---
title: "Reach Reporting Software Reviews, Demo & Pricing - 2026"
description: "Review of Reach Reporting Software: system overview, features, price and cost information. Get free demos and compare to similar programs."
source_url: "https://www.softwareadvice.com/bi/reach-reporting-profile/"
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---

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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

[(64)](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.

Do you work for Reach Reporting? [Manage this product listing](https://www.g2.com/products/reach-reporting/claim_requests/new?auto=true)

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

[(64)](https://www.softwareadvice.com/bi/reach-reporting-profile/reviews/)

Ratings Breakdown

-   4.77Ease of use
-   4.63Value for money
-   4.80Customer support
-   4.64Functionality

Pricing

Starting at $149.00 per month

Get Price

Alternative Product

[QuickBooks Online](https://www.softwareadvice.com/product/393202-QuickBooks-Online/)

4.3

[(8555)](https://www.softwareadvice.com/product/393202-QuickBooks-Online/reviews/)

Ratings Breakdown

-   4.24Ease of use
-   4.16Value for money
-   4.00Customer support
-   4.26Functionality

Pricing

Starting at $38.00 per month

Get Price

Alternative Product

[Xero](https://www.softwareadvice.com/accounting/xero-profile/)

4.4

[(3341)](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

[(250)](https://www.softwareadvice.com/accounting/datarails-profile/reviews/)

Ratings Breakdown

-   4.49Ease of use
-   4.61Value 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

[(2086)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/)

Ratings Breakdown

-   3.97Ease of use
-   3.86Value for money
-   3.82Customer support
-   4.22Functionality

Pricing

Available upon request

Get Price

Alternative Product

[Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/)

4.3

[(718)](https://www.softwareadvice.com/accounting/intacct-accounting-profile/reviews/)

Ratings Breakdown

-   4.20Ease of use
-   4.00Value for money
-   3.98Customer support
-   4.22Functionality

Pricing

Available upon request

Get Price

## Reach Reporting Pricing and Plans

Reach Reporting has six plans. Free Version is free. 1 Connection is $149.00/mo billed monthly. 10 Connections is $290.00/mo billed monthly. 25 Connections is $550.00/mo billed monthly. 50 Connections is $950.00/mo billed monthly. 30-Day Free Trial is custom-priced.

Free versionFree trial

30-Day Free Trial

FREE TRIAL

Connect as many companies as you'd like during your 30-day free trial. As with all plans, you have full access to reports, dashboards, AI-enhanced metrics, budgets and forecasting.…

No plan information available

Free Version

$0.00

Free forever

Reach Reporting's free version activates automatically once your trial ends. No credit card required, no expiration. It includes view-only access to a dedicated report and dashboard, up to 5 workspace members, and one data sync every 24 hours. Paid plans add AI-powered insights, consolidations, client portals, budgeting, and more.…

Free Version 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

Connect data for 1 company at this price on this plan. No contract is required. Includes unlimited client login portals, white-glove onboarding, implementation, and team training. Connect additional company data for $149/month per connection.…

No plan information available

10 Connections

$290.00

flat rate, per month

Connect data for up to 10 companies at this price and receive everything else offered in the 1 Connection plan. Connect additional company data for $29/month per connection.…

No plan information available

25 Connections

$550.00

flat rate, per month

Connect data for up to 25 companies at this price and receive everything else offered in the 1 Connection plan. Connect additional company data for $22/month per connection.…

No plan information available

50 Connections

$950.00

flat rate, per month

Connect data for up to 50 companies at this price and receive everything else offered in the 1 Connection plan. Connect additional company data for $19/month per connection.…

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.

### How does Reach Reporting pricing compare to alternatives?

Reach Reporting's starting price is $149.00/month. Explore how its pricing and plan options compare with top alternatives below.

| Product | Starting price | Free trial | Free version | Value for Money |
| --- | --- | --- | --- | --- |
| Reach Reporting4.9[(64)](https://www.softwareadvice.com/bi/reach-reporting-profile/reviews/) | $149.00 /mo | Available | Available | 4.6 |
| [QuickBooks Online](https://www.softwareadvice.com/product/393202-QuickBooks-Online/)4.3[(8,555)](https://www.softwareadvice.com/product/393202-QuickBooks-Online/reviews/) | $38.00 /mo | Available | Not available | 4.2 |
| [Xero](https://www.softwareadvice.com/accounting/xero-profile/)4.4[(3,341)](https://www.softwareadvice.com/accounting/xero-profile/reviews/) | $25.00 /mo | Available | Not available | 4.2 |
| [Datarails](https://www.softwareadvice.com/accounting/datarails-profile/)4.7[(250)](https://www.softwareadvice.com/accounting/datarails-profile/reviews/) | Pricing available upon request | Not available | Not available | 4.6 |
| [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/)4.2[(2,086)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/) | Pricing available upon request | Not available | Not available | 3.9 |

Reach Reporting4.9[(64)](https://www.softwareadvice.com/bi/reach-reporting-profile/reviews/)

* * *

Starting price

$149.00 /mo

Free trial

Available

Free version

Available

Value For Money

4.6

-   [QuickBooks Online](https://www.softwareadvice.com/product/393202-QuickBooks-Online/)4.3[(8,555)](https://www.softwareadvice.com/product/393202-QuickBooks-Online/reviews/)
    
    * * *
    
    Starting price
    
    $38.00 /mo
    
    Free trial
    
    Available
    
    Free version
    
    Not available
    
    Value For Money
    
    4.2
    
-   [Xero](https://www.softwareadvice.com/accounting/xero-profile/)4.4[(3,341)](https://www.softwareadvice.com/accounting/xero-profile/reviews/)
    
