--- title: Reach Reporting Reviews meta_title: 'Reach Reporting Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 62 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: 62 scale: '5' date_modified: '2026-07-24' 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:** 62 ## 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 appreciate the **ease of use** of Reach Reporting, highlighting its straightforward setup and customizable dashboards for clear reporting. (7 reviews) - Users appreciate the **clear and beautiful visuals** of Reach Reporting, making decision-making and client communication seamless and effective. (6 reviews) - Users value the **reporting efficiency** of Reach Reporting, as it simplifies financial reports and enhances decision-making. (6 reviews) - Users value Reach Reporting for its **time-saving automation** in financial reporting, enhancing decision-making efficiency. (6 reviews) - Users value the **easy integrations** with QuickBooks, enhancing efficiency and saving valuable time in their reporting processes. (5 reviews) - Users value the **customization options** in Reach Reporting, streamlining report creation to fit specific needs effortlessly. (4 reviews) - Time Saving (4 reviews) - Time-Saving (4 reviews) - Easy Integrations (3 reviews) - Easy Setup (3 reviews) **What users dislike:** - Users desire additional **missing features** in Reach Reporting, such as more UI options and better data integration capabilities. (4 reviews) - Users find the system **not very intuitive** initially, which impacts the overall user experience and efficiency. (2 reviews) - Users experience **connectivity issues** with Reach Reporting, facing slow syncing and limitations on multiple connections. (2 reviews) - Users find the **dashboard limitations** frustrating, wishing for better organization of reports and enhanced forecasting features. (2 reviews) - Users face **implementation issues** due to clunky data consolidation and limitations in the budget builder's functionality. (2 reviews) - Limited Flexibility (2 reviews) - Budgeting Issues (1 reviews) - Clunky Interface (1 reviews) - Confusion (1 reviews) - Customization Difficulties (1 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. **Official Response from Reach Reporting:** > Thank you so much for this detailed feedback! We are delighted to hear that Reach has become such an essential part of your service offering since launching your firm, from delivering tailored client insights to serving as a business development tool that helps you win new work. It is especially rewarding to hear that your clients notice and appreciate the visual dashboards. We have also noted your comments on the learning curve for custom reports, and we appreciate this as we continue thinking through ways to make that discovery process feel more intuitive from the start. ### 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. **Official Response from Reach Reporting:** > Thank you for sharing your positive experience with Reach Reporting! We're glad to hear the automated reporting and customizable dashboards are helping consolidate QuickBooks data into insights that are easier for both your team and clients to act on. We've also noted your comments on syncing frequency, and that's helpful feedback as we continue looking at ways to support more real-time visibility. ### 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. **Official Response from Reach Reporting:** > Thanks so much for sharing this! We're glad the spreadsheet interface made it easy to bring in your data right from the start. We also appreciate the detail on the Google Sheets permissions and the accrual-based defaults; that kind of feedback is genuinely useful as we look at smoothing out those rough edges, and we're glad our team could help find a workaround in the meantime. ### 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. **Official Response from Reach Reporting:** > Thank you for sharing your positive experience with Reach Reporting! We're delighted to hear the QBO-to-report workflow, the Excel-like flexibility, and the ability to share and reuse dashboards have made such a difference for your quarterly client deliverables and branding. We've also noted your comments on text editing within reports, and we appreciate that input as we continue refining the experience. ### 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. **Official Response from Reach Reporting:** > Thank you for sharing such thoughtful feedback! We are delighted to hear that presenting both financial and non-financial data in a clear, visually engaging way has made a meaningful difference for your finance department. We have also noted your comments on the learning curve, and we are glad our training resources have helped get your team up to speed. ### 6. Flexible Templates and Sync Make Reach a Win **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about Reach Reporting?** Reach gives me multiple ways to build my setup. I really like the out-of-the-box templates, the option to mark budgets as “official,” and the way it syncs with Google Sheets. **What do you dislike about Reach Reporting?** The only drawbacks for me are that users really need to be fairly proficient with Excel and spreadsheets as a prerequisite to learning Reach. It also takes some time to get up to speed and fully understand the depth of its features. **What problems is Reach Reporting solving and how is that benefiting you?