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Description

Klipfolio PowerMetrics is the first & only analytics tool you need. It easily brings together all of the metrics you and your team need to make faster, more confident decisions. Bring all of your business metrics together in one place PowerMetrics eliminates manual reporting by automating every step of your analytics. - Connect and automate updates for all of your data, no coding or technical expertise required - Uncover, explore, and communicate insight with your entire team Use metrics, dashboards, and PDF reports and stay in-the-know and in control of your business and the KPIs and metrics that matter most. Get it now. FREE.

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

Screenshots View All

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
CallRail Yes 
Dropbox Yes 
Equinox Yes 
Facebook Yes 
Google Drive Yes 
Help Scout Yes 
Jira Yes 
Nango Yes 
Peaka Yes 
Quickwork Yes 
Recurly Yes 
Sendible Yes 
Shopify Yes 
Uptime.com Yes 
Wistia Yes 
WooCommerce Yes 
Xero Yes 
Zoho Directory Yes 

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
CallRail No 
Dropbox No 
Equinox No 
Facebook No 
Google Drive No 
Help Scout No 
Jira No 
Nango No 
Peaka No 
Quickwork No 
Recurly No 
Sendible No 
Shopify No 
Uptime.com No 
Wistia No 
WooCommerce No 
Xero No 
Zoho Directory No 

Pricing Details

$99.00 per month
All plans from Free to Pro come with Unlimited metrics, dashboards, and viewer users!

Free - 2 Editor Users, 2 Data Services, 2mo Date Range Window
Plus - 4 Editor Users, 4 Data Services, 1yr Date Range Window
Pro - 8 Editor Users, 8 Data Services, 3yr Date Range Window
Free Trial No 
Free Version Yes 

Pricing Details

$149 per month
Free 14-day trial
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
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 Yes 
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 No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Klipfolio

Founded

2001

Country

Canada

Website

www.klipfolio.com

Vendor Details

Company Name

Reach Reporting

Founded

2015

Country

United States

Website

www.reachreporting.com

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics No 
Profitability Analysis Yes 
Strategic Planning No 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Dashboard

Annotations Yes 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive Yes 
KPIs Yes 
OLAP No 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards Yes 
Themes Yes 
Visual Analytics Yes 
Widgets Yes 

Data Analysis

Data Discovery Yes 
Data Visualization Yes 
High Volume Processing No 
Predictive Analytics No 
Regression Analysis No 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Data Visualization

Analytics Yes 
Content Management No 
Dashboard Creation Yes 
Filtered Views Yes 
OLAP Yes 
Relational Display No 
Simulation Models No 
Visual Discovery Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down No 
Email Reports No 
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 

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