--- title: Reach Reporting Reviews meta_title: 'Reach Reporting Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 53 reviews by the users' company size, role or industry to find out how Reach Reporting works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 53 scale: '5' date_modified: '2026-06-26' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Reach Reporting Reviews **Vendor:** Reach Reporting **Category:** [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) **Average Rating:** 4.8/5.0 **Total Reviews:** 53 ## About Reach Reporting 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, accountants, and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Reports and dashboards dynamically update as data flows through each month. Visualize data in just a few clicks. ## Reach Reporting Pros & Cons **What users like:** - Users find Reach Reporting to have an **intuitive and easy-to-use interface** that simplifies financial reporting and enhances decision-making. (12 reviews) - Users love the **efficiency and clarity** of Reach Reporting, making financial presentation and decision-making effortless. (12 reviews) - Users value the **reporting efficiency** of Reach Reporting, enabling quick and easy generation of insightful monthly reports. (10 reviews) - Users find that Reach Reporting offers significant **time-saving features** by automating and simplifying financial reporting processes. (9 reviews) - Users praise the **responsive customer support** of Reach Reporting, making it easy to resolve issues promptly. (8 reviews) - Users value the **customization options** in Reach Reporting, streamlining report creation to fit specific needs effortlessly. (8 reviews) - Users value the **time-saving automation** of financial reporting in Reach Reporting, enhancing efficiency and client satisfaction. (8 reviews) - Users value the **easy integrations** with QuickBooks, which significantly streamline their reporting processes. (8 reviews) - Easy Setup (7 reviews) - Reporting Quality (7 reviews) **What users dislike:** - Users note **missing features** like better chart organization and enhanced budget building capabilities in Reach Reporting. (4 reviews) - Users find Reach Reporting's interface somewhat **complex and unintuitive** , especially in terms of organization and budget functionalities. (2 reviews) - Users experience **connectivity issues** with Reach Reporting, facing delays and limitations in syncing across multiple systems. (2 reviews) - Users find the **dashboard limitations** cumbersome, preferring more organization and advanced forecasting features for better usability. (2 reviews) - Users struggle with **implementation issues** , as merging financial data and using budget builder can be inefficient and clunky. (2 reviews) - Users find the **learning curve steep** , especially for those less familiar with customization and complex features. (2 reviews) - Users find the **limitations on consolidation and filtering** to complicate usage and hinder functionality in Reach Reporting. (2 reviews) - Limited Flexibility (2 reviews) - Slow Performance (2 reviews) - Steep Learning Curve (2 reviews) ## Reach Reporting Reviews ### 1. Flexible, Customizable Reporting That Elevates Client Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Vinoth J. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2026 **What do you like best about Reach Reporting?** I started my business in January 2025 and have been using Reach Reporting as my primary reporting platform for my larger clients. It has quickly become an essential part of my service offering. What I appreciate most is the flexibility and customization. I can tailor reports and dashboards to meet each client's specific needs, helping me deliver insights that are both meaningful and easy to understand. Even after using the platform extensively, I feel like I've only explored about 40% of its capabilities, which speaks to how powerful and feature-rich it is. As I continue learning the platform, I'm discovering new ways to build custom reports, KPIs, and visualizations that add even more value for my clients. The professional presentation, automation, and ability to turn complex financial data into clear, actionable insights have saved me significant time while improving the quality of my reporting. Many of my clients have commented on how easy the reports are to understand and how much they appreciate the visual dashboards. Reach Reporting has also become a valuable business development tool. When meeting with prospective clients, I share sample reporting decks to demonstrate the type of reporting and insights they will receive. The reaction is consistently positive, and it has helped me build credibility, differentiate my services, and close new business. Overall, Reach Reporting has been an excellent investment for my firm. It helps me deliver a higher level of service to existing clients while also serving as a powerful tool for attracting and winning new ones. **What do you dislike about Reach Reporting?** There is some learning curve involved in building custom reports. **What problems is Reach Reporting solving and how is that benefiting you?** Able to produce quick financial reporting package. ### 2. Financial Reporting Simplified **Rating:** 5.0/5.0 stars **Reviewed by:** Jonaline G. | Remote Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 15, 2025 **What do you like best about Reach Reporting?** What I liked most about Reach Reporting was its ability to automate financial reporting and present data through clear, customizable dashboards, making it easier for teams and clients to understand performance and make informed decisions quickly. **What do you dislike about Reach Reporting?