--- description: Review of Reach Reporting Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Reach Reporting | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Data Visualization Tools](/directory/400/data-visualization/software) > [Reach Reporting](/software/148141/reach-reporting) # Reach Reporting Canonical: https://www.softwareadvice.co.nz/software/148141/reach-reporting Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.nz/software/148141/reach-reporting?page=2) > Upgrade to Reach Reporting. AI-Enhanced Financial Reporting Automated reports, deep analysis, and visualized data in seconds, making you indispensable. Data auto-updates to deliver insights instantly. Simplify complex analysis with AI-enhanced reporting. 3-Way Budgeting \& Forecasting Our familiar spreadsheet environment lets you easily create budgets \& forecasts with minimal learning curve. Leverage automatic Balance Sheet \& Cash Flow projections with our 3-Way FP\&A feature. Consolidation \& Currency Conversion Save time with automated multi-company \& multi-currency consolidation. Easy eliminations deliver professional insights at a consolidated level. Filter by company, class, or department. Financial managers and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Your reports and dashboards are dynamically updated as data flows through each month. Visualize data in just a few clicks. Gain valuable insights into your business trajectory with our 3-Way Forecasting feature. By connecting your P\&L, Balance Sheet, and Cash Flow Statement, you can create a comprehensive view of your financials. Integration \& automation -QuickBooks Online \& Desktop integration -Xero integration -CSV trial balance integration -Gusto integration -Datasheets integration \& Google Sheets Intuitive customization -Spreadsheet environment -Excel-like formulas -Metric goals/ targets -Trend lines Data storytelling features -Live text -Conditional formatting -Dynamic statements \& interactive metrics -Custom themes for your own branding and colors Template library -Pre-built report \& dashboard templates -Fully customizable -Best practice metrics -Actuals \& variance analysis -Rolling forecast \& budget analysis templates Budget \& forecasting -Minimal learning curve -Forecasting algorithms \& custom formulas -Datasheets for non-financial data -Planning trend visualizations Integrated 3-Way Forecasting -A complete picture of a business trajectory -Connected P\&L, Balance Sheet \& Cash Flow Statement -Automated cash flow forecast -Makes complex planning simple Consolidations -Multi-currency consolidation -Easy eliminations -Filter by company Client Portal -Organize your reports and dashboards -Determine access levels using folders -Upload files such as .pdf, .xlsx, .xls, .xlsm, .docx, .doc, .csv -Unlimited users and clients AI Enhanced Reporting -Identify trends, variances, and relationships. -Deep insights without a financial analyst. -Gain business-specific, expert-level analysis. -Get tailored reports and dashboards. -Make data-driven decisions with confidence. > > Verdict: Rated **4.9/5** by 63 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 63 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Reach Reporting - **Location**: Spanish Fork, US - **Founded**: 2015 ## Commercial Context - **Starting Price**: US$149.00 - **Pricing model**: Flat Rate (Free version available) (Free Trial) - **Pricing Details**: No contract is required for monthly plans. Save 30% when you sign up for an annual plan. Cost is based on the number of company connections. All plans include unlimited users, client login portals, white-glove onboarding, implementation, and team training. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 209 more ## Features - "What If" Scenarios - AI Copilot - API - Access Controls/Permissions - Accounting - Activity Dashboard - Activity Tracking - Ad hoc Query - Ad hoc Reporting - Alerts/Notifications - Approval Process Control - Audit Management - Audit Trail - Bank Reconciliation - Benchmarking - Billing & Invoicing - Budgeting/Forecasting - Cash Flow Management - Cash Management - Collaboration Tools ## Integrations (13 total) - Digits - Google Sheets - Gusto - MYOB Acumatica - MYOB Business - MYOB Greentree - MYOB PayGlobal - Microsoft Excel - MyObjectives - QuickBooks Online - QuickBooks Online Advanced - RT QuickBooks - Xero ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Data Visualization Tools](https://www.softwareadvice.co.nz/directory/400/data-visualization/software) ## Related Categories - [Data Visualization Tools](https://www.softwareadvice.co.nz/directory/400/data-visualization/software) - [Dashboard Software](https://www.softwareadvice.co.nz/directory/440/dashboard/software) - [Business