This document outlines the key benefits of integrating with Reach Reporting — both for your platform and your customers. It supports internal discussions around prioritization, ROI, and strategic alignment.
Reach is the de facto platform for financial dashboards, reporting, and data visualization — giving your team instant access to critical financial insights without building or maintaining these capabilities in-house.
Once customer data is in Reach, they gain deeper insight and higher engagement with your platform’s data. This makes your product more valuable and harder to replace.
The integration requires minimal engineering time to get up and running. The spec is intentionally lightweight and flexible, allowing you to build it using any tech stack. Once live, there is very little ongoing overhead.
You build the integration once — Reach handles the rest. There’s no need for manual setup per customer. As soon as your API is live, any customer using your platform can connect seamlessly.
No more exports or spreadsheets. Customers can view clean, up-to-date reports and dashboards with little to no setup.
Customers can tailor their dashboards and reports to their unique business needs — using your data as the foundation.
If customers use multiple platforms, Reach can combine data sources to provide a unified financial picture — with your platform as a key contributor.
Note: Consolidated entities must use the same accounting system (e.g., all QBO or all Xero). Mixing data from different systems within a single consolidation is not currently supported.
Customers can build full 3-way forecasts and budgets (income statement, balance sheet, and cash flow) within a spreadsheet-style interface, using actual data synced from your system.
Reach’s AI capabilities assist in automatically generating reports, surfacing trends, and helping users track performance and insights faster.
Customers connected through your integration get the same level of access to Reach’s full suite of features as any other user. The method of data ingestion is fully compatible with everything Reach supports — including dashboards, forecasting, sharing, and AI-powered insights.
The integration is built with long-term flexibility in mind. While starting with a stable and simple structure, it’s designed to support future growth — including the ability to expand, extend, and adapt as new capabilities are introduced.
Reach is continually investing in the platform — releasing new features, improving reporting capabilities, and introducing smarter tools. This means your integration becomes more valuable over time, with no additional engineering effort required on your side.