** Limited Syncing Frequency – Data syncing can sometimes feel less frequent than desired, which may result in delays before the latest information is reflected in reports and dashboards. This can make real-time monitoring and decision-making more challenging. **What problems is Reach Reporting solving and how is that benefiting you?** Problem: Financial data is often complex, fragmented, and difficult to interpret directly from accounting systems. How Reach Reporting Helps: It consolidates data from platforms like QuickBooks Online and transforms it into clear, customizable reports and dashboards with visual analytics. Benefit: It saves time, improves accuracy in decision-making, and makes financial information easier to understand and communicate to stakeholders. ### 3. Familiar Spreadsheet Interface Makes Data Entry Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsey W. | Admin Ops, Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2026 **What do you like best about Reach Reporting?** The spreadsheet interface makes it easy to bring in existing data or enter new data in a familiar way **What do you dislike about Reach Reporting?** The Google Sheet integration requires granting full access to Google Drive and an error displays when you try to select certain sheets. This essentially makes the Google Sheets integration un-usable for us, but we've made it work. Additionally, the program defaults to Accrual based accounting and there isn't a good way to integrate accrual x cash, though Reach's team did provide a workaround that will do the trick. **What problems is Reach Reporting solving and how is that benefiting you?** Once our account is fully configured, Reach Reporting will help us streamline our financial reporting and make more informed decisions about how to run our business. ### 4. Smooth QBO-to-Report Workflow with Flexible, Excel-Like Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about Reach Reporting?** It functions so smoothly with the transition from QBO data to ready to present reports. No mapping, barely any setup at all. At the same time, it retains the complete flexibility to make any kind of report I want with the familiar Excel-like interface. I can also use other users' shared reports and copy them to my own dashboard, which saves a ton of time. It does everything I wanted reporting software to do for our firm. **What do you dislike about Reach Reporting?** I think the only thing I have had a problem with is in the text of reports, sometimes it jumps around and is hard to edit, but that is very minor. Everything else just works. **What problems is Reach Reporting solving and how is that benefiting you?** It gives us consistent, in-depth reports to share with clients that look much more professional than the QB reports and have a lot more options. Also, each is branded to the individual company, which just looks so nice and adds a great personalized touch to our clients. We needed a reporting package to deliver to our clients quarterly to discuss without spending a lot of time creating them and Reach does that for us. ### 5. Visually Appealing Reports That Make Financial Data Easy to Understand **Rating:** 5.0/5.0 stars **Reviewed by:** Patricia F. | Director of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2026 **What do you like best about Reach Reporting?** To our organization, being able to present financial and non-financial data in a way that is easy to understand and visually appealing has been a tremendous addition to my finance department. **What do you dislike about Reach Reporting?** The only con I have to say, is it takes a little to get used to manipulating the data. However, I do want to point out that Reach has been great about the training on how to utilize the reporting software. **What problems is Reach Reporting solving and how is that benefiting you?** I definitely like that I can upload non-financial data and Reach Reporting can help show our Senior Leadership how non-financial data can be just as impactful as financial data for budgeting and forecasting. ### 6. Powerful Insight **Rating:** 5.0/5.0 stars **Reviewed by:** Jane P. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about Reach Reporting?** Reach Reporting connects to your preferred accounting software to help tell the story of your financials statements with graphic trends. **What do you dislike about Reach Reporting?** Reach Reporting could have better tools for budgeting and forecasting. A stable cash forecast is needed to help drive decisions. **What problems is Reach Reporting solving and how is that benefiting you?** It would be great if integrations for graphs would allow you to select more than one data account for each metric. Sometimes we need the total of specific labor accounts and have to either subtotal them within QuickBooks or create data tables in Reach to sum the data. The capability to select more than one expense account when selecting data would be nice. ### 7. Easy Report Generation with Powerful Dashboards and Data Visualization **Rating:** 4.0/5.0 stars **Reviewed by:** Nancy A. | CFO Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2026 **What do you like best about Reach Reporting?** I really like its features around dashboards and data visualization, the report generation is very easy to use. **What do you dislike about Reach Reporting?** In general is a good tool, for QB Desktop with rightworks the settings can be a bit tricky, and when the data has to be filtered and ordered a certain way, such as indicators for customers it is not as easy to replicate on the reach environment without manual updating every month **What problems is Reach Reporting solving and how is that benefiting you?