# Reach Reporting Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Reach Reporting Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more. Source: https://www.capterra.com/p/184036/Reach-Reporting --- # Reach Reporting Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Reach Reporting ## What is Reach Reporting? AI-Enhanced Financial Reporting Automated reports, deep analysis, and visualized data in seconds, making you indispensable. Data auto-updates to deliver insights instantly. Simplify complex analysis with AI-enhanced reporting. 3-Way Budgeting & Forecasting Our familiar spreadsheet environment lets you easily create budgets & forecasts with minimal learning curve. Leverage automatic Balance Sheet & Cash Flow projections with our 3-Way FP&A feature. Consolidation & Currency Conversion Save time with automated multi-company & multi-currency consolidation. Easy eliminations deliver professional insights at a consolidated level. Filter by company, class, or department. ## What is Reach Reporting used for? [Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Reporting](https://www.capterra.com/reporting-software/)[Dashboard](https://www.capterra.com/dashboard-software/) Overall rating Based on 29 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $149 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Reach Reporting?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.reachreporting.com&name=Reach Reporting) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Reach Reporting 4.9 (29) VS. [4.4 (3,273)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price $149 Flat Rate, Per Month Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (29) Ease Of Use 4.4 (7,627) Value For Money 4.8 (25) Value For Money 4.2 (6,544) Customer Service 4.9 (26) Customer Service 4.0 (6,248) ## Reach Reporting alternatives [4.2 (2,003)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.3 (608)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.3 (329)](https://www.capterra.com/p/119119/Domo/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,393)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Starting price $38.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/) [View all alternatives](https://www.capterra.com/p/184036/Reach-Reporting/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Reporting/Analytics 5.0 (6) 66.67% of 6 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Access Controls/Permissions 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Accounting 5.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. General Ledger 5.0 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Centralized accounting record which tracks all financial transactions Cash Flow Management 4.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Consolidation/Roll-Up 4.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Reach Reporting 89 features Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems One-off queries made on an as-needed basis Generate one-off reports that meet information requirements Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval A record of all activities within the system, including user access, changes made, etc. Compare and match accounting/financial records with corresponding bank statements Compare key metrics for the business against prominent players in the industry Create budgets based on historical data and future projections Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Provides a channel for team members to share media files, communicate, and work together Track and manage adherence to policies for any service, product, process, or supplier Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Add customized logos and colors to align with company branding Alter the layout and content of dashboards Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Merge data from multiple sources to a single data set Import, collect, and capture data from multiple sources Connect to big data sources Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Import and export data to and from software applications Ability to handle large datasets Track the management and flow of data throughout the organization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Translate EDI formats into data suitable for use with company applications. Graphical representation of data Assemble applications and processes by dragging over and arranging pre-built components Monitor and record expenses such as purchases or charges incurred Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Generate reports to assess the financial performance of an organization Used by retail investors and active traders/day traders Form predictions based on past and present data/trends Perform various mathematical calculations using the data Centralized accounting record which tracks all financial transactions Information, data and reports that are being tracked over time A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Edit and personalize data view as needed Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Tracking the status of previously identified performance measurements Reports specific to marketing and associated campaigns Access software remotely via mobile devices View and present dashboard on mobile devices Manage the accounting and financial aspects of multiple locations or companies in a single location Manage and handle various international currencies Allows users to manage data from a number of sources Process and analyze human language in text or audio form Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Predict future data based on historical data sets Share dashboard screen within private user groups A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Evaluate the degree to which business operations bring monetary gains Publish dashboard publicly on various platforms Share pre-configured sets of data organized and presented in a specific manner with the organization Create, send, and track purchase orders and their statuses Analyze and gain insights into data in real-time Receive data and information in real time Active monitoring of systems, applications, or networks Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Receive system updates as soon as any changes are made Relationship diagram view that arranges items in data based on the relationships between them in a freeform graph. Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Reports specific to sales analysis for trends and strategies Set a time to generate routine reports automatically Search and filter data across systems to locate required information by entering keywords or certain criteria Access, combine, transform, and store data without the help of an IT department Display aggregated data points on one page for a bird's eye view assessment Allow users to access multiple services after entering their login credentials once At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc Set up connections to third-party platforms to improve business processes Review data from past periods to reveal recurring tendencies and predict future performance Visually identify direction of development and areas that require attention Interact with data visualization elements, such as charts and graphs, to drill down into data Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries. An extended application or connector that enables users to perform additional services with their current set of tools Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.7 (29) 4.7 Based on 29 reviews ## Pricing Value for money 4.8 (25) Free Trial [View pricing plan details](https://www.capterra.com/p/184036/Reach-Reporting/pricing/) 1 Connection $149.00 Flat Rate,Per Month 10 Connections $290.00 Flat Rate,Per Month 25 Connections $550.00 Flat Rate,Per Month Value for money 4.8 (25) 4.8 Based on 25 reviews ## Integrations [ Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ MYOB Business](https://www.capterra.com/p/183867/MYOB-Business/)[ Gusto](https://www.capterra.com/p/194047/Gusto/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (26) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (26) 4.9 Based on 26 reviews ## User reviews Overall rating 4.9 Based on 29 reviews Filter by rating 5(27) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JG Jonaline G. Outsourced and Remote Accountant Accounting ### "Simple, Time-Saving Financial Reporting Tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 September 16, 2025 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JD Joe D. Vice President Utilities ### "Amazing for standalone and consolidated reporting!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 4, 2024 It's a fantastic product. I really enjoy the functionality and believe it will be an asset for our organization! Pros Extremely intuitive, and user friendly interface. Tons of reporting functionality. Cons Some of the formatting options for report specific items could be a bit more functional, but the cons are very limited Switched from [Joiin](https://www.capterra.com/p/186096/Joiin-Reporting/) Joiin did not provide us with what we needed, and was very difficult to navigate. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KA Kadyn A. Accountant Accounting ### "Amazing Reporting Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 2, 2024 Pros Reach reporting made my investor meetings a breeze. It allowed me to cut beautiful financials at the end of the month to our investors without having to do any of the heavy lifting/ worrying that excel formulas were broken Cons If I am being honest I have been using reach for about a year now and havent had any issues with it to date! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CP Cody P. client relationship manager Accounting ### "Highly Recommend Reach" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 September 28, 2024 Reach reporting is great. It's great to use and adds value to our clients, but it also makes our firm look great to provide and manage this resource for our clients. Pros I love it's flexibility! I can customize reports and dashboards to meet whatever my client wants to see. I love template features that I can use to reproduce reports for our clients. The software is very user-friendly despite it's complexity. Cons We primarily use Reach with our Quickbooks clients. I'd love to see integrations with fund-accounting systems like Shelby in the future! Switched from [Keeper](https://www.capterra.com/p/10012825/Keeper/) More customization and can actually produce budget v actual reports Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KZ Kayla Z. Bookkeeper Accounting ### "Beautiful Report Packages" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 8, 2024 I really like it. I find it useful and am trying to use it for all my clients, big and small. Pros It creates beautiful report packages to send to your client. It also has a great AI tool that analyzes the financials to provide a summary and additional details that can be helpful when communicating with your client. Cons There is a bit of a learning curve when you first start using it. At first it's a little overwhelming trying to get the reports to show the details you want, but once you learn your way around, it's not as difficult as it seemed. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KA Kelly A. Controller Construction ### "Small Businesses need this now!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 August 1, 2024 Great! My initial contact was responsive and helpful, and support was quick and easy. Pros Templates available for easy implementation. Cons Slight learning curve with customizing dashboards and reports. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AD Alan D. Manager Accounting ### "Fantastic product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 20, 2024 Pros Easy to learn and a breeze to use at all levels of organization. Cons Initial slowdown of implementation time and learning curve. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LG Liz G. Bookkeeper Accounting ### "AI Tool is the best!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 13, 2024 I'm still new to Reach Reporting, but from what I've seen, it is so impressive to our clients and shows accurate, understandable insight on the financial health of the organization. Pros I used this tool for the first time for this month's reporting. It was easy to use, analyzed the year-to-date reporting thoroughly and saved me tons of time! At last, something that makes my life easier with the metrics! Cons The formatting of the reporting is a bit clunky and hard to use. Moving columns, finding the right commands takes time. However, once set up, then it is great. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) The client wanted more robust reporting on their metrics. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JH Janeen H. Accounting Manager Accounting ### "Excellent Integrated Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 9, 2023 Pros The data syncs easily making metrics easy to build. The graph and customization options are endless and make great post market review easy. Cons Customizing isn't always intuitive and the naming structure (title in 3 places not automatically talking to each other). Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Dan B. CFO Financial Services ### "Fast Custom Reporting" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 16, 2021 Reach Reporting has had been a great business partner from demo to sign up to implementation, and ongoing support. A great team. Pros We love how Reach Reporting is easy to connect financial information to, and we love the open formatting options to brand and deliver standard or custom reports. Having the ability to upload trial balances is a real pro for some companies in outdated accounting systems. Cons No cons with Reach Reporting. Reach's platform is easier to get accustomed to than other solutions and their support team is timely and easy to work with. Reasons for choosing Reach Reporting Reach Reporting had more dynamic reports, easier to create dashboards, and more open formatting and report writing capabilities. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/184036/Reach-Reporting/reviews/) Popular comparisons [QuickBooks Online vs Reach Reporting](https://www.capterra.com/compare/184036-190778/Reach-Reporting-vs-QuickBooks-Online)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)