvice.com/product/393202-QuickBooks-Online/reviews/) Ratings Breakdown - 4.24Ease of use - 4.16Value for money - 4.00Customer support - 4.27Functionality Pricing Starting at $38.00 per month Get Price Alternative Product [Xero](https://www.softwareadvice.com/accounting/xero-profile/) 4.4 [(3311)](https://www.softwareadvice.com/accounting/xero-profile/reviews/) Ratings Breakdown - 4.36Ease of use - 4.24Value for money - 4.04Customer support - 4.30Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Datarails](https://www.softwareadvice.com/accounting/datarails-profile/) 4.7 [(235)](https://www.softwareadvice.com/accounting/datarails-profile/reviews/) Ratings Breakdown - 4.51Ease of use - 4.60Value for money - 4.76Customer support - 4.61Functionality Pricing Available upon request Get Price Alternative Product [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) 4.2 [(2054)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/) Ratings Breakdown - 3.96Ease of use - 3.85Value for money - 3.81Customer support - 4.21Functionality Pricing Available upon request Get Price Alternative Product [Syft Analytics](https://www.softwareadvice.com/bi/syft-analytics-profile/) 4.7 [(186)](https://www.softwareadvice.com/bi/syft-analytics-profile/reviews/) Ratings Breakdown - 4.62Ease of use - 4.70Value for money - 4.78Customer support - 4.62Functionality Pricing Starting at $23.00 per month Get Price ## Reach Reporting Pricing and Plans Starting price: $149.00 per month Free Trial Free Version 30-Day Free Trial Pricing available upon request No plan information available Free Version $0.00 flat rate, per month Plan includes: - View-only access to dedicated report and dashboard - Automated financial reporting - Live sync with your bookkeeping software - One report, one dashboard, always current - No design or setup required - Secure, read-only data connection - Works with QuickBooks, Xero, Gusto, and more - Financial Reporting - Financial Analysis 1 Connection $149.00 flat rate, per month No plan information available 10 Connections $290.00 flat rate, per month No plan information available 25 Connections $550.00 flat rate, per month No plan information available 50 Connections $950.00 flat rate, per month No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Reach Reporting Features - Popular features found in Financial Reporting Bank Reconciliation Billing & Invoicing Cash Management Consolidation/Roll-Up Data Import/Export Expense Tracking Financial Analysis Multi-Currency Reporting/Analytics - More features of Reach Reporting Access Controls/Permissions Accounting Activity Dashboard Activity Tracking Ad hoc Query Ad hoc Reporting AI Copilot Alerts/Notifications API Approval Process Control Audit Management Audit Trail Benchmarking Budgeting/Forecasting Cash Flow Management Collaboration Tools Compliance Management Customizable Branding Customizable Dashboard Customizable Reports Customizable Templates Dashboard Dashboard Creation Data Aggregation Data Blending Data Capture and Transfer Data Connectors Data Extraction Data Management Data Mapping Data Mining Data Synchronization Data Transformation Data Visualization Drag & Drop Financial Reporting Forecasting For Investors & Traders Functions/Calculations General Ledger Generative AI Historical Reporting Income & Balance Sheet Interactive Elements Interactive Reports Key Performance Indicators KPI Monitoring Marketing Reports Metadata Management Mobile Access Mobile Dashboards Multi-Company Multiple Data Sources Natural Language Processing Natural Language Search OLAP Performance Metrics Predictive Analytics Private Dashboards Profitability Analysis Profit/Loss Statement Public Dashboards Publishing/Sharing Purchase Order Management Real-Time Analytics Real-Time Data Real-Time Monitoring Real-Time Notifications Real-Time Reporting Real-Time Updates Receipt Management Relational Display Reporting & Statistics Role-Based Permissions Sales Reports Scheduled/Automated Reports Scorecards Search/Filter Secure Data Storage Self Service Data Preparation Self-Service Reporting Single Page View Single Sign On Strategic Planning Text Analysis Third-Party Integrations Trend Analysis Trend/Problem Indicators Visual Analytics Visual Discovery "What If" Scenarios Widgets Workflow Management ## Reach Reporting Integrations QuickBooks Online Integration rated 4.9 from 17 reviews Xero Integration rated undefined from -1 review QuickBooks Online Advanced Integration rated undefined from -1 review Gusto Integration rated undefined from -1 review MYOB Business Integration rated undefined from -1 review MYOB Acumatica Integration rated undefined from -1 review See all 9 integrations ## Reach Reporting User Reviews Overall Rating 4.9 Ratings Breakdown 5 87% 4 11% 3 2% 2 0% 1 0% Secondary Ratings Ease of Use 4.8 Value for money 4.7 Customer support 4.8 Functionality 4.6 Theresa K. Verified reviewer Accounting 2-10 employees Used monthly for more than 2 years Review source Reviewed July 2026 Powerful Integrations, AI Insights, and Outstanding Support 5 Ratings Breakdown 4 Ease of use 5 Customer support 5 Functionality Pros: I love the integrations, customer service, and AI business insights. It's great we can