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What is Trevor.io?

Introducing your advanced business intelligence solution. Effortlessly design stunning dashboards, reports, and visualizations. Enhance your experience with features such as: - exporting to preferred formats - sending notifications to your team through email, Slack, or Zapier - sharing interactive dashboards with colleagues and clients through embedded options. Trevor ensures a secure, read-only transaction process that can be set up in as little as 20 minutes, and it is compatible with dbt for added convenience. This tool empowers users to gain insights and drive decisions with minimal effort.

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.

Media

Media

Integrations Supported

Google Sheets
Lyftrondata
Panoply
Slack
Stackreaction
Todoist
Wufoo
Zapier

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced

API Availability

API Availability

Pricing Information

Free
Trevorio Pro: $250/ month.
Free Trial Offered?

Pricing Information

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

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Trevor.io

Date Founded

2016

Company Location

United Kingdom

Company Website

trevor.io

Company Facts

Organization Name

Reach Reporting

Date Founded

2015

Company Location

United States

Company Website

www.reachreporting.com

Categories and Features

Business Intelligence

Ad Hoc Reports
Dashboard
Data Analysis
Key Performance Indicators
Performance Metrics
Strategic Planning
Visual Analytics

Dashboard

Not specified

Data Analysis

Not specified

Data Management

Not specified

Data Visualization

Not specified

Embedded Analytics

Not specified

Reporting

Not specified

Workflow Management

Not specified

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

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