Reach Reporting review

Reach Reporting is financial reporting and planning software, not a tool for measuring advertising reach. It connects financial and operational data sources to reports and dashboards for accountants, advisors, CFOs, and their clients. The product description says it automates recurring reports and supports budgeting, forecasting, and multi-entity consolidation.

You can start with pre-built templates or create and reuse your own, then adjust report visuals, layout, branding, and colors. Forecasting supports planning by department or class, including Balance Sheet and Cash Flow forecasts. For organizations with several entities or currencies, the product offers consolidation with drill-down by company, class, and department. A client portal centralizes files and lets you control access to shared information.

One accounting Reddit thread describes Reach as a reporting and dashboard tool, distinct from month-end close software such as Keeper. That distinction matters if your goal is to manage close tasks and client communications, not just produce reports.

Reach’s clearest advantage is the combination of recurring report automation and reusable customization. Teams can use pre-built templates, adapt the layout and branding, and build their own templates for repeat use. That gives accounting firms a way to standardize client deliverables without making every report identical.

The plans also avoid user and deliverable caps: all three listed plans include unlimited users and unlimited deliverables. The main tier difference is the number of included data connections, which lets a single-company setup avoid paying for the 10- or 25-connection tier. According to the pricing information, those plans include one, 10, or 25 connections, respectively.

For more complex reporting, the stated features cover budgeting and forecasting by department or class, Balance Sheet and Cash Flow forecasting, and consolidation across entities and currencies. Drill-down by company, class, and department can help users inspect consolidated figures at a more specific level. The client portal adds a place to share files and manage access, rather than treating report delivery as the only client-facing workflow.

The connection count is the practical limit to price-check first. The 1 Connection plan includes one data connection; the 10 Connections plan includes 10, and the 25 Connections plan includes 25. The listed monthly prices are $149, $290, and $550 per company. Annual billing works out to $129, $203, and $385 per month, billed per company per year. Those are not per-user prices, even though each plan includes unlimited users.

Adding connections costs $149 on the 1-connection plan, $29 on the 10-connection plan, or $22 on the 25-connection plan. Check the right tier against your actual sources before comparing headline prices. White-label branding costs extra, but its price is not published. The pricing information lists no free plan, and trial availability is not stated.

Reach also should not be mistaken for month-end close software. A commenter on r/Accounting says it handles reporting and dashboards, while Keeper handles close tasks and client communication. If you need both workflows, budget for separate tools.

Reach Reporting starts at $149 per company per month when billed monthly, or $129 per month equivalent on annual billing. The 1 Connection plan includes one data connection, unlimited users and deliverables, and pre-built templates. The 10 Connections plan costs $290 monthly or $203 per month equivalent annually; the 25 Connections plan is $550 monthly or $385 per month equivalent annually. Each tier includes the same listed user, deliverable, and template allowances, but raises the connection cap. Moving from one to 10 connections adds $141 per month on monthly billing; moving from 10 to 25 adds another $260. Annual plans are billed per company per year, not monthly, so check the upfront total before switching. Extra connections cost $149 on the 1 Connection plan, $29 on the 10 Connections plan, or $22 on the 25 Connections plan; the pricing details don’t specify the add-on billing period. White-label branding costs extra, but its price isn’t published. There’s no free plan, and a free trial isn’t listed.

Switching effort depends on how many data sources, entities, and recurring reports you need to recreate. Reach Reporting lists customizable templates, financial planning, and multi-entity consolidation, but the published materials don’t document import tools, implementation support, or a migration process. They also don’t say whether you can export reports, forecasts, or source data if you leave. Confirm those details before moving recurring client work or planning data into the platform, and check how your current systems connect against the plan’s connection cap: one, 10, or 25. The product is positioned around financial reporting and planning, not month-end close workflows, so teams leaving for close-management features may need another tool. We don’t have Reddit posts in the published material, so we can’t substantiate what users there say prompts them to leave. Ask Reach Reporting about data portability and cancellation terms before committing annually.