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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 Klipfolio?

Klipfolio PowerMetrics stands out as the essential analytics tool, uniquely designed to unify all your team’s necessary metrics, enabling quicker and more assured decision-making. Consolidate all your business metrics into a single, accessible platform. PowerMetrics streamlines the reporting process by automating each aspect of your analytics workflow. - It allows for seamless connection and automatic updates of your data without requiring any coding skills or technical knowledge. - Dive deep into insights, collaborate effectively, and share findings with your entire team. Harness metrics, create dynamic dashboards, and generate PDF reports to keep yourself informed and maintain control over your business's key performance indicators and vital metrics. Don’t miss out on this opportunity—get it now for FREE and transform the way you analyze data!

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
AskNicely
Dropbox
Facebook
Mailchimp
Mixpanel
Motileo
Nango
New Relic
Recurly
Salesforce
Slack
SolarWinds Pingdom
Stackreaction
StarfishETL
Unbounce
Uptime.com
Xero

API Availability

API Availability

Has API

Pricing Information

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

Pricing Information

$99.00 per month
All plans from Free to Pro come with Unlimited metrics, dashboards, and viewer users!

Free - 2 Editor Users, 2 Data Services, 2mo Date Range Window
Plus - 4 Editor Users, 4 Data Services, 1yr Date Range Window
Pro - 8 Editor Users, 8 Data Services, 3yr Date Range Window
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour 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

Klipfolio

Date Founded

2001

Company Location

Canada

Company Website

www.klipfolio.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
Dashboard
Data Analysis
Key Performance Indicators
Performance Metrics
Profitability Analysis
Trend / Problem Indicators
Visual Analytics

Dashboard

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

Data Analysis

Data Discovery
Data Visualization

Data Visualization

Analytics
Dashboard Creation
Filtered Views
OLAP
Visual Discovery

Reporting

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

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