Average Ratings 0 Ratings
Average Ratings 1 Rating
Description
CxReports is an innovative software tool specifically crafted for the seamless automation of PDF document creation, including invoices, financial statements, and sales reports.
Its user-friendly design, combined with a straightforward WYSIWYG editor, makes it easy to craft professional reports that align perfectly with your brand identity, turning the creation process into a pleasurable task.
Additionally, CxReports facilitates the automated distribution of reports via email on a predetermined schedule while incorporating strong security measures to safeguard your data.
By using CxReports, you can enhance your reporting workflows, minimize manual tasks, and guarantee both precision and professionalism in your document generation efforts.
This solution not only optimizes efficiency but also empowers users to focus on more strategic aspects of their business.
Description
Are you tired of remapping financial data? Reach allows financial professionals to sync financial data directly from the source, creating beautiful reports for clients. You can choose from pre-built reports, dashboards, and metrics, or create your own. Access your financial reports and dashboards on any device. You can create universal reports and dashboards that will work for all your clients. They will also be automatically updated. You can save time and frustration by not having to remap data for financial reports. The data can be viewed live from 35,000 feet, or through a microscope. It's never been easier to share specific data. Reach Reporting was built on a spreadsheet platform and is designed to make the lives of CPAs easier.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
QuickBooks Online
No
QuickBooks Online Advanced
No
Pricing Details
$0
Free Trial
Yes
Free Version
Yes
Pricing Details
$149 per month
Free 14-day trial
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Codaxy
Founded
2010
Country
Bosnia and Herzegovina
Website
codaxy.com
Vendor Details
Company Name
Reach Reporting
Founded
2015
Country
United States
Website
www.reachreporting.com
Product Features
Reporting
Customizable Dashboard
No
Data Source Connectors
Yes
Drag & Drop
Yes
Drill Down
No
Email Reports
Yes
Financial Reports
Yes
Forecasting
No
Marketing Reports
Yes
OLAP
No
Report Export
Yes
Sales Reports
Yes
Scheduled / Automated Reports
Yes
Product Features
Business Intelligence
Ad Hoc Reports
No
Benchmarking
Yes
Budgeting & Forecasting
Yes
Dashboard
Yes
Data Analysis
No
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
Yes
Predictive Analytics
No
Profitability Analysis
Yes
Strategic Planning
Yes
Trend / Problem Indicators
No
Visual Analytics
No
Dashboard
Annotations
Yes
Data Source Integrations
Yes
Functions / Calculations
Yes
Interactive
Yes
KPIs
Yes
OLAP
Yes
Private Dashboards
Yes
Public Dashboards
Yes
Scorecards
No
Themes
Yes
Visual Analytics
Yes
Widgets
Yes
Data Visualization
Analytics
Yes
Content Management
Yes
Dashboard Creation
Yes
Filtered Views
Yes
OLAP
No
Relational Display
Yes
Simulation Models
No
Visual Discovery
Yes
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
No
Balance Sheet
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Reporting
Customizable Dashboard
Yes
Data Source Connectors
Yes
Drag & Drop
Yes
Drill Down
Yes
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
Yes
OLAP
No
Report Export
Yes
Sales Reports
Yes
Scheduled / Automated Reports
Yes