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What is ZoneReporting?

Seamlessly integrate your data from platforms such as NetSuite and Salesforce, along with a variety of existing data sources. Zone's advanced ETL capabilities bring all your information together into a robust data warehouse, enhanced by ready-to-use data models. Leverage the extensive reporting features of Power BI, which includes more than 50 pre-designed reports and dashboards created by seasoned former CFOs and COOs. No matter your industry or the specific challenges you face, ZoneReporting guarantees that you can start extracting value right from the beginning. This includes essential insights like demand forecasting, inventory control, product-level profitability, and the capability to accurately promise or sell products. Additionally, we offer insights into SaaS metrics, churn predictions, and sales support management with smooth integrations with Salesforce. Improve your project management with features for utilization forecasting, Gantt chart visualizations, and evaluations of customer profitability. Moreover, our services provide comprehensive financial reporting, expense analysis, budget comparisons, and actionable cash flow insights, giving you a complete perspective on your organization's performance. By utilizing these resources, you can enhance your strategic decision-making from the very start and ensure a strong foundation for future growth.

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 AdMob
Google Analytics
Microsoft Excel
Microsoft Power BI
NetSuite
QuickBooks Online
QuickBooks Online Advanced
Salesforce
ZoneApprovals
ZoneBilling
ZoneCapture
ZonePayments
ZoneReconcile

Integrations Supported

Google AdMob
Google Analytics
Microsoft Excel
Microsoft Power BI
NetSuite
QuickBooks Online
QuickBooks Online Advanced
Salesforce
ZoneApprovals
ZoneBilling
ZoneCapture
ZonePayments
ZoneReconcile

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$149 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

Zone & Company

Company Location

United States

Company Website

www.zoneandco.com/zonereporting

Company Facts

Organization Name

Reach Reporting

Date Founded

2015

Company Location

United States

Company Website

www.reachreporting.com

Categories and Features

Dashboard

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

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

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

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