** It has decreased the amount of hours for reporting creation and allowed to actually dive in more on the analysis of data. ### 8. Fast, Structured Financial Reporting with Clean Dashboards and Client-Ready Insights **Rating:** 4.5/5.0 stars **Reviewed by:** Sujan U. | Assistant manager Tech Onboarding, Enterprise (> 1000 emp.) **Reviewed Date:** March 09, 2026 **What do you like best about Reach Reporting?** 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. **What do you dislike about Reach Reporting?** 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. **What problems is Reach Reporting solving and how is that benefiting you?** 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. ### 9. Saves Hours Each Month with Client-Friendly Reports and Clear Visuals **Rating:** 5.0/5.0 stars **Reviewed by:** Jamine S. | Senior Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2026 **What do you like best about Reach Reporting?** It saves me a lot of time. I'd estimate around 10 hours a month. Another big upside is being able to create reports my clients can actually understand. It makes it very easy to translate financial data into clear, digestible charts and graphs. **What do you dislike about Reach Reporting?** The pricing is high, but it makes sense if you have at least seven or eight clients and are using the ten-client plan. **What problems is Reach Reporting solving and how is that benefiting you?** It saves me time explaining financial and accounting data to my clients. Most of them really like the two-page-only summary I created. ### 10. Powerful Reporting for Effortless Monthly Financials at a Reasonable Price **Rating:** 4.5/5.0 stars **Reviewed by:** Julie N. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** June 19, 2026 **What do you like best about Reach Reporting?** I really appreciate the reporting features. They make it easy for me to create the monthly financial reports we share with our board. The pricing is also reasonable. **What do you dislike about Reach Reporting?** The budgeting feature could use some improvement when working with consolidated entities. We were able to find a workaround, but it isn’t very efficient and still feels a bit cumbersome. **What problems is Reach Reporting solving and how is that benefiting you?** Financial reporting through a Xero integration is seamless. The platform performs as expected, and syncs very often with our accounting software. ### 11. Easy-to-Use, Highly Customizable Professional Reports **Rating:** 5.0/5.0 stars **Reviewed by:** Taylor M. | Financial Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2026 **What do you like best about Reach Reporting?** Reach is easy to use, and it helps me create highly customizable, professional-looking reports. **What do you dislike about Reach Reporting?** It doesn’t have a direct integration with our new accounting system, so we’ll need to upload the data manually, but it’s still 100% worth it. **What problems is Reach Reporting solving and how is that benefiting you?** We have 23 companies that roll up into a parent company, and Reach allows us to compare the P&Ls and other key items for the banks, then consolidate everything into a single report. ### 12. Easy to Use with Seamless Xero and Google Sheet Integration **Rating:** 5.0/5.0 stars **Reviewed by:** adc x. | Senior Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2026 **What do you like best about Reach Reporting?** Easy-to-use interface, and it connects smoothly with Xero and Google Sheet. **What do you dislike about Reach Reporting?** The built-in collaboration and team features are limited, so it’s a good thing Google Sheet is integrated. We rely on Google Sheet for collaboration, which helps make up for what’s missing in the native team tools. **What problems is Reach Reporting solving and how is that benefiting you?** Report generation has been progressing slowly. That said, Reach provides real-time updates, which makes it easier to generate reports. ### 13. Excel-Based UI and Smooth QBO Integration Deliver Great Modeling Results **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2026 **What do you like best about Reach Reporting?** Reach's UI being excel based makes it very easy for accountants to quickly learn how to create/edit reports. The QBO integration allows for easy modifications to reporting, and the overall performance of the modeling has yielded great results. **What do you dislike about Reach Reporting?** The customization of specific reports could be improved upon, and it would be helpful to set company-wide settings for reports to ensure that any new report has the same font/sizing/etc. **What problems is Reach Reporting solving and how is that benefiting you?** Reach allows us to provide standardized financials to our clients efficiently and consistently. The AI feature can also be helpful, especially when it provides thoughtful feedback that supports our work. ### 14. Impressive Reports Made Easy with Plenty of Templates **Rating:** 4.0/5.0 stars **Reviewed by:** Matt K. | CFO Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2026 **What do you like best about Reach Reporting?** Reach Reporting has a lot of reporting templates to choose from, which makes it easy to create an impressive report. **What do you dislike about Reach Reporting?** Modifying graphs can be cumbersome at times. Definitely not as easy as modifying a graph in Excel. **What problems is Reach Reporting solving and how is that benefiting you?** Reach Reporting is solving the amount of time it typically takes to update monthly reporting allowing us to focus our time on analysis. ### 15. Fully Customizable, Seamless Google Drive Integration for Timely Client Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Amy H. | Owner / Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2026 **What do you like best about Reach Reporting?** It’s fully customizable and integrates with other platforms, which helps me provide timely reporting for my clients. **What do you dislike about Reach Reporting?