Reach Reporting Reviews & Product Details

I recently started using it for generating reports, and it's so easy to access. The UI helps to customize the dashboards easily. Moreover, the best part is work groups, which allow sharing the same report and working in a group. A smart way is the single account can be used for multiple organizations a user can use the same account and changing workspace helps to navigate and work at numerous locations. It seems its the best platform for the freelancer too. Review collected by and hosted on G2.com.

Steep learning curve for complex features

Limited customization options for certain reports

Occasional issues with data syncing or formatting Review collected by and hosted on G2.com.

Prior to using Reach, I would spend a full day putting together monthly reports for department heads and management. Downloading reports from Quickbooks and then manually manipulating them to what I needed was a pain. But now with Reach I can do it all within an hour. I use both the Quickbooks and Google Sheets connect.

Also, their support is amazing. The agent actually hopped on a Zoom call with me so I could show him what problem I was trying to solve in my report. It was immensely easier doing it that way rather than trying to explain over text. Review collected by and hosted on G2.com.

Initially, it wasn't the most intuitive system I ever used, but once I got going I was able to figure it out pretty quickly. Also, it would be nice to have a way to put your different reports into files rather than having them all together on a single dashboard. Review collected by and hosted on G2.com.

Reach is SO easy to use. Connecting to my accounts was a snap. From there, you have a huge set of pre made reports, but all the customization you can imagine is available. The reports are clean, powerful, and customizable. The AI analysis tool is great for report averse business owners - it puts things in easy to understand language and makes report consumption more palatable for some. Review collected by and hosted on G2.com.

It's a process to learn - but if it did not require some effort to learn, it would not be powerful enough. The payoff is worth the effort. Review collected by and hosted on G2.com.

The best things I liked is:

1. It has automated the financial reporting process, which made me save a lot of time with manual work.

2. Its integration with platforms like Quickbooks helps me, which made me use it every day.

3. It can simplify complex financial data effectively.

4. There are many pre-built templates that helped me create standardized reports.

5. The platform is so easy to use and implementation of it is too straight-forward.

6. When there is a problem, customer support is quick to hop in and help. Review collected by and hosted on G2.com.

As of now, I want to use more features and know more about it.

I have not found any issues. I see all positives now. Review collected by and hosted on G2.com.

I like how I can combine many different QBO accounts into one Review collected by and hosted on G2.com.

Only downside is the current limitation of 10 classes/locations maximum filter Review collected by and hosted on G2.com.

As a small business, Reach Reporting has been a game changer for us. It’s easy to use, and we can quickly generate monthly reports without much hassle. The pre-built templates are helpful, and the support team has been responsive whenever we've had questions. However, I would love to see more integrations with other business tools like CRMs or additional accounting platforms. Right now, we're limited in how much we can sync with our other systems. Otherwise, the tool is fantastic. I am business analyst so for me it is very useful. Review collected by and hosted on G2.com.

Sometime when we import data it will take lots of time or not respond ,but other than this it is user friendly now. Review collected by and hosted on G2.com.

Integration of financial reports like trial balance, spreadsheets with the application to design, visualize financial data in a customized way.

Availability of various templates Review collected by and hosted on G2.com.

The merging of financial data from various sources into a single report is not smooth or efficient Review collected by and hosted on G2.com.

The ease of use. It's super user-friendly and easy to navigate/understand. The training videos are very helpful. Also, the predetermined dashboards/reports are amazing. With such tight turnarounds in a month end close, having those be as dynamic as they are is super helpful. Super easy to implement and the Reach staff / support has been amazing every step of the way. Review collected by and hosted on G2.com.

Would love to see more forecasting capabilities and easier Excel functional use in the Forecast "sheets" Review collected by and hosted on G2.com.

It enables you to build amazing reports & dashboards seemlessley. Wide variety of metrics, KPIs & templates to use within our reporting for clients. Review collected by and hosted on G2.com.

There are some minor UI features i'd like added especially around reorganising chart of accounts to speed up that process. But other than that, it's class. Review collected by and hosted on G2.com.

The easy to use interface that is much like Excel. It is also good at doing quick data visuals on the fly. The reporting building tool is great. They also have great customer support and are very helpful. You can talk to the developers easily. The implementation and training is also quite easy. Review collected by and hosted on G2.com.

Consolidation is more clunky due to having to have account names all be the same across all organizations. Also budget builder is still in its infancy in regards to creating mutliple scenarios, cost drivers ,etc. Review collected by and hosted on G2.com.