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.
Modules & capabilities
Reach Reporting covers 18 of 49 capabilities we track in this category (+3 partial)
37%- Drag-and-drop report builderNot evidenced
- Pre-built report templatesPre-built, customizable financial report templatesSupported
- Excel-native report buildingSpreadsheet-style report builder with Excel-like formulasCore strength
- Custom formula / calculation builderSupported
- Drill-down to transaction detailDashboard drill-down and company-level drill-down from consolidated figuresSupported
“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
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
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Rate itERP integrations
Listed on the Intuit QuickBooks App Store, per Reach Reporting's own integrations page.
Listed on the Xero App Store, per Reach Reporting's own integrations page.
Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-20.
Pricing
Full Reach Reporting pricing breakdown — cost at 25/100/500 seats, competitor rates & FAQs
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.
What does Reach Reporting cost?
Reach Reporting prices by quote, like most of this category. Here is what actually drives your number — and what to ask before you get one.
5 of the 13 vendors we track in this category publish no list price at all.
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
Alternatives to Reach Reporting in Operational Reporting
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.
Compare Reach Reporting head-to-head
The Operational Reporting Buyer's Guide
Before you commit to Reach Reporting, see how it sits against the 13 operational reporting systems we track — on capability, ERP integration depth and what each one actually charges for.
Operational Reporting Buyer's Guide
13 systems compared · 2026
ERP Research
- Reach Reporting compared side-by-side with 12 alternatives
- ERP integration checklist — what to verify before you shortlist
- The pricing questions that change the quote
- A Reach Reporting evaluation brief, included with the guide
Operational Reporting Buyer's Guide
Get a quote for Reach Reporting
Reach Reporting publishes a list price, but the number you pay depends on volume, modules and integration scope. Tell us your setup and we'll come back with a realistic figure and the alternatives worth quoting against it.