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Reach Reporting - Financial Analysis Software

Reach Reporting Review: Is It The Right Financial Analysis Software For Your Team?

Best for SMB teams · Mid-market · Enterprise

Free Trial Available

SOC 2
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Starts from $149 / month when monthly

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What is Reach Reporting?

With Reach Reporting, taking your reporting skills to the next level is now easier than ever. Our user-friendly software makes creating and utilizing reports a breeze for financial professionals and advisors. Whether it's financial or non-financial data from various sources, our app allows you to add and track the most critical KPIs. With a simple interface, you have the flexibility to drag and arrange your reports as you please, using our professionally designed templates for a personalized touch. The live text feature constantly updates metrics, while the option to share reports with all clients and organize them into classes makes communication and searching effortless. Engage with your clients effectively with Reach Reporting.

Pricing

  • Starts from $149 / month when monthly

  • Free Trial available

Best For

Suited for solo users, small teams, SMBs, and enterprise

Security & Compliance

SOC 2
  • Data residency:🇺🇸

Reach Reporting Software Demo

Reach Reporting was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

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Who should consider Reach Reporting

Team types
Large Enterprises, Medium Business

Why teams choose Reach Reporting

  • Integrates seamlessly with QuickBooks Online for managing financial data.

  • Produces beautiful, highly customizable financial reports clients love.

  • Excel-like interface makes building reports and quick data visuals easy.

Is Reach Reporting right for you?

Pros and cons

Reach Reporting pros and cons

  • Reach Reporting pros
  • Integrates seamlessly with QuickBooks Online for managing financial data.

  • Produces beautiful, highly customizable financial reports clients love.

  • Excel-like interface makes building reports and quick data visuals easy.

  • Reach Reporting cons
  • Some users feel it still needs a few more features to be complete.

5 verified reviews
Free trial available

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Still comparing?

See how it stacks up

Compare Reach Reporting side-by-side with top Financial Analysis Software alternatives.

Fathom Analytics
Fathom
Financial Statement Analysis
+6 more
Compare alternatives

Reach Reporting reviews and ratings

What buyers like

  • Integrates seamlessly with QuickBooks Online for managing financial data.
  • Produces beautiful, highly customizable financial reports clients love.
  • Excel-like interface makes building reports and quick data visuals easy.

Common complaints

  • Some users feel it still needs a few more features to be complete.

Rating Distribution

Excellent

(4)

Very Good

(1)

Good

(0)

Poor

(0)

Terrible

(0)

What users are saying

JP

Jim P

12/08/23

5 out of 5

"Very Customizable"

What do you like best about Reach Reporting? Being able to customize just about anything in one reporting system is a huge improvement from our ...

Read more

AU

Anonymous User

11/22/23

5 out of 5

"Best Financial Reports and so easy to use"

What do you like best about Reach Reporting? The reports look beautiful, and they are very adaptable. Parameters can be changed to adapt the reports ...

Read more

LF

Lisa F

11/20/23

5 out of 5

"super helpful software"

What do you like best about Reach Reporting? Reach Reporting automates many of my month end/quarter end/year end financial statement tasks. Takes ...

Read more

RV

Ryan V

10/06/23

3.5 out of 5

"Reachreporting - Good UI, Needs a few more features"

What do you like best about Reach Reporting? The easy to use interface that is much like Excel. It is also good at doing quick data visuals on the ...

Read more

DL

Daysi L

03/31/23

5 out of 5

"Reach Reporting Rocks!"

What do you like best about Reach Reporting? It integrates seamlessly with QBO, and the way you can manage the data is excellent and fits your ...

Read more

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What are the features of Reach Reporting?

13%

Feature coverage

3 of 23 tracked features

KPI (Key Performance Indicator) and Metrics are essential features of software that provide valuable information about the performance and p…

Market analysis is an important tool for any business looking to understand and navigate the changing market. It involves deep research and…

Performance Analytics is a highly useful feature that allows businesses to track, analyze, and optimize their performance in real-time. It p…

Security & Compliance

Reach Reporting security and data handling

Key compliance certifications and security features for IT and security teams evaluating Reach Reporting.

Certifications

SOC 2✓ Certified
HIPAA✗ Not certified

Developer & data

Data residency
🇺🇸

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Help & Contact

Reach Reporting Support Options

Customer Service24/7 (Live rep)Business HoursOnline
LocationSpringville, Utah

Connect with Reach Reporting

Frequently Asked Questions About Reach Reporting

Common questions buyers ask before choosing Reach Reporting.

Reach Reporting is a Financial Analysis Software. Reach Reporting offers KPI & Metrics, Market Analysis and many more functionalities.

Buyers commonly note the following limitations of Reach Reporting: Some users feel it still needs a few more features to be complete..

Some top alternatives to Reach Reporting includes Fathom Analytics, Fathom, Financial Statement Analysis, Klipfolio Dashboard and Koyfin.

Reach Reporting offers Free Trial, Subscription pricing models

We don't have information regarding integrations of the Reach Reporting as of now.

The starting price of Reach Reporting is $149/month when monthly

Ready to try it?

Get started with Reach Reporting

Start your free trial — no credit card required.

About the reviewer

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].