Reach Reporting, from a Utah team that has been building it since 2015, is a reporting and planning tool for accounting firms and CAS teams: spreadsheet-style reports with Excel-like formulas, dashboards, three-way budgeting and forecasting, multi-entity consolidation, a client portal, and AI-written analysis. It reads QuickBooks Online once a day and never writes back. Fynease runs the close in the ledger first, then reports from the reconciled result.
Reach Reporting is explicit that its connections are read-only and that it does no reconciliation of any kind. Consolidation eliminations are whole accounts you mark by hand, and the currency translation reserve is still a manual adjustment. If the entity books have prepaids that have not been amortized or intercompany balances that do not agree, Reach will present them beautifully and accurately. Fynease runs the schedules, reconciles and signs off every Balance Sheet account, reconciles intercompany before eliminating, and posts approved entity-level entries back to QuickBooks Online before any report is built.
Read-only connections to QuickBooks Online and Desktop, Xero, MYOB, Digits, Gusto, Excel, and Google Sheets, synced every 24 hours. Spreadsheet-style reports with Excel-like formulas and live text, dashboards published by link or embed, three-way budgeting and forecasting with drivers, multi-entity consolidation with account matching, manual whole-account eliminations, average and closing-rate FX, AR and AP aging statements, a client portal with unlimited clients, optional white-label, and AI analysis using a third-party model.
Detects prepaids, deferrals, fixed assets, loans, and leases from the general ledger, runs six schedule engines plus rule-based cost allocations, manages intercompany transactions and reconciles balances before eliminating, consolidates QuickBooks Online and CSV-imported entities with IAS 21 translation and CTA posted automatically, and signs off every Balance Sheet account with lead sheets. Approved entity-level entries post back to QuickBooks Online. The deterministic briefing, forecasts, 13-week cash, and board pack follow from the same data.
Reach Reporting capabilities and prices are taken from Reach Reporting’s published website and help documentation as of September 2026. “Not described” means we could not find the capability documented; it is not a claim that it cannot be done.
| Feature | Fynease | Reach Reporting |
|---|---|---|
| Prepaid, deferred revenue, and depreciation schedules Runs the schedule and posts the journal entry | Yes | No |
| Loan and lease schedules Loan amortization, IFRS 16 / ASC 842 lease schedules, posted to the ledger | Yes | No |
| Cost allocations between accounts, classes, or entities | Yes: rule-based, by headcount, revenue, or any driver | No |
| Intercompany transaction management Chargebacks, recurring intercompany templates, correcting entries posted to each entity | Yes | No |
| Intercompany reconciliation and elimination | Yes: reconciles across entities, then eliminates | Manual elimination Whole accounts marked by hand; partial amounts cannot be eliminated; eliminations do not yet flow to the cash flow statement |
| Multi-entity consolidation | Yes: QuickBooks Online + CSV/Excel entities | Yes No stated entity limit; account matching for same-name accounts |
| Foreign currency translation | Yes: IAS 21, CTA posted to OCI | Average and closing rates Rates from Open Exchange Rates; the translation reserve adjustment is currently manual |
| Balance Sheet reconciliation and sign-off | Yes: every account, three-stage sign-off, timestamped | No Reach states it does no reconciliation of any form |
| Adjusting entry write-back to QuickBooks Online | Yes: one click after approval | No Read-only by design |
| Audit-ready lead sheets | Yes | No |
| Ledger connections | QuickBooks Online natively; any other system via trial balance or GL import (CSV/Excel) | QuickBooks Online and Desktop, Xero, MYOB, Digits, Gusto, Excel, Google Sheets, CSV trial balance |
| QuickBooks Online data | Transaction-level, OAuth, read and write | Read-only Synced every 24 hours, eight manual syncs per day; classes and locations, but no customer, job, or project filtering |
| Report building | Briefing, board pack composer, Excel and PDF export | Yes: strong Spreadsheet-style reports with Excel-like formulas, live text, conditional formatting, template library |
| Variance analysis and KPIs | Yes: bridges that reconcile by construction | Yes Actuals vs budget and forecast, metric targets, AI actuals-vs-budget reports |
| Price-volume-mix analysis | Yes: price, volume, and mix at item, customer, and segment level | Not described |
| Quality of revenue scoring | Yes: recurring vs one-time classification, concentration, churn indicators, predictability score | Not described |
| Receivables and payables analysis | Yes AR quality analysis and scoring with aging overlay; AR and AP tied to aging sub-ledgers in the close; AR and AP movement in the cash bridge | AR and AP aging statements Fixed format, single entity only; not available in consolidations |
| Customer and product profitability | Yes Contribution margin by customer, product, segment, or business unit every close; revenue and gross margin attribution by customer | By class, department, or location Customer and product margin not described |
| Forecasting | Yes: 12 to 24 month scenarios | Yes: strong Three-way budgeting and forecasting, drivers, turnover projections, budgets by class |
| 13-week cash flow forecast | Yes Weekly grain, AR aging overlay with collection timing, scheduled loan and lease payments, forecast low point shown with its date | Monthly cash flow forecast A weekly 13-week view is not described |
| Management commentary | Deterministic briefing Every sentence derived from the ledger; no language model | AI Enhanced Reporting Short and long analysis via a third-party model; Claude-based dashboard widgets in beta |
| Board and management report packs | Yes: briefing plus board pack composer | Yes Board report templates, PDF export; scheduled email delivery not described |
| Client access | Client portal on every plan | Client portal Unlimited clients, role-based folders, comments; white-label at an additional fee |
| Quality of earnings and valuation | Add-on: $249/client/month | No |
| Ownership | Independent, Canada | Independent, Utah (Hatch DPX, LLC; founded 2015) |
| Pricing (published) | From $199/month early bird (standard $249); 1 client, 3 entities, every feature; 14-day free trial | Per data connection, unlimited users: 1 connection $149/month, 10 connections $290/month, 25 connections $550/month; additional connections $22 to $149; 30-day free trial |
If your books need transformation before they can be reported on, Fynease is the right starting point. The reporting follows from the close, not the other way around.
Start free trialReach Reporting is a reporting and planning tool for accounting firms: spreadsheet-style reports, dashboards, three-way forecasting, consolidation, a client portal, and AI analysis, built on read-only connections to QuickBooks Online and other ledgers. It does not change the books and, by its own description, does no reconciliation. Fynease is a close platform: it runs accrual, depreciation, loan, and lease schedules, manages and reconciles intercompany, signs off every Balance Sheet account, consolidates with IAS 21 translation, writes approved entity-level entries back to QuickBooks Online, and produces a deterministic briefing from the result.
Yes. Reach consolidates any number of entities with account matching, marks whole accounts for elimination, and translates at monthly average and end-of-month rates. Its documentation notes that partial amounts cannot be eliminated, eliminations do not yet flow to the cash flow statement, and the currency translation reserve is adjusted manually. Fynease reconciles intercompany balances before eliminating, eliminates at transaction level, and posts the translation adjustment to OCI automatically.
No. Reach states that it uses read-only connections and never alters accounting data, and that it does not push data or perform reconciliation. Budgets can be imported from QuickBooks Online but not written back. Fynease posts approved entity-level adjusting entries back to QuickBooks Online after review and three-stage sign-off, so the ledger itself reflects the close.
Reach Reporting prices per data connection with unlimited users: $149 per month for one connection, $290 for ten, and $550 for twenty-five, with additional connections from $22 to $149 depending on plan and a 30-day free trial. Fynease prices by client and entity capacity, from $199 per month early bird for one client and three entities, with every feature included and a 14-day free trial. Prices are as published in September 2026 and can change.