** That is does not integrate with Microsoft **What problems is Reach Reporting solving and how is that benefiting you?** It provides my clients with weekly, up-to-date cashflow reporting that we can fully customize to each client’s wants and needs. ### 16. Endless Dashboards and Reporting with Powerful Budgeting **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff S. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Reach Reporting?** Budget functionality. Dashboard and report options and endless! **What do you dislike about Reach Reporting?** I wish Reach could connect directly with more accounting software. They are adding new connections but always would like more... **What problems is Reach Reporting solving and how is that benefiting you?** Ability to effectively build a budget, but then have a dynamic tool for monthly forecasting. ### 17. Reach Reporting Made Financial Reporting More Productive and Focused **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2026 **What do you like best about Reach Reporting?** Reach Reporting has improved our financial reporting and made our meetings more productive and focused. **What do you dislike about Reach Reporting?** I wish the AI insights let me ask questions directly about the data, and that it could adjust the writing style to be less jargony and easier to understand. **What problems is Reach Reporting solving and how is that benefiting you?** Showing our clients a long list of numbers in a report was making them less engaged. By focusing on the key metrics and presenting them with graphics, the information becomes clearer and much more interesting to look at. ### 18. Effortless Consolidation of Multiple Financial Statements in One View **Rating:** 5.0/5.0 stars **Reviewed by:** Jake M. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about Reach Reporting?** It allows us to consolidate multiple financial statements from different companies into one combined view, which makes it easier to review everything together. **What do you dislike about Reach Reporting?** Nothing at all. We love using Reach Reporting. **What problems is Reach Reporting solving and how is that benefiting you?** It allows us to combine financial statements for multiple different QBO companies. ### 19. Reach Reporting Feels Like Excel—Easy to Learn and Use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Reach Reporting?** Reach Reporting was most helpful to me because the software works very similarly to Excel, which made it easy to learn and start using right away. **What do you dislike about Reach Reporting?** The only downside for me with Reach Reporting was the annual cost. **What problems is Reach Reporting solving and how is that benefiting you?** QuickBooks is very limited when it comes to customizing reports. You can’t change report layouts, add columns or rows, or adjust totals, and you’re forced to use their specified parameters, such as date ranges and similar settings. ### 20. Powerful Forecasting Model and Customizable FP&A Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Justin M. | cpa, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about Reach Reporting?** Forecasting model, and customized FP&A reporting **What do you dislike about Reach Reporting?** I would like to see the reports include the forecasting models along with orginal budgets. **What problems is Reach Reporting solving and how is that benefiting you?** better reporting for our clients. ### 21. Highly Customizable for Any Presentation Need **Rating:** 5.0/5.0 stars **Reviewed by:** Aurielle C. | Accounting Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2026 **What do you like best about Reach Reporting?** The ability to customize for different presentation purposes **What do you dislike about Reach Reporting?** It can be complex figuring out how to make those customizations **What problems is Reach Reporting solving and how is that benefiting you?** Giving my clients overhead analysis ### 22. Great UX for Quickly Building Custom Financial Templates **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2026 **What do you like best about Reach Reporting?** The UX is great, it was very easy to connect and navigate. I created custom financials very quickly and was pleased with the templates I was able to create. **What do you dislike about Reach Reporting?** You're pretty tied to the functionality of QBO or the reporting system used behind the scenes, but the system allows for flexibility. **What problems is Reach Reporting solving and how is that benefiting you?** Speed to produce financials is the top use case. ### 23. Powerful AI-Enhanced Reports with Flexible Views **Rating:** 5.0/5.0 stars **Reviewed by:** Manoj N. | Sr. Executive finance, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about Reach Reporting?** I like all the reports generated by both my own work and the AI. View by every which I want **What do you dislike about Reach Reporting?** Nothing but one report copied into other reports. You can’t copy the chart. **What problems is Reach Reporting solving and how is that benefiting you?** If you could provide more charts and allow moving data anywhere, it would be even better. The charts are already good for reporting. ### 24. Skilled in multi-source integration, needs graphical improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** June 15, 2026 **What do you like best about Reach Reporting?** I use Reach Reporting to collect data from various sources, which saves both time and manual effort. It is error-free and provides a consistent and concise report by gathering data from multiple sources. This makes the setup very easy and fast. **What do you dislike about Reach Reporting?** Include more graphical explanations. **What problems is Reach Reporting solving and how is that benefiting you?