--- title: "Reach Reporting Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Reach Reporting. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Reach Reporting is a good fit for you!" source_url: "https://www.softwareadvice.com/bi/reach-reporting-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Financial Reporting Software](https://www.softwareadvice.com/accounting/financial-reporting-comparison/) / [Reach Reporting](https://www.softwareadvice.com/bi/reach-reporting-profile/) / Reach Reporting Reviews 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](https://www.softwareadvice.com/bi/reach-reporting-profile/) Reviews [Alternatives](https://www.softwareadvice.com/bi/reach-reporting-profile/alternatives/) # Reach Reporting User Reviews ## Reviews summary - Overall rating: 4.9/5 - Total reviews: 63 ### Secondary ratings - Ease of use: 4.8/5 - Customer support: 4.8/5 - Value for money: 4.7/5 - Functionality: 4.6/5 ### Rating distribution - 5 stars: 55 reviews (87%) - 4 stars: 7 reviews (11%) - 3 stars: 1 reviews (2%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Most mentioned pros - 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. - 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. - The platform made it incredibly intuitive to customize reports, adjust layouts, and create polished, presentation‑ready financial packages with minimal effort. ### Most mentioned cons - I am a basic user pay for more license than my practice needs in hope to grow with the software but I still struggle to get the most out of it, still running basic reports - I find it hard to add bullet points and alighn my text. - I found Reach Reporting a little costly for the Annual Fee. ## Reach Reporting customer reviews Showing reviews 1-25 of 63 (page 1). ### Fast Custom Reporting - Overall rating: 5/5 - Reviewer: Dan B. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used monthly for less than 2 years - Reviewed: February 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Reach Reporting has had been a great business partner from demo to sign up to implementation, and ongoing support. A great team. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Vendor response Thank you for the thoughtful review! It's great to hear the branding and formatting flexibility is letting you deliver reports the way your clients need, and that the trial balance upload has been a real help for companies on older systems. We're glad the platform felt approachable from the start, and that the team has been a solid partner throughout — from demo to ongoing support. That kind of relationship matters a lot to us. Thanks for choosing Reach Reporting, and for taking the time to share this! Replied July 2026 --- ### Smooth QBO-to-Report Workflow with Flexible, Excel-Like Interface - Overall rating: 5/5 - Reviewer: Joni P. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used monthly for more than 2 years - Reviewed: June 2026 - Review source details: This review was submitted organically. No incentive was offered It gives us consistent, in-depth reports to share with clients that look much more professional than the QB reports and have a lot more options. Also, each is branded to the individual company, which just looks so nice and adds a great personalized touch to our clients. We needed a reporting package to deliver to our clients quarterly to discuss without spending a lot of time creating them and Reach does that for us. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It functions so smoothly with the transition from QBO data to ready to present reports. No mapping, barely any setup at all. At the same time, it retains the complete flexibility to make any kind of report I want with the familiar Excel-like interface. I can also use other users' shared reports and copy them to my own dashboard, which saves a ton of time. It does everything I wanted reporting software to do for our firm. #### Cons I think the only thing I have had a problem with is in the text of reports, sometimes it jumps around and is hard to edit, but that is very minor. Everything else just works. #### Reasons for switching to Reach Reporting The interface was much easier and the reporting looked much better. It was also much more flexible. #### Vendor response Thanks for sharing this! Glad the QBO-to-report transition has been so seamless, and that shared reports and the Excel-like flexibility are saving your firm real time each quarter. The text-editing quirk in reports is good to know — minor as it is, that's the kind of detail we like to keep tightening. Thanks again for taking the time to share your experience with us! Replied July 2026 --- ### Reach reporting - CFO consultant - Overall rating: 4/5 - Reviewer: Nancy A. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 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 It has decreased the amount of hours for reporting creation and allowed to actually dive in more on the analysis of data. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros I really like its features around dashboards and data visualization, the report generation is very easy to use. #### Cons In general is a good tool, for QB Desktop with rightworks the settings can be a bit tricky, and when the data has to be filtered and ordered a certain way, such as indicators for customers it is not as easy to replicate on the reach environment without manual updating every month #### Reasons for switching to Reach Reporting Those solutions were too manual and high investment on time #### Vendor response Thanks for sharing this! Glad the dashboards and easy report generation have cut down reporting hours and freed up more time for real analysis. The QB Desktop with Rightworks setup and the manual filtering for customer indicators are both fair callouts — useful for us to know as we look at smoothing out that workflow. Thanks again for taking the time to share this with us! Replied July 2026 --- ### Reach is a fantastic tool for small businesses! - Overall rating: 4/5 - Reviewer: Lindsey W. