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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 Octoboard?

Leverage office television screens to disseminate insights and updates via Slack or implement automated email alerts for your clients, all without the need for previous experience or IT support. Octoboard serves as a fully self-sufficient platform that collects, visualizes, and refreshes data for over 18,000 business clients, whether in the cloud or on-premises. The saying "what gets measured gets done" holds significant weight; by quantifying your business objectives, you can clearly convey performance targets. In just seconds, you can create visually appealing, shareable dashboards and reports. Octoboard efficiently compiles information from all your cloud applications, guaranteeing data consistency while freeing up your time on visualization, sharing, and reporting tasks. You have the capability to manage your devices, including office televisions and monitors, seamlessly through the Octoboard interface. This enables you to extract valuable insights from your data and maintain oversight of various metrics, such as live website traffic, lead generation, customer retention, and support tickets. Additionally, you can merge Sales, Marketing, Support, and DevOps metrics with real-time events to form a well-rounded perspective of your business performance. This integrated approach not only fosters better teamwork but also empowers organizations to make data-driven decisions swiftly and effectively, enhancing overall operational efficiency.

Media

Media

Integrations Supported

QuickBooks Online
AWeber
Axis LMS
Birdeye
Campaign Monitor
ChartMogul
Constant Contact
HubSpot CRM
HubSpot Marketing Hub
LiveChat
Nekton.ai
QuickBooks Online Advanced
Salesforce
Stripe
X (Twitter)
Xero
Yandex Metrica
Zendesk

Integrations Supported

QuickBooks Online
AWeber
Axis LMS
Birdeye
Campaign Monitor
ChartMogul
Constant Contact
HubSpot CRM
HubSpot Marketing Hub
LiveChat
Nekton.ai
QuickBooks Online Advanced
Salesforce
Stripe
X (Twitter)
Xero
Yandex Metrica
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

$149 per month
Free Trial Offered?
Free Version

Pricing Information

€18 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

Octoboard

Date Founded

2017

Company Location

Ireland

Company Website

www.octoboard.com

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

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Data Visualization

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

Marketing Analytics

A/B Testing
Campaign Management
Channel Attribution
Customer Journey Mapping
Dashboard
Performance Metrics
Predictive Analytics
ROI Tracking
Social Media Metrics
Website Analytics

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

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