Reach Reporting
Reach Reporting offers an automated financial reporting and planning platform that integrates with accounting software like QuickBooks and Xero, as well as Google Sheets and Excel. It provides customizable templates, AI-driven analytics, and interactive dashboards to simplify complex financial data for businesses and advisors. The platform supports 3-way budgeting and forecasting, multi-business consolidations, and client communication, enabling users to automate routine tasks and generate visually enhanced reports quickly. Reach Reporting targets financial managers, accountants, and business owners, helping them save time and improve decision-making with scalable, branded financial reports and planning tools.
Reach Reporting
Reach Reporting offers an automated financial reporting and planning platform that integrates with accounting software like QuickBooks and Xero, as well as Google Sheets and Excel. It provides customizable templates, AI-driven analytics, and interactive dashboards to simplify complex financial data for businesses and advisors. The platform supports 3-way budgeting and forecasting, multi-business consolidations, and client communication, enabling users to automate routine tasks and generate visually enhanced reports quickly. Reach Reporting targets financial managers, accountants, and business owners, helping them save time and improve decision-making with scalable, branded financial reports and planning tools.
TL;DR
Product: Automated financial reporting, dashboards, budgeting/forecasting, and multi-entity consolidation
Integrations: QuickBooks (Online & Desktop), Xero, Google Sheets, Excel, Gusto, CSV/trial balance uploads
Headquarters: Springville, Utah, United States
Founded: 2015
Funding: Two early rounds (Pre-seed Apr 2018; Seed Jul 1, 2020); amounts undisclosed
Company Overview
Problem Domain
Financial reporting, budgeting/forecasting, and multi-entity consolidation for businesses and advisors
Founded
2015
Industry
SaaS / Financial reporting and planning
Tech Stack
Funding Track Record
Investor Signal
“Tamarak Capital (investor listed in public profiles)”