Reach Reporting Alternatives and Pricing Compared
The best Reach Reporting alternatives (searched as ReachReport alternatives too) depend on whether you mostly report on closed months or mostly forecast. For a monthly reporting pack across many clients, Fathom is cheaper per company. If the work is budgets, cash forecasts and hiring decisions, Budgeter drafts the budget from QuickBooks or Xero for $74 a month per company billed yearly. Spotlight Reporting, LiveFlow and Jirav cover the ground in between.
First-year subscription cost at list price
Reach Reporting is a solid product. It connects to QuickBooks Online, Xero and a long list of other sources, builds branded reports and dashboards, and every plan includes three-way forecasting, multi-year planning and multi-currency consolidation. Its pricing is public and simple, set by the number of data connections. People who look for an alternative usually have one of three reasons: the per-connection price stops making sense for their client mix, they spend more time building report layouts than they want to, or the business needs a budget it can run every month rather than a report about last month.
Reach Reporting pricing in 2026
Reach Reporting costs $149 a month for one data connection, $290 a month for 10 connections and $550 a month for 25 connections. Paying yearly brings that to $1,548, $2,436 and $4,620 a year. Every plan includes unlimited users, unlimited client portal access and the same feature set, and on monthly plans extra connections cost $149, $29 or $22 each depending on the tier.
For one company that is about $129 a month on the yearly plan. For an advisory firm with 25 clients it drops to about $15 a month per client, which is why Reach is popular with accounting firms that sell client advisory services. The math works against you in the middle. A firm with 11 clients pays the 25-connection price, and a single business with its books, its CRM and its payroll as three separate sources has to look at the 10-connection tier.
Reach Reporting alternatives compared
| Tool | Published price | Main job | Budget drafted for you | Best fit |
|---|---|---|---|---|
| Reach Reporting | $149, $290 or $550 a month for 1, 10 or 25 connections | Custom reports, dashboards, three-way forecasts, consolidation | No, you build it | Advisory firms that want branded, custom packs |
| Budgeter | $149 a month or $74 billed yearly per company; Scale $999 a month billed yearly for 5 companies | Annual budget, budget vs actual, 13-week and 12-month cash forecast, scenarios, AI CFO | Yes, from 12 to 24 months of actuals | Companies of 5 to 500 people and the CFOs who advise them |
| Fathom | Portfolio $67 a month for up to 100 companies; Pro $450 a month for 25 companies, then $17 each | Management reports, KPIs, forecasting on Pro | No | Accountants reporting for many small clients |
| Spotlight Reporting | Advisor plans priced in NZD on its site, by number of organizations | Reporting, forecasting and dashboards for advisors | No | Xero-centric advisory practices |
| LiveFlow | Quoted on request | Live financial reports and consolidation inside Google Sheets | No | Finance teams that want to stay in spreadsheets |
| Jirav | Firm plans from $50 and $150 a month; business editions quoted | Driver-based budgeting, forecasting and reporting | Partly, from templates and drivers | Advisors and finance teams that model drivers in detail |
Prices change, so check each pricing page before you commit. The more durable difference is in the fourth column. Reporting-first tools, Reach included, give you a strong canvas and expect you to build the budget and forecast logic yourself. A planning tool starts from the books and proposes the budget, so the first meeting is about whether the numbers are right instead of how to lay them out.
Is there a cheaper alternative to Reach Reporting?
Yes. Fathom Portfolio is the cheapest per company at $67 a month for up to 100 companies, but it does not include forecasting; that needs Fathom Pro at $450 a month. For a single business, Budgeter Small Business is $74 a month billed yearly against roughly $129 for Reach, and it includes the budget, budget vs actual and a cash forecast.
Cheaper is only useful if the tool does the job you are paying for. A firm that delivers a 20-page branded report to 40 clients a month will find Fathom or Reach better value than any planning tool. A business owner who wants to know if they can afford two hires in Q1 does not need 20 pages.
Which Reach Reporting alternative fits which buyer
You run monthly reporting for many small clients
Fathom is the straightforward pick. Its Portfolio plan covers up to 100 companies for less than half of Reach's single-connection price, the standard management report is good out of the box, and KPI benchmarking across clients is built in. Spotlight Reporting is the other common choice, especially in Xero-heavy practices, though US firms should note its public price list is in New Zealand dollars. If you also need to generate the monthly financial statements from a bookkeeping export before the pack goes out, that step can be automated separately so the reporting tool only handles presentation.