Intelligence Tools](https://www.softwareadvice.co.nz/directory/4336/bi/software) - [Accounting Software for Small Business](https://www.softwareadvice.co.nz/directory/506/small-business/software) - [Financial Reporting Software](https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software) ## Alternatives 1. [QuickBooks Online](https://www.softwareadvice.co.nz/software/393202/quickbooks-online) — 4.3/5 (8511 reviews) 2. [Xero](https://www.softwareadvice.co.nz/software/2976/xero) — 4.4/5 (3318 reviews) 3. [Datarails](https://www.softwareadvice.co.nz/software/176278/datarails) — 4.7/5 (238 reviews) 4. [NetSuite](https://www.softwareadvice.co.nz/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2062 reviews) 5. [Syft Analytics](https://www.softwareadvice.co.nz/software/115065/syft-analytics) — 4.7/5 (186 reviews) ## Reviews ### "Fast Custom Reporting" — 5.0/5 > **Dan** | *16 February 2021* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: We love how Reach Reporting is easy to connect financial information to, and we love the open formatting options to brand and deliver standard or custom reports. Having the ability to upload trial balances is a real pro for some companies in outdated accounting systems. > > **Cons**: No cons with Reach Reporting. Reach's platform is easier to get accustomed to than other solutions and their support team is timely and easy to work with. > > Reach Reporting has had been a great business partner from demo to sign up to implementation, and ongoing support. A great team. ----- ### "Reach is a fantastic tool for small businesses\!" — 4.0/5 > **Lindsey** | *17 June 2026* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: Reach Reporting provides robust financial reporting tools at a fraction of the cost of other providers. We appreciate it's spreadsheet interface which makes it easy to enter new \& existing data. Reach's support team is also incredible - they have been so helpful. > > **Cons**: The cash \& accrual accounting features don't integrate. Reach's support team provided us with some workaround options that will make it possible for us to see all the data we're looking for though. > > Their team has been amazing from pre-purchase to present. The set up has taken a bit longer than we expected, but I'm confident once we have everything configured as needed we will be able to streamline our financial reporting \& decision making. ----- ### "Reach reporting - CFO consultant" — 4.0/5 > **Nancy** | *12 June 2026* | Accounting | Recommendation rating: 7.0/10 > > **Pros**: I really like its features around dashboards and data visualization, the report generation is very easy to use. > > **Cons**: 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 > > It has decreased the amount of hours for reporting creation and allowed to actually dive in more on the analysis of data. ----- ### "Less Time Reporting, More Time Analyzing" — 4.0/5 > **Lesley-Ann** | *14 July 2026* | E-Learning | Recommendation rating: 8.0/10 > > **Pros**: A lot of time saved through automation. Especially with the recurring financial and management reports, which can be generated automatically, reducing manual spreadsheet work. Also, reports are presentation-ready, making it easier to share financial performance with stakeholders. > > **Cons**: There is a bit of a learning curve. While it's designed to be user-friendly, building complex dashboards and custom reports can take time to master. > > Summarizing my overall experience with Reach Reporting would be its ability to automate the creation of professional financial reports that are easy to share and understand, allowing finance teams to spend less time preparing reports and more time analyzing the results. ----- ### "Smooth QBO-to-Report Workflow with Flexible, Excel-Like Interface" — 5.0/5 > **Joni** | *10 June 2026* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: 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. > > **Cons**: 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. > > It gives us consistent, in-depth reports to share with clients that look much more professional than the QB reports and have a lot more options. Also, each is branded to the individual company, which just looks so nice and adds a great personalized touch to our clients. We needed a reporting package to deliver to our clients quarterly to discuss without spending a lot of time creating them and Reach does that for us. ----- Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.nz/software/148141/reach-reporting?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/148141/reach-reporting) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data