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: June 2026 - Review source details: This review was submitted organically. No incentive was offered Their team has been amazing from pre-purchase to present. The set up has taken a bit longer than we expected, but I'm confident once we have everything configured as needed we will be able to streamline our financial reporting & decision making. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Reach Reporting provides robust financial reporting tools at a fraction of the cost of other providers. We appreciate it's spreadsheet interface which makes it easy to enter new & existing data. Reach's support team is also incredible - they have been so helpful. #### Cons The cash & accrual accounting features don't integrate. Reach's support team provided us with some workaround options that will make it possible for us to see all the data we're looking for though. #### Reasons for choosing Reach Reporting Reach was less expensive and had better support & resources #### Vendor response Thanks for sharing this, and for the confidence in where things are headed! Glad the spreadsheet interface and pricing are hitting the mark, and that support has been such a strong presence from pre-purchase onward. Good to hear the team found workarounds for the cash and accrual integration gap — that kind of hands-on problem-solving is exactly what we aim for. Thanks for choosing Reach over Jirav, and for taking the time to share this! 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 --- ### We love Reach and so will you! - Overall rating: 5/5 - Reviewer: Taylor M. - Verified reviewer: Yes - Industry: Restaurants - Company size: 201-500 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 #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Reach is easy to use and provides professional reporting the banks love. We are able to consolidate all of our companies as needed. #### Cons Reach is not compatible with our new accounting platform so we will have to upload the data manually. #### Reasons for choosing Reach Reporting Reach allows for more customization and consolidation. #### Reasons for switching to Reach Reporting Reach allows for more customization and consolidation. #### Vendor response Thanks for sharing this! Glad the professional reporting is winning over the banks, and that consolidating across your companies has been a smooth part of the workflow. On the new accounting platform — manual upload is a fair workaround for now, and it's useful for us to know which platforms firms are moving toward as we look at future integrations. 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 --- ### 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 --- ### 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 --- ### 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 --- ### Amazing for standalone and consolidated reporting! - Overall rating: 5/5 - Reviewer: Joe D. - Verified reviewer: Yes - Industry: Utilities - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. It's a fantastic product. I really enjoy the functionality and believe it will be an asset for our organization! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Extremely intuitive, and user friendly interface. Tons of reporting functionality. #### Cons Some of the formatting options for report specific items could be a bit more functional, but the cons are very limited #### Reasons for switching to Reach Reporting Joiin did not provide us with what we needed, and was very difficult to navigate. #### Vendor response Thanks for sharing this! Glad the interface and reporting functionality are landing well, and that Reach is proving to be a stronger fit than Joiin for your organization's needs. Good to know about the formatting flexibility for report-specific items — that's the kind of detail we like to keep refining. Thanks for taking the time to share your experience with us! Replied July 2026 --- ### Analytics at your fingertips - Overall rating: 5/5 - Reviewer: Keaton H. - Verified reviewer: Yes - Industry: Venture Capital & Private Equity - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2019 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### AI Tool is the best! - Overall rating: 5/5 - Reviewer: Liz G. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used monthly for less than 6 months - Reviewed: June 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. #### Vendor response Thank you for sharing your first impressions! It's great to hear the year-to-date reporting saved you real time right out of the gate, and that clients are already noticing the clearer insight into their financials. We hear you on the formatting learning curve — getting comfortable with moving columns and commands takes a bit of ramp-up, and that's useful feedback as we keep refining the experience. Thanks for giving Reach Reporting a try, and for taking the time to share this! Replied July 2026 --- ### Streamlined Reporting With a Great UI - Overall rating: 5/5 - Reviewer: Jordan N. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 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 My overall experience was very positive. Reach Reporting streamlined our monthly, quarterly, and annual reporting processes, making it easy to produce clean, professional financial statements and dashboards. