# 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

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Reach Reporting

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Overview

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

# Reach Reporting 2026: Benefits, Features & Pricing

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

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

Pricing

Starting at $149.00 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

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

Ratings Breakdown

-   4.81Ease of use
-   4.72Value for money
-   4.84Customer support
-   4.62Functionality

Pricing

Starting at $149.00 per month

Get Price

Alternative Product

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

4.3

[(8464)](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

[(3300)](https://www.softwareadvice.com/accounting/xero-profile/reviews/)

Ratings Breakdown

-   4.36Ease of use
-   4.25Value for money
-   4.04Customer support
-   4.30Functionality

Pricing

Starting at $25.00 per month

Get Price

Alternative Product

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

4.2

[(2045)](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

Alternative Product

[QuickBooks Desktop](https://www.softwareadvice.com/accounting/quickbooks-pro-profile/)

4.4

[(2562)](https://www.softwareadvice.com/accounting/quickbooks-pro-profile/reviews/)

Ratings Breakdown

-   4.31Ease of use
-   4.16Value for money
-   3.89Customer support
-   4.29Functionality

Pricing

Starting at $1069.20 per year

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

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 11 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

13%

3

0%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.8

Value for money

4.7

Customer support

4.8

Functionality

4.6

Dan B.

Verified reviewer

Financial Services

11-50 employees

Used monthly for less than 2 years

Review source

Reviewed February 2021

Fast Custom Reporting

5

Reach Reporting has had been a great business partner from demo to sign up to implementation, and ongoing support. A great team.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

We love how Reach Reporting is easy to connect financial information to, and we love the open formatting options to brand and deliver standard or custom reports. Having the ability to upload trial balances is a real pro for some companies in outdated accounting systems.

Cons:

No cons with Reach Reporting. Reach's platform is easier to get accustomed to than other solutions and their support team is timely and easy to work with.

Reasons for choosing Reach Reporting

Reach Reporting had more dynamic reports, easier to create dashboards, and more open formatting and report writing capabilities.

Read More

CR

Candice R.

Verified reviewer

Accounting

Self-Employed

Used weekly for less than 2 years

Review source

Reviewed November 2020

Reach is the BEST!

5

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

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

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.

Read More

KZ

Kayla Z.

Verified reviewer

Accounting

2-10 employees

Used weekly for less than 6 months

Reviewed August 2024

Beautiful Report Packages

4

I really like it. I find it useful and am trying to use it for all my clients, big and small.

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

It creates beautiful report packages to send to your client. It also has a great AI tool that analyzes the financials to provide a summary and additional details that can be helpful when communicating with your client.

Cons:

There is a bit of a learning curve when you first start using it. At first it's a little overwhelming trying to get the reports to show the details you want, but once you learn your way around, it's not as difficult as it seemed.

Read More

KH

Keaton H.

Verified reviewer

Venture Capital & Private Equity

11-50 employees

Used daily for less than 12 months

Review source

Reviewed June 2019

Analytics at your fingertips

5

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.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

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.

Vendor Response

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

Replied June 2019

Read More

LG

Liz G.

Verified reviewer

Accounting

11-50 employees

Used monthly for less than 6 months

Reviewed June 2024

AI Tool is the best!

5

I'm still new to Reach Reporting, but from what I've seen, it is so impressive to our clients and shows accurate, understandable insight on the financial health of the organization.

Ratings Breakdown

4

Ease of use

4

Value for money

5

Customer support

4

Functionality

Pros:

I used this tool for the first time for this month's reporting. It was easy to use, analyzed the year-to-date reporting thoroughly and saved me tons of time! At last, something that makes my life easier with the metrics!

Cons:

The formatting of the reporting is a bit clunky and hard to use. Moving columns, finding the right commands takes time. However, once set up, then it is great.

Reasons for switching to Reach Reporting

The client wanted more robust reporting on their metrics.

Read More

KA

Kadyn A.

Verified reviewer

Accounting

2-10 employees

Used monthly for less than 12 months

Reviewed October 2024

Amazing Reporting Software

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

Reach reporting made my investor meetings a breeze. It allowed me to cut beautiful financials at the end of the month to our investors without having to do any of the heavy lifting/ worrying that excel formulas were broken

Cons:

If I am being honest I have been using reach for about a year now and havent had any issues with it to date!

Read More

KA

Kelly A.

Verified reviewer

Construction

51-200 employees

Used weekly for free trial

Review source

Reviewed August 2024

Small Businesses need this now!

5

Great! My initial contact was responsive and helpful, and support was quick and easy.

Ratings Breakdown

4

Ease of use

5

Value for money

4

Customer support

4

Functionality

Pros:

Templates available for easy implementation.

Cons:

Slight learning curve with customizing dashboards and reports.

Read More

NC

Nick C.

Verified reviewer

Retail

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed July 2019

Great app, really helpful for my small business

5

Reach Reporting has given me a simple way to communicate with my team complex financial information distilled down into easy to read charts. The dashboard functionality (vs. just reports), and frequent automatic syncing make it so that my team can keep an eye on the finances in close to real time just by clicking on a link, which is pretty amazing. Really psyched about this software!

Ratings Breakdown

5

Ease of use

4

Value for money

5

Customer support

4

Functionality

Pros:

I really like that this app makes it simple and easy to create really nice looking dashboards that I can share with my teammates. I am part of a cooperative business and want to get other members of the team more aware of the finances. The metrics I'm looking for are simple, but in most other apps I've tried it's complicated or impossible to create something totally customized that syncs with Quickbooks. I also like the "live" spreadsheets that allow me to put synced data and customized data side by side. I'm really excited to use it more and to keep creating easy to understand, actionable information.

Cons:

Would be great if spreadsheets could sync with google sheets or export to excel. As of now if I want to keep data stored on my system I just need to copy and paste from the spreadsheets, which is just a little cumbersome. Also it doesn't work to copy and paste formulas because the way the formulas work isn't the same as excel/google sheets. Another things is there have been a few bugs, however I've been very impressed that the team has responded very quickly and resolved them within hours. Also would be neat to sync a few more things with Quickbooks like time data and projects, but it already does a lot!

Read More

PR

Peter R.

Verified reviewer

Venture Capital & Private Equity

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed June 2019

Reach Reporting is Saving my Sanity!

5

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

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

4

Functionality

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.

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

Read More

VR

Verified

Reviewer

Venture Capital & Private Equity

11-50 employees

Used weekly for less than 6 months

Review source

Reviewed June 2019

Reach Reporting

5

It has been great to be able to hand our CEO succinct reports that look great and are easy to read. Reach has made the job of report compilation so much easier.

Ratings Breakdown

5

Ease of use

4

Value for money

5

Customer support

4

Functionality

Pros:

The reports and templates look fantastic. The drag and drop capability made it so easy to create my reports. The software is easy to use and \[SENSITIVE CONTENT HIDDEN\] at Reach was very knowledgable and quick to answer my questions.

Cons:

I haven't found anything really lacking in the software yet. If it was free that would be great!

Vendor Response

Thank you for the review and feedback!

Replied June 2019

Read More

Showing 1 - 10 of 47 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/)[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/)[Datarails vs Reach Reporting](https://www.softwareadvice.com/accounting/datarails-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/)

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Stuck Between Options?

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