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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 Known Factors?

Discover new avenues for revenue generation and streamline your operations with ease by utilizing our expert services. All you need to do is supply your varied data sources, and we'll take care of the complex processes for you. We will meticulously repair, enhance, cleanse, and organize your data in a smart manner. Speed is our priority—while many of our rivals take between 6 to 18 months to implement their solutions, we achieve results in just a matter of weeks. Our approach is practical; by incorporating data visualization tools alongside your data warehouse, you and your team can gain a holistic view of your organization through interactive dashboards. To fully leverage the potential of analytics, establishing a strong data infrastructure is vital. We prepare your data so that both analysts and business users can easily manipulate it without relying on IT support. With our platform, you can effortlessly drag and drop data components into your dashboards, share them seamlessly with your teams, and cultivate a truly transparent, data-driven culture within your organization. This transformation not only enhances decision-making but also enables each team member to interact with data in a meaningful way. By empowering your workforce to utilize data effectively, you set the stage for innovative solutions and improved performance across the board.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced

Integrations Supported

Archibus
FDVweb
IBM Cognos Analytics
MRI Software
Microsoft Excel
RingCentral RingEX
SQL Server
Salesforce

API Availability

API Availability

Pricing Information

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

Pricing Information

$1500 per month
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

Online Training

Company Facts

Organization Name

Reach Reporting

Date Founded

2015

Company Location

United States

Company Website

www.reachreporting.com

Company Facts

Organization Name

Known Factors

Date Founded

2010

Company Location

United States

Company Website

www.knownfactors.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
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Performance Metrics
Predictive Analytics
Profitability Analysis
Trend / Problem Indicators
Visual Analytics

Dashboard

Not specified

Data Visualization

Not specified

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