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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 Dashbreeze?

Dashbreeze is a business intelligence (BI) and dashboard software that helps companies turn data from multiple sources into interactive dashboards, KPI reports, and business analytics. Designed for startups, SaaS companies, agencies, and growing businesses, Dashbreeze makes it easier to monitor performance and understand the metrics that matter. Connect Stripe, Google Analytics 4, Notion, Airtable, PostgreSQL, MySQL, Microsoft SQL Server, Google Sheets, Excel, CSV, JSON, and Parquet and bring your business data together in one place. Use multiple data sources to create dashboards for different teams, clients, or business areas. Build KPI dashboards, sales dashboards, revenue dashboards, marketing dashboards, financial reports, SaaS analytics dashboards, ecommerce dashboards, product analytics dashboards, and operational reports. Create KPI cards, gauges, charts, tables, custom metrics, calculated fields, and interactive filters to explore your data. Dashbreeze includes data transformation tools that let you organize and prepare your data for reporting without changing the original data source. Set automatic data updates to keep dashboards current as your connected data changes. Share dashboards with teams, clients, and stakeholders through published and shareable dashboards. This makes Dashbreeze useful for internal business reporting as well as client reporting and agency analytics. Dashbreeze is built for founders, business owners, marketers, sales teams, finance teams, product managers, operations teams, agencies, and data-driven companies looking for an easier alternative to traditional BI and reporting software. Use Dashbreeze to centralize business analytics, track KPIs, visualize performance, automate data updates, and create professional dashboards without requiring advanced technical or data analytics skills.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced

Integrations Supported

Airtable
Google Analytics
Google Sheets
MySQL
Notion
PostgreSQL
SQL Server
Stripe

API Availability

API Availability

Pricing Information

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

Pricing Information

$29
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

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
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

Dashbreeze

Date Founded

2024

Company Location

Brazil

Company Website

www.dashbreeze.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

Dashboard

Data Source Integrations
Interactive
Private Dashboards
Public Dashboards
Themes
Visual Analytics

Data Visualization

Dashboard Creation

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Financial Reports
Marketing Reports
Sales Reports
Scheduled / Automated Reports

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