Reach Reporting Reviews

Maria Catarinicchia 2025.12.10

     

Reach Reporting has completely transformed the way we handle monthly reporting. Their sync tool pulls information straight from our accounting system, making it incredibly fast to build reports, charts, and visuals without all the manual work. The platform includes a wide range of beautifully crafted report and dashboard templates, and we also have the flexibility to design our own when needed. The AI insights feature has been especially impressive—within minutes, it highlights key trends and analysis that used to take us hours to identify. If you’re looking to upgrade your reporting process and make better use of technology, I highly recommend Reach Reporting. It’s been a tremendous asset for our business.

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CA Sourabh Gupta 2025.12.09

     

Amazing platform Made month end reporting esay and amazing

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Reply from Reach Reporting 2025.12.09

Hello Sourabh! We're delighted to know our platform has made your month-end reporting smoother and more efficient. Your kind words motivate us to keep delivering the best. If you have any questions or need assistance, we're here for you!

David Lillis 2025.12.08

     

An absolute game changer. Speed AND Quality rolled into one. Very DIY, requiring time to get set up, but the team are super helful and responsive through getting set up. The result is then a happy receipients of reporting, no more broken excel processes or version control with powerpoint sets. If you have Xero across multiple entities, this needs to be part of your toolkit.

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Reply from Reach Reporting 2025.12.09

Hey David! It’s wonderful to read how Reach Reporting is transforming your work life. We strive to support folks like you every step of the way. Always here to help if there's anything more you need!

Weston Stuart 2025.12.03

     

Great software for report consolidation that isn't available natively through QBO.

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Reply from Reach Reporting 2025.12.04

Hi Weston! We're so pleased that you're enjoying our software for report consolidation. Your feedback helps us strive for excellence. We appreciate your support and look forward to continuing to serve you!

Jennifer Gorecki 2025.11.19

     

I love the flexibility of reporting and the KPI's. This is the BEST out of the box reporting I have seen. JG

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Reply from Reach Reporting 2025.11.20

Hi Jennifer! We're genuinely delighted to hear that you find value in our reporting tools and KPIs. It means a lot to us that you consider our solution the best. Your kind words motivate us to keep delivering great experiences! JG

Doug Pancoast 2025.11.14

     

Reach Reporting has transformed the way we handle financial reports. Instead of spending hours compiling data, we can now focus on analyzing it. The professional, insightful reports we deliver have impressed our investors and elevated the way we communicate results.

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Reply from Reach Reporting 2025.11.14

Hello Doug! We're absolutely overjoyed that Reach Reporting has made a difference in the way you manage financial data. It's wonderful to know our reports are adding value to your communications. We sincerely appreciate your positive feedback!

Seth Blakeney 2025.11.06

     

Reach Reporting has become my go-to for presenting financials to clients. The report packages are clean, customizable, and actually help people understand their numbers. I can put a professional package together in minutes, tailor the visuals to what matters for that client, and keep everything consistent month over month.

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Reply from Reach Reporting 2025.11.06

Hello Seth! We're so delighted that Reach Reporting has become your trusted tool for showcasing financials. It's fantastic to hear that you're finding the reports both beautiful and practical for your clients. Thanks a million for sharing your experience!

Robert Rose 2025.10.30

     

Very solid QuicBooks Dashboard reporting tool. Massive amounts of functionality but easy to use.

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Reply from Reach Reporting 2025.10.30

Hi Robert! We're thrilled to know Reach Reporting is offering both functionality and ease of use for you. It means a lot to us that it's fitting your needs perfectly. Your feedback is incredibly valuable, and we're here cheering you on!

Todd Abernethy 2025.09.30

     

I reviewed just about all the reporting and dashboard platforms out there before selecting Reach. Reach Reporting has the best templates and integrations at the best price. I use it for all my clients and they are very impressed.

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Reply from Reach Reporting 2025.09.30

Hey Todd! We really appreciate your thorough evaluation and are thrilled that Reach Reporting stood out for you. It's fantastic to know our templates and integrations are hitting the mark for you and your clients. We’re here to support your stellar work anytime you need us!

Jay Garnett 2025.09.30

     

Using Reach Reporting has saved me many hours per month and is well worth the cost. Plus, support is great! Highly recommend.

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Reply from Reach Reporting 2025.09.30

Hello there! We're absolutely delighted that Reach Reporting is making such a positive impact on your time and efforts. It's wonderful to hear our support team is exceeding your expectations too. Your recommendation means the world to us! We're cheering you on every step of the way!

Alvaro Cespedes 2025.09.22

     

I've been using Reach Reporting for some time, and it has significantly improved how I visualize and manage our financial data. The platform is user-friendly, intuitive, and flexible, making reporting much faster and easier. The team behind the app is also very responsive and supportive whenever I have questions. Highly recommend for anyone looking to streamline their financial reporting process!

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Reply from Reach Reporting 2025.09.23

Hello Alvaro! We're absolutely delighted to hear that Reach Reporting has made a positive impact on your financial data management. Knowing that you find our platform user-friendly and our team supportive truly warms our hearts. Thank you for recommending us; we're here whenever you need assistance!

