Reach Reporting Customer Reviews in April 2025

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.

Pricing

Price Starts At:

$149 per month

Price Overview:

Free 14-day trial

Free Trial Offered?:

Yes

Integrations

All Reach Reporting Integrations

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Screenshots and Video

Company Facts

Company Name:

Reach Reporting

Date Founded:

2015

Company Location:

United States

Company Website:

www.reachreporting.com

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Product Details

Deployment

SaaS

Training Options

Documentation Hub

Online Training

Webinars

Support

Standard Support

Web-Based Support

Product Details

Target Company Sizes

Individual

1-10

11-50

51-200

201-500

501-1000

1001-5000

5001-10000

10001+

Target Organization Types

Mid Size Business

Small Business

Enterprise

Freelance

Nonprofit

Government

Startup

Supported Languages

English

Reach Reporting Categories and Features

Reporting Software

Customizable Dashboard

Data Source Connectors

Drag & Drop

Drill Down

Email Reports

Financial Reports

Forecasting

Marketing Reports

OLAP

Report Export

Sales Reports

Scheduled / Automated Reports

Financial Reporting Software

"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

Data Visualization Software

Analytics

Content Management

Dashboard Creation

Filtered Views

OLAP

Relational Display

Simulation Models

Visual Discovery

Dashboard Software

Annotations

Data Source Integrations

Functions / Calculations

Interactive

KPIs

OLAP

Private Dashboards

Public Dashboards

Scorecards

Themes

Visual Analytics

Widgets

Business Intelligence Software

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