** I use Reach Reporting to collect data from various sources, which saves time and effort. It is error-free and provides insightful and consistent reports. ### 25. Customizable, Client-Shareable Dashboards That Deliver **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel L. | Tax Preparer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2026 **What do you like best about Reach Reporting?** I liked the customizable dashboards that I can share with my clients. **What do you dislike about Reach Reporting?** Not many downsides. The reports were a little too technical for most of my clients so I needed to simply things. **What problems is Reach Reporting solving and how is that benefiting you?** Reach gives me a nice analysis to share, much better than what I could get from Quickbooks. ### 26. Makes Financial Reporting Easy with Clear, Templated Displays **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2026 **What do you like best about Reach Reporting?** Great for consolidating information and providing templated displays to explain financial information with ease **What do you dislike about Reach Reporting?** Can have a bit of a learning curve but staff are great at getting back quickly with solutions **What problems is Reach Reporting solving and how is that benefiting you?** Streamlines financial reporting and consolidations ### 27. Streamlined Reporting With a Great UI **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about Reach Reporting?** The integration with QuickBooks and the overall user interface were excellent. The platform made it incredibly intuitive to customize reports, adjust layouts, and create polished, presentation‑ready financial packages with minimal effort. **What do you dislike about Reach Reporting?** We eventually switched accounting systems, which created integration challenges. However, the ability to upload data through Excel imports provided a reliable workaround and kept the platform usable even without a direct connection. **What problems is Reach Reporting solving and how is that benefiting you?** Report presentation ### 28. Month-End Reporting Made Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Sourabh G. | Associate | Digital Asset Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2025 **What do you like best about Reach Reporting?** The month-end reporting task became much easier. **What do you dislike about Reach Reporting?** The syncing feature could be smoother, as there are times when it takes longer than I expect for updates to appear. **What problems is Reach Reporting solving and how is that benefiting you?** Reach Reporting is helping us turn raw financial data into clean, visual insights. It saves time on manual report building and allows us to present information to clients in a much clearer and more engaging way. ### 29. Great QBO Integrations and Flexible Adjustments **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about Reach Reporting?** The great integrations with QBO and flexibility to make adjustments. **What do you dislike about Reach Reporting?** Nothing particular yet, everything is working fine now. **What problems is Reach Reporting solving and how is that benefiting you?** I use it to generate infographics and dashboards that let us slice and dice the data. ### 30. Amazing Reporting Tool Templates Make Reporting Setup a Breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph F. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Reach Reporting?** Templates make reporting setup take minutes vs days. Amazing tool! **What do you dislike about Reach Reporting?** You cannot automate multiple connections to different systems at the same time **What problems is Reach Reporting solving and how is that benefiting you?** Save enormous time for reporting and delivering clean readable data ### 31. Turns QuickBooks Data into Actionable Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2025 **What do you like best about Reach Reporting?** Reach Reporting transforms my QuickBooks data into clear, beautiful visuals that make decision-making easy. The live integration keeps everything current, and the customization options let me highlight exactly what matters most to my business. It’s intuitive, powerful, and a must-have add-on for anyone who wants more than just basic reports. **What do you dislike about Reach Reporting?** Reach Reporting is already a fantastic tool, but I’d love to see even more advanced features—like additional visualization types, deeper KPI customization, or AI-driven forecasting. With how strong the platform is now, adding these would make it absolutely unbeatable. **What problems is Reach Reporting solving and how is that benefiting you?** Reach Reporting solves the problem of spending hours creating polished financial reports from QuickBooks data. It automates the process, pulling live numbers and turning them into clear, professional dashboards and visuals. This saves me significant time each month, eliminates manual errors, and makes it easy to present financials in a way clients and stakeholders actually understand. The result is faster decision-making, better communication, and more confidence in the numbers. ### 32. Reach Reporting is a huge time saver! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2025 **What do you like best about Reach Reporting?** Using Reach Reporting has save me many hours per month and is well worth the cost. The support is great! Highly recommend. It integrate very easily with QB Online and QB Desktop. **What do you dislike about Reach Reporting?** The learning curve is a little steep, but I after I learned the platform, it has been great. **What problems is Reach Reporting solving and how is that benefiting you?