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Reach Reporting
Automated financial reporting and planning for accountants that builds client reports and dashboards from the ledger, with AI narrative insights.
| What the AI does | AI-Powered Insights: automated variance analysis and report generation, AI that identifies trends, flags anomalies and generates narrative insights from the financial data |
|---|---|
| Who it serves | Small CPA firms, Bookkeeping practices, CAS practices |
| Starting price | $149/mo (by number of data connections; annual billing saves up to 30%) |
| Pricing model | Subscription by number of data connections |
| Free trial | Yes |
| Best fit | Small firm, Mid-size firm |
| Category | Advisory, Forecasting & Cash-Flow Reporting |
| Works with | QuickBooks Online, QuickBooks Desktop, Xero, MYOB, Digits, Google Sheets, Gusto |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Reach Reporting is listed as a fit for small and mid-size firms, and the vendor names small CPA firms, bookkeeping practices and CAS practices on its own site. The job it gets hired for: turning client books into reports, forecasts and advice the firm can charge for.
What it costs
Reach Reporting starts at $149/mo (by number of data connections; annual billing saves up to 30%), subscription by number of data connections. There is a free trial.
Good to know
Reach Reporting turns client ledgers into automated financial reports, dashboards and plans for accountants, with AI-Powered Insights doing the variance analysis, flagging anomalies and writing narrative commentary (the vendor claims up to 80% less report-prep time). It connects to QuickBooks Online and Desktop, Xero, MYOB, Digits, Google Sheets and Gusto, and pricing runs by the number of data connections from $149 a month, with annual billing saving up to 30% and a 30-day free trial with no card — and, as the site puts it, no sales pressure.
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