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About

Analyze and track critical business data with Chartio, a cloud-based business analytics solution for small to mid-sized businesses. Built for the entire organization - from founders and execs, to product and business teams. Chartio features cloud-based data exploration, beautiful charts, and interactive dashboards to help teams turn data into actionable insights. Chartio is ranked as the number one self-service business intelligence software for SMBs.

About

Tired of remapping your financial data? Reach allows financial professionals to sync their financial data directly from the source and create beautiful reports for their clients. Choose from pre-built reports, dashboards and metrics or customize your own. Access your key financial reports and dashboards from any device. Create universal reports and dashboards that work for all of your clients and stay automatically updated. Save yourself time and frustration with easily never having to remap your data for financial reports. Whether it's a view from 35,000 feet or viewed through a microscope, the data is live, and gorgeously displayed. Sharing specific data has never been easier. Built on a spreadsheet platform, Reach Reporting is created to make CPAs lives simpler.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Small and medium-sized companies

Audience

Businesses interested in advanced insights about their financials

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$400/month
Pricing starts at $400/month with plans to meet your scaling needs. Find out more at https://chartio.com/product/pricing/
Free Version Not Supported
Free Trial Supported

Pricing

$149 per month
Free 14-day trial
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • I love how easy the software is to use, I can easily pull in my bookkeeping data from QuickBooks. And build some great-looking reports in minutes. Not only that but I don't have to recreate the same report month after month and remap the data. I can use the live text they provided and all the reports I create will update for me.

Cons

  • Honestly, I don't have much bad to say. It's a really simple to use software the live text took some learning but once you understand how it works it is really simple to use.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Chartio
Founded: 2010
United States
chartio.com

Company Information

Reach Reporting
Founded: 2015
United States
www.reachreporting.com

Alternatives

Alternatives

Fathom

Fathom

Fathom Applications
Looker

Looker

Google

Categories

Dashboard Supported
Data Visualization Supported
Reporting Supported
Web Analytics Supported

Categories

Dashboard Supported
Data Visualization Supported
Reporting Supported

Business Intelligence Features

Ad Hoc Reports Supported
Benchmarking Supported
Budgeting & Forecasting Supported
Dashboard Supported
Data Analysis Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Supported
Profitability Analysis Supported
Strategic Planning Supported
Trend / Problem Indicators Supported
Visual Analytics Supported

Dashboard Features

Annotations Supported
Data Source Integrations Supported
Functions / Calculations Supported
Interactive Supported
KPIs Supported
OLAP Not Supported
Private Dashboards Supported
Public Dashboards Supported
Scorecards Not Supported
Themes Supported
Visual Analytics Supported
Widgets Not Supported

Data Visualization Features

Analytics Supported
Content Management Supported
Dashboard Creation Supported
Filtered Views Supported
OLAP Not Supported
Relational Display Supported
Simulation Models Not Supported
Visual Discovery Supported

Reporting Features

Customizable Dashboard Supported
Data Source Connectors Supported
Drag & Drop Supported
Drill Down Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Supported
OLAP Not Supported
Report Export Supported
Sales Reports Supported
Scheduled / Automated Reports Supported

Web Analytics Features

Campaign Management Supported
Conversion Tracking Supported
Form Analytics Not Supported
Goal Tracking Supported
Keyword Tracking Supported
Multiple Site Management Supported
Pageview Tracking Supported
Referral Source Tracking Supported
Site Search Tracking Supported
Time on Site Tracking Supported
User Interaction Tracking Supported

Business Intelligence Features

Ad Hoc Reports Not Supported
Benchmarking Supported
Budgeting & Forecasting Supported
Dashboard Supported
Data Analysis Not Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Not Supported
Profitability Analysis Supported
Strategic Planning Supported
Trend / Problem Indicators Not Supported
Visual Analytics Not Supported

Dashboard Features

Annotations Supported
Data Source Integrations Supported
Functions / Calculations Supported
Interactive Supported
KPIs Supported
OLAP Supported
Private Dashboards Supported
Public Dashboards Supported
Scorecards Not Supported
Themes Supported
Visual Analytics Supported
Widgets Supported

Data Visualization Features

Analytics Supported
Content Management Supported
Dashboard Creation Supported
Filtered Views Supported
OLAP Not Supported
Relational Display Supported
Simulation Models Not Supported
Visual Discovery Supported

Reporting Features

Customizable Dashboard Supported
Data Source Connectors Supported
Drag & Drop Supported
Drill Down Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Supported
OLAP Not Supported
Report Export Supported
Sales Reports Supported
Scheduled / Automated Reports Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Not Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported

Integrations

QuickBooks Online Supported
AWS IoT SiteWise Supported
AdRoll Supported
Dasera Supported
Datawarehouse.io Supported
Heroku Supported
HubSpot CRM Supported
HubSpot Marketing Hub Supported
Integrate.io Supported
Jira Service Management Supported
Mixpanel Supported
Obviously AI Supported
QuickBooks Online Advanced Not Supported
Recruitee Supported
Rippling Supported
Tenant Supported
Xplenty Supported
Zendesk Supported

Integrations

QuickBooks Online Supported
AWS IoT SiteWise Not Supported
AdRoll Not Supported
Dasera Not Supported
Datawarehouse.io Not Supported
Heroku Not Supported
HubSpot CRM Not Supported
HubSpot Marketing Hub Not Supported
Integrate.io Not Supported
Jira Service Management Not Supported
Mixpanel Not Supported
Obviously AI Not Supported
QuickBooks Online Advanced Supported
Recruitee Not Supported
Rippling Not Supported
Tenant Not Supported
Xplenty Not Supported
Zendesk Not Supported
Claim Chