[
Reach R... Reviews
](https://www.g2.com/products/reach-reporting/reviews)

[
Reach R... Reviews
](https://www.g2.com/products/reach-reporting/reviews)

# Reach Reporting Features

##### 
## Budget Creation (6)

Data Import

Import trial balance, monthly P&L, balance sheets, and other types of financial data

Budget Hierarchies

Define budget structure elements and how they are linked hierarchically

Versioning

Keeps track of all versions of a budget and allows users to compare versions

Formulas

Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues

What-If

Test the potential financial impact of business decisions on revenues and expenses

Budget Periods

Users can customize standard budget periods (3, 9, or 12 months)

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##### 
## Budget Management (3)

Consolidation

Consolidate multiple budgets from different departments or business entities

Adjustments

Users with administrative access rights can modify budgets

Workflows

Workflows are used to define the steps required to alter budgets and who needs to approve changes

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##### 
## Forecasting (5)

Historical Data

Forecasting is based on past transactions and historical financial or operational data

Reforecast

Ability to recreate forecasts to include new information that may impact budgets

Forecast Types

Support multiple types of forecasts such as balance sheet and cash flow forecasts

Rolling Forecasts

Used to review and update budgeting assumptions for a predefined period (usually one year)

AI

Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns

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##### 
## Analytics (7)

Variance Analysis

Project out as the year progresses to accommodate trends that affect key business drivers.

Forecasts Comparison

compare Income Statement, Balance Sheet, and Cash Flow for multiple periods

Forward Looking

Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

Variance Analysis

Project out as the year progresses to accommodate trends that affect key business drivers.

Reports

Generate cash flow reports in order to see where money is coming in and where it's going

Forecast Comparison

Compare Income Statement, Balance Sheet, and Cash Flow for multiple periods

Forward Looking

Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

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##### 
## Data Management (3)

Data Import

Financial information can be imported from multiple sources such as spreadsheets, text files, or databases

Data Consolidation

Data from multiple systems can be centralized into a single repository

Data Validation

Financial data can be validated to avoid duplicates and errors

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##### 
## Reporting Structure (3)

Reporting Hierarchy

Administrators can define and manage the reporting structure and access rights to each report

Report Templates

Templates that can be used to create new reports without starting from scratch

Report Types

Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date

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##### 
## Standard Analytics (4)

Standard KPIs

Include most common financial KPIs such as gross and net profit margin, or working capital

Standard Reports

Standard financial reports are provided out of the box

Financial Statements

Ability to analyze financial statements such as income statement and balance sheet

Drill Down

Users can drill down to the detail level of each transaction or financial entry

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##### 
## Custom Analytics (5)

Dashboards

Dashboards can be customized to display different types of data from various sources

Custom KPIs

Users can modify standard financial KPIs and metrics

Custom Reports

Allow users to edit reports and to combine multiple reports

Self Service

A dedicated portal for external users with limited access to the system

Multiple Entities

Monitors the financial performance of multiple entities

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##### 
## Cash Flow Management (3)

File Exports

Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.

Income and Expenses

Add one-time or recurring items to your cash flow and add line items for each payment or deposit.

Track Cash Flow

Check your cash on hand at the beginning of each month and view each day incoming and outgoing funds.

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##### 
## Cash Flow Forecasting (5)

Historical Data

Cash flow forecasting is based on past transactions and historical financial or operational data

Reforecast

Ability to recreate forecasts to include new information that may impact budgets

Forecast Types

Support multiple types of forecasts such as balance sheet and cash flow forecasts

Rolling Forecasts

Used to review and update budgeting assumptions for a predefined period (usually one year)

AI

Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns

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##### 
## Financial Data Transfer (5)

Data Transfer

Automates the transfer of data between an organization's ERP system and its bank

Data Exchange

Streamlines the exchange of information between internal systems

Reporting

Automatically extracts data required for cash forecasting and liquity reporting

Access

Restricts access to certain users within an organization, or provides access for third parties

Integration

Integrates with other financial software, such as Treasury Management, Budgeting & Foreasting, or Invoice Management software

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##### 
## Agentic AI - Cash Flow Management (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

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##### 
## Agentic AI - Budgeting and Forecasting (3)

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - Financial Analysis (2)

Cross-system Integration

Works across multiple software systems or databases

Decision Making

Makes informed choices based on available data and objectives

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[

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## Top-Rated Alternatives

[

 ![Fathom](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_3fff920642b8169a2698317ef3df8812/fathom.png "Fathom")

Fathom

4.7/5

(94)

](https://www.g2.com/products/fathom/reviews)

[

 ![LiveFlow](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_0448fe5dfcb25a1914a15bd11c9e239d/liveflow.jpg "LiveFlow")

LiveFlow

4.9/5

(332)

](https://www.g2.com/products/liveflow/reviews)

[

 ![Datarails](https://images.g2crowd.com/uploads/product/hd_favicon/8bdd3486c6848acec3623fd0b3aee980/datarails.svg "Datarails")

Datarails

4.6/5

(351)

](https://www.g2.com/products/datarails/reviews)

[
View All Alternatives
](https://www.g2.com/products/reach-reporting/competitors/alternatives)

Reach Reporting Comparisons

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3fff920642b8169a2698317ef3df8812/fathom.png "Product Avatar Image")

Fathom

4.7/5

(94)

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Syft

4.8/5

(76)

[
Compare Now
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Jirav

4.7/5

(191)

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##### Categories on G2

[
Budgeting and Forecasting
](https://www.g2.com/categories/budgeting-and-forecasting)[
Cash Flow Management
](https://www.g2.com/categories/cash-flow-management)[
Financial Analysis
](https://www.g2.com/categories/financial-analysis)

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Pros and Cons Details
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Top platforms for multi-format document generation
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Pros and Cons Details
](https://www.g2.com/products/reach-reporting/reviews?qs=pros-and-cons)