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Reach Reporting Review

Reach Reporting
Our score: 8.0 User satisfaction: 100%

What is Reach Reporting?

Reach Reporting is a financial reporting software that allows firms, advisors, and accountants to create beautiful and dynamic reports that are automatically updated in real-time. This intuitive tool helps you present and convey all important information needed by your clients about their finances in an easy, beautiful, and impressive way. As a result, you’ll be able to strengthen your relationship with your clients and make your firm stand out from its competitors. 

Reach Reporting gives you the ability to instantly generate reports, dashboards, spreadsheets, and KPIs from templates built within the software or those ones you created on your own. You can pull live data into these reports and visualizations, making the data contained in your reports always updated and current.  

The software also permits you to display data on reports and dashboards in different ways so your clients can focus on the information that matters most to them and gain actionable insights from it. You can consolidate data and filter it by class or department. Reach Reporting, moreover, lets you publish your reports and dashboards online by creating and sharing secure and branded URLs. Your clients can access the reports and dashboards anywhere and anytime using any device. 

 

Overview of Reach Reporting Benefits

Create Reports Easier & Faster

With Reach Reporting, you no longer need to spend too much time creating financial reports for various clients you have. The software enables you to build reports, dashboards, metrics, spreadsheets, and financial statements and save them as templates. You can use these templates when generating reports for a particular client or all of your clients. This means you don’t have to create reports from scratch for every client over and over again. 

Produce Live Reports

The financial reporting software provides you with the opportunity to fill your reports, dashboards, and other visualizations with real-time data. This capability helps you ensure that the data shown in your reports remains updated and current all the time, thereby allowing you to produce live and dynamic financial reports. 

In fact, you can do this in an automated manner. For example, you can select a template you previously saved or one which is already pre-built into the software.  Because such template can be used for multiple client companies, you simply have to do some few edits in the template and the software will automatically pull live or real-time data regarding the finances of a client company into it. This data is pulled from various cloud-based systems and sources like QuickBooks which are integrated with the software.

Additionally, Reach Reporting has a feature called live text that permits you to instantly pull real-time metrics into reports found within the software. With this feature, you’ll be able to add blocks of text to a custom or pre-built template. These text blocks contain data and metrics that are automatically and continuously updated in real-time. 

Convey The Data That Matters Most

Reach Reporting allows you to format, customize, and refine reports, dashboards, and other visualizations so you can easily and effectively convey to your clients all the important data that matters most to them. For instance, the software lets you build KPI visualizations where you can show and highlight relevant metrics about the financial performance of client companies. 

You can present these KPIs or metrics through various types of tables, charts, and graphs that you can consolidate into a single visualization. You can also use features for data consolidation and filtering. This makes it easy for your clients to view data and metrics at a more granular level and identify relationships between aspects or factors that affect their company’s financial performance. 

Share Reports/Dashboards

Moreover, Reach Reporting gives you a way to ensure that your clients can see those data and metrics you want them to focus on, and at the same time, realize the value of your firm. When publishing reports and dashboards online, you can set them to read-only mode. You can do this by generating branded web addresses or URLs that direct your clients to specific reports or dashboards. 

Your clients and their managers can view the reports and dashboards on any type of devices, such as a desktop, projector, or large screen TV. However, they won’t be able to do anything with the data and metrics included in the reports and dashboards. You can also export your reports as PDFs and customize them by adding your firm’s own logo.

Overview of Reach Reporting Features

  • Templates
  • Multiple Client Companies
  • Automatic Data Update
  • Live Metrics
  • KPI Builder
  • Consolidation
  • Filtering
  • Customization
  • White Labeling
  • Shareable URLs
  • Export
  • Cross-Device Access
  • White Label
  • QuickBooks Integration

Awards & Quality Certificates

An award given to products that have recently entered the market but are already becoming very popular
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

Reach Reporting Position In Our Categories

Since businesses have their own business-related demands, it is reasonable that they abstain from selecting a one-size-fits-all, ideal solution. Needless to say, it would be hard to try to pinpoint such a software solution even among popular software products. The best thing to do would be to jot down the various major functions that need analysis such as crucial features, plans, skill ability of the users, organizational size, etc. Next, you must do the research fully. Go over some of these Reach Reporting evaluations and scrutinize each of the applications in your list in detail. Such comprehensive research ascertain you avoid mismatched software solutions and select the system that has all the function your company requires.

Position of Reach Reporting in our main categories:

Reach Reporting is also listed in the following subcategories:

Every enterprise is different, and may need a specific Financial Reporting Software solution that will be adjusted to their company size, type of clients and employees and even particular niche they support. It's not wise to count on getting an ideal software that will work for every company regardless of their background is. It may be a good idea to read a few Reach Reporting Financial Reporting Software reviews first and even then you should pay attention to what the service is intended to do for your business and your workers. Do you require an easy and intuitive app with just basic features? Will you really use the complex tools needed by experts and big enterprises? Are there any particular features that are especially practical for the industry you work in? If you ask yourself these questions it is going to be much easier to get a trustworthy app that will fit your budget.

How Much Does Reach Reporting Cost?

Reach Reporting Pricing Plans:

Free Trial

Business

$149/month/company

Advisory

Contact vendor

Reach Reporting offers two enterprise pricing plans for you to choose from. Please select the best plan for you depending if you’re running an financial or accounting firm or working as an accountant, financial advisor, or CFO. Here are the details of each plan:

Business – $149/month/company

  • Live Text
  • Report Builder
  • KPI/Metric Builder
  • Live Spreadsheets
  • QuickBooks Online & Desktop Integration
  • Xero Integration
  • Forecasting & Budgeting
  • Classes/Locations/Departments
  • Live Publish Reports/Dashboards
  • Professional Onboarding
  • Premium Designed Reports
  • Unlimited Users/Client Access

Advisory – By quote

  • For accountants, advisors, CFOs, and financial professionals
  • All features of the Business plan
  • Dedicated Account Manager
  • Live Reports & Dashboards created by Professionals
  • White-Label Logo/Domain

User Satisfaction

Positive Social Media Mentions 12
Negative Social Media Mentions 0

We realize that when you make a decision to buy Financial Reporting Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Reach Reporting reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Reach Reporting. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Reach Reporting pricing details?

Reach Reporting Pricing Plans:

Free Trial

Business

$149/month/company

Advisory

Contact vendor

Reach Reporting offers two enterprise pricing plans for you to choose from. Please select the best plan for you depending if you’re running an financial or accounting firm or working as an accountant, financial advisor, or CFO. Here are the details of each plan:

Business – $149/month/company

  • Live Text
  • Report Builder
  • KPI/Metric Builder
  • Live Spreadsheets
  • QuickBooks Online & Desktop Integration
  • Xero Integration
  • Forecasting & Budgeting
  • Classes/Locations/Departments
  • Live Publish Reports/Dashboards
  • Professional Onboarding
  • Premium Designed Reports
  • Unlimited Users/Client Access

Advisory – By quote

  • For accountants, advisors, CFOs, and financial professionals
  • All features of the Business plan
  • Dedicated Account Manager
  • Live Reports & Dashboards created by Professionals
  • White-Label Logo/Domain

What integrations are available for Reach Reporting?

Reach Reporting integrates with:

  • QuickBooks Online
  • QuickBooks Desktop
  • Xero
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Reviewed By Nestor Gilbert
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