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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 CxReports?

CxReports is a cutting-edge software solution designed for the effortless automation of creating PDF documents such as invoices, financial reports, and sales summaries. With its intuitive interface and simple WYSIWYG editor, users can easily produce polished reports that resonate with their brand image, transforming the report creation process into an enjoyable experience. Moreover, CxReports streamlines the automated emailing of reports on a set schedule while implementing robust security protocols to protect your sensitive information. Utilizing CxReports allows you to improve your reporting workflows, reduce manual labor, and ensure accuracy and professionalism in your document generation processes. Not only does this solution enhance operational efficiency, but it also enables users to concentrate on more strategic initiatives within their organization, ultimately driving better business outcomes.

Media

Media

No images available

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced

Integrations Supported

API Availability

API Availability

Has API

Pricing Information

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

Pricing Information

$0
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Reach Reporting

Date Founded

2015

Company Location

United States

Company Website

www.reachreporting.com

Company Facts

Organization Name

Codaxy

Date Founded

2010

Company Location

Bosnia and Herzegovina

Company Website

codaxy.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

Reporting

Data Source Connectors
Drag & Drop
Email Reports
Financial Reports
Marketing Reports
Report Export
Sales Reports
Scheduled / Automated Reports

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