customize the reports as well. Clients have an easier time understanding their financials with the visual dashboards in the reports. Cons: Pricing is high for a small firm that only has a handful of bookkeeping clients. Would love a smaller plan, which would really help start-up firms too! Vendor Response Thanks for sharing this! Glad the integrations, support, and AI insights are coming together to make financials click for your clients through the visual dashboards. The pricing feedback for smaller firms is a fair one — a more accessible plan for firms just starting out is useful input for our team to consider. Thanks again for taking the time to share this with us! Replied July 2026 Read More KM Kevin M. Verified reviewer Accounting 2-10 employees Used monthly for less than 2 years Review source Reviewed July 2026 Features and pricing make Reach a Win 5 Overall Reach is a highly valuable tool in my stack. It helps me convey client performance at a deeper and more meaningful level. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I like the out-of-the-box templates they provide, the ability to mark budgets as official, and the sync feature with Google Sheets. The pricing and ROI is also best in class. Cons: There's a learning curve- new users should ideally be proficient with Excel and spreadsheets prior to jumping in. Reasons for choosing Reach Reporting It was a better fit for my budget and goals Reasons for switching to Reach Reporting Better pricing, easier onboarding, stronger support Vendor Response Thanks for sharing this! Glad the templates, official budget marking, and Google Sheets sync are pulling their weight, and that the pricing and ROI have made Reach a standout in your stack. The Excel-proficiency learning curve for new users is a fair callout — good context for us as we look at onboarding for less spreadsheet-savvy users. Thanks for choosing Reach over LiveFlow, and for taking the time to share this! Replied July 2026 Read More JM Justin M. Verified reviewer Accounting 2-10 employees Used monthly for less than 2 years Review source Reviewed June 2026 Nice tool for FP&A, budgeting and forecasting. 4 Overall very good. Been a customer for a long time now. The team Is great, it helps us provide more value to our clients. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 3 Functionality Pros: customer support. ease of use. forecasting models. its a pull type system so I can make changes in Reach and it does not impact the books. The best part is the team at reach Cons: The forecast does not pass over to reporting. its a bit overwealming at times with the different types of reports. Clients havent loved their portal as much as I was hoping. Vendor Response Thanks for being a long-time customer and for the kind words on the team! Glad the pull-based system and forecasting models are giving you that safe, sandbox-style flexibility without touching the books. On the forecast-to-reporting gap and the client portal reception — both are useful to know, and worth raising with our support team directly so they can share where things stand and pass your feedback to the product side. Thanks again for taking the time to share this, and for the continued trust in Reach! Replied July 2026 Read More AK Aaron K. Verified reviewer Venture Capital & Private Equity 11-50 employees Used weekly for less than 2 years Review source Reviewed June 2026 Highly Customizable / Streamlines Reporting 5 Reach has continued to make improvements to the software in the 2 years we have been a customer. Will likely be a long-term user. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: The software is highly customizable and integrates well with QBO. Their team is very responsive. Platform has great templates and visuals Cons: Bigger learning curve that other reporting software but their team is very responsive and brings solutions for everything. Reasons for switching to Reach Reporting More customizable reporting and consolidated reporting was more streamlined. Vendor Response Thanks for two years of loyalty, and for sharing this! Glad the customization, QBO integration, and templates are hitting the mark, and that the team's responsiveness has stood out along the way. The steeper learning curve is a fair trade-off to flag, and it's good to know the ongoing improvements have kept you confident as a long-term user. Thanks again for taking the time to share your experience with us! Replied July 2026 Read More JS Jeff S. Verified reviewer Financial Services 2-10 employees Used daily for less than 2 years Review source Reviewed June 2026 Reach Reporting - Incredible Tool for Financial Clarity 5 My overall experience with Reach Reporting has been extremely positive. As a CFO advisor serving multiple small and mid-sized businesses, I need tools that are both efficient and effective in communicating financial information. Reach Reporting delivers on both fronts. The platform is easy to learn, simple to navigate, and provides a professional presentation layer that helps bridge the gap between accounting data and strategic decision-making. What stands out most is the ability to quickly create customized reports that help business owners understand their financial performance without being overwhelmed by accounting details. The visual dashboards, KPI tracking, and reporting flexibility have significantly improved client meetings and financial reviews. The team behind the product has also been responsive and committed to continuous improvement. Reach Reporting has become a valuable part of our advisory toolkit and has helped us provide a higher level of insight and value to our clients. