# Reach Reporting Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Reach Reporting the right Financial Reporting solution for you? Explore 54 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/184036/Reach-Reporting/reviews --- Reach Reporting 4.9 (54) [View alternatives](https://www.capterra.com/p/184036/Reach-Reporting/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated June 19th, 2026 # Reviews of Reach Reporting Ease of use 4.8 Customer Service 4.9 ## Pros and Cons in Reviews JS Jeff S Founder-CFOFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “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.“ June 18, 2026 JS Jeff S Founder-CFOFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “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.“ June 18, 2026 JS Jeff S Founder-CFOFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “The integration with accounting systems is seamless, report generation is efficient, and the visual presentation significantly improves communication around financial performance.“ June 18, 2026 AH Amy H Owner AccountantAccounting, 2 - 10 employeesUsed the software for: Less than 6 months. “That it does not integrate with Microsoft.“ June 17, 2026 JS Jeff S Founder-CFOFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “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.“ June 18, 2026 JM Justin M CEOAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “Clients havent loved their portal as much as I was hoping.“ June 10, 2026 SJ Sujan J Assistant ManagerAccounting, 10,001+ employeesUsed the software for: More than 2 years. “It improves accuracy, reduces preparation time, and enables faster decision‑making by providing clear financial insights without heavy spreadsheet dependency.“ June 15, 2026 ## Showing most helpful reviews Showing 1-25 of 54 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Craig P. CEO Medical Practice Used the software for: 6-12 months ### "Powerful financial visualization" July 18, 2019 5.0 More useful and actionable financial data. Rapid powerful reporting which utilizes no FTE to generate, monitor or track. Pros At a management level, Reach Reporting helps us see trends on monthly financial reports which gives context to monthly values and makes them actionable. At board meetings, the visualizations help board members realize positive or negative trends of the organization and helps with more productive conversations. Frequent updates and improvements to report builder. Responsive team! Cons None to report. The team has improved the reporting significantly! Reason for choosing Reach Reporting Printable reports which are needed for management and board meetings. Review Source JB Jessica B. Bookkeeper Accounting Used the software for: 1-2 years ### "Finally - a reporting app that's easy to use!" June 11, 2026 5.0 I would highly recommend Reach Reporting if you are looking for a fresh, dynamic way to present reports to your clients. Pros Reach Reporting took our boring client financial reports and turned them into conversations that helped the client make impactful decisions in their business. Cons The AI assistant could use some work. I would like the ability to adjust the tone or ask it questions to use the information and insights it gathers. Right now we have to take it's findings and then put it into a general AI like ChatGPT. Alternatives considered [Fathom](https://www.capterra.com/p/276054/Fathom/)[Digits](https://www.capterra.com/p/10007026/Digits/)[Sift](https://www.capterra.com/p/157219/Sift/) Reason for choosing Reach Reporting Reach reporting was the easiest to use and gave us the most flexibility to create our own reports instead of relying on the canned ones other reporting tools provide. Review Source NA Nancy A. CFO Consultant Accounting Used the software for: 1-2 years ### "Reach reporting - CFO consultant" June 12, 2026 4.0 It has decreased the amount of hours for reporting creation and allowed to actually dive in more on the analysis of data. Pros I really like its features around dashboards and data visualization, the report generation is very easy to use. Cons In general is a good tool, for QB Desktop with rightworks the settings can be a bit tricky, and when the data has to be filtered and ordered a certain way, such as indicators for customers it is not as easy to replicate on the reach environment without manual updating every month Switched from [Fathom](https://www.capterra.com/p/276054/Fathom/)[Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/) Those solutions were too manual and high investment on time Review Source JP Joni P. Business Advisory Manager Accounting Used the software for: 2+ years ### "Smooth QBO-to-Report Workflow with Flexible, Excel-Like Interface" June 10, 2026 5.0 It gives us consistent, in-depth reports to share with clients that look much more professional than the QB reports and have a lot more options. Also, each is branded to the individual company, which just looks so nice and adds a great personalized touch to our clients. We needed a reporting package to deliver to our clients quarterly to discuss without spending a lot of time creating them and Reach does that for us. Pros It functions so smoothly with the transition from QBO data to ready to present reports. No mapping, barely any setup at all. At the same time, it retains the complete flexibility to make any kind of report I want with the familiar Excel-like interface. I can also use other users' shared reports and copy them to my own dashboard, which saves a ton of time. It does everything I wanted reporting software to do for our firm. Cons I think the only thing I have had a problem with is in the text of reports, sometimes it jumps around and is hard to edit, but that is very minor. Everything else just works. Switched from [Fathom](https://www.capterra.com/p/255351/Fathom-Analytics/) The interface was much easier and the reporting looked much better. It was also much more flexible. Review Source