Reach Reporting AI features and pricing (October 2026)

Reach Reporting is financial reporting, budgeting and forecasting software for accounting and advisory firms, small businesses, franchises and nonprofits. It connects to QuickBooks, Xero and other US ledgers and uses AI to analyze variances, write narratives, suggest KPIs and send alerts.

Reach Reporting connects financial and nonfinancial data from QuickBooks Online and Desktop, Xero, Digits, MYOB, Gusto, Google Sheets and Excel. It offers templates for interactive reports and dashboards, three-way budgeting and forecasting, cash flow projections, multi-currency consolidation and a client portal. Every plan includes unlimited users and deliverables. Accounting firms such as Summit CPA Group and Baker Tilly appear among the customer logos. The company is based in Springville, Utah. A single business with an outside accountant can start with one data connection, and no in-house controller is needed.

• Writes variance narrativesReach Reporting automates variance analysis, flags trends and anomalies and writes narrative insights from the financial data. Firms spend less time preparing monthly packs, and the vendor states that report preparation time can drop by up to 80 percent.
• Suggests business-specific KPIsThe AI proposes KPIs that fit a company's own financial data and links them to reports, dashboards and forecasts. Small businesses without a controller get a relevant KPI set without designing it themselves.
• Analyzes metrics on the spotUsers can combine financial metrics and statements and get a preliminary analysis of liquidity, cash flow or ratios in seconds, also during a client meeting. Advisors can answer a question right away and skip the follow-up email.
• Sends alerts on new findingsAI alerts notify users through the app or by email when new insights appear in the data. Business owners hear about unusual movements between monthly reports, and advisors can react before the next scheduled review.

• Priced by data connections: $149 per month for one, $290 for 10 and $550 for 25 connections, with unlimited users.
• Direct connections to US tools such as QuickBooks Desktop, Digits and the payroll system Gusto, next to Xero and MYOB.
• The vendor states it keeps read-only access to connected ledgers and never writes to them.

Reach Reporting is based in Springville, Utah, and quotes prices in US dollars.

Reach Reporting is built around US ledgers, so check how yours connects, since other data needs Excel or Google Sheets. The security page says data is stored on Amazon Web Services and that SOC 2 Type 1 and Type 2 audits were completed, but it names no region, no data processing agreement and no AI provider. Ask for all three before sending client data, particularly for clients in the EU.

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