--- description: Learn more about Reach Reporting pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Reach Reporting Pricing, Reviews & Features - Capterra Canada 2026 --- Breadcrumb: [Home](/) > [Data Visualization Software](/directory/30696/data-visualization/software) > [Reach Reporting](/software/184036/reach-reporting) # Reach Reporting Canonical: https://www.capterra.ca/software/184036/reach-reporting Page: 1 / 3\ Next: [Next page](https://www.capterra.ca/software/184036/reach-reporting?page=2) > Upgrade to Reach Reporting. Supercharged AI financial reporting made easy. The smart way to visualize your data in just a few clicks. > > Verdict: Rated **4.9/5** by 54 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Reach Reporting? Financial managers, accountants, and advisors looking to automate the reporting and planning process through customizable reports, dashboards, budgets, and forecasts. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 54 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support Software | 4.9/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Reach Reporting - **Location**: Spanish Fork, US - **Founded**: 2015 ## Commercial Context - **Starting Price**: US$149.00 - **Pricing model**: Flat Rate (Free Trial) - **Pricing Details**: No contract is required for monthly plans. Save 30% when you sign up for an annual plan. Cost is based on the number of company connections. All plans include unlimited users, client login portals, white-glove onboarding, implementation, and team training. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua and Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 209 more ## Features - API - Access Controls/Permissions - Activity Dashboard - Ad hoc Query - Ad hoc Reporting - Alerts/Notifications - Audit Trail - Billing & Invoicing - Budgeting/Forecasting - Cash Management - Collaboration Tools - Consolidation/Roll-Up - Customizable Dashboard - Customizable Reports - Customizable Templates - Dashboard Creation - Dashboard Software - Data Capture and Transfer - Data Connectors - Data Import/Export - Data Management Software - Data Visualization Software - Drag & Drop - Financial Analysis - Forecasting - Functions/Calculations - General Ledger - Income & Balance Sheet - KPI Monitoring - Metadata Management - Multi-Currency - Multiple Data Sources - Performance Metrics - Predictive Analytics Software - Profit/Loss Statement - Publishing/Sharing - Real-Time Analytics - Real-Time Data - Real-Time Reporting - Reporting & Statistics - Reporting/Analytics - Scheduled/Automated Reports - Search/Filter - Strategic Planning Software - Third-Party Integrations - Trend Analysis - Visual Analytics - Visual Discovery - Widgets ## Integrations (13 total) - Digits - Google Sheets - Gusto - MYOB Acumatica - MYOB Business - MYOB Greentree - MYOB PayGlobal - Microsoft Excel - MyObjectives - QuickBooks Online - QuickBooks Online Advanced - RT QuickBooks - Xero ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support - 24/7 (Live rep) - Chat ## Category - [Data Visualization Software](https://www.capterra.ca/directory/30696/data-visualization/software) ## Related Categories - [Data Visualization Software](https://www.capterra.ca/directory/30696/data-visualization/software) - [Business Intelligence Software](https://www.capterra.ca/directory/23/business-intelligence/software) - [Dashboard Software](https://www.capterra.ca/directory/30839/dashboard/software) - [Financial Reporting Software](https://www.capterra.ca/directory/30050/financial-reporting/software) - [Reporting Software](https://www.capterra.ca/directory/30053/reporting/software) ## Alternatives 1. [Xero](https://www.capterra.ca/software/169561/xero) — 4.4/5 (3306 reviews) 2. [NetSuite](https://www.capterra.ca/software/135757/netsuite) — 4.2/5 (2051 reviews) 3. [QuickBooks Online](https://www.capterra.ca/software/141374/quickbooks-online) — 4.3/5 (8475 reviews) 4. [Syft Analytics](https://www.capterra.ca/software/161231/syft-analytics) — 4.7/5 (186 reviews) 5. [Datarails](https://www.capterra.ca/software/177451/datarails) — 4.7/5 (231 reviews) ## Reviews ### "Highly Customizable / Streamlines Reporting" — 5.0/5 > **Aaron** | *June 11, 2026* | Venture Capital & Private Equity | Recommendation rating: 8.0/10 > > **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. > > 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. ----- ### "Generate reports that your clients can understand (and even enjoy)." — 5.0/5 > **Jamine** | *June 15, 2026* | Accounting Software | Recommendation rating: 9.0/10 > > **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. > > 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. ----- ### "Amazing for standalone and consolidated reporting\!" — 5.0/5 > **Joe** | *November 4, 2024* | Utilities | Recommendation rating: 10.0/10 > > **Pros**: Extremely intuitive, and user friendly interface. Tons of reporting functionality. > > **Cons**: Some of the formatting options for report specific items could be a bit more functional, but the cons are very limited > > It's a fantastic product. I really enjoy the functionality and believe it will be an asset for our organization\! ----- ### "Finally - a reporting app that's easy to use\!" — 5.0/5 > **Jessica** | *June 11, 2026* | Accounting Software | Recommendation rating: 8.0/10 > > **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. > > I would highly recommend Reach Reporting if you are looking for a fresh, dynamic way to present reports to your clients. ----- ### "Reach reporting - CFO consultant" — 4.0/5 > **Nancy** | *June 12, 2026* | Accounting Software | Recommendation rating: 7.0/10 > > **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 > > It has decreased the amount of hours for reporting creation and allowed to actually dive in more on the analysis of data. ----- Page: 1 / 3\ Next: [Next page](https://www.capterra.ca/software/184036/reach-reporting?page=2) ## Links - [View on Capterra](https://www.capterra.ca/software/184036/reach-reporting) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | pt | | | pt-PT | | ----- ## Structured Data