Reach Reporting

Reach Reporting is a financial reporting and planning platform that generates visual reports, dashboards, and forecasts from accounting data. It connects to QuickBooks, Xero, Sage Intacct, and Excel, pulling data automatically to produce client-ready output.

Accounting firms use Reach Reporting for advisory engagements — creating KPI dashboards, cash flow analyses, budget-vs-actual comparisons, and three-way financial forecasts (P&L, balance sheet, cash flow). Reports are customisable with drag-and-drop elements and can be white-labelled with firm branding. The platform supports multi-entity consolidation for clients with multiple businesses or subsidiaries.

Reach Reporting is best suited for firms building advisory services that want visually polished, client-facing reports without the manual effort of spreadsheet-based reporting. Firms focused on compliance-only work typically get sufficient reporting from their accounting platform directly.