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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 Flourish?

Explore your data through captivating visualizations and engaging storytelling techniques. You can easily share, showcase, or download your insights without the need for coding or any software installations. With a broad range of customizable templates, creating stunning visuals has never been easier. Tailored themes help maintain your brand’s visual identity across all materials. Whether you are presenting your data in person or virtually, dynamic slideshows can elevate your presentations. Responsive designs ensure that graphics work smoothly across different screen sizes, allowing for easy previews and distribution. You can upload spreadsheets, connect to live data feeds, or utilize the API for seamless integration. Furthermore, there is the option to design or request bespoke templates via our developer SDK. Notably, even if you choose to terminate your account, all published projects remain accessible and functional, guaranteeing your work continues to engage your audience, regardless of your account's status. This permanence allows for ongoing connection and impact, ensuring your insights can be easily revisited and leveraged over time.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced

API Availability

Has API

API Availability

Has API

Pricing Information

$149 per month
Free Trial Offered?
Free Version

Pricing Information

$999 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site 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

Flourish

Date Founded

2016

Company Location

United Kingdom

Company Website

flourish.studio/

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Dashboard

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

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Financial Reporting

"What If" Scenarios
Audit Trail
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
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Categories and Features

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

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