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Reach Reporting
Description de Reach Reporting
Un outil de reporting QuickBooks haut de gamme. Conçu pour le conseil.
*Générateur de rapports à la pointe du secteur.
*Déclarations ultra-avancées.
*Messages en direct.
*Mises à jour automatiques.
*Tableaux de bord prédéfinis.
*Rapports prédéfinis.
*Filtrage par classe et département.
*Consolidations.
Ne perdez plus de temps à créer les mêmes rapports. Vos données restent à jour grâce aux KPI et feuilles de calcul en direct. Créez un rapport une fois et utilisez-le pour tous les clients. Profitez également de superbes rapports annuels.
Les relations client sont essentielles. Remportez plus d'affaires.
Qui utilise Reach Reporting ?
Entreprises à la recherche d'informations avancées sur les finances. Rapports, tableaux de bord et KPI instantanés et automatiques. Conçu pour tous ceux qui n'ont pas le temps de créer des tableaux de bord et des rapports manuellement.
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Reach Reporting
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Avis sur Reach Reporting
Powerful financial visualization
Commentaires : More useful and actionable financial data. Rapid powerful reporting which utilizes no FTE to generate, monitor or track.
Avantages :
At a management level, Reach Reporting helps us see trends on monthly financial reports which gives context to monthly values and makes them actionable. At board meetings, the visualizations help board members realize positive or negative trends of the organization and helps with more productive conversations. Frequent updates and improvements to report builder. Responsive team!
Inconvénients :
None to report. The team has improved the reporting significantly!
Alternatives envisagées précédemment :
Reach is the BEST!
Commentaires : A+ this team and their product are both excellent - I'm so happy to have found them!
Avantages :
I love that I can customize each of my clients metric dashboards & reports to suit them both personally and professionally. By tailoring the client experience, I have been able to fully engage my clients in understanding the story of their business on a regular basis. This level of engagement is remarkable & very rewarding for both myseslf as an accountant and for my clients who benefit greatly by understanding how to better manage their businesses.
Inconvénients :
I really have no complaints - if there is ever an issue or even a wishlist item, I reach out to the support team and EVERY TIME they have either made it happen or resolved whatever issue I might have had. Zero dislikes here!
Beautiful Report Packages
Commentaires : I really like it. I find it useful and am trying to use it for all my clients, big and small.
Avantages :
It creates beautiful report packages to send to your client. It also has a great AI tool that analyzes the financials to provide a summary and additional details that can be helpful when communicating with your client.
Inconvénients :
There is a bit of a learning curve when you first start using it. At first it's a little overwhelming trying to get the reports to show the details you want, but once you learn your way around, it's not as difficult as it seemed.
Great Tool for Small Business
Commentaires : I have just reviewed the free trial but am considering this for a business that I am looking to start with my teenage children. This could be a great way to help them summarize the financial activities of the business in a simple and easy to use format.
Avantages :
It seems simple to use and makes the financial reporting process easy for people without an accounting background. Easy to customize the reports to what is most relevant to your audience.
Inconvénients :
It might be helpful to have links to definitions of what some of the terms and account groupings on the reports mean or represent.
AI Tool is the best!
Commentaires : I'm still new to Reach Reporting, but from what I've seen, it is so impressive to our clients and shows accurate, understandable insight on the financial health of the organization.
Avantages :
I used this tool for the first time for this month's reporting. It was easy to use, analyzed the year-to-date reporting thoroughly and saved me tons of time! At last, something that makes my life easier with the metrics!
Inconvénients :
The formatting of the reporting is a bit clunky and hard to use. Moving columns, finding the right commands takes time. However, once set up, then it is great.
