Reach Reporting

Reach Reporting is a financial reporting and planning platform that turns accounting data into visual reports, dashboards, and forecasts. It connects to QuickBooks Online, Xero, Sage Intacct, and Excel, refreshing figures automatically so client-facing output stays current without rebuilding it each month.

How accounting firms use it

The platform sits behind advisory and virtual CFO work. Firms build KPI dashboards, cash flow analyses, budget-versus-actual comparisons, and three-way forecasts linking profit and loss, balance sheet, and cash flow, then reuse those as templates across a client base rather than rebuilding a spreadsheet per client. That template reuse is the practical difference from spreadsheet reporting: the first client takes real effort, and each subsequent one is largely a data connection.

Multi-entity consolidation covers clients running several companies or a group structure, including consolidation across separate ledgers.

Key features

Reports are assembled from drag-and-drop components — charts, tables, narrative text blocks, and calculated metrics — and can be white-labelled with firm branding. Non-financial metrics can be imported alongside ledger data, so operational KPIs sit next to financial ones in the same dashboard.

Forecasting supports driver-based modelling and scenario comparison, letting firms show a client the effect of a hiring plan or price change against the base case. Output is delivered as live dashboards, scheduled email reports, or exported PDFs, depending on how the client prefers to receive it.

Who it’s best for

Firms building advisory as a service line who want client-facing output that looks deliberate rather than exported. It suits practices with enough advisory clients that template reuse pays back the setup effort.

Compliance-only practices generally get enough from the reporting built into their accounting platform. Firms weighing options usually also look at Fathom, Spotlight Reporting, and Syft Analytics, which cover similar ground with different strengths in report design and forecasting depth.