Reach Reporting Reviews & Ratings

Reach Reporting

5.0 out of 5 stars

Ratings and Reviews 1 Rating

Total 5 out of 5 stars
ease 5 out of 5 stars
features 4 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

Ratings and Reviews 0 Ratings

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features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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What is Reach Reporting?

Are you weary of the tedious process of remapping financial data? Reach offers financial professionals the ability to synchronize financial data directly from the source, enabling the creation of visually appealing reports for their clients. Users have the option to select from an array of pre-designed reports, dashboards, and metrics, or opt to craft their own tailored solutions. With Reach, accessibility is key, as financial reports and dashboards can be accessed seamlessly on any device. Furthermore, you can design universal reports and dashboards that cater to all your clients, with the added benefit of automatic updates. This innovative approach helps eliminate the time-consuming and often frustrating task of remapping data for financial reporting. Whether you wish to analyze data from a high-level overview or in intricate detail, viewing options are flexible. Sharing specific data has never been more straightforward, thanks to Reach Reporting’s foundation on a spreadsheet platform, which is deliberately crafted to simplify the workflow for CPAs and enhance their efficiency. Ultimately, this solution not only improves productivity but also allows financial professionals to focus more on strategic decision-making rather than data management.

What is ClicData?

ClicData stands out as the pioneering fully cloud-based software for Business Intelligence and data management. Its data warehouse simplifies the process of integrating, transforming, and consolidating information from diverse sources. Users can design engaging dashboards that automatically update and can be shared with managers, teams, or clients in various formats. Options for sharing include scheduled email deliveries, exports, or dynamic dashboards through LiveLinks. Additionally, ClicData streamlines all processes by automating data connections, refreshes, management tasks, and scheduling routines, enhancing efficiency and productivity. This level of automation allows users to focus more on analysis rather than manual data handling.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Amazon DynamoDB
Amazon Redshift
Axis LMS
Azure Database for MariaDB
Dropbox
Egnyte
Eloqua
Google Cloud BigQuery
Google Drive
HighGear
Insightly
Instagram
JD Edwards EnterpriseOne
Oracle CRM On Demand
QuickBooks Time
RSS.com
Sage 50
Zoho CRM

API Availability

API Availability

Pricing Information

$149 per month
Free 14-day trial
Free Trial Offered?

Pricing Information

$25.00/month
You can choose between 5 plans: Basic, Team, Enterprise, dedicated hosted and dedicated on premise.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Reach Reporting

Date Founded

2015

Company Location

United States

Company Website

www.reachreporting.com

Company Facts

Organization Name

ClicData

Date Founded

2008

Company Location

United States

Company Website

www.clicdata.com

Categories and Features

Business Intelligence

Benchmarking
Budgeting & Forecasting
Dashboard
Key Performance Indicators
Performance Metrics
Profitability Analysis
Strategic Planning

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Themes
Visual Analytics
Widgets

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
Relational Display
Visual Discovery

Financial Reporting

"What If" Scenarios
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Financial Reports
Forecasting
Marketing Reports
Report Export
Sales Reports
Scheduled / Automated Reports

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Dashboard
Data Analysis
Key Performance Indicators
Performance Metrics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
Private Dashboards
Public Dashboards
Themes
Visual Analytics
Widgets

Data Visualization

Analytics
Dashboard Creation
Filtered Views

Data Warehouse

Ad hoc Query
Analytics
Data Integration
Data Migration
Data Quality Control
ETL - Extract / Transfer / Load

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Financial Reports
Forecasting
Marketing Reports
Report Export
Sales Reports
Scheduled / Automated Reports

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