Aurielle C.
AC
Aurielle C.
Accounting Manager
Small-Business (50 or fewer emp.)
"Highly Customizable for Any Presentation Need"
5/5
What do you like best about Reach Reporting?

The ability to customize for different presentation purposes Review collected by and hosted on G2.com.

What do you dislike about Reach Reporting?

It can be complex figuring out how to make those customizations Review collected by and hosted on G2.com.

Response from Reach Reporting of Reach Reporting
Edit edit

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.

Verified User in Accounting
CA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Great UX for Quickly Building Custom Financial Templates"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Reach Reporting of Reach Reporting
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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.

MN
Manoj N.
Sr. Executive finance
Small-Business (50 or fewer emp.)
"Powerful AI-Enhanced Reports with Flexible Views"
5/5
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 Review collected by and hosted on G2.com.

What do you dislike about Reach Reporting?

Nothing but one report copied into other reports. You can’t copy the chart. Review collected by and hosted on G2.com.

Response from Reach Reporting of Reach Reporting
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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.

Verified User
G
Verified User
Mid-Market (51-1000 emp.)
"Skilled in multi-source integration, needs graphical improvement"
3/5
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. Review collected by and hosted on G2.com.

What do you dislike about Reach Reporting?

Include more graphical explanations. Review collected by and hosted on G2.com.

Daniel L.
DL
Daniel L.
Tax Preparer
Small-Business (50 or fewer emp.)
"Customizable, Client-Shareable Dashboards That Deliver"
5/5
What do you like best about Reach Reporting?

I liked the customizable dashboards that I can share with my clients. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Reach Reporting of Reach Reporting
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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.

Verified User in Venture Capital & Private Equity
AV
Verified User in Venture Capital & Private Equity
Small-Business (50 or fewer emp.)
"Makes Financial Reporting Easy with Clear, Templated Displays"
4/5
What do you like best about Reach Reporting?

Great for consolidating information and providing templated displays to explain financial information with ease Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Reach Reporting of Reach Reporting
Edit edit

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.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Streamlined Reporting With a Great UI"
5/5
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. Review collected by and hosted on G2.com.

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. 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 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.

Verified User in Accounting
AA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Great QBO Integrations and Flexible Adjustments"
4/5
What do you like best about Reach Reporting?

The great integrations with QBO and flexibility to make adjustments. Review collected by and hosted on G2.com.

What do you dislike about Reach Reporting?

Nothing particular yet, everything is working fine now. 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 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.

JF
Joseph F.
CFO
Mid-Market (51-1000 emp.)
"Amazing Reporting Tool Templates Make Reporting Setup a Breeze"
5/5
What do you like best about Reach Reporting?

Templates make reporting setup take minutes vs days. Amazing tool! Review collected by and hosted on G2.com.

What do you dislike about Reach Reporting?

You cannot automate multiple connections to different systems at the same time 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 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.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Turns QuickBooks Data into Actionable Insights"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Reach Reporting of Reach Reporting
Edit edit

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.