LW Lindsey W. Admin Ops Information Technology and Services Used the software for: Less than 6 months ### "Reach is a fantastic tool for small businesses!" June 17, 2026 4.0 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/) Reason for choosing Reach Reporting Reach was less expensive and had better support & resources Review Source DL David L. CFO Computer Software Used the software for: 6-12 months ### "Perfect Insights for an SME" June 22, 2026 5.0 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 TM Taylor M. Financial Operations Manager Restaurants Used the software for: 6-12 months ### "We love Reach and so will you!" June 11, 2026 5.0 Pros Reach is easy to use and provides professional reporting the banks love. We are able to consolidate all of our companies as needed. Cons Reach is not compatible with our new accounting platform so we will have to upload the data manually. Alternatives considered [Fathom](https://www.capterra.com/p/276054/Fathom/) Reason for choosing Reach Reporting Reach allows for more customization and consolidation. Switched from [Fathom](https://www.capterra.com/p/136476/Fathom/) Reach allows for more customization and consolidation. Review Source AK Aaron K. CFO Venture Capital & Private Equity Used the software for: 1-2 years ### "Highly Customizable / Streamlines Reporting" June 11, 2026 5.0 Reach has continued to make improvements to the software in the 2 years we have been a customer. Will likely be a long-term user. Pros The software is highly customizable and integrates well with QBO. Their team is very responsive. Platform has great templates and visuals Cons Bigger learning curve that other reporting software but their team is very responsive and brings solutions for everything. Switched from [Fathom](https://www.capterra.com/p/276054/Fathom/) More customizable reporting and consolidated reporting was more streamlined. Review Source JS Jamine S. Partner Accounting Used the software for: 2+ years ### "Generate reports that your clients can understand (and even enjoy)." June 15, 2026 5.0 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 JS Jeff S. Founder-CFO Financial Services Used the software for: 1-2 years ### "Reach Reporting - Incredible Tool for Financial Clarity" June 18, 2026 5.0 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 CR Candice R. Accountant, CEO Accounting Used the software for: 1-2 years ### "Reach is the BEST!" November 7, 2020 5.0 A+ this team and their product are both excellent - I'm so happy to have found them! Pros I love that I can customize each of my clients metric dashboards & reports to suit them both personally and professionally. By tailoring the client experience, I have been able to fully engage my clients in understanding the story of their business on a regular basis. This level of engagement is remarkable & very rewarding for both myseslf as an accountant and for my clients who benefit greatly by understanding how to better manage their businesses. Cons I really have no complaints - if there is ever an issue or even a wishlist item, I reach out to the support team and EVERY TIME they have either made it happen or resolved whatever issue I might have had. Zero dislikes here! Alternatives considered [Klips](https://www.capterra.com/p/130237/Klipfolio-Dashboard/)[Fathom](https://www.capterra.com/p/136476/Fathom/)[Qvinci](https://www.capterra.com/p/119326/Qvinci-Software/) Reason for choosing Reach Reporting Reach is ready to use & intuitive - all of the others lacked in capability and ease of use. Review Source KA Kadyn A. Accountant Accounting Used the software for: 6-12 months ### "Amazing Reporting Software" October 2, 2024 5.0 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 JZ Jared Z. President Investment Management Used the software for: 1-2 years ### "Finally!! I Can See What's Happening in My Business" July 17, 2019 5.0 I've tried half a dozen other dashboard companies, but I always had to program the widgets myself or pay them $200/hr to do it for me. Reach came pre-configured with the most important reports. I didn't have spend any time or money paying someone else to setup my KPIs. The whole experience was well thought through and simple. Now I can get down to making more money instead of compiling reports. Pros Reach was SUPER easy to set up and the graphs and charts are really easy to understand and tweak. Cons I helped me find the blaring errors in my bookkeeping, but it couldn't fix them for me. Review Source GB Gunnar B. Marketing Graphic Design Used the software for: 6-12 months ### "Reach Reporting is Great" February 11, 2021 5.0 My experience with Reach has been very pleasant their customer service is fast and very helpful. Pros I love how easy the software is to use, I can easily pull in my bookkeeping data from quickbooks. And build some great looking reports in minutes. Not only that but I don't have to recreate the same report month after month and remap the data. I can use the live text they provided and all the reports I create will update for me. Cons Honestly, I don't have much bad to say. Its a really simple to use software the live text took some learning but once you understand how it works it is really simple to use. Review Source JK John K. President/Owner Automotive Used the software for: 6-12 months ### "Great Service!" July 15, 2019 5.0 We love seeing how we are doing in real time. Pros We've loved how this has helped our business become more efficient. Cons They have thought of everything. A lot of times you use software and wonder if they have ever even used this themselves. With Reach Reporting you can tell business owners have created this. Review Source AD Alan D. Manager Accounting Used the software for: Less than 6 months ### "Fantastic product" June 20, 2024 5.0 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 MB Melissa B. Assistant Accounting Supervisor Real Estate Used the software for: Less than 6 months ### "Changed my work day" June 20, 2019 