--- description: Review of Reach Reporting Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Reach Reporting | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Data Visualisation Tools](/directory/400/data-visualization/software) > [Reach Reporting](/software/148141/reach-reporting) # Reach Reporting Canonical: https://www.softwareadvice.com.au/software/148141/reach-reporting Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.com.au/software/148141/reach-reporting?page=2) > Upgrade to Reach Reporting. AI-Enhanced Financial Reporting Automated reports, deep analysis, and visualized data in seconds, making you indispensable. Data auto-updates to deliver insights instantly. Simplify complex analysis with AI-enhanced reporting. 3-Way Budgeting \& Forecasting Our familiar spreadsheet environment lets you easily create budgets \& forecasts with minimal learning curve. Leverage automatic Balance Sheet \& Cash Flow projections with our 3-Way FP\&A feature. Consolidation \& Currency Conversion Save time with automated multi-company \& multi-currency consolidation. Easy eliminations deliver professional insights at a consolidated level. Filter by company, class, or department. Financial managers and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Your reports and dashboards are dynamically updated as data flows through each month. Visualize data in just a few clicks. Gain valuable insights into your business trajectory with our 3-Way Forecasting feature. By connecting your P\&L, Balance Sheet, and Cash Flow Statement, you can create a comprehensive view of your financials. Integration \& automation -QuickBooks Online \& Desktop integration -Xero integration -CSV trial balance integration -Gusto integration -Datasheets integration \& Google Sheets Intuitive customization -Spreadsheet environment -Excel-like formulas -Metric goals/ targets -Trend lines Data storytelling features -Live text -Conditional formatting -Dynamic statements \& interactive metrics -Custom themes for your own branding and colors Template library -Pre-built report \& dashboard templates -Fully customizable -Best practice metrics -Actuals \& variance analysis -Rolling forecast \& budget analysis templates Budget \& forecasting -Minimal learning curve -Forecasting algorithms \& custom formulas -Datasheets for non-financial data -Planning trend visualizations Integrated 3-Way Forecasting -A complete picture of a business trajectory -Connected P\&L, Balance Sheet \& Cash Flow Statement -Automated cash flow forecast -Makes complex planning simple Consolidations -Multi-currency consolidation -Easy eliminations -Filter by company Client Portal -Organize your reports and dashboards -Determine access levels using folders -Upload files such as .pdf, .xlsx, .xls, .xlsm, .docx, .doc, .csv -Unlimited users and clients AI Enhanced Reporting -Identify trends, variances, and relationships. -Deep insights without a financial analyst. -Gain business-specific, expert-level analysis. -Get tailored reports and dashboards. -Make data-driven decisions with confidence. > > Verdict: Rated **4.9/5** by 55 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 55 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Reach Reporting - **Location**: Spanish Fork, US - **Founded**: 2015 ## Commercial Context - **Starting Price**: USD 149.00 - **Pricing model**: Flat Rate (Free Trial) - **Pricing Details**: No contract is required for monthly plans. Save 30% when you sign up for an annual plan. Cost is based on the number of company connections. All plans include unlimited users, client login portals, white-glove onboarding, implementation, and team training. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua and Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 209 more ## Features - "What If" Scenarios - AI Copilot - API - Access Controls/Permissions - Accounting - Activity Dashboard - Activity Tracking - Ad hoc Query - Ad hoc Reporting - Alerts/Notifications - Approval Process Control - Audit Management - Audit Trail - Bank Reconciliation - Benchmarking - Billing & Invoicing - Budgeting/Forecasting - Cash Flow Management - Cash Management - Collaboration Tools ## Integrations (13 total) - Digits - Google Sheets - Gusto - MYOB Acumatica - MYOB Business - MYOB Greentree - MYOB PayGlobal - Microsoft Excel - MyObjectives - QuickBooks Online - QuickBooks Online Advanced - RT QuickBooks - Xero ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Data Visualisation Tools](https://www.softwareadvice.com.au/directory/400/data-visualization/software) ## Related Categories - [Data Visualisation Tools](https://www.softwareadvice.com.au/directory/400/data-visualization/software) - [Dashboard Software](https://www.softwareadvice.com.au/directory/440/dashboard/software) - [Business Intelligence (BI) Tools](https://www.softwareadvice.com.au/directory/4336/bi/software) - [Small Business Accounting Software](https://www.softwareadvice.com.au/directory/506/small-business/software) - [Financial Reporting Software](https://www.softwareadvice.com.au/directory/1904/financial-reporting/software) ## Alternatives 1. [QuickBooks Online](https://www.softwareadvice.com.au/software/393202/quickbooks-online) — 4.3/5 (8475 reviews) 2. [Xero](https://www.softwareadvice.com.au/software/2976/xero) — 4.4/5 (3307 reviews) 3. [Datarails](https://www.softwareadvice.com.au/software/176278/datarails) — 4.7/5 (233 reviews) 4. [NetSuite](https://www.softwareadvice.com.au/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2052 reviews) 5. [Syft Analytics](https://www.softwareadvice.com.au/software/115065/syft-analytics) — 4.7/5 (186 reviews) ## Reviews ### "Powerful financial visualization" — 5.0/5 > **Craig** | *18 July 2019* | Medical Practice | Recommendation rating: 10.0/10 > > **Pros**: At a management level, Reach Reporting helps us see trends on monthly financial reports which gives context to monthly values and makes them actionable. At board meetings, the visualizations help board members realize positive or negative trends of the organization and helps with more productive conversations. Frequent updates and improvements to report builder. Responsive team\! > > **Cons**: None to report. The team has improved the reporting significantly\! > > More useful and actionable financial data. Rapid powerful reporting which utilizes no FTE to generate, monitor or track. ----- ### "Generate reports that your clients can understand (and even enjoy)." — 5.0/5 > **Jamine** | *15 June 2026* | Accounting | Recommendation rating: 9.0/10 > > **Pros**: This tool is easy to use and has saved me a significant amount of time each month, about 10 hours. It also generates client-friendly reports. > > **Cons**: Pricing. It is worth it if you have at least six clients on the 10-client monthly plan. It’s a premium tool, and the price reflects that. > > This software is very user-friendly and produces valuable reports. My clients really appreciate the visual monthly reports, especially the two-page summary of financial and accounting data I created. ----- ### "Nice tool for FP\&A, budgeting and forecasting." — 4.0/5 > **Justin** | *10 June 2026* | Accounting | Recommendation rating: 7.0/10 > > **Pros**: customer support. ease of use. forecasting models. its a pull type system so I can make changes in Reach and it does not impact the books. The best part is the team at reach > > **Cons**: The forecast does not pass over to reporting. its a bit overwealming at times with the different types of reports. Clients havent loved their portal as much as I was hoping. > > Overall very good. Been a customer for a long time now. The team Is great, it helps us provide more value to our clients. ----- ### "Highly Recommend\!" — 5.0/5 > **Patricia** | *17 June 2026* | Nonprofit Organization Management | Recommendation rating: 10.0/10 > > **Pros**: I like the ability to present our financial and non-financial data in a visually appealing way and that it's easy for our Senior Leadership to understand. > > **Cons**: It's been a learning curve on how to use the software, but the customer service/training from Reach has been great. > > I would definitely recommend Reach Reporting for an organization that utilizes QBO for accounting and wants to have professional looking reports with their data compiled in one program. ----- ### "Fast, Structured Financial Reporting with Clean Dashboards and Client-Ready Insights" — 5.0/5 > **Sujan** | *15 June 2026* | Accounting | Recommendation rating: 9.0/10 > > **Pros**: Reach Reporting makes financial reporting and analysis significantly faster and more structured. The pre‑built report templates, intuitive dashboards, and real‑time data sync help convert raw financial data into clear, client‑ready insights with minimal manual effort. It is easy to use, visually clean, and very effective for presenting financial performance to stakeholders, The AI insight feature is also a very nice touch. > > **Cons**: While Reach Reporting is strong for standard reporting, if you want to add the financial form spreadsheet option, multi-dimensional reporting is not possible at this point in time. > > Reach Reporting solves the challenge of time‑consuming manual financial reporting by automating data consolidation, visualization, and variance analysis. It improves accuracy, reduces preparation time, and enables faster decision‑making by providing clear financial insights without heavy spreadsheet dependency. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.com.au/software/148141/reach-reporting?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/148141/reach-reporting) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data