Virginia Delos Reyes 2025.09.19

     

Powerful Tool I wanted to share my positive experience with Reach Reporting, which we've been using for the past month. I highly recommend it as an excellent reporting tool, especially for small businesses. Reach Reporting has significantly saved us time, improved our financial visibility, and facilitated easy collaboration across our teams. It's a great choice for any business seeking accuracy, efficiency, and customizable reporting.

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Reply from Reach Reporting 2025.09.20

Hi Virginia! It’s wonderful to read about your delightful experience with us. Your recommendation means a lot, and we’re over the moon knowing how Reach Reporting is making a difference in your business. We're always here to support you!

Steph Basson 2025.09.19

     

Amazing product and amazing customer service. It has transformed my monthly reporting pack

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Reply from Reach Reporting 2025.09.20

Hello! We're so happy to hear that our product and service have made a positive difference for you. Your kind words truly mean a lot to us. If there's anything else we can assist you with, we're here to help!

Jonaline Granada 2025.09.16

     

Reach Reporting is a pretty solid tool for anyone looking to simplify their financial reporting. Whether you're a small business owner or part of a larger team, it makes pulling together custom reports super easy. You don’t need to be a spreadsheet wizard to use it, thanks to its drag-and-drop interface. It also connects smoothly with tools like QuickBooks and Xero, so you can pull your data into one place without hassle. The best part? The reports look clean and professional, which is a huge time-saver when you need to present financial data. If you’re tired of wrestling with complicated spreadsheets, Reach Reporting is definitely worth checking out.

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Reply from Reach Reporting 2025.09.16

Hi Jonaline! We're absolutely delighted to know Reach Reporting has been a game changer for your financial reporting. It's fantastic that you find the drag-and-drop feature helpful, and we're thrilled it's saving you time and effort. If you ever have more to share or need a hand, just give us a shout!

Jonaline G. 2025.09.16

     

Simple, Time-Saving Financial Reporting Tool Overall: Overall, if you need a straightforward, time-saving tool to handle your financial reports, Reach Reporting is a solid choice but it might not be the right fit for every budget or team setup. Pros: Reach Reporting makes financial reporting so much easier. Its drag-and-drop interface is super intuitive, so even if you’re not a numbers person, you’ll be able to create customized reports without any headaches. It saves a ton of time by automating data imports and updating reports in real-time, which means less manual work for you. The reports themselves look really professional, with visuals that are easy to understand, so sharing them with your team or stakeholders is a breeze. Plus, it gives you real-time insights, keeping your financial data fresh and accessible. Cons: That said, there are a couple of things to keep in mind. Some of the more advanced features take a bit to get the hang of, so it might require some extra learning upfront. The pricing could also be a bit high for smaller businesses, and the collaboration features are pretty basic, which could be a downside if you're working with a team.

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Craig Ballard 2025.09.11

     

We are in the first month of using Reach and building out new financial packages for each of our clients, those that have gotten a sneak peak are really excited for the first deliverable next month. Reach will definitely make our month close process much more efficient with an amazing deliverable.

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Reply from Reach Reporting 2025.09.12

Hi Craig! Thank you so much for your glowing review! We're overjoyed that Reach is already making an exciting impact for you and your clients. If there's anything more we can do for you, don't hesitate to reach out. 😊

Christ Laruta 2025.09.04

     

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Reply from Reach Reporting 2025.09.04

Hello! 😊 Wow, we're so grateful for your 5-star rating! It’s wonderful to hear you’re enjoying our services. We're always here to support you along the way. Have an amazing day!

John Peters 2025.09.02

     

Reach Reporting has been a massive game changer and time saver for generating reports, charts and graphs quickly each month directly from our accounting system using their sync tool. They offer MANY different and beautifully designed templates of reports and dashboards to choose from, or we can create our own. Their AI tool also provides insightful analysis on the data you care about in minutes, not hours. You can also create slides within Reach using non-financial data to present your KPIs in a format consistent with the rest of your financial reports, and then export the reports to Excel to archive, or further analysis. I highly recommend Reach Reporting for any business who wants to leverage technology to top-grade their reporting process.

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Reply from Reach Reporting 2025.09.03

Wow, John! Your amazing feedback truly lights up our day. We're delighted that our tools are making report generation smoother and benefiting your business. We’re here whenever you need us. Happy reporting!

Jazmin Simms 2025.09.01

     

Very easy to use! Video tutorials are great for navigating the site.

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Reply from Reach Reporting 2025.09.02

Hello Jazmin! We're so pleased to hear that you found our platform easy to use. 😊 It's fantastic to know the video tutorials are helping you navigate the site seamlessly. If you ever need anything or have more feedback, we're here for you!

Samy Basta 2025.08.29

     

Reach is an excellent app! It's easy to set up and connect with QuickBooks Online (QBO). I really appreciate being able to see the formulas, which makes it feel similar to working in Excel. Plus, you can share a dynamic dashboard featuring all the bills and vessels with just one click—no password or portal required. Super cool!

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Reply from Reach Reporting 2025.08.30

Hi Samy! We're absolutely grateful for your wonderful feedback and thrilled to know you're enjoying the ease of connecting with QBO and the Excel-like experience. The dynamic dashboard feature is something we love too! Please feel free to reach out if you need assistance or have more feedback. 😊