# 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 June 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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/) Top alternative Featured Overall rating Based on 54 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $149 Flat Rate, Per Month Free trial available Includes Free Version 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 (54) VS. [4.2 (2,051)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting Price $149 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (54) Ease Of Use 4.0 (2,007) Value For Money 4.7 (50) Value For Money 3.9 (1,597) Customer Service 4.9 (51) Customer Service 3.8 (1,701) ## Reach Reporting alternatives [4.3 (711)](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 [4.0 (608)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) Starting price $124.42 Per User, Per Month Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars Highest Rated [4.7 (134)](https://www.capterra.com/p/141678/Phocas-Software/reviews/) Starting price $150.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.3 (331)](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 [View all alternatives](https://www.capterra.com/p/184036/Reach-Reporting/alternatives/) ## FAQs about Reach Reporting Overview ### Which roles and teams benefit most from Reach Reporting? Reach Reporting is most used by finance teams, including accountants, bookkeepers, controllers, and CFOs, who need faster reporting, cash flow visibility, and consolidated financial dashboards. Business owners, founders, and executives use it to track performance and support decisions, while managers rely on clear reports for planning, forecasting, and stakeholder updates. Answer based on 29 reviews Overview ### What company size and specific industries is Reach Reporting built for? Reach Reporting is designed for small to mid-sized businesses that need financial reporting and planning support, especially those run by financial managers, accountants, and advisors. It suits organizations that want customizable reports, dashboards, budgets, and forecasts for finance-focused operations rather than a specific industry sector. Features and Usability ### What are the key features of Reach Reporting? Reach Reporting offers financial reporting, budgeting and forecasting, and scenario planning tools like "What If" Scenarios. It also includes real-time dashboards, customizable reports, KPI monitoring, data connectors, and data blending, plus accounting features such as general ledger, bank reconciliation, consolidation, and multi-currency reporting. Integrations ### Which third-party tools and platforms does Reach Reporting integrate with? Reach Reporting integrates with 9 third-party tools, including Google Sheets, Gusto, MYOB Business, QuickBooks, QuickBooks Online, QuickBooks Online Advanced, Quickbooks Connect, RT QuickBooks, and Xero. These integrations cover spreadsheet, payroll, and accounting platforms used for financial reporting and data synchronization. Answer based on 4 reviews Getting Started and Support ### What training and onboarding options does Reach Reporting offer? Reach Reporting provides in-person training, live online sessions, webinars, documentation, and videos. In-person and live online formats support guided instruction, webinars cover scheduled group learning, and documentation and videos give teams reference material for self-paced review and feature guidance. Answer based on 3 reviews Getting Started and Support ### What customer support options does Reach Reporting offer? Reach Reporting provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. Reviewers describe support as fast, timely, and helpful, with questions and issues usually handled quickly. Some users also note the team is easy to work with and responsive to requests. Answer based on 4 reviews Ease of use ### How easy is Reach Reporting to use? Reach Reporting makes financial reporting easier for many teams with a clear report builder, dashboards, and drag-and-drop setup. Finance staff, small business owners, and managers often find report creation fast after setup, though some mention an early learning curve, clunky formatting steps, and less intuitive customization in certain areas. Answer based on 10 reviews ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Reporting/Analytics 4.8 (27) 92.59% of 27 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Customizable Templates 4.6 (21) 95.24% of 21 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements Data Import/Export 4.6 (17) 94.12% of 17 reviewers that rated this feature as important or highly important Import and export data to and from software applications Consolidation/Roll-Up 4.7 (13) 84.62% of 13 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 Accounting 4.7 (11) 81.82% of 11 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Access Controls/Permissions 4.9 (10) 90.00% of 10 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Reach Reporting 102 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 A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users 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 Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws 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, manage, and send invoices or bills to customers 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 AI models, 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 Collect, process and structure data from multiple sources for further analysis 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 AI method of discovering or extracting data patterns from larger volumes of data 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 Use AI to generate content in the form of text, images, videos, etc. 