Reach Reporting
by Reach Reporting · Operational Reporting
Automated financial reporting, dashboards, budgeting and consolidation for accounting data.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
- QuickBooksXero
- Deployment
- Cloud
- Company size
- SMB, Mid-market
- Pricing
- Subscription
- Founded
- 2015
- Headquarters
- Springville, Utah, United States
Overview
Reach Reporting is a cloud-based financial reporting and planning platform built primarily for accounting and CPA firms, bookkeepers, CFOs, and the small businesses and nonprofits they serve. It connects to accounting data sources and turns raw ledger data into customizable dashboards, financial statements, budgets, forecasts, and multi-entity consolidations, aimed at helping accounting practices shift from compliance-only work toward advisory services.
The product centers on a spreadsheet-like report builder with Excel-style formulas, a library of pre-built and brandable report templates, interactive live dashboards, and an AI-generated narrative layer that produces written variance and trend analysis alongside the charts. A 3-way budgeting and forecasting module covers profit and loss, balance sheet, and cash flow projections, and a multi-entity consolidation feature combines multiple connected companies into one consolidated set of financials with multi-currency support.
Reach Reporting connects to QuickBooks Online, QuickBooks Desktop, and Xero as its primary accounting-data sources, with additional connections to MYOB, Digits, Gusto, and Google Sheets, plus CSV/Excel trial-balance uploads for other systems. Firms deliver output to clients through an unlimited-user client portal with shareable, permissioned folders and live report links.
Screenshots & demo
Demo video from the vendor's YouTube channel. Screenshots sourced from Reach Reporting.
Features & capabilities
Reporting & Dashboards
Report and dashboard building on top of connected accounting data.
- Spreadsheet-style report builder with Excel-like formulas
- Pre-built, customizable financial report templates
- Interactive live dashboards with drill-down
- Custom branding, colors, and chart styling
- KPI cards and metric goals/targets
- Trend visualization across custom date ranges
AI Financial Analysis
Automated narrative analysis layered on top of report data.
- AI-generated written summaries of financial results
- Automated variance and trend identification
- Insights and conclusions text alongside charts
- Editable AI-generated inputs and commentary
Budgeting & Forecasting
3-way planning built from connected actuals.
- 3-way budgeting: profit and loss, balance sheet, cash flow
- Multi-year planning
- Rolling forecasts and budget-vs-actual variance views
- Pre-fill budgets from prior-period actuals
- Apply flat growth-rate assumptions to a budget
- Cash flow, AR/AP, and inventory projections
Multi-Entity Consolidation
Combine multiple connected companies into one reporting entity.
- Consolidate multiple connected QuickBooks/Xero companies
- Multi-currency conversion with a set reporting currency
- Per-entity abbreviation/tagging in consolidated statements
- Company-level drill-down from consolidated figures
Client Portal & Delivery
Delivery layer for accounting firms serving multiple clients.
- Unlimited users and unlimited deliverables on every plan
- Client-specific folders with configurable folder access
- Share reports via secure link or client login
- File upload and document organization per client
Data Connections
How Reach Reporting gets accounting and operational data in.
- QuickBooks Online and QuickBooks Desktop connectors
- Xero connector
- MYOB and Digits connectors
- Gusto payroll connector
- Google Sheets integration
- CSV trial-balance upload for other data sources
Common use cases
- An accounting firm building branded, automated monthly reporting packages for multiple clients
- A CFO or controller producing a 3-way budget and rolling forecast from QuickBooks or Xero actuals
- A franchise or multi-entity business consolidating several connected companies into one set of financials
- A bookkeeper delivering client-facing dashboards and reports through a shared portal instead of email/PDF
- A nonprofit building funder-ready financial reports and dashboards from its accounting data
- An advisory-focused practice adding AI-generated variance narratives to standard financial statements
- A small business tracking KPIs and cash flow trends without building spreadsheets manually each month
Strengths & considerations
Strengths
- Purpose-built for accounting/CPA firms serving many clients, with an unlimited-user client portal on every plan rather than per-seat pricing
- Combines reporting, dashboards, 3-way budgeting/forecasting, and multi-entity consolidation in one connected product
- AI-generated written analysis is produced directly alongside the charts and statements, not a separate add-on
- Pricing scales by number of data connections rather than by user seat, which suits firms managing many client files
ERP integrations
Supports both QuickBooks Online and QuickBooks Desktop; listed on the Intuit App Store
Pricing
Priced by number of data connections, not users: $149/mo for 1 connection, $290/mo for 10, $550/mo for 25 (per-connection cost drops as connections increase). Annual billing saves about 30%. All tiers include unlimited users, unlimited deliverables, and unlimited client portal access. 30-day free trial, no credit card required. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (multi-tenant)
- Mobile app
- Yes
- Languages
- English
About the vendor
- Founded
- 2015
- Headquarters
- Springville, Utah, United States
- Employees
- 11-50
- Ownership
- Private
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Reach Reporting — frequently asked questions
What accounting systems does Reach Reporting connect to?
Reach Reporting connects directly to QuickBooks Online, QuickBooks Desktop, and Xero, with additional connectors for MYOB, Digits, and Gusto payroll data. Other data sources can be brought in via Google Sheets or CSV trial-balance upload.
How is Reach Reporting priced?
Pricing is based on the number of data connections rather than the number of users. Plans start at $149/month for one connection, with per-connection cost dropping at 10 and 25 connections; annual billing saves about 30%. All plans include unlimited users and unlimited client portal access.
Is Reach Reporting built for accounting firms or for in-house finance teams?
It is used by both, but is particularly aimed at accounting and CPA firms that deliver recurring reporting to multiple clients: the client portal, unlimited users, and per-connection pricing are structured around managing many client files rather than one company.
Does Reach Reporting handle multi-entity consolidation?
Yes. It can combine multiple connected QuickBooks or Xero companies into a single consolidated set of financials, with multi-currency conversion and drill-down back to each underlying entity.
Does Reach Reporting offer a free trial?
Yes, a 30-day free trial is available and does not require a credit card to start.
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