This document introduces the Reach API Specification — a lightweight, industry-aligned standard for exposing structured financial data. It outlines the intent, scope, and design philosophy behind the spec and serves as the foundation for integrating external platforms with Reach Reporting.
- The Reach Spec is a simple, language-agnostic interface that defines how platforms can expose essential financial and organizational data in a structured, consistent format.
- It is not Reach-specific in its logic or structure. Instead, it's grounded in what’s reasonable and expected across modern financial systems — making it broadly applicable, maintainable, and intuitive to implement.
- The goal is to support powerful financial reporting and forecasting without requiring partners to mirror their entire internal data model or support extensive transformation logic.
The spec provides a clear, shared foundation for exposing financial data in a way that is:
- Efficient – minimal endpoints, focused solely on high-value reporting data
- Consistent – structured and predictable for both implementation and consumption
- Flexible – works across platforms, tech stacks, and data sources
- Scalable – build once, enable reporting for any number of customer accounts
- Compatible – aligns with how financial professionals already think about reporting
By implementing the spec, partners unlock full access to Reach’s capabilities with minimal friction — while staying aligned with clean data architecture and industry norms.
- If you believe the spec should be updated or extended to support a broader need, you may submit a change request to Reach.
- Change requests must serve a legitimate accounting or financial reporting purpose.
- Requests based on narrow system-specific edge cases or exceptions will generally not be accepted.
- Reach will evaluate submitted proposals based on relevance, generalizability, and alignment with the spec’s goals.
The Reach team maintains sole ownership and version control of the spec to ensure consistency and interoperability across all integrations.