Reach Reporting
Visual financial reporting and KPI dashboard tool for accounting firms.
About Reach Reporting
Reach Reporting pulls data from QuickBooks, Xero, Sage, or Excel and turns it into client-facing dashboards and PDF reports you can hand to a business owner without apologizing for the formatting. The drag-and-drop report builder lets you arrange P&L summaries, cash flow forecasts, budget vs. actuals comparisons, and KPI tiles without touching a spreadsheet. Reports update when the underlying data does, which removes the Monday-morning scramble of rebuilding last month's deck before a client call. It fits advisory-focused firms best — solo practitioners and small teams running monthly CFO or bookkeeping packages who need a polished deliverable every billing cycle. The client portal lets owners log in and view their own dashboards between meetings, which reduces inbound questions and gives the engagement a more visible value. The weak points are real. There is no free tier, so you are committing $99 a month before you know whether it replaces your current process or just layers on top of it. Firms already using Jirav, Fathom, or Spotlight Reporting will find significant feature overlap. The tool also skews toward presentation over deep financial modeling — if your advisory work requires scenario planning with complex assumptions, you will still need a separate forecasting tool.
Best for
Accounting firms transitioning to advisory services who need impressive client-facing financial dashboards
Key Features
- Visual report builder with drag-and-drop interface
- Interactive client-facing KPI dashboards
- Cash flow forecasting and budget vs. actuals reporting
- Transforms raw accounting data into presentation-ready reports
Pros & Cons
Pros
- Drag-and-drop report builder produces client-ready PDFs and dashboards without manual formatting in PowerPoint or Google Slides
- Live-syncing with QuickBooks and Xero means dashboards reflect current data without a manual export-import step each reporting cycle
- Budget vs. actuals and cash flow forecast modules are built in, covering the two reports clients in advisory engagements ask for most
- Client portal gives business owners self-serve access to their dashboards between meetings, reducing routine check-in calls to the firm
- KPI tiles are customizable, so a restaurant client and a SaaS client can see metrics relevant to their industry rather than a generic P&L summary
- Scales across multiple clients from a single firm login, making it practical for bookkeeping firms managing 20-plus monthly reporting clients
Cons
- No free trial or free tier — $99 a month is the starting point, and you cannot fully evaluate the tool against your client roster without paying
- Feature set overlaps heavily with Fathom, Spotlight Reporting, and Jirav; firms already on one of those tools have limited reason to switch
- Scenario modeling and assumption-driven forecasting are thin — firms doing serious advisory work will need a dedicated FP&A tool alongside it
- Smaller user community than category leaders means fewer third-party templates, tutorials, and community answers when you hit a workflow problem
- Excel integration exists but is less polished than the QuickBooks and Xero connectors, so firms with non-cloud clients get a degraded experience
- Pricing scales with usage or client count at higher tiers, which can push total cost well above the entry-level figure for mid-size firms
Ledger Brief Take
This tackles the classic problem of turning raw accounting data into client presentations that don't put people to sleep — essentially competing with manual PowerPoint work and basic reporting modules in practice management software. The drag-and-drop builder appears genuinely focused on client-facing deliverables rather than internal firm reporting, positioning it as an advisory services enabler rather than just another dashboard tool.
Frequently Asked Questions
Common questions accountants ask about Reach Reporting.
What does Reach Reporting cost and what does the base plan include?
Reach Reporting starts at $99 per month. The entry plan covers core dashboard and report building with QuickBooks or Xero integration. Higher tiers add more clients or users and increase the monthly cost. There is no free plan and no published free trial, so contact sales or check the pricing page for current tier limits before committing.
How does Reach Reporting connect to QuickBooks and Xero?
Reach Reporting connects directly to QuickBooks Online and Xero via API. Once authorized, it pulls chart of accounts, P&L, balance sheet, and cash flow data and keeps dashboards updated automatically. QuickBooks Desktop and Xero are both supported. The connection does not require a manual CSV export each month.
How does Reach Reporting compare to Fathom or Spotlight Reporting?
All three tools target advisory-focused accounting firms and offer KPI dashboards, budget vs. actuals, and cash flow reporting. Fathom and Spotlight have larger user communities, more established template libraries, and deeper consolidation features for multi-entity clients. Reach Reporting competes on its report builder interface and client portal. If you are already on Fathom or Spotlight, the overlap is high enough that a switch needs a specific reason.
Is client financial data secure in Reach Reporting?
Reach Reporting uses encrypted connections and stores data on cloud infrastructure with access controls. For firms with strict data handling requirements, verify their data processing agreement and subprocessor list directly with the vendor before onboarding clients in regulated industries. Standard SOC 2 compliance documentation should be requested if your firm requires it.
What type of firm gets the most value from Reach Reporting?
Firms running monthly advisory, CFO, or bookkeeping packages with 10 or more clients who currently build client reports manually in Excel or PowerPoint. It is less useful for tax-only practices with no recurring advisory work, or for firms that need deep consolidation and scenario modeling rather than client-facing presentation reporting.
Can clients view their own dashboards without logging into QuickBooks or Xero?
Yes. Reach Reporting includes a client portal where business owners log in separately to view their dashboards. They see the reports the firm shares with them without accessing the underlying accounting software. This is one of the practical differentiators for firms that want clients to engage with financial data between scheduled meetings.