** Reach allows me to create financial reports for my clients that give them the metrics they need to understand where their company stands financially. ### 33. Excellent for Clear, Client-Ready Reports **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2025 **What do you like best about Reach Reporting?** I’ve been using Reach Reporting for my CPA practice, and it’s been a game-changer for presenting financial data to clients. The platform makes it easy to create professional, visually appealing reports that clients actually understand. Setup was straightforward, and the customization options let me tailor reports exactly to each client’s needs. The time I save each month more than pays for the service. Highly recommend for any firm that wants to elevate client communication. **What do you dislike about Reach Reporting?** Can be a bit pricey especially when you are a small budget firm! **What problems is Reach Reporting solving and how is that benefiting you?** Making client communication easy! ### 34. Easy to learn **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Reach Reporting?** So far they've provided great education and onboarding in learning how to use and integrate their product and reporting into our business reports. **What do you dislike about Reach Reporting?** I haven't used it long to have anything to dislike. **What problems is Reach Reporting solving and how is that benefiting you?** We've been manually pulling reports such as the P&L and Balance from QB to put into custom reports for our clients. If we make a mistake and have to adjust something, we have to pull all those reports all over again. With Reach Reporting, we should be able to automatically regenerate those reports, saving us time (and money) in the process. ### 35. Simply Awesome! **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan N. | VP of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2025 **What do you like best about Reach Reporting?** Reach provides monthly, quarterly, and even budget report templates that saves so much time. Their defaulted metrics are great, but if you want to track your own KPI's, you can simply add it in and still maintain consistency in terms of graphs, look, feel, etc. The report will definitely impress your management team or board! 10/10 **What do you dislike about Reach Reporting?** I've been using it for a little over a month now, can't find anything I dislike. **What problems is Reach Reporting solving and how is that benefiting you?** It helped me automate and streamline end of month reporting. ### 36. Time saving **Rating:** 5.0/5.0 stars **Reviewed by:** Virginia D. | Account analysis, Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2025 **What do you like best about Reach Reporting?** Monthly reports and consolidations, which previously required a significant amount of manual effort—such as working in Excel and double-checking formulas—are now completed much more quickly with Reach Reporting. **What do you dislike about Reach Reporting?** Reach Reporting is working properly on my end. So far, I haven't noticed anything that I dislike. **What problems is Reach Reporting solving and how is that benefiting you?** I am able to produce reports very quickly. ### 37. Effortless Reporting and Analysis **Rating:** 4.5/5.0 stars **Reviewed by:** Putrevu B. | Data Analyst, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2024 **What do you like best about Reach Reporting?** I recently started using it for generating reports, and it's so easy to access. The UI helps to customize the dashboards easily. Moreover, the best part is work groups, which allow sharing the same report and working in a group. A smart way is the single account can be used for multiple organizations a user can use the same account and changing workspace helps to navigate and work at numerous locations. It seems its the best platform for the freelancer too. **What do you dislike about Reach Reporting?** Steep learning curve for complex features Limited customization options for certain reports Occasional issues with data syncing or formatting **What problems is Reach Reporting solving and how is that benefiting you?** The basic thing that helps is I need not spend my time on visualization and dashboard designing. And helps me to focus more precisely on analysis. I need not worry about data integration and data collection and giving to it is my main task. It helps me to give better reports and good communication with clients. ### 38. Saves so much time with monthly reporting! **Rating:** 5.0/5.0 stars **Reviewed by:** Abigail K. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2024 **What do you like best about Reach Reporting?** Prior to using Reach, I would spend a full day putting together monthly reports for department heads and management. Downloading reports from Quickbooks and then manually manipulating them to what I needed was a pain. But now with Reach I can do it all within an hour. I use both the Quickbooks and Google Sheets connect. Also, their support is amazing. The agent actually hopped on a Zoom call with me so I could show him what problem I was trying to solve in my report. It was immensely easier doing it that way rather than trying to explain over text. **What do you dislike about Reach Reporting?** Initially, it wasn't the most intuitive system I ever used, but once I got going I was able to figure it out pretty quickly. Also, it would be nice to have a way to put your different reports into files rather than having them all together on a single dashboard. **What problems is Reach Reporting solving and how is that benefiting you?