5.0 Pros Ease of use!! You don't have to be a rocket scientist to start using it or watch a 2-hour video. It has made it easier to see the story of my business finances. Cons I didn't find it sooner :) Really I cant think of much, it has been able to do all the things I have needed. Review Source Response from Reach Reporting June 28, 2019 I'm glad the software has met your needs. Keep in mind that the future releases will include an advanced forecasting/cash flow solutions for application to your business. GS Garrison S. Territory Manager Machinery Used the software for: I used a free trial ### "Smooth Reporting " June 25, 2019 5.0 We are beginning to use this program to analyze the efficiency of sales reports, linked with quickbooks, calculate commissions and overall success as a sales department. Pros I really enjoy the smoothness of the program and how easy it is to create reports. It seems to be extremely user friendly and gives us the capability to track the overall efficiency and success of the sales department. Cons I really don't have anything in particular at this time that I don't like. Review Source Response from Reach Reporting June 28, 2019 Thank you for the review. If you feel that there are any areas where the sales solutions are lacking, please feel free to reach out (support@reachreporting.com). MD Menandro D. Account Manager Accounting Used the software for: 1-2 years ### "Easy to Use with Seamless Xero and Google Sheet Integration" June 11, 2026 5.0 Overall, I'm happy with the results we've delivered to our clients. The platform provides good value for money and has helped us achieve our goals efficiently. Pros Delivers real-time updates and integrates directly with Xero and Google Sheets for streamlined workflows. Cons Collaboration tools are limited, but Google Sheets provides a practical workaround for team collaboration. Review Source SJ Sujan J. Assistant Manager Accounting Used the software for: 2+ years ### "Fast, Structured Financial Reporting with Clean Dashboards and Client-Ready Insights" June 15, 2026 5.0 Reach Reporting solves the challenge of time‑consuming manual financial reporting by automating data consolidation, visualization, and variance analysis. It improves accuracy, reduces preparation time, and enables faster decision‑making by providing clear financial insights without heavy spreadsheet dependency. Pros Reach Reporting makes financial reporting and analysis significantly faster and more structured. The pre‑built report templates, intuitive dashboards, and real‑time data sync help convert raw financial data into clear, client‑ready insights with minimal manual effort. It is easy to use, visually clean, and very effective for presenting financial performance to stakeholders, The AI insight feature is also a very nice touch. Cons While Reach Reporting is strong for standard reporting, if you want to add the financial form spreadsheet option, multi-dimensional reporting is not possible at this point in time. Switched from [Fathom](https://www.capterra.com/p/276054/Fathom/) Reach Reporting is much better than Fathom Review Source JG Jonaline G. Accountant Accounting Used the software for: 6-12 months ### "Financial Reporting Simplified" June 16, 2026 5.0 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 CB Caitlin B. CFO Accounting Used the software for: 1-2 years ### "An excellent tool, for all accounting firms" June 9, 2026 5.0 It has been an excellent experience all around. The onboarding was very thorough and I really felt led into best use cases and really getting setup for success. Pros I love the ease of adding team members and connecting clients. It's also a breeze to prepare and utilize memorized reports. Cons So far I haven't found any setbacks, the pricing is totally reasonable and it has all of the features I could imagine and works really well for our accounting firm. Alternatives considered [LiveFlow](https://www.capterra.com/p/237324/LiveFlow/) Reason for choosing Reach Reporting It was more affordable and user friendly. Review Source JP Jane P. Director of Accounting Accounting Used the software for: 2+ years ### "Track Trends" June 10, 2026 5.0 An amazing tool to provide a nice report package to clients. The Dashboards are also helpful to visually track trends. Pros Reach Reporting syncs effortlessly with QuickBooks Online to provide performance analysis and KPIs for the clients we serve. Cons The cash flow forecast is not accurate. An accurate cash flow forecast would be helpful for clients to understand their operating cash flow. The Reach cash flow forecast is based on the QBO cash flow statement, which is also inaccurate. Review Source MN Manoj N. Sr executive finance Computer Software Used the software for: Less than 6 months ### "Overall, the experience has been very positive. " June 10, 2026 5.0 Yes, I would highly recommend Reach Reporting to businesses and finance professionals looking for an efficient, reliable, and visually appealing reporting solution. Pros Reach Reporting is a powerful and user-friendly reporting solution that makes financial reporting and data visualization simple and efficient. The dashboards are highly customizable, reports are easy to generate, and the platform helps present complex financial data in a clear and professional manner. It saves significant time, improves data accuracy, and provides valuable insights for decision-making. The customer support team is responsive and helpful, making the overall experience excellent. Cons Overall, the experience has been very positive. Some advanced customization features have a slight learning curve for new users, but the available support resources and customer service help overcome this quickly. Review Source AS Aaron S. Manager Accounting Used the software for: 6-12 months ### "Consistent, High-Quality Client Reporting Made Easy" June 17, 2026 5.0 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 Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.