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Reach Reporting has been an excellent tool for creating professional, easy-to-understand financial reports for clients and management teams. As a CFO and strategic advisor working with multiple small and mid-sized businesses, I appreciate how quickly it transforms accounting data into meaningful dashboards, KPI reports, and visual presentations. The platform is intuitive, flexible, and allows us to customize reports to fit the specific needs of each client. One of the biggest benefits is the ability to present financial information in a way that business owners can actually understand and use for decision-making. The integration with accounting systems is seamless, report generation is efficient, and the visual presentation significantly improves communication around financial performance. Reach Reporting has become a valuable part of our advisory process and helps elevate the quality of reporting we provide to clients. Cons: Trial balance uploads are more difficult to get uploaded if you don't have an accounting software that links directly with Reach Reporting, though they are adding more on a regular basis. Vendor Response Thanks for such a thoughtful review, and for making Reach part of your advisory toolkit! Glad the platform is helping turn accounting data into reports business owners can actually act on, and that it's elevating client meetings across your work. The trial balance upload friction for less-connected systems is a fair callout — good to hear more integrations are steadily being added to close that gap. Thanks again for taking the time to share this with us! Replied July 2026 Read More SJ Sujan J. Verified reviewer Accounting 10000+ employees Used daily for more than 2 years Review source Reviewed June 2026 Fast, Structured Financial Reporting with Clean Dashboards and Client-Ready Insights 5 Reach Reporting solves the challenge of time‑consuming manual financial reporting by automating data consolidation, visualization, and variance analysis. It improves accuracy, reduces preparation time, and enables faster decision‑making by providing clear financial insights without heavy spreadsheet dependency. Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: Reach Reporting makes financial reporting and analysis significantly faster and more structured. The pre‑built report templates, intuitive dashboards, and real‑time data sync help convert raw financial data into clear, client‑ready insights with minimal manual effort. It is easy to use, visually clean, and very effective for presenting financial performance to stakeholders, The AI insight feature is also a very nice touch. Cons: While Reach Reporting is strong for standard reporting, if you want to add the financial form spreadsheet option, multi-dimensional reporting is not possible at this point in time. Reasons for switching to Reach Reporting Reach Reporting is much better than Fathom Vendor Response Thanks for sharing this! Glad the templates, dashboards, and real-time sync are making reporting faster and more client-ready, and that the AI insights added a nice extra layer of value. The multi-dimensional reporting limitation within the financial form spreadsheet option is a fair callout — good to have on our radar as we keep expanding that functionality. Thanks for choosing Reach over Fathom, and for taking the time to share this! Replied July 2026 Read More Md Menandro d. Verified reviewer Accounting 2-10 employees Used daily for less than 2 years Review source Reviewed June 2026 Easy to Use with Seamless Xero and Google Sheet Integration 5 Overall, I'm happy with the results we've delivered to our clients. The platform provides good value for money and has helped us achieve our goals efficiently. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Delivers real-time updates and integrates directly with Xero and Google Sheets for streamlined workflows. Cons: Collaboration tools are limited, but Google Sheets provides a practical workaround for team collaboration. Vendor Response Thanks for sharing this! Glad the real-time updates and Xero and Google Sheets integrations are keeping workflows smooth, and that the results have translated into real value for your clients. Good to know Google Sheets has been a solid workaround for collaboration — that's helpful context as we look at strengthening those tools directly. Thanks again for taking the time to share this with us! Replied July 2026 Read More JG Jonaline G. Verified reviewer Accounting 2-10 employees Used monthly for less than 12 months Review source Reviewed June 2026 Financial Reporting Simplified 5 While some features took time to learn, the platform is effective, reliable, and valuable for creating insightful reports. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The ability to automate financial reporting and present data through clear, customizable dashboards, making it easier for teams and clients to understand performance and make informed decisions quickly. Cons: Limited Syncing Frequency – Data syncing can sometimes feel less frequent than desired, which may result in delays before the latest information is reflected in reports and dashboards. This can make real-time monitoring and decision-making more challenging. Vendor Response Thanks for sharing this! Glad the automated reporting and customizable dashboards are helping your team and clients make faster, clearer decisions. The syncing frequency feedback is useful — real-time visibility matters a lot for monitoring, so this is good to flag as we keep working on that experience. Thanks again for taking the time to share this with us! Replied July 2026 Read More CB Caitlin B. Verified reviewer Accounting 11-50 employees Used weekly for less than 2 years Review source Reviewed June 2026 An excellent tool, for all accounting firms 5 It has been an excellent experience all around. The onboarding was very thorough and I really felt led into best use cases and really getting setup for success. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I love the ease of adding team members and connecting clients. It's also a breeze to prepare and utilize memorized reports. Cons: So far I haven't found any setbacks, the pricing is totally reasonable and it has all of the features I could imagine and works really well for our accounting firm. Reasons for choosing Reach Reporting It was more affordable and user friendly. Vendor Response Thanks for sharing this! Glad connecting clients and using memorized reports has felt so seamless, and that the pricing and features are hitting the mark for your firm. Sounds like onboarding did exactly what it should — setting you up to actually use Reach well from day one. Glad to hear that made a real difference. Thanks for choosing Reach over LiveFlow, and for taking the time to share this! Replied July 2026 Read More Stacey N. Verified reviewer Accounting 2-10 employees Used monthly for more than 2 years Review source Reviewed July 2026 Easy connection to QBO, Xero, Gusto and more 5 Overall, I think Reach is a great tool at a fair price, and they continually come out with enhancements that make my life easier. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I like the ease of connection between QBO, Xero, Gusto and other applications. Really easy and seamless to connect. Cons: What I like least about Reach Reporting is I can't MAKE my clients log in and use it. A lot of the time, if they just logged in they would answer their own questions. Vendor Response Thanks for sharing this! Glad the QBO, Xero, and Gusto connections have felt seamless, and that the ongoing enhancements keep making a real difference. The client engagement point is a relatable one — getting clients to actually log in and explore is a challenge on your end more than ours, but if there's ever a way we can help nudge that adoption, our support team would be glad to brainstorm with you. Thanks again for taking the time to share your experience with us! Replied July 2026 Read More Showing 1 - 10 of 63 Reviews [See All Reviews](https://www.softwareadvice.com/bi/reach-reporting-profile/reviews/) ## Reach Reporting Popular Comparisons [QuickBooks Online vs Reach Reporting](https://www.softwareadvice.com/compare/148141-reach-reporting/vs/393202-QuickBooks-Online/)[Xero vs Reach Reporting](https://www.softwareadvice.com/bi/reach-reporting-profile/vs/xero/)[Datarails vs Reach Reporting](https://www.softwareadvice.com/accounting/datarails-profile/vs/reach-reporting/)[NetSuite vs Reach Reporting](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/vs/reach-reporting/)[Syft Analytics vs Reach Reporting](https://www.softwareadvice.com/bi/reach-reporting-profile/vs/syft-analytics/)[QuickBooks Desktop vs Reach Reporting](https://www.softwareadvice.com/accounting/quickbooks-pro-profile/vs/reach-reporting/)[Sage Intacct vs Reach Reporting](https://www.softwareadvice.com/accounting/intacct-accounting-profile/vs/reach-reporting/)[QuickBooks Enterprise vs Reach Reporting](https://www.softwareadvice.com/construction/qb-desktop-enterprise-profile/vs/reach-reporting/)[QuickBooks Online Advanced vs Reach Reporting](https://www.softwareadvice.com/compare/49805-QuickBooks-Online/vs/148141-reach-reporting/) [Compare All Alternatives](https://www.softwareadvice.com/bi/reach-reporting-profile/alternatives/) ## Other Top Recommended Financial Reporting Software [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) **4.3** (713) Recently recommended **384** times [Sage 50 Accounting](https://www.softwareadvice.com/accounting/sage-50cloud-profile/) **4.0** (617) Recently recommended **239** times [Vena](https://www.softwareadvice.com/bpm/vena-profile/) **4.5** (139) Recently recommended **215** times [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) **4.2** (2054) Recently recommended **184** times Stuck Between Options? 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