Jamine S.
JS
Jamine S.
Senior Bookkeeper
Small-Business (50 or fewer emp.)
"Saves Hours Each Month with Client-Friendly Reports and Clear Visuals"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Reach Reporting of Reach Reporting
Edit edit

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.

Verified User in Accounting
AA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Effortless Report Creation and Seamless Google/Excel Sheet Linking"
4.5/5
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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Reach Reporting of Reach Reporting
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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.

JN
Julie N.
Controller
Mid-Market (51-1000 emp.)
"Powerful Reporting for Effortless Monthly Financials at a Reasonable Price"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Reach Reporting of Reach Reporting
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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.

Brian M.
BM
Brian M.
Accounting Manager
Small-Business (50 or fewer emp.)
"Reach Reporting Makes Budgeting and Forecasting Seamless"
5/5
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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Reach Reporting of Reach Reporting
Edit edit

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.

Theresa K.
TK
Theresa K.
Owner
Small-Business (50 or fewer emp.)
"Powerful Integrations, AI Insights, and Outstanding Support"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Reach Reporting?

Pricing is high for a firm with a small handful of bookkeeping work. Review collected by and hosted on G2.com.

Response from Reach Reporting of Reach Reporting
Edit edit

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.

Stacey N.
SN
Stacey N.
JV Staff Accountant
Small-Business (50 or fewer emp.)
"Smooth Integration with QBO, Xero, and Gusto"
4/5
What do you like best about Reach Reporting?

I like the smooth integration between QBO, Xero, Gusto and other softwares. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Reach Reporting of Reach Reporting
Edit edit

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.

Sourabh G.
SG
Sourabh G.
Associate | Digital Asset Accountant
Small-Business (50 or fewer emp.)
"Month-End Reporting Made Effortless"
5/5
What do you like best about Reach Reporting?

The month-end reporting task became much easier. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Reach Reporting of Reach Reporting
Edit edit

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.

TM
Taylor M.
Financial Operations Manager
Mid-Market (51-1000 emp.)
"Easy-to-Use, Highly Customizable Professional Reports"
5/5
What do you like best about Reach Reporting?

Reach is easy to use, and it helps me create highly customizable, professional-looking reports. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Reach Reporting of Reach Reporting
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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.

adc x.
AX
adc x.
Senior Accountant
Small-Business (50 or fewer emp.)
"Easy to Use with Seamless Xero and Google Sheet Integration"
5/5
What do you like best about Reach Reporting?

Easy-to-use interface, and it connects smoothly with Xero and Google Sheet. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Reach Reporting of Reach Reporting
Edit edit

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.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Automated Data Syncing and Polished, Client-Ready Dashboards"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Reach Reporting of Reach Reporting
Edit edit

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.