Evidence dossier / Reporting & advisory
Reach Reporting
Automated financial reporting and planning software for financial leaders and advisors.
01 / Recorded observations
Evidence card
Values describe what the cited sources supported on the check date. They are not ratings or recommendations.
- Ledger integrations
- QuickBooks Online · Xero
- Firm-size fit
- Solo · 5-15 clients · 15-50 clients · 50+ clients
- Workflow replaced
- Assembling recurring client financial reports and KPI dashboards manually in spreadsheets.
- Pricing model
- Flat subscriptionThe official pricing page states pricing is based on the number of data connections, starting at $149 per month, with an annual discount of up to 30%.
- AI depth
- Assistive
- Free tier
- Not stated
- Other integrations
- Google Sheets
- Verification status
- Checked
02 / Source register
What we checked
- 01Open source
Automated financial reporting and planning
Product scope for automated reporting and planning.
Reach Reporting · observed 2026-09-14 - 02Open source
Pricing
Published connection-based pricing, starting price, and annual discount.
Reach Reporting · observed 2026-09-14
03 / Compare records
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