** Reach serves as a bridge that helps my clients understand their future outlook based on their current performance. **Official Response from Reach Reporting:** > Really appreciate you sharing this! It's great to hear the templates, budget tools, and Google Sheets sync are all fitting into your workflow, and that Reach is helping your clients see where they're headed based on where they stand today. We know there's a learning curve for those newer to spreadsheet-style tools, and that's useful context as we think about how to ease that ramp-up. ### 7. 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. **Official Response from Reach Reporting:** > We're glad to hear that Reach Reporting is helping bring your financial statements to life with clear graphic trends, connected right to your accounting software. On the points about budgeting/forecasting tools and selecting multiple accounts within a single metric, we appreciate that detail, as it's useful input for us to consider as we continue refining those capabilities. ### 8. 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. **Official Response from Reach Reporting:** > Thank you for sharing this feedback! We are pleased to hear that the dashboards and data visualization features have made report generation easier and given you more time for analysis. We have also noted your comments on QB Desktop with Rightworks and customer-specific filtering; this is valuable input as we look at ways to simplify that setup process. ### 9. Genuinely Flexible, Customizable Dashboards That Fit Our Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Crissy H. | Chief Financial Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about Reach Reporting?** I love how I can customize my dashboards. It isn’t a cookie-cutter set of reports; it’s genuinely flexible and fits our unique needs. **What do you dislike about Reach Reporting?** So far, I haven’t found anything I dislike. The only thing I feel it’s missing is the ability to add a text box on the dashboards. **What problems is Reach Reporting solving and how is that benefiting you?** I’m able to automatically generate great visuals, and it’s been really helpful. Being able to roll everything up across more than one company in one place is amazing. **Official Response from Reach Reporting:** > So glad to hear this! The flexibility of the dashboards is exactly what we aim for, and it's great that they're genuinely fitting your team's needs rather than a one-size-fits-all setup. We also appreciate you calling out the text box request; that's helpful input as we continue shaping what's possible on dashboards. Being able to roll up multiple companies in one view is one of our favorite features, too! ### 10. 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. **Official Response from Reach Reporting:** > Thank you for sharing your positive experience with Reach Reporting! We're glad to hear the templates, dashboards, and real-time sync are making reporting faster and more structured, and that the AI insights are adding real value to how you present financial performance. We've also noted your comments on multi-dimensional reporting within the spreadsheet option, and that's helpful input as we continue evaluating where we can expand. ### 11. 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. **Official Response from Reach Reporting:** > Thank you for taking the time to share this! We are pleased to hear that Reach is saving you meaningful time each month and helping you translate financial data into reports your clients can easily understand. We have also noted your comments on pricing relative to plan size, and we appreciate this perspective as we continue evaluating how our plans serve firms of varying scale. ### 12. Effortless Report Creation and Seamless Google/Excel Sheet Linking **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2026 **What do you like best about Reach Reporting?** I like how easy it is to create reports and link other external sheets from Google or Excel to keep my financials updated. It saves a ton of time! **What do you dislike about Reach Reporting?** I wish there were more editing options in the financial templates similar to that in Word. I find it hard to add bullet points and align my text in my monthly finanical report. **What problems is Reach Reporting solving and how is that benefiting you?** I am able to automate a huge portion of my budgeting by linking QBO and having that popluate each month automatically while being able to input an increase factor. I can also ovveride the cells in the months that are irregular and not mess up any of my other data. **Official Response from Reach Reporting:** > Thanks for sharing your positive experience with Reach Reporting! It's wonderful to hear that the report creation and sheet linking are saving you real time, especially with QBO automating so much of your budgeting process. We also appreciate the note on text formatting and bullet points. That's helpful feedback as we continue refining the editing experience within templates. ### 13. 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. **Official Response from Reach Reporting:** > We're grateful you took the time to write this! It's great to hear the reporting features are making your board reports easier to put together, and that the Xero sync is performing reliably at a price that makes sense. We also appreciate the feedback on budgeting for consolidated entities. That's exactly the kind of detail that helps us look at where the workflow can feel less cumbersome. ### 14. Reach Reporting Makes Budgeting and Forecasting Seamless **Rating:** 5.0/5.0 stars **Reviewed by:** Brian M. | Accounting Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2026 **What do you like best about Reach Reporting?