You sell budgets and cash forecasts, not only reports
This is where Budgeter fits. It connects read-only to each client's QuickBooks Online or Xero, drafts next year's budget by account and month from the actuals, and refreshes budget vs actual, the cash forecast and runway after every sync. Large variances come with a short note naming the accounts behind them, and the AI CFO answers what-if questions such as a new hire or a lost customer from that company's numbers. Advisors running several clients can put each one on its own plan billed to the client, or use Scale for up to five companies. The fractional CFO software page walks through that setup and compares it with Fathom and Reach in more detail.
Your finance team lives in Google Sheets
LiveFlow keeps reports and consolidations inside Sheets with live data from QuickBooks. It suits a controller who already owns a spreadsheet model and wants it to stop breaking. Pricing is not public, so expect a sales conversation.
You want driver-based models built by an advisor
Jirav works well when someone experienced builds the drivers: revenue by customer cohort, headcount by role, cost per hire. Firm plans start at $50 and $150 a month, while direct business pricing is quoted. Our Jirav alternatives post covers what small businesses pay for it and when it is more than they need.
Reach Reporting vs Budgeter for a single company
For one company with its books in QuickBooks Online or Xero, Reach costs about $1,548 a year on the yearly plan and Budgeter Small Business costs $888. The bigger difference is who does the work. In Reach, someone builds the report pages, the budget and the forecast drivers, then keeps them current. In Budgeter, the budget arrives as a draft from 12 to 24 months of actuals, the cash forecast is built from it, and each close updates budget vs actual with written notes. If you need spend limits by department, headcount planning and a board pack, Growth is $299 a month billed yearly. All plans and limits are on the pricing page, and checkout is self-serve with no demo call.
A company that already pays an outside accountant to run Reach and is happy with the pack does not need to switch. A company where the owner logs in once a quarter to a report nobody updates probably does.
What does Reach Reporting do well?
Reach does custom layouts very well. Branding, drag-and-drop report pages, interactive dashboards and a client portal with unlimited access make it easy to deliver something that looks like your firm built it. Multi-currency consolidation and AR, AP and inventory projections are included on every tier, which many competitors charge extra for. If presentation is what clients pay for, staying on Reach is a reasonable decision.
Where does Reach Reporting fall short for a growing business?
The gap is effort. The forecast and budget are built and maintained by whoever owns the account, which for a business without a finance hire usually means the owner or an outside accountant billing by the hour. When the bookkeeper closes the month, the report updates, but nobody gets a drafted budget for next year, a note on why marketing ran 18 percent over, or an answer on what a price increase does to cash. That work still happens in someone's head or in a spreadsheet.
For a company with 20 to 200 people, that is often the part worth paying for. The board reporting pack still matters, but it is the output of the budget and forecast, not a substitute for them.
How to switch from Reach Reporting
Switching is mostly about the source data, which stays where it is. Your books are still in QuickBooks Online or Xero, so a new tool reads the same actuals Reach did. A practical order:
- Export the reports and forecasts you still need for history as PDF or Excel before the Reach renewal date.
- Connect the new tool to the accounting file read-only and check the account mapping against last year's totals.
- Rebuild only the budget and forecast logic you actually used. In Budgeter, approve the drafted budget and adjust the lines you know better.
- Run one month in parallel, compare the numbers, then cancel.
Most single companies can do this in an afternoon. An advisory firm moving 25 clients should plan for a few weeks and move the clients who renew soonest first.
Before you renew, connect one company's books and see what the first hour produces. The runway calculator on the Budgeter homepage works without an account and shows the month cash runs out, which is usually the first number an owner asks about after the report.
Frequently asked questions
How much does Reach Reporting cost?
Reach Reporting costs $149 a month for one data connection, $290 a month for 10 and $550 a month for 25. Billed yearly that is $1,548, $2,436 and $4,620 a year. All plans include the same features and unlimited users.
What are the alternatives to Reach Reporting?
Fathom and Spotlight Reporting for monthly client reporting, Budgeter for budgets, budget vs actual and cash forecasts drafted from QuickBooks or Xero, LiveFlow for live reports inside Google Sheets, and Jirav for driver-based models built by an advisor.
Is Fathom cheaper than Reach Reporting?
For reporting across many clients, yes. Fathom Portfolio is $67 a month for up to 100 companies, while Reach starts at $149 for one connection. Fathom forecasting needs the Pro plan at $450 a month for 25 companies, which is close to Reach's 25-connection price.
Does Reach Reporting do budgeting and forecasting?
Yes. Every Reach plan includes three-way forecasting, multi-year planning and cash flow projections, but you build the budget and forecast logic yourself. Tools like Budgeter draft the budget from 12 to 24 months of actuals and reforecast after each sync.