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The integration with QuickBooks and the overall user interface were excellent. The platform made it incredibly intuitive to customize reports, adjust layouts, and create polished, presentation‑ready financial packages with minimal effort. #### Cons We eventually switched accounting systems, which created integration challenges. However, the ability to upload data through Excel imports provided a reliable workaround and kept the platform usable even without a direct connection. #### Vendor response Thanks for sharing this! Glad the QuickBooks integration and interface made building polished, presentation-ready reports feel effortless across your monthly, quarterly, and annual reporting. Good to hear the Excel import came through as a reliable workaround when you switched accounting systems — that kind of flexibility is exactly why we built it in. Thanks again for taking the time to share your experience with us! Replied July 2026 --- ### Great software for the value, Great UX! - Overall rating: 5/5 - Reviewer: David W. - 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 Overwhelmingly positive. We've been able to built professional templates that feel like a next level reporting output. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of use, dashboard capabilities, report generation capabilities, vlaue and user experience were top notch. #### Cons There are limitations on the variability of the connections you can add in it is all or none, meaning they all need to be the same structure/software. #### Vendor response Thanks for sharing this! Glad the dashboards, reports, and overall experience have felt top notch, and that the templates are giving your reporting a next-level polish. The connection structure limitation you mentioned is a fair callout — flexibility across different account structures is something worth us continuing to look at. Thanks for taking the time to share your experience with us! Replied July 2026 --- ### Great app, really helpful for my small business - Overall rating: 5/5 - Reviewer: Nick C. - Verified reviewer: Yes - Industry: Retail - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: July 2019 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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! #### Vendor response Thank you for such a thoughtful review! We're glad the dashboards are helping bring the finances into view for your whole team, and that the QuickBooks customization is hitting the mark. One update: we've since added Google Sheets and Excel integration, so exporting and syncing data should be much easier now — worth a look. Thanks too for your patience with those bugs. Quick, responsive fixes are something we take real pride in, and we're continuing to expand our QuickBooks sync as well. We really appreciate you taking the time to share this with us! Replied July 2026 --- ### Reach Reporting is Saving my Sanity! - Overall rating: 5/5 - Reviewer: Peter R. - Verified reviewer: Yes - Industry: Venture Capital & Private Equity - Company size: 11-50 employees - Product usage: Used weekly for less than 12 months - Reviewed: June 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Reach Reporting has helped us organize our reporting. Now executives only see the information they want; information that is impactful. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### Leveraging your data more effectively - Overall rating: 5/5 - Reviewer: Jose I. - Verified reviewer: Yes - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used daily for free trial - Reviewed: July 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. One of my biggest complaints regarding QBO is how lacking the reporting section is. It is not user friendly at all and it lacks many things like customized KPI's, etc. Reach allows you to very easily create custom reports and get a better grasp of your data with easy to use dashboards. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 4/5 #### Pros Easy set up, easy customization, and easy to understand options. #### Cons More integrations. I'd like to see integrations with Asana (productivity), Harvest (workforce) and Zendesk Sell (CRM) so that I can bring all of my reporting under one roof. I think the pricing is a bit steep without any other integration but QB. #### Vendor response Thank you for the thoughtful review! We're glad the setup and customization made getting started easy, and it means a lot to hear Reach is giving you a clearer, more usable view of your data than QBO's native reporting. Your integration suggestions are also noted and appreciated — feedback like this directly shapes our roadmap. Thanks for taking the time to share it with us! Replied July 2026 --- ### Fantastic product - Overall rating: 5/5 - Reviewer: Alan D. - Verified reviewer: Yes - Industry: Accounting - Company size: 201-500 employees - Product usage: Used monthly for less than 6 months - Reviewed: June 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Easy to learn and a breeze to use at all levels of organization. #### Cons Initial slowdown of implementation time and learning curve. #### Vendor response Thank you for the feedback! Glad to hear the software has been easy to pick up across all levels of your organization. The learning curve during implementation is something we're always working to smooth out, so this is genuinely useful to know. Thanks for taking the time to share this with us! Replied July 2026 --- ### Changed my work day - Overall rating: 5/5 - Reviewer: Melissa B. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: June 2019 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of use!! You don't have to be a rocket scientist to start using it or watch a 2-hour video. It has made it easier to see the story of my business finances. #### Cons I didn't find it sooner :) Really I cant think of much, it has been able to do all the things I have needed. #### Vendor response I'm glad the software has met your needs. Keep in mind that the future releases will include an advanced forecasting/cash flow solutions for application to your business. Replied June 2019 --- ### Smooth Reporting - Overall rating: 5/5 - Reviewer: Garrison S. - Verified reviewer: Yes - Industry: Machinery - Company size: 11-50 employees - Product usage: Used monthly for free trial - Reviewed: June 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We are beginning to use this program to analyze the efficiency of sales reports, linked with quickbooks, calculate commissions and overall success as a sales department. