Reach Reporting
Reach Reporting is a SaaS financial reporting and FP&A platform that connects to QuickBooks, Xero, and other ledgers to deliver automated dashboards, 3-way forecasting, multi-entity consolidation, and AI-generated report narratives for accounting firms, advisory practices, and small businesses.
- Company typePrivate
- Founded2015
- HeadquartersSpringville, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Reach Reporting does
Reach Reporting is a private, US-based SaaS company (founded 2015, headquartered in Springville, Utah, 11-50 employees) that builds a cloud-based financial reporting and FP&A platform for accounting firms, advisory practices (CAS, virtual CFO), and small-to-mid-market businesses. Its core offering automates financial statement preparation, dashboards, 3-way budgeting and forecasting, multi-entity consolidation, and client-facing reporting by connecting via secure read-only APIs to QuickBooks Online and Desktop, Xero, MYOB, Digits, Gusto, Google Sheets, Microsoft Excel, and CSV uploads; AI-driven modules perform variance analysis, anomaly detection, and narrative report generation.
The business model is subscription SaaS priced per data connection rather than per user, with three published tiers (1 connection at $149/month, 10 connections at $290/month, 25 connections at $550/month) and a separately priced white-label option; all tiers include unlimited users and deliverables, and annual billing yields roughly 30% discounts. Distribution is hybrid: a product-led growth motion via a 30-day self-serve trial (no credit card required) for SMBs and individual advisors, supplemented by sales-assisted demos for mid-market and enterprise accounting firms. The platform is also listed inside the QuickBooks App Store and Xero App Marketplace and is interoperable with Karbon, Ignition, and PlanGuru via 2026 partnerships.
Reach Reporting earns recurring subscription revenue with potential co-selling and integration economics from its partnership network. It serves named customers including Baker Tilly, Rehmann, Summit CPA Group, ProvenCFO, Thousand CPA, Momentum Accounting, The Phillips Group, UC Davis, Venturity Financial Partners, and Summit Technology, spanning enterprise, mid-market, and SMB tiers. The company holds SOC 2 Type II compliance and pursues an AI-augmented, vertical-specialist positioning against generic BI tools.
Reach Reporting firmographics
Firmographics- Name
- Reach Reporting
- Website
- https://reachreporting.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Reach Reporting is a SaaS financial reporting and FP&A platform that connects to QuickBooks, Xero, and other ledgers to deliver automated dashboards, 3-way forecasting, multi-entity consolidation, and AI-generated report narratives for accounting firms, advisory practices, and small businesses.
- Ownership category
- akta.pro rank
Reach Reporting industry classification
Industry- Product category
- Financial Reporting and FP&A Software
- NAICS
- Computer Systems Design and Related Services (54151), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- Intercompany & Consolidation Support (Eliminations, Group Reporting Support) (BPAAAGAG)
Keywords
Where Reach Reporting is headquartered
LocationHeadquarters
- HQ city
- Springville
- HQ country
- United States
- HQ region
- North America
Markets served
Reach Reporting business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription Software: SaaS subscription model with tiered pricing based on the number of data connections. Includes unlimited users and deliverables across all plans. Annual billing offers 30% savings. Additional white-label customization available for an extra fee.
- Integration Partnerships: Partnerships with accounting platforms like Digits, Ignition, and Karbon to embed Reach Reporting capabilities, expanding reach through co-selling and integration revenue.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | 1 Connection - $149/month or $1,548/year (save $240) |
| Subscription | Annual | 10 Connections - $290/month or $2,436/year (save $1,044) |
| Subscription | Annual | 25 Connections - $550/month or $4,620/year (save $1,980) |
| Subscription | Monthly | White-Label Option - Additional fee |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels6 records
Reach Reporting product offering
Product offeringCore offering
Reach Reporting is a cloud-based SaaS platform that automates financial reporting and FP&A for accounting firms, advisors, and small-to-mid-market businesses by syncing data from accounting systems (QuickBooks, Xero, MYOB, Digits, Gusto) and spreadsheets into customizable dashboards, financial statements, 3-way budgets, and multi-entity consolidations. It bundles AI-driven variance analysis and narrative generation, a template library, an Excel-like customization environment, and a secure client portal with optional white-labeling, sold on tiered per-connection subscriptions.