** Reach Reporting makes budgeting and forecasting easy. The reports are seamless, the UI is easy to use, and the data sheets are powerful. **What do you dislike about Reach Reporting?** I'd like to see Reach to start using AI for benchmarking/KPIs for specific industries and allow consolidated entities to have a budget and a forecast **What problems is Reach Reporting solving and how is that benefiting you?** Reach makes it easy to create and process a recurring monthly report for a complete financial package. **Official Response from Reach Reporting:** > Thank you for this thoughtful feedback. It's great to hear that budgeting and forecasting feel seamless, and that the data sheets are pulling their weight for your reporting. AI-driven industry benchmarking and budgets/forecasts at the consolidated entity level are exactly the kind of feature requests we value, and we've noted both for our product team. Glad Reach Reporting is making your recurring financial package easier to put together each month. ### 15. Powerful Integrations, AI Insights, and Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Theresa K. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about Reach Reporting?** I love the integrations and AI analysis available. Their team provided great customer support as needed, and they had a lot of videos to learn how to use the platform. **What do you dislike about Reach Reporting?** Pricing is high for a firm with a small handful of bookkeeping work. **What problems is Reach Reporting solving and how is that benefiting you?** It's great to get a deep dive look at business insights. The visual representation of data helps clients truly understand their reports. **Official Response from Reach Reporting:** > Thanks so much for sharing this! It's great to hear the integrations, AI insights, and support all coming together well for you, and that turning data into visuals is helping your clients truly understand their numbers. On pricing, we get that it needs to make sense for firms of every size, and it's feedback we keep close as we look at how Reach fits smaller workloads. ### 16. Smooth Integration with QBO, Xero, and Gusto **Rating:** 4.0/5.0 stars **Reviewed by:** Stacey N. | JV Staff Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about Reach Reporting?** I like the smooth integration between QBO, Xero, Gusto and other softwares. **What do you dislike about Reach Reporting?** The downside of Reach Reporting is I cannot MAKE my clients log in and view their financials. I wish it were slightly more convenient. **What problems is Reach Reporting solving and how is that benefiting you?** The customizable dashboard is what I find the most helpful. I can answer a clients question now and in the future by adding a new custom template. **Official Response from Reach Reporting:** > It's wonderful hearing how much the QBO, Xero, and Gusto integrations have streamlined your workflow and that the customizable dashboards let you keep pace with your clients' evolving questions. We also appreciate you flagging the client-access point — that kind of feedback helps us think through how we can make the experience more convenient down the road. ### 17. 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. **Official Response from Reach Reporting:** > It's great to hear that Reach Reporting is helping make month-end reporting so much easier, turning raw data into clean, engaging insights for your clients. We've also noted your comments on sync speed, and we appreciate that feedback as we continue working to make updates feel more seamless. ### 18. 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. **Official Response from Reach Reporting:** > Thank you for sharing your positive experience with Reach Reporting. We're glad to hear it's helping you create polished, customizable reports, especially with a structure as complex as consolidating P&Ls across 23 companies into one parent view. As for the direct integration you mentioned, that is helpful context for us as we look at expanding our connections over time. ### 19. 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. **Official Response from Reach Reporting:** > We're glad to hear that Reach Reporting is proving easy to use, with the Xero and Google Sheets integrations working smoothly for you. We've also noted your thoughts on native collaboration and team features, and it's helpful to know Google Sheets is filling that gap in the meantime. ### 20. Automated Data Syncing and Polished, Client-Ready Dashboards **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2026 **What do you like best about Reach Reporting?** What I like most about Reach Reporting is how it combines automated data syncing with highly customizable, client-ready dashboards and reports. It saves us a lot of time and makes our client presentations feel more polished and professional. **What do you dislike about Reach Reporting?** What I dislike about Reach Reporting is that it isn’t as flexible for complex financial modeling as a full FP&A tool. For very advanced scenarios, I still need to rely on Excel, and some of the deeper customization options also take time to learn and master. **What problems is Reach Reporting solving and how is that benefiting you?