We use Reach Reporting to turn our clients’ monthly books into reports they actually read. What used to be a manual spreadsheet exercise now takes minutes, and the output looks polished enough to put in front of a business owner without apology. The dashboards, forecasting, and KPI views make our quarterly meetings more about decisions and less about walking through numbers line by line. Their support team has been responsive whenever we’ve needed help. If you’re an accounting firm that wants to deliver advisory, not just compliance, it’s worth a look. Review collected by and hosted on G2.com.

It could be a bit more cost-effective. For a smaller firm, the price adds up as you add clients, so it takes some planning to make the per-client economics work. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There is some learning curve involved in building custom reports. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The spreadsheet interface makes it easy to bring in existing data or enter new data in a familiar way Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

This has saved me hours that I used to spend building PP slides for board presentations. It also makes it very easy to update the reporting quickly whenever changes are requested. Review collected by and hosted on G2.com.

Sometimes the numbers end up slightly misaligned. It’s usually very easy to fix, but I don’t love having to double-check them after I’ve already prepared the Reach PDF. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Reach Reporting connects to your preferred accounting software to help tell the story of your financials statements with graphic trends. Review collected by and hosted on G2.com.

Reach Reporting could have better tools for budgeting and forecasting. A stable cash forecast is needed to help drive decisions. Review collected by and hosted on G2.com.

I really like its features around dashboards and data visualization, the report generation is very easy to use. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.