Reach Reporting
AI-enhanced financial reporting and planning software for accountants and finance teams
Reach Reporting is AI-enhanced financial reporting software built for accounting and advisory firms, small businesses, franchises, and nonprofits. Connect your QuickBooks, Xero, Excel, or Google Sheets data and watch reports, dashboards, budgets, and forecasts build themselves- no more starting from a blank spreadsheet every month.
The 3 Way Budgeting and Forecasting feature works in a spreadsheet-style environment you already know, with automatic Balance Sheet and Cash Flow projections included. Multi-company and multi-currency consolidation handles eliminations for you, and everything filters by company, class, or department.
Preparing financial reports eats up close to half of most accountants' and advisors' time. Reach Reporting hands that time back, and lets you share the results with unlimited clients through a white-labeled portal, so the numbers speak for your firm, not for Reach.
The 3 Way Budgeting and Forecasting feature works in a spreadsheet-style environment you already know, with automatic Balance Sheet and Cash Flow projections included. Multi-company and multi-currency consolidation handles eliminations for you, and everything filters by company, class, or department.
Preparing financial reports eats up close to half of most accountants' and advisors' time. Reach Reporting hands that time back, and lets you share the results with unlimited clients through a white-labeled portal, so the numbers speak for your firm, not for Reach.
2015
United States
- Accounting
- Financial-services
- Retail
- Nonprofit-organization-management
- Management-consulting
- Restaurants
- English
Industries
- Accounting
- Financial-services
- Retail
- Nonprofit-organization-management
- Management-consulting
- Restaurants
Licensing & Deployment
- Proprietary
- Cloud Hosted
Support
- Email
- Chat
- Phone
- WeekdaysSupport Days
- Monday
- Tuesday
- Wednesday
- Thursday
- Friday
Support Time- 09:00 to 17:00 (MST)
Training
- Webinar
- Documentation
Knowledge Base
Media
Reach Reporting Core Features
Focus of Reporting Feature
- Automated Reports
- Customizable Dashboard
- Data Source Connectors
- Drag & Drop
- OLAP
- Forecasting
- Drill Down
- Financial Reports
- Report Export
- Visual Analysis
- AI Features
Reach Reporting Pricing
Pricing Type
- Usage Based
Preferred Currency
- USD ($)
Free Version
- Yes
Free Trial
- 30 Days Trial
Payment Frequency
- Monthly Payment
- Annual Subscription
Pricing Description
Reach Reporting is usage-based, priced by number of data connections. Paid plans start at $149/month for 1 connection ($290/mo for 10, $550/mo for 25); annual billing saves 30%. A free, view-only version is available with limited reports/dashboards and up to 5 workspace members. All paid plans include a 30-day free trial, no credit card required, plus unlimited users, client portal access, custom branding, and 3-way budgeting & forecasting.
Plans & Packages
1 Connection
$149.00 Per Month
Covers 1 company connection: $149/month or $1,548/year (save $240). Includes unlimited users, custom branding, live reports, 3-way budgeting/forecasting, and client portal access. 30-day free trial, no credit card required.
Features
- Covers 1 company connection
- Unlimited users
- Unlimited deliverables
- Pre-built templates
- Custom branding
- Live reports
- Multi-currency consolidation
- Cash flow projections
- Shareable live dashboards
- AI-powered data storytelling
- Unlimited client portal access
- Google Sheets integration
- 30-day free trial. No credit card required
10 connections
$290.00 Per Month
Covers up to 10 company connections: $290/month or $2,436/year (save $1,044). Additional connections $29/month. Includes unlimited users, client portal access, and 3-way budgeting/forecasting. Great fit for firms with 7 to 15 clients.
Features
- This plan includes all the features from 1 Connection plan
- Covers up to 10 company connections
- Additional connections at 29 dollars per month
- Great fit for firms with 7 to 15 clients
25 connections
$550.00 Per Month
Covers up to 25 company connections: $550/month or $4,620/year (save $1,980). Additional connections $22/month, the lowest per-connection rate. Includes unlimited users, client portal access, and 3-way budgeting/forecasting.
Features
- This plan includes all the features from 10 connections plan
- Covers up to 25 company connections
- Additional connections at 22 dollars per month
- Lowest per-connection rate
Free Version
$0.00 Per Month
Start reporting for free. No credit card, no expiration. Connect your accounting data and get a dedicated report and dashboard with no setup required. Trials convert to the free plan automatically, so you keep access to your data.
Features
- View only access to dedicated report and dashboard
- Automatic 24-hour sync with QuickBooks
- Automatic 24-hour sync with Xero
- Automatic 24-hour sync with Gusto
- Automatic 24-hour sync with Digits
- Up to 5 workspace members
- No credit card required
- No expiration date