** Reach Reporting is solving the manual, repetitive work of building financial reports and dashboards from scratch. By automating data updates and report creation, it saves us hours every month and lets us focus on analysis and client advisory rather than formatting spreadsheets. **Official Response from Reach Reporting:** > Thank you for taking the time to share this! Hearing that the automated syncing and dashboards are saving you hours each month and freeing you up for advisory work is exactly the impact we hope for. We also hear you on the deeper FP&A modeling side, and it's helpful feedback as we think about how Reach can support more advanced scenarios down the road. ### 21. 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. **Official Response from Reach Reporting:** > We're so glad to hear this! It's great that the Excel-based interface and QBO integration have made report creation intuitive while still delivering strong modeling results, and that the AI feature is adding real value to your client work. We also appreciate the note on company-wide formatting settings; that's helpful input as we look at ways to make consistency across reports even easier. ### 22. 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. **Official Response from Reach Reporting:** > Thank you for taking the time to share your feedback! We are glad to hear that the template library has made it easy to put together polished, impressive reports and given you more time to focus on analysis each month. We have also noted your comments on graph customization, and we appreciate this input as we look at ways to make that process feel more intuitive. ### 23. Reach Reporting Streamlines Financial Reports and Cuts Manual Data Entry **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in E-Learning | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about Reach Reporting?** Reach Reporting automates financial report building and helps reduce the time I spend on manual data entry and monthly exports. **What do you dislike about Reach Reporting?** Although it’s designed to be user-friendly, I find creating more complex dashboards and custom reports can still take some time to learn and fully master. **What problems is Reach Reporting solving and how is that benefiting you?** Decision-makers were struggling to get timely information. Reach reporting helps by providing reports that refresh with current financial data, which supports faster, more informed decisions. **Official Response from Reach Reporting:** > Thank you for taking the time to share this! It's great to hear how much time Reach Reporting has saved you on manual entry and exports. Building complex dashboards does come with a bit of a learning curve, and we appreciate you pointing that out. Getting timely, refreshed data in front of decision-makers is exactly what we're built for, so it's rewarding to hear that it's making a real difference for your team. ### 24. 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. **Official Response from Reach Reporting:** > Thank you for taking the time to share your feedback. We are pleased to hear that our platform's customization capabilities and integrations have enabled you to provide timely, tailored cash flow reporting to your clients. We have also noted your interest in Microsoft connectivity, and we appreciate this input as we continue to evaluate opportunities to expand our integration offerings. ### 25. 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. **Official Response from Reach Reporting:** > Thanks for the kind words! It's great to hear the budgeting functionality and forecasting tools are giving you what you need each month, along with all the dashboard and report options. We also appreciate you flagging the interest in more direct accounting integrations. It's useful feedback as we keep expanding those connections over time. ### 26. 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. **Official Response from Reach Reporting:** > It's great to hear that Reach Reporting is helping make your client meetings more focused, and that shifting to key metrics and visuals has made the information land better with your clients. We've also noted your thoughts on the AI insights, particularly around interactive Q&A and simpler language; that's valuable input as we continue refining that feature. ### 27. Easily Merging QBO Data into Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Tavia A. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about Reach Reporting?** The ability to easily merge data from QBO into reporting **What do you dislike about Reach Reporting?** the onboarding is a struggle, you are left solo watching videos or paying for additional services **What problems is Reach Reporting solving and how is that benefiting you?** efficiency and overall presentation **Official Response from Reach Reporting:** > Glad to hear the QBO data merge is helping with efficiency and making your reporting look polished! We appreciate the onboarding feedback as well — starting mostly self-guided can feel like a lot, and it's exactly the kind of input we factor in as we look at ways to make that first stretch smoother. ### 28. 