** It is a much more flexable than the reports Quickbooks has to offer. I know Quickbooks is building out it's reporting function, but reach is leaps and bounds ahead of them in this. Also, being able to pull in non-financial data from Google sheets is very nice. We save so much time being able to build reports once and then just running them monthly. ### 39. Making Me Look Smarter Than I am! **Rating:** 5.0/5.0 stars **Reviewed by:** Scott W. | Part Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2025 **What do you like best about Reach Reporting?** Reach is SO easy to use. Connecting to my accounts was a snap. From there, you have a huge set of pre made reports, but all the customization you can imagine is available. The reports are clean, powerful, and customizable. The AI analysis tool is great for report averse business owners - it puts things in easy to understand language and makes report consumption more palatable for some. **What do you dislike about Reach Reporting?** It's a process to learn - but if it did not require some effort to learn, it would not be powerful enough. The payoff is worth the effort. **What problems is Reach Reporting solving and how is that benefiting you?** It is providing more detailed looks at where money is coming from, where it is going and trends that can be tracked over time. ### 40. A Game-Changer for Financial Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Swatwik T. | Associate Solution Leader (Content), Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2024 **What do you like best about Reach Reporting?** The best things I liked is: 1. It has automated the financial reporting process, which made me save a lot of time with manual work. 2. Its integration with platforms like Quickbooks helps me, which made me use it every day. 3. It can simplify complex financial data effectively. 4. There are many pre-built templates that helped me create standardized reports. 5. The platform is so easy to use and implementation of it is too straight-forward. 6. When there is a problem, customer support is quick to hop in and help. **What do you dislike about Reach Reporting?** As of now, I want to use more features and know more about it. I have not found any issues. I see all positives now. **What problems is Reach Reporting solving and how is that benefiting you?** Reach reporting helped me streamline financial analaysis. As it automates data collection, it reduces errors significantly. Most importantly, it is forecasting future outcomes that helps me manage cash flow. ### 41. Great product! **Rating:** 5.0/5.0 stars **Reviewed by:** Jake M. | Director of Business Systems, Mid-Market (51-1000 emp.) **Reviewed Date:** December 23, 2024 **What do you like best about Reach Reporting?** I like how I can combine many different QBO accounts into one **What do you dislike about Reach Reporting?** Only downside is the current limitation of 10 classes/locations maximum filter **What problems is Reach Reporting solving and how is that benefiting you?** Consolidating many different QBO accounts into one, which is does well ### 42. Good tool don't hesitate to buy for small business also. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** November 11, 2024 **What do you like best about Reach Reporting?** As a small business, Reach Reporting has been a game changer for us. It’s easy to use, and we can quickly generate monthly reports without much hassle. The pre-built templates are helpful, and the support team has been responsive whenever we've had questions. However, I would love to see more integrations with other business tools like CRMs or additional accounting platforms. Right now, we're limited in how much we can sync with our other systems. Otherwise, the tool is fantastic. I am business analyst so for me it is very useful. **What do you dislike about Reach Reporting?** Sometime when we import data it will take lots of time or not respond ,but other than this it is user friendly now. **What problems is Reach Reporting solving and how is that benefiting you?** While representing report to stakeholders.they can also understand easily. ### 43. Automation of Financial Reports **Rating:** 5.0/5.0 stars **Reviewed by:** Suman M. | Internal Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** October 16, 2024 **What do you like best about Reach Reporting?** Integration of financial reports like trial balance, spreadsheets with the application to design, visualize financial data in a customized way. Availability of various templates **What do you dislike about Reach Reporting?** The merging of financial data from various sources into a single report is not smooth or efficient **What problems is Reach Reporting solving and how is that benefiting you?** Automation i.e., sync trial balance, data sheets. Pre built and fully customizable reports and templates ### 44. Excellent Capabilities and Very User-Friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about Reach Reporting?** The ease of use. It's super user-friendly and easy to navigate/understand. The training videos are very helpful. Also, the predetermined dashboards/reports are amazing. With such tight turnarounds in a month end close, having those be as dynamic as they are is super helpful. Super easy to implement and the Reach staff / support has been amazing every step of the way. **What do you dislike about Reach Reporting?** Would love to see more forecasting capabilities and easier Excel functional use in the Forecast "sheets" **What problems is Reach Reporting solving and how is that benefiting you?** Being able to present month end reporting in easy to read formats has really helped us understand the data. ### 45. Exceptional Reporting tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2024 **What do you like best about Reach Reporting?** It enables you to build amazing reports & dashboards seemlessley. Wide variety of metrics, KPIs & templates to use within our reporting for clients. **What do you dislike about Reach Reporting?