Reach Reporting Review 2026: Pricing, Dashboards, Pros and Cons

Reach Reporting sells one thing to finance teams and advisory firms: management reports, dashboards, forecasts and consolidations built on top of QuickBooks, Xero and a few other ledgers, priced by the number of companies you connect.

There are no feature tiers. A one-company plan gets the same consolidation, three-way forecasting and client portal as a 25-company plan, so the only real buying decision is how many companies you will connect and whether you can commit for a year.

This review is written for controllers, fractional CFOs and CAS practice leads deciding whether Reach is worth its connection fee. It covers the price ladder on monthly and annual billing, a cost model against Fathom at 1, 10 and 25 companies, the fees that sit outside the list price, and the cases where another tool is the better buy. We read vendor pages only and did not run the software ourselves.

Reach Reporting is a cloud financial reporting and FP&A tool that connects to an accounting ledger, then builds branded monthly reports, KPI dashboards, budgets, three-way forecasts and multi-entity consolidations from that data.

Its supported integrations are QuickBooks Online, QuickBooks Desktop, Digits, Xero, MYOB, Gusto, Google Sheets, Microsoft Excel and a CSV trial balance upload, all with read-only access to the books.

Toolradar data: Toolradar, the software directory we run, tracks 20 financial planning tools as of November 3, 2026, and only 1 of the 10 it ranks publishes a paid price. Reach printing its full ladder on its own page is therefore unusual in this corner of finance software, and it lets a firm model its cost before talking to sales.

The product sits between a pure reporting layer such as Fathom and a full FP&A suite such as Datarails. It is built for people who send the same reporting pack to many companies every month, not for an FP&A team modelling one complex business.

You connect a ledger, and Reach pulls the trial balance and keeps it synced. The closed month rolls forward on its own, so the reports and dashboards you built last month refresh with the new period rather than being rebuilt. For a firm sending 25 monthly packs, that roll-forward is where most of the time saving comes from.

Reports are assembled from a template library or built in what Reach calls an intelligent spreadsheet, so a controller used to Excel logic can define custom metrics and statements without learning a new formula language. AI features draft variance commentary, suggest business-specific KPIs and flag anomalies.

Treat that commentary as a first draft that a reviewer signs off, because a client reads it as your firm's view.

Consolidation handles multiple entities and currencies. Reach matches accounts with the same name or category across companies, zeroes out accounts you mark for intercompany elimination, converts to a common reporting currency at historical rates and lets you manage translation differences with custom rows.

Drill-down runs from the consolidated view to each company, filtered by class, department or location.

Delivery happens through live share links or the client portal. Clients get role-based, view-only or edit access to folders of reports, dashboards and uploaded files such as PDFs and Excel workbooks. Users are unlimited on every plan, so adding a client's bookkeeper or a board member costs nothing extra.

Reach's pricing page, read on November 4, 2026, prices by connected company and includes every feature on every plan. On monthly billing, one connection is $149, and each added connection at that level costs the same again.

The 10-connection package is $290 a month, with extra connections at $29 each, and the 25-connection package is $550 a month, with extras at $22. Annual billing costs $1,548 a year for one connection, $2,436 for 10 and $4,620 for 25, which the page shows as savings of $240, $1,044 and $1,980 against monthly billing.

Package math changes the decision for small firms. On our arithmetic, two single connections cost $298 a month, more than the whole 10-connection package. Any firm with two or more companies should start on the 10-pack.

Per company, annual billing works out to about $20 a month at 10 connections and about $15 at 25.

Against Fathom's published USD prices, read the same day, the result depends on count. One company costs $59 a month on Fathom Pro, $708 a year at 12 months (our arithmetic), against $1,548 on Reach's annual plan.

At 10 companies Fathom is $315 a month, or $3,780 for 12 months, so Reach's annual package costs $1,344 less. At 25 companies Fathom is $450 a month, or $5,400 for 12 months, against $4,620 on Reach annual, a $780 gap. On month-to-month billing at 25, Fathom is the cheaper of the two by $100 a month.

Three terms sit outside the list price. White labeling carries a one-time $2,500 setup fee, per Reach's knowledge center. There are no refunds for unused billing cycles, monthly or annual.

Companies added mid-cycle are billed prorated, so a monthly invoice can run higher than the package price. The free trial lasts 30 days and needs no credit card.

Reach fits accounting firms, CAS practices and fractional CFOs who send monthly reporting packs to 10 or more client companies and want consolidation and forecasting in the same tool.

It also suits a multi-entity business, a franchise group or a nonprofit with several entities that needs consolidated reporting with eliminations and wants to give its board live dashboards instead of PDFs.

For a broader shortlist, see our board reporting software guide and financial consolidation tools ranking.

It is a weaker fit in three cases. A single business with one ledger pays more on Reach than on Fathom's entry tier, as our Fathom HQ review sets out.

A mid-market FP&A team that lives in Excel and needs driver-based planning across ERPs should read our Datarails review and the FP&A software pricing comparison.

A firm on NetSuite or Sage Intacct should check the integration list first, because Reach's supported sources stop at QuickBooks, Xero, Digits, MYOB, Gusto and spreadsheet uploads.

If cash forecasting is your main job rather than reporting, compare the cash flow forecasting tools list and our guide on building a 13-week cash flow forecast.

Toolradar also keeps its own pages for Fathom HQ, Jirav and Datarails.