Product overview
Reach Reporting is a unified financial reporting and planning platform consisting of a core product with integrated feature modules. The core Reach Reporting platform provides automated financial reporting and planning software that connects to accounting systems (QuickBooks Online, QuickBooks Desktop, Xero, MYOB, Digits) and spreadsheets (Google Sheets, Excel) to deliver real-time dashboards, financial statements, and advisory-ready reports. The platform's feature modules include: AI Financial Reporting for automated variance analysis and AI-generated narrative insights; 3-Way Budgeting and Forecasting for integrated P&L, Balance Sheet, and Cash Flow modeling; Multi-Entity Consolidation for multi-company and multi-currency reporting; Template Library with pre-built customizable report templates; Data Storytelling for dynamic visual reports with live KPIs and conditional formatting; Report Customization with spreadsheet-style tools and Excel-like formulas; Client Portal for secure client access and sharing; and Integration and Automation for data connectivity. As a partner product, PlanGuru Analytics is powered by Reach Reporting's dashboards and AI analytics.
Differentiator
Problem solved
Functional benefit
Products and services
- Reach Reporting Platform Cloud-based automated financial reporting and planning SaaS platform for financial leaders, accounting firms, and advisors that connects to accounting systems and spreadsheets to produce customizable dashboards, financial statements, budgeting, forecasting, and consolidation.
- PlanGuru Analytics (Powered by Reach Reporting) Analytics product launched by partner PlanGuru that combines PlanGuru's financial modeling engine with Reach Reporting's dashboards and AI analytics to deliver an integrated FP&A experience.
Quantifiable outcome
- Reduces report preparation time by up to 80%
Companies that use Reach Reporting
Customer profileNamed customers11 records
Segments4 records
Ideal customer profiles4 records
Reach Reporting technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability7 records
Feature8 records
Reach Reporting partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- DigitscoreDigits partnered with Reach Reporting to integrate its AI-native accounting ledger system with Reach's client reporting capabilities. The partnership connects revenue workflows and financial reporting directly to Digits' continuously maintained financial ledger, helping accounting firms compress compliance work and redirect capacity toward advisory services.
- IgnitioncorePartnership with Ignition integrates Reach Reporting's financial reporting capabilities with Ignition's billing automation platform. Enables seamless workflow between financial reporting and client billing for accounting firms.
- KarboncoreKarbon partnership connects Reach Reporting with Karbon's practice management tools. Integrates financial reporting and practice coordination workflows for accounting firms using Karbon's platform.
- PlanGurucorePlanGuru Analytics is powered by Reach Reporting, combining PlanGuru's browser-based financial modeling engine with Reach Reporting's dashboards and AI-powered analytics. Delivers integrated FP&A experience for finance professionals, transforming financial models into dynamic dashboards and visual reports.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
Reach Reporting competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Reach Reporting social profiles
Digital presenceReach Reporting compliance and trust
Trust signalCompliance1 record
Reach Reporting financial estimates
Financial estimateRevenue estimate
Valuation estimate
Reach Reporting leadership team
Management profileNumber of profiles
Profiles2 records
Reach Reporting funding detail
Funding detailFunding overview
Funding rounds2 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Reach Reporting M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Reach Reporting
What does Reach Reporting do?
Reach Reporting is a cloud-based SaaS platform that automates financial reporting and FP&A for accounting firms, advisors, and small-to-mid-market businesses by syncing data from accounting systems (QuickBooks, Xero, MYOB, Digits, Gusto) and spreadsheets into customizable dashboards, financial statements, 3-way budgets, and multi-entity consolidations. It bundles AI-driven variance analysis and narrative generation, a template library, an Excel-like customization environment, and a secure client portal with optional white-labeling, sold on tiered per-connection subscriptions.
Is Reach Reporting a public or private company?
Reach Reporting is a private company. It is classified as unknown and is currently operating.
When was Reach Reporting founded?
Reach Reporting was founded in 2015. It employs 11 to 50 people.
Where is Reach Reporting based?
Reach Reporting is headquartered in Springville, United States, in the North America region.
How does Reach Reporting make money?
Two revenue lines are on record. Subscription Software is the primary driver. The others are integration Partnerships.
Does Reach Reporting have an API?
No public API is recorded for Reach Reporting.
What industry is Reach Reporting in?
Reach Reporting's product category is Financial Reporting and FP&A Software. Its primary akta.pro industry code is BPAAAGAG, Intercompany & Consolidation Support (Eliminations, Group Reporting Support). Its NAICS code is 54151 and its SIC code is 7370.