** There are some minor UI features i'd like added especially around reorganising chart of accounts to speed up that process. But other than that, it's class. **What problems is Reach Reporting solving and how is that benefiting you?** It enables us to quickly turnaround Month End management accounts for our clients. Geting information to the users without delay. ### 46. Reachreporting - Good UI, Needs a few more features **Rating:** 4.0/5.0 stars **Reviewed by:** Ryan V. | Senior Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2023 **What do you like best about Reach Reporting?** The easy to use interface that is much like Excel. It is also good at doing quick data visuals on the fly. The reporting building tool is great. They also have great customer support and are very helpful. You can talk to the developers easily. The implementation and training is also quite easy. **What do you dislike about Reach Reporting?** Consolidation is more clunky due to having to have account names all be the same across all organizations. Also budget builder is still in its infancy in regards to creating mutliple scenarios, cost drivers ,etc. **What problems is Reach Reporting solving and how is that benefiting you?** Data visualization of financial metrics is its strength. ### 47. Good product to consider **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2024 **What do you like best about Reach Reporting?** Using Reach reporting we can automate repetitive tasks and use single source of data to understand trends in future **What do you dislike about Reach Reporting?** Nothing such to dislike about this product **What problems is Reach Reporting solving and how is that benefiting you?** This tool helped us to understand trend of our budget utilization of different teams which helped us to forecast it. ### 48. Very Customizable **Rating:** 5.0/5.0 stars **Reviewed by:** Jim P. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2023 **What do you like best about Reach Reporting?** Being able to customize just about anything in one reporting system is a huge improvement from our current platform Fathom. You can pull in multiple scenarios into report graphics, build KPIs and create charts, comparisons, etc. The setup is pretty smooth as well. **What do you dislike about Reach Reporting?** The customization is great, but it can be overwhelming if you are a mind of an accountant. This is so powerful that you could use a Marketing/Design-type person help to develop what the report backgrounds can look like. **What problems is Reach Reporting solving and how is that benefiting you?** Helps us make one complete financial deck for our clients instead of having to pull things in PowerPoint and then adding PDF pages, etc. ### 49. Reach Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2024 **What do you like best about Reach Reporting?** Reporting is so simple with Reach Reporting. They also provide fantastic customer support! **What do you dislike about Reach Reporting?** I didn't see any downside of using reachreporting. **What problems is Reach Reporting solving and how is that benefiting you?** Reach Reporting is really time saving. ### 50. super helpful software **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa F. | CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2023 **What do you like best about Reach Reporting?** Reach Reporting automates many of my month end/quarter end/year end financial statement tasks. Takes hours off of my month end per client. **What do you dislike about Reach Reporting?** Wish there was more integration with pulling sales data/quantities. **What problems is Reach Reporting solving and how is that benefiting you?** My financials per client were in excel and time consuming and sometimes had data errors because of the manual process. This makes all of it more streamlined and accurate. - [View Reach Reporting pricing details and edition comparison](https://www.g2.com/products/reach-reporting/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-28+00%3A30%3A43+-0500&secure%5Bsession_id%5D=224a8ead-6010-4650-af3b-5a0fb5765b16&secure%5Btoken%5D=d34e481a89d49d0ebd3a06954f8167ce3f6468689b98858f434648d4fa1772bd&format=llm_user) ## Reach Reporting Integrations - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Qbo](https://www.g2.com/products/qbo/reviews) - [QuickBooks Desktop Enterprise](https://www.g2.com/products/quickbooks-desktop-enterprise/reviews) - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Xero](https://www.g2.com/products/xero/reviews) ## Reach Reporting Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Data Management** - Data Import - Data Consolidation - Data Validation **Cash Flow Management** - File Exports - Income and Expenses - Track Cash Flow **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Budget Management** - Consolidation - Adjustments - Workflows **Reporting Structure** - Reporting Hierarchy - Report Templates - Report Types **Cash Flow Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Standard Analytics** - Standard KPIs - Standard Reports - Financial Statements - Drill Down **Analytics** - Variance Analysis - Reports - Forecast Comparison - Forward Looking **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Custom Analytics** - Dashboards - Custom KPIs - Custom Reports - Self Service - Multiple Entities **Financial Data Transfer** - Data Transfer - Data Exchange - Reporting - Access - Integration **Agentic AI - Cash Flow Management** - Autonomous Task Execution **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Financial Analysis** - Cross-system Integration - Decision Making ## Top Reach Reporting Alternatives - [Fathom](https://www.g2.com/products/fathom/reviews) - 4.7/5.0 (95 reviews) - [LiveFlow](https://www.g2.com/products/liveflow/reviews) - 4.9/5.0 (332 reviews) - [Datarails](https://www.g2.com/products/datarails/reviews) - 4.6/5.0 (355 reviews)