Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Excel-Based UI and Smooth QBO Integration Deliver Great Modeling Results"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Reach Reporting of 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.

Matt K.
MK
Matt K.
CFO Advisor
Small-Business (50 or fewer emp.)
"Impressive Reports Made Easy with Plenty of Templates"
4/5
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. Review collected by and hosted on G2.com.

What do you dislike about Reach Reporting?

Modifying graphs can be cumbersome at times. Definitely not as easy as modifying a graph in Excel. Review collected by and hosted on G2.com.

Response from Reach Reporting of 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.

Verified User in E-Learning
UE
Verified User in E-Learning
Small-Business (50 or fewer emp.)
"Reach Reporting Streamlines Financial Reports and Cuts Manual Data Entry"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Reach Reporting of 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.

AH
Amy H.
Owner / Accountant
Small-Business (50 or fewer emp.)
"Fully Customizable, Seamless Google Drive Integration for Timely Client Reporting"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Reach Reporting?

That is does not integrate with Microsoft Review collected by and hosted on G2.com.

Response from Reach Reporting of 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.

Jeff S.
JS
Jeff S.
Partner
Small-Business (50 or fewer emp.)
"Endless Dashboards and Reporting with Powerful Budgeting"
5/5
What do you like best about Reach Reporting?

Budget functionality. Dashboard and report options and endless! Review collected by and hosted on G2.com.

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... Review collected by and hosted on G2.com.

Response from Reach Reporting of 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.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Reach Reporting Made Financial Reporting More Productive and Focused"
5/5
What do you like best about Reach Reporting?

Reach Reporting has improved our financial reporting and made our meetings more productive and focused. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Reach Reporting of 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.

Tavia A.
TA
Tavia A.
CFO
Small-Business (50 or fewer emp.)
"Easily Merging QBO Data into Reporting"
4.5/5
What do you like best about Reach Reporting?

The ability to easily merge data from QBO into reporting Review collected by and hosted on G2.com.

What do you dislike about Reach Reporting?

the onboarding is a struggle, you are left solo watching videos or paying for additional services Review collected by and hosted on G2.com.

Response from Reach Reporting of 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.

JM
Jake M.
Director
Small-Business (50 or fewer emp.)
"Effortless Consolidation of Multiple Financial Statements in One View"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Reach Reporting?

Nothing at all. We love using Reach Reporting. Review collected by and hosted on G2.com.

Response from Reach Reporting of 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.

Verified User in Computer Software
AC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
"Reach Reporting Feels Like Excel—Easy to Learn and Use"
4/5
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. Review collected by and hosted on G2.com.

What do you dislike about Reach Reporting?

The only downside for me with Reach Reporting was the annual cost. Review collected by and hosted on G2.com.

Response from Reach Reporting of 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.

Justin M.
JM
Justin M.
cpa
Small-Business (50 or fewer emp.)
"Powerful Forecasting Model and Customizable FP&A Reporting"
4/5
What do you like best about Reach Reporting?

Forecasting model, and customized FP&A reporting Review collected by and hosted on G2.com.

What do you dislike about Reach Reporting?

I would like to see the reports include the forecasting models along with orginal budgets. Review collected by and hosted on G2.com.

Response from Reach Reporting of 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.