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Reach Reporting

Reach Reporting is a financial reporting platform designed for accountants and advisory professionals. It automates report generation, analyzes trends, and provides AI-powered insights, helping users deliver clear, client-ready financial insights quickly and efficiently.

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Reach Reporting screenshot
Reach Reporting screenshot

Reach Reporting is a comprehensive financial reporting platform tailored for accountants, bookkeepers, and advisory professionals. It transforms complex financial data into clear, client-ready insights by connecting directly to accounting data and converting spreadsheets into visually structured reports, dashboards, and presentations. The platform offers automated data syncing, customizable templates, multi-entity consolidation, and AI-powered analysis, eliminating manual work and enabling professionals to deliver faster, more meaningful insights to their clients.

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AI financial reporting within Reach Reporting uses artificial intelligence to analyze financial data, surface trends, and generate insights automatically, reducing manual analysis and improving reporting consistency. This AI-driven approach evaluates large volumes of data quickly, identifies patterns, highlights anomalies, and supports more objective, data-driven insights. AI-powered reporting tools can automatically generate financial reports and dashboards by analyzing connected accounting data and presenting key insights without manual report building.

Reach Reporting is particularly beneficial for accounting firms, advisory practices, and finance teams that require faster insights, scalable analysis, and consistent reporting outputs. It supports modern advisory services by enabling firms to communicate financial performance with clarity, confidence, and impact. The platform's features include unlimited users, unlimited deliverables, pre-built templates, intuitive custom branding, visually enhanced live reports, multi-currency consolidation, and a 3-way FP&A solution.

Pricing for Reach Reporting starts at $149 per month, based on the number of data connections. The platform includes all available features out-of-the-box, allowing users to get started in minutes. Reach Reporting integrates with popular accounting software like QuickBooks, Xero, MYOB, and Gusto, ensuring seamless data syncing and automated financial reporting. The platform is designed to replace manual spreadsheet reporting by automating data updates, standardizing deliverables with templates, and making it easy to build repeatable dashboards and reports.

  • CategoryFinancial Analysis Tools
  • Pricing Model$149/month
  • DeploymentCloud
  • PlatformsCloud

  • AI-Powered Insights

  • Automated Reporting

  • Customizable Templates

  • Multi-Entity Consolidation

  • Real-Time Data Syncing

  • Integration with QuickBooks and Xero

  • Unlimited Users and Deliverables

  • 3-Way Financial Planning

  1. Connect: Integrate your accounting data

  2. Customize: Use templates to tailor reports

  3. Analyze: Leverage AI insights for trends

  4. Deliver: Share client-ready reports

  • Financial Reporting
  • Trend Analysis
  • Client Advisory
  • Multi-Entity Reporting
  • Customizable Dashboards

Reach Reporting Reviews

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