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. **Official Response from Reach Reporting:** > Thank you for sharing your positive experience with Reach Reporting! We're delighted to hear that consolidating financial statements across multiple QBO companies into one combined view has made your reviews so much easier. It's wonderful to know the platform is working so well for you across the board. ### 29. 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. **Official Response from Reach Reporting:** > We're so glad you shared this! It's great to hear the Excel-like environment made it easy to jump in and start building the customized reports QuickBooks alone couldn't offer. We know cost is an important factor too, and it's feedback we keep in mind as we think about the value we're delivering. ### 30. 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. **Official Response from Reach Reporting:** > Thank you for sharing your positive experience with Reach Reporting! We're glad to hear the forecasting model and customizable FP&A reporting are helping you deliver better reporting for your clients. We've also noted your interest in showing forecasts alongside original budgets, and that's helpful input as we continue refining the reporting experience. ### 31. 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 **Official Response from Reach Reporting:** > Thank you for sharing your positive experience with Reach Reporting! We're glad to hear the customization options are helping you tailor presentations and deliver strong overhead analysis for your clients. We've also noted your comments on the learning curve involved in making those customizations, and that's useful feedback as we look at ways to simplify the process. ### 32. 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. **Official Response from Reach Reporting:** > We're glad to hear that Reach Reporting is helping you build custom financials quickly, with a UX that makes connecting and navigating so straightforward. We've also noted your comments on the underlying dependency on QBO's functionality, and we appreciate that context as we continue thinking through flexibility across integrations. ### 33. 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. **Official Response from Reach Reporting:** > We're glad to hear that Reach Reporting is giving you flexibility across both your own and AI-generated reports, letting you view things exactly the way you want. We've also noted your thoughts on copying charts between reports and expanding chart options; that's valuable feedback as we continue improving flexibility across the platform. ### 34. 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. ### 35. 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. **Official Response from Reach Reporting:** > It's great to hear that Reach Reporting is giving you dashboards worth sharing with your clients, and analysis that goes well beyond what QuickBooks alone could offer. We've also noted your comments on simplifying reports for less technical clients, and that's helpful feedback as we think about making things easier to digest for a broader range of audiences. ### 36. 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 **Official Response from Reach Reporting:** > Thank you for sharing your experience! We are glad to hear that the templated displays and consolidation features have made financial reporting easier to explain and streamline. We have also noted your comments on the learning curve, and we are pleased that our support team has been quick to help along the way. ### 37. 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 **Official Response from Reach Reporting:** > We're glad to hear that Reach Reporting made it so intuitive to customize reports and put together polished, presentation-ready financial packages, especially with the QuickBooks integration working well for you. It's also great that the Excel import option kept things running smoothly when you switched accounting systems. ### 38. 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. **Official Response from Reach Reporting:** > It's great to hear that Reach Reporting is working so well for you, from the QBO integration to the flexibility to make adjustments as needed. We're glad the infographics and dashboards are giving you the ability to slice and dice your data exactly how you need it. ### 39. 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 **Official Response from Reach Reporting:** > We're glad to hear that Reach Reporting is helping you set up reporting in minutes rather than days, and that the templates are delivering clean, readable data with significant time savings. We've also noted your comments on automating multiple simultaneous connections, and that's useful feedback as we continue looking at ways to expand that functionality. ### 40. 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. **Official Response from Reach Reporting:** > Thank you so much for taking the time to write this! We're delighted to hear Reach Reporting has turned your QuickBooks data into visuals that make decision-making easier and save you real time each month. We've also noted your interest in more visualization types, deeper KPI customization, and expanded AI forecasting, and that's exciting input as we continue building out the platform. ### 41. 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. **Official Response from Reach Reporting:** > Thank you for sharing your positive experience with Reach Reporting! We're delighted to hear it's saving you significant time each month, that the QB Online and Desktop integrations are working smoothly, and that our support team has made such a strong impression. We've also noted your comments on the learning curve, and we're glad it's paid off now that you're settled in. ### 42. 