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I really enjoy the smoothness of the program and how easy it is to create reports. It seems to be extremely user friendly and gives us the capability to track the overall efficiency and success of the sales department. #### Cons I really don't have anything in particular at this time that I don't like. #### Vendor response Thank you for the review. If you feel that there are any areas where the sales solutions are lacking, please feel free to reach out (support@reachreporting.com). Replied June 2019 --- ### Finally - a reporting app that's easy to use! - Overall rating: 5/5 - Reviewer: Jessica B. - 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 I would highly recommend Reach Reporting if you are looking for a fresh, dynamic way to present reports to your clients. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Reach Reporting took our boring client financial reports and turned them into conversations that helped the client make impactful decisions in their business. #### Cons The AI assistant could use some work. I would like the ability to adjust the tone or ask it questions to use the information and insights it gathers. Right now we have to take it's findings and then put it into a general AI like ChatGPT. #### Reasons for choosing Reach Reporting Reach reporting was the easiest to use and gave us the most flexibility to create our own reports instead of relying on the canned ones other reporting tools provide. #### Vendor response Thanks for such a strong recommendation! Glad Reach has helped turn client reports into real conversations that drive better decisions. The AI assistant feedback is great to have — tone adjustment and the ability to ask follow-up questions directly are the kind of conversational features worth passing along to our product team as they continue building that out. Thanks for choosing Reach over Fathom, Digits, and Sift, and for taking the time to share this! Replied July 2026 --- ### Reach Reporting is a strong Budgeting and Forecasting Tool - Overall rating: 5/5 - Reviewer: Brian M. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used weekly for less than 2 years - Reviewed: July 2026 - Review source details: This review was submitted organically. No incentive was offered Very positive, easy to use, strong budgeting and forecasting tools. Clean presentation for my reports, integrates seamlessly with QBO. Creating dashboards is easy and look great #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Reach's data sheets are an incredible tool to create accurate budgets and forecasts. They also have a very strong and knowledgeable support team for when I get stuck #### Cons I'd like to see some stronger AI tools and more preset KPIs based off specific industries and not just out of the box general KPIs. #### Reasons for choosing Reach Reporting I found Reach just as strong as these tools, but far easier to use #### Reasons for switching to Reach Reporting The budgeting and forecasting tools, specifically data sheets are stronger in Reach #### Vendor response What a thoughtful review, thank you for sharing it! It's wonderful to hear data sheets and QBO integration have made budgeting and reporting easier for you. We're continually expanding our AI tools and KPI options, and your industry-specific input helps guide that work. Replied July 2026 --- ### Amazing Features and Value - Overall rating: 5/5 - Reviewer: Crissy H. - Verified reviewer: Yes - Industry: Environmental Services - Company size: 2-10 employees - Product usage: Used monthly for less than 12 months - Reviewed: July 2026 - Review source details: This review was submitted organically. No incentive was offered Reach is an incredible value and has freed up so much of my time. Setting up the dashboards was actually enjoyable, and I'm excited to explore the forecasting features that I've only just begun to dive into. I'm also blown away by the level of customer support—they are responsive, knowledgeable, and truly invested in helping customers succeed. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It's a very intuitive product. Customer support is outstanding and always helpful when troubleshooting or customizing how information is displayed. #### Cons I love Reach. It's a very intuitive product with excellent customer support. One feature I'd love to see is the ability to add a small text box or notice on the dashboard. I understand the goal is to keep the dashboard clean and uncluttered, but having a space for quick reminders or announcements could help answer common questions and improve communication #### Reasons for choosing Reach Reporting It seemed easier to use and was much more affordable #### Vendor response Thanks for such kind words, and for choosing Reach over Datarails! Glad the intuitive setup and outstanding support have freed up your time, and it's great to hear you're excited to explore forecasting next. On the dashboard text request — good news, you can already add a text box (or Live Text) to a dashboard via Add Metric, so that quick-reminders idea may already be within reach. Worth a quick chat with support to set it up just the way you're picturing. Thanks again for taking the time to share this with us! Replied July 2026 --- ### 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 ## More reviews [Next reviews](https://www.softwareadvice.com/bi/reach-reporting-profile/reviews/?page=2) --- Reach Reporting Reviews, Pros and Cons - 2026 Software Advice