--- description: Review of Reach Reporting Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Reach Reporting | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Data Visualization Software](/directory/400/data-visualization/software) > [Reach Reporting](/software/148141/reach-reporting) # Reach Reporting Canonical: https://www.softwareadvice.ie/software/148141/reach-reporting Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.ie/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 63 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 63 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.6/5 | 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**: US$149.00 - **Pricing model**: Flat Rate (Free version available) (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 & 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 Visualization Software](https://www.softwareadvice.ie/directory/400/data-visualization/software) ## Related Categories - [Data Visualization Software](https://www.softwareadvice.ie/directory/400/data-visualization/software) - [Dashboard Software](https://www.softwareadvice.ie/directory/440/dashboard/software) - [Business Intelligence Platform](https://www.softwareadvice.ie/directory/4336/bi/software) - [Accounting Software for Small Business](https://www.softwareadvice.ie/directory/506/small-business/software) - [Financial Reporting Tools](https://www.softwareadvice.ie/directory/1904/financial-reporting/software) ## Alternatives 1. [QuickBooks Online](https://www.softwareadvice.ie/software/393202/quickbooks-online) — 4.3/5 (8543 reviews) 2. [Xero](https://www.softwareadvice.ie/software/2976/xero) — 4.4/5 (3330 reviews) 3. [Datarails](https://www.softwareadvice.ie/software/176278/datarails) — 4.7/5 (246 reviews) 4. [NetSuite](https://www.softwareadvice.ie/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2077 reviews) 5. [Sage Intacct](https://www.softwareadvice.ie/software/1710/sage-intacct) — 4.3/5 (717 reviews) ## Reviews ### "Powerful Integrations, AI Insights, and Outstanding Support" — 5.0/5 > **Theresa** | *9 July 2026* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: I love the integrations, customer service, and AI business insights. It's great we can customize the reports as well. Clients have an easier time understanding their financials with the visual dashboards in the reports. > > **Cons**: Pricing is high for a small firm that only has a handful of bookkeeping clients. Would love a smaller plan, which would really help start-up firms too\! ----- ### "We love Reach and so will you\!" — 5.0/5 > **Taylor** | *11 June 2026* | Restaurants | Recommendation rating: 9.0/10 > > **Pros**: Reach is easy to use and provides professional reporting the banks love. We are able to consolidate all of our companies as needed. > > **Cons**: Reach is not compatible with our new accounting platform so we will have to upload the data manually. ----- ### "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. ----- ### "Easy to Use with Seamless Xero and Google Sheet Integration" — 5.0/5 > **Menandro** | *11 June 2026* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: Delivers real-time updates and integrates directly with Xero and Google Sheets for streamlined workflows. > > **Cons**: Collaboration tools are limited, but Google Sheets provides a practical workaround for team collaboration. > > Overall, I'm happy with the results we've delivered to our clients. The platform provides good value for money and has helped us achieve our goals efficiently. ----- ### "Reach Reporting - Incredible Tool for Financial Clarity" — 5.0/5 > **Jeff** | *18 June 2026* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: Reach Reporting has been an excellent tool for creating professional, easy-to-understand financial reports for clients and management teams. As a CFO and strategic advisor working with multiple small and mid-sized businesses, I appreciate how quickly it transforms accounting data into meaningful dashboards, KPI reports, and visual presentations. The platform is intuitive, flexible, and allows us to customize reports to fit the specific needs of each client. One of the biggest benefits is the ability to present financial information in a way that business owners can actually understand and use for decision-making. The integration with accounting systems is seamless, report generation is efficient, and the visual presentation significantly improves communication around financial performance. Reach Reporting has become a valuable part of our advisory process and helps elevate the quality of reporting we provide to clients. > > **Cons**: Trial balance uploads are more difficult to get uploaded if you don't have an accounting software that links directly with Reach Reporting, though they are adding more on a regular basis. > > My overall experience with Reach Reporting has been extremely positive. As a CFO advisor serving multiple small and mid-sized businesses, I need tools that are both efficient and effective in communicating financial information. Reach Reporting delivers on both fronts. The platform is easy to learn, simple to navigate, and provides a professional presentation layer that helps bridge the gap between accounting data and strategic decision-making. What stands out most is the ability to quickly create customized reports that help business owners understand their financial performance without being overwhelmed by accounting details. The visual dashboards, KPI tracking, and reporting flexibility have significantly improved client meetings and financial reviews. The team behind the product has also been responsive and committed to continuous improvement. Reach Reporting has become a valuable part of our advisory toolkit and has helped us provide a higher level of insight and value to our clients. ----- Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.ie/software/148141/reach-reporting?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/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