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! **Official Response from Reach Reporting:** > Thank you so much for this thoughtful review. We're delighted to hear Reach has been a game-changer for how you communicate financial data to clients, from the straightforward setup to the customization that lets you tailor each report. We've also noted your comments on pricing for smaller firms, and we appreciate that perspective as we continue thinking about value across different practice sizes. ### 43. 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. **Official Response from Reach Reporting:** > We're glad to hear that Reach Reporting is off to such a strong start, with the onboarding and education setting you up well to move away from manually pulling P&L and Balance Sheet reports each time. It's exciting that automatic regeneration is set to save you both time and money going forward. ### 44. 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. **Official Response from Reach Reporting:** > Thank you for this wonderful feedback! We're delighted to hear the report templates and custom KPI options have made month-end reporting so much smoother while still keeping everything consistent and polished for your board. It's fantastic to know Reach has made such a strong impression in your first month. ### 45. 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. **Official Response from Reach Reporting:** > We're delighted to hear that Reach Reporting is saving you so much time on monthly reports and consolidations that used to mean hours of manual work in Excel. It's wonderful to know things are running smoothly, and that you're able to produce reports so quickly. ### 46. 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. **Official Response from Reach Reporting:** > Thank you for sharing your positive experience with Reach Reporting! We're glad to hear the customizable dashboards, workgroup collaboration, and multi-workspace flexibility have made it such a strong fit, especially for freelance work. We've also noted your comments on the learning curve, customization limits, and occasional syncing issues, and that's helpful feedback as we continue refining the platform. ### 47. 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. **Official Response from Reach Reporting:** > We're delighted to hear that Reach Reporting has taken your monthly reporting from a full day down to about an hour, especially with QuickBooks and Google Sheets working together so well. It also means a lot to hear that our support team could hop on a call and work through your report directly with you. As for organizing reports into folders, that's a helpful point, and we'll keep it in mind as we continue shaping the platform. ### 48. 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. **Official Response from Reach Reporting:** > Thank you for sharing such kind words! We're delighted to hear that connecting your accounts was seamless and that the customizable reports and AI analysis are making financial insights more approachable for you and your clients. We've also noted your comments on the learning curve, and we're glad to hear the payoff has made it worthwhile. ### 49. 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. **Official Response from Reach Reporting:** > We're happy to hear that Reach Reporting is helping you automate financial reporting and simplify complex data daily, with QuickBooks integration and templates that keep things standardized. We're also delighted that customer support has been quick to help, and that forecasting is giving you a clearer handle on cash flow. ### 50. 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 **Official Response from Reach Reporting:** > We're glad to hear that Reach Reporting is helping you consolidate multiple QBO accounts into one clean view. We've also noted your comments on the 10 classes/locations filter limit, and that's helpful feedback for us to keep in mind, especially since our support team can help explore options for firms that need more. - [View Reach Reporting pricing details and edition comparison](https://www.g2.com/products/reach-reporting/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-31+10%3A46%3A34+-0500&secure%5Bsession_id%5D=3de9b33b-3a5d-4edb-a43b-6b0de598a356&secure%5Btoken%5D=263a8dacbae66b2bb0a424825f017850f31be873debfae0330d1cb5fe5737af8&format=llm_user) ## Reach Reporting Integrations - [Digits](https://www.g2.com/products/digits/reviews) - [Google Sheets](https://www.g2.com/products/google-sheets/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Gusto](https://www.g2.com/products/gusto-gusto/reviews) - [Gusto](https://www.g2.com/products/gusto/reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [MYOB](https://www.g2.com/products/myob/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) - [QuickBooks Online Advanced](https://www.g2.com/products/quickbooks-online-advanced/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Xero Practice Manager](https://www.g2.com/products/xero-practice-manager/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 (113 reviews) - [Syft](https://www.g2.com/products/syft-analytics-syft/reviews) - 4.8/5.0 (76 reviews) - [Jirav](https://www.g2.com/products/jirav/reviews) - 4.7/5.0 (194 reviews)