    * * *
    
    Starting price
    
    $25.00 /mo
    
    Free trial
    
    Available
    
    Free version
    
    Not available
    
    Value For Money
    
    4.2
    
-   [Datarails](https://www.softwareadvice.com/accounting/datarails-profile/)4.7[(250)](https://www.softwareadvice.com/accounting/datarails-profile/reviews/)
    
    * * *
    
    Starting price
    
    Pricing available upon request
    
    Free trial
    
    Not available
    
    Free version
    
    Not available
    
    Value For Money
    
    4.6
    
-   [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/)4.2[(2,086)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/)
    
    * * *
    
    Starting price
    
    Pricing available upon request
    
    Free trial
    
    Not available
    
    Free version
    
    Not available
    
    Value For Money
    
    3.9
    

## 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

Integration rated undefined from -1 review

MYOB Acumatica

Integration rated undefined from -1 review

See all 9 integrations

## Reach Reporting User Reviews

## Reach Reporting customer ratings

- Overall rating: 4.9/5
- Total reviews: 64

### Rating distribution

- 5 stars: 56 reviews (88%)
- 4 stars: 7 reviews (11%)
- 3 stars: 1 reviews (2%)
- 2 stars: 0 reviews (0%)
- 1 star: 0 reviews (0%)

### Secondary ratings

- Ease of use: 4.8/5
- Value for money: 4.6/5
- Customer support: 4.8/5
- Functionality: 4.6/5

---

### Powerful Integrations, AI Insights, and Outstanding Support

- Overall rating: 5/5
- Reviewer: Theresa K.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used monthly for more than 2 years
- Reviewed: July 2026
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### 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

---

### Perfect Insights for an SME

- Overall rating: 5/5
- Reviewer: David L.
- Verified reviewer: Yes
- Industry: Computer Software
- Company size: 51-200 employees
- Product usage: Used weekly for less than 12 months
- Reviewed: June 2026
- Review source details: This review was submitted organically. No incentive was offered

Insightful... I can give the business (of an SME size) the insights and reporting that it needs without spending thousands of $s on a larger enterprise solution

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

The flexibility to set up business reporting and meet the business needs rather than being constrained to view stock standard reports that someone else tells me is right. In addition, the back end is intuitive to use for a native spreadsheet user, and takes away a lot of month end excel based reports.

#### Cons

A lot of admin to set up custom reports and structures. But the end result is well worth the up front investment.

#### Reasons for switching to Reach Reporting

Reach reporting offered a better solution for preparing month end reporting to suite multiple needs and carve up the business numbers.

#### Vendor response

Thanks for sharing this! Glad the flexibility to build reports your way — instead of settling for someone else's standard template — has cut down on month-end Excel work in a big way. The upfront admin for custom reports and structures is a fair trade-off to flag, and good to hear it's felt worth it once things are set up. Thanks again for taking the time to share your experience with us!

Replied July 2026

---

### Nice tool for FP&A, budgeting and forecasting.

- Overall rating: 4/5
- Reviewer: Justin M.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used monthly for less than 2 years
- Reviewed: June 2026
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 3/5

#### 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

---

### Easy to Use with Seamless Xero and Google Sheet Integration

- Overall rating: 5/5
- Reviewer: Menandro d.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used daily for less than 2 years
- Reviewed: June 2026
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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

---

### Fast, Structured Financial Reporting with Clean Dashboards and Client-Ready Insights

- Overall rating: 5/5
- Reviewer: Sujan J.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 10000+ employees
- Product usage: Used daily for more than 2 years
- Reviewed: June 2026
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### 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

---

### Reach Reporting - Incredible Tool for Financial Clarity

- Overall rating: 5/5
- Reviewer: Jeff S.
- Verified reviewer: Yes
- Industry: Financial Services
- Company size: 2-10 employees
- Product usage: Used daily for less than 2 years
- Reviewed: June 2026
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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

---

### Financial Reporting Simplified

- Overall rating: 5/5
- Reviewer: Jonaline G.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used monthly for less than 12 months
- Reviewed: June 2026
- Review source details: This review was submitted organically. No incentive was offered

While some features took time to learn, the platform is effective, reliable, and valuable for creating insightful reports.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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

---

### An excellent tool, for all accounting firms

- Overall rating: 5/5
- Reviewer: Caitlin B.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 11-50 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: June 2026
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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

---

### Easy connection to QBO, Xero, Gusto and more

- Overall rating: 5/5
- Reviewer: Stacey N.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used monthly for more than 2 years
- Reviewed: July 2026
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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

---

### Time‑Saving, Client‑Ready Financial Reporting

- Overall rating: 5/5
- Reviewer: Alvaro C.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used weekly for less than 12 months
- Reviewed: July 2026
- Review source details: This review was submitted organically. No incentive was offered

My overall experience with Reach Reporting has been very positive. It saves significant time on recurring reporting, produces clear visual dashboards for clients, and lets me focus more on analysis than on manual Excel work.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

What I dislike about Reach Reporting is that it’s less flexible for complex financial modeling than a full FP&A tool, so for very advanced scenarios I still need Excel, and some of the deeper customization options take time to master.

#### Cons

Reach Reporting is solving the manual, repetitive work of building financial reports and dashboards from scratch. By automating data updates and report creation, it saves us hours every month and lets us focus on analysis and client advisory rather than formatting spreadsheets.

#### Vendor response

Thanks for sharing this! Glad the automation is saving hours each month and letting you focus more on analysis and client advisory instead of manual spreadsheet work. The point on complex financial modeling — still needing Excel for the most advanced scenarios, and time to master deeper customization — is a fair one to flag as we continue building out that capability. Thanks again for taking the time to share your experience with us!

Replied July 2026

---

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