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 Various components within a system including buttons, clickable icons, hover effects, and more 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 Collect and maintain structured information that describes data or content 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 Ability to interact with the application using human languages such as English 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 Upload, track, and submit receipts in a central database 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 Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Access, combine, transform, and store data without the help of an IT department Allow users to create their own reports and financial statements 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 4.6 (54) 4.6 Based on 54 reviews ## Pricing Value for money 4.7 (50) 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 50 Connections $950.00 Flat Rate,Per Month Value for money 4.7 (50) 4.7 Based on 50 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ 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/)[ MYOB Acumatica](https://www.capterra.com/p/179531/MYOB-Advanced/)[ 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 (51) 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 (51) 4.9 Based on 51 reviews ## User reviews Overall rating 4.9 Based on 54 reviews Filter by rating 5(48) 4(6) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent DL David L. CFO Computer Software ### "Perfect Insights for an SME" 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 June 22, 2026 Insightful... I can give the business (of an SME size) the insights and reporting that it needs without spending thousands of $s on a larger enterprise solution Pros The flexibility to set up business reporting and meet the business needs rather than being constrained to view stock standard reports that someone else tells me is right. In addition, the back end is intuitive to use for a native spreadsheet user, and takes away a lot of month end excel based reports. Cons A lot of admin to set up custom reports and structures. But the end result is well worth the up front investment. Switched from [Spotlight Reporting](https://www.capterra.com/p/159553/Spotlight-Reporting/) Reach reporting offered a better solution for preparing month end reporting to suite multiple needs and carve up the business numbers. 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. JN Julie N. Controller Program Development ### "Powerful Reporting for Effortless Monthly Financials" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 19, 2026 My overall experience has been positive. The report generation definitely creates a lot of value! The pre-built dashboards can definitely be helpful to get you started on the platform. Pros I really appreciate the reporting features. They make it easy for me to create the monthly financial reports we share with our board. The pricing is also reasonable. Cons The budgeting feature could use some improvement when working with consolidated entities. We were able to find a workaround, but it isn’t very efficient and still feels a bit cumbersome. 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. JS Jeff S. Founder-CFO Financial Services ### "Reach Reporting - Incredible Tool for Financial Clarity" 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 June 18, 2026 My overall experience with Reach Reporting has been extremely positive. As a CFO advisor serving multiple small and mid-sized businesses, I need tools that are both efficient and effective in communicating financial information. Reach Reporting delivers on both fronts. The platform is easy to learn, simple to navigate, and provides a professional presentation layer that helps bridge the gap between accounting data and strategic decision-making. What stands out most is the ability to quickly create customized reports that help business owners understand their financial performance without being overwhelmed by accounting details. The visual dashboards, KPI tracking, and reporting flexibility have significantly improved client meetings and financial reviews. The team behind the product has also been responsive and committed to continuous improvement. Reach Reporting has become a valuable part of our advisory toolkit and has helped us provide a higher level of insight and value to our clients. Pros Reach Reporting has been an excellent tool for creating professional, easy-to-understand financial reports for clients and management teams. As a CFO and strategic advisor working with multiple small and mid-sized businesses, I appreciate how quickly it transforms accounting data into meaningful dashboards, KPI reports, and visual presentations. The platform is intuitive, flexible, and allows us to customize reports to fit the specific needs of each client. One of the biggest benefits is the ability to present financial information in a way that business owners can actually understand and use for decision-making. The integration with accounting systems is seamless, report generation is efficient, and the visual presentation significantly improves communication around financial performance. Reach Reporting has become a valuable part of our advisory process and helps elevate the quality of reporting we provide to clients. Cons Trial balance uploads are more difficult to get uploaded if you don't have an accounting software that links directly with Reach Reporting, though they are adding more on a regular basis. 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. JB Jenifer B. Accountant Computer Software ### "Love Reach 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 June 18, 2026 Overall I had an amazing experience. Very little training needed to dive right in. I liked that it was similar to Excel making it very easy to pick up on. They also have amazing customer service. Pros Reach Reporting is very similar to Excel making learning the program easy and enables the user to quickly start generating reports. Cons I found Reach Reporting a little costly for the Annual Fee. However, I love it so much I wouldn't hesitate to pay it. 