Financial Reporting Software for Accountants

Reach Reporting is automated financial reporting and planning software for financial leaders. It is built to turn financial and operational data into clear, actionable insights in a few clicks, with an emphasis on saving time through automation. The site also says it is designed specifically for financial and operational data workflows rather than generic business intelligence, so reports remain accurate, consistent, and easy to explain.

Its features include automated reporting, 3-way forecasting, customizable ready-made templates, and the ability to build and reuse custom templates. It supports report customization with branding and colors, and users can rearrange, resize, and realign visuals. The product also includes interactive dashboards, AI analytics, monthly and quarterly analysis views, multi-year financial projection, budgeting and forecasting by department or class, multi-entity consolidation across multiple currencies, drill-down analysis from consolidated results to company, class, and department levels, cash flow planning, and a client portal for centralized file management and controlled sharing. The site also describes dynamic statements, interactive visuals, live text, conditional formatting, and setting goals and targets as part of its data storytelling features.

Reach Reporting connects financial and nonfinancial data from QuickBooks Online, Xero, Google Sheets, and Microsoft Excel. It is presented as a self-service product with an intuitive, user-friendly interface and no extensive training requirement. The page lists use cases for accounting firms, small businesses, franchises, nonprofits, and business advisors, and says accountants, advisors, and CFOs use it to gain real-time financial visibility, reduce manual reporting effort, improve cash flow awareness, support strategic planning, and make faster, data-driven decisions.

Pricing details are limited to a free trial with no credit card required, and the page includes options to start a trial or request a demo. The page also refers to sample templates, webinars, tutorials, a knowledge center, and an ROI calculator, but those are presented as site resources rather than core product facts.