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Average Ratings 0 Ratings

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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.

Description

T-NEX Dynamic AI Reporting serves as a sophisticated business intelligence and reporting tool tailored for banks, insurers, and similar regulated entities. By enabling users to articulate analyses in natural language, the application autonomously constructs reporting logic that interacts with designated data sources, ultimately showcasing results in visually appealing dashboards featuring charts, tables, or key metrics. Additionally, users have the flexibility to enhance their dashboards through subsequent inquiries or an editing interface, allowing them to modify chart titles, data sources, dimensions, and visual presentation options, along with organizing reports into specific folders for better management. The system also incorporates role-based permissions to delineate between viewing and editing capabilities, while facilitating the sharing or exporting of dashboards and individual visualizations in formats such as images or PDFs. Common analytical tasks encompass exploring budget variances, analyzing cost distributions, and assessing investments allocated across various organizational units. Each use case is tailored with specific data connections and model permissions, ensuring that users can access the right information as needed. It is crucial that generated reports are validated against the original source data prior to being utilized for decision-making processes, underscoring the importance of accuracy in reporting. Furthermore, users can customize their experience and streamline their workflows, further enhancing the overall efficiency of the reporting process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 

Integrations

Microsoft Excel Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 

Pricing Details

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

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

Web-Based No 
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) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Reach Reporting

Founded

2015

Country

United States

Website

www.reachreporting.com

Vendor Details

Company Name

T-NEX

Founded

2024

Country

Germany

Website

t-nex.de/en/institutions/products/ai-reporting/

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 

Product Features

Business Intelligence

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

Reporting

Customizable Dashboard No 
Data Source Connectors No 
Drag & Drop No 
Drill Down No 
Email Reports No 
Financial Reports No 
Forecasting No 
Marketing Reports No 
OLAP No 
Report Export No 
Sales Reports No 
Scheduled / Automated Reports No 

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