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. LW Lindsey W. Admin Ops Information Technology and Services ### "Reach is a fantastic tool for small businesses!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 17, 2026 Their team has been amazing from pre-purchase to present. The set up has taken a bit longer than we expected, but I'm confident once we have everything configured as needed we will be able to streamline our financial reporting & decision making. Pros Reach Reporting provides robust financial reporting tools at a fraction of the cost of other providers. We appreciate it's spreadsheet interface which makes it easy to enter new & existing data. Reach's support team is also incredible - they have been so helpful. Cons The cash & accrual accounting features don't integrate. Reach's support team provided us with some workaround options that will make it possible for us to see all the data we're looking for though. Alternatives considered [Jirav](https://www.capterra.com/p/195572/Jirav/) Reasons for choosing Reach Reporting Reach was less expensive and had better support & resources 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. AH Amy H. Owner Accountant Accounting ### "Customizable Reach Reporting helps provide Client with clarity and peace of mind" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 June 17, 2026 Reach has been a life saver with weekly cash flow reporting. We have been able to customize it in a format that fits our client's needs and wants, providing only the information he wants rather than proving him reports with a lot of noise. Pros How customizable the reporting is, giving us the ability to tailor it to each client's needs and wants. Cons That it does not integrate with Microsoft. The integration with Google Sheets needs to be fine tuned as it forces an ID and name column when it is not necessary. Switched from [Syft Analytics](https://www.capterra.com/p/161231/Syft-Analytics/) syft was not as customizable to our client's needs 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. AS Aaron S. Manager Accounting ### "Consistent, High-Quality Client Reporting Made Easy" 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 17, 2026 We've been using Reach Reporting since August 2025 to create standardized financial statements and custom client reports. The platform produces professional-looking reports that are easy to customize and present to clients. The software is intuitive to use, which has made onboarding and ongoing report development straightforward for our team. Reach Reporting has helped us deliver consistent, high-quality financial reporting efficiently, and I would recommend it to accounting firms and financial professionals looking for a reliable reporting solution. Pros Reach's UI being excel based makes it very easy for accountants to quickly learn how to create/edit reports. The QBO integration allows for easy modifications to reporting, and the overall performance of the modeling has yielded great results. Cons The customization of specific reports could be improved upon, and it would be helpful to set company-wide settings for reports to ensure that any new report has the same font/sizing/etc. 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. PF Patricia F. Director of Finance Non-Profit Organization Management ### "Highly Recommend!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 17, 2026 I would definitely recommend Reach Reporting for an organization that utilizes QBO for accounting and wants to have professional looking reports with their data compiled in one program. Pros I like the ability to present our financial and non-financial data in a visually appealing way and that it's easy for our Senior Leadership to understand. Cons It's been a learning curve on how to use the software, but the customer service/training from Reach has been great. Alternatives considered [Fathom](https://www.capterra.com/p/276054/Fathom/) Reasons for choosing Reach Reporting Fathom would not work with our current chart of accounts. 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. JG Jonaline G. Accountant Accounting ### "Financial Reporting Simplified" 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 June 16, 2026 While some features took time to learn, the platform is effective, reliable, and valuable for creating insightful reports. Pros The ability to automate financial reporting and present data through clear, customizable dashboards, making it easier for teams and clients to understand performance and make informed decisions quickly. Cons Limited Syncing Frequency – Data syncing can sometimes feel less frequent than desired, which may result in delays before the latest information is reflected in reports and dashboards. This can make real-time monitoring and decision-making more challenging. 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. JS Jamine S. Partner Accounting ### "Generate reports that your clients can understand (and even enjoy)." 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 15, 2026 This software is very user-friendly and produces valuable reports. My clients really appreciate the visual monthly reports, especially the two-page summary of financial and accounting data I created. Pros This tool is easy to use and has saved me a significant amount of time each month, about 10 hours. It also generates client-friendly reports. Cons Pricing. It is worth it if you have at least six clients on the 10-client monthly plan. It’s a premium tool, and the price reflects that. Switched from [Fathom](https://www.capterra.com/p/276054/Fathom/) It is easier to use. More visually appealing. 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. [View all Reviews](https://www.capterra.com/p/184036/Reach-Reporting/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [QuickBooks Online vs Reach Reporting](https://www.capterra.com/compare/184036-190778/Reach-Reporting-vs-QuickBooks-Online)