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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 Dashly?

Dashly functions as an online platform that aggregates data collected from various AI assistants, such as ChatGPT, Claude, and Claude Code, all of which are compatible with MCP. Users can indicate the specific metrics they wish to observe during their interactions, and Dashly carefully records each detail according to topic, date, and unit of measurement, displaying the information on an interactive tile aligned with their defined goals or thresholds. The system is adept at monitoring a wide range of factors, including but not limited to nutrition, hydration, personal habits, emotional well-being, fitness routines, financial spending, menstrual cycles, study times, and both personal and professional responsibilities, as well as key business indicators like daily sales, orders, or leads. Each subject matter can include several objectives, complete with historical data and trend analysis, while a built-in calendar facilitates organized tracking of entries by date for straightforward access. Dashly proves especially useful for individuals and small business proprietors who require a comprehensive dashboard to oversee both personal habits and work-related endeavors. Moreover, users can display their dashboards on connected TVs or tablets, and those subscribed to the Plus plan enjoy additional dashboard features for improved tracking and organization. Overall, Dashly is designed to simplify the task of monitoring varied activities and goals in a way that is intuitive and accessible, making it an invaluable tool for personal and professional development. Furthermore, its user-friendly interface ensures that users can easily adapt the dashboard to suit their evolving needs.

Media

Media

No images available

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced

Integrations Supported

ChatGPT
Claude
Claude Code

API Availability

API Availability

Has API

Pricing Information

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

Pricing Information

$4.99/month
$4.99/month for Dashly (up to 10 tracked items, 20,000 entries/month, and one paired device); $9.99/month for Dashly Plus (up to 30 items, 50,000 entries/month, three paired devices, plus three additional dashboards, each viewable on up to three TV screens). Both plans begin with a 7-day trial; cancel before it ends to avoid a charge.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Reach Reporting

Date Founded

2015

Company Location

United States

Company Website

www.reachreporting.com

Company Facts

Organization Name

Thinslate Labs

Date Founded

2025

Company Location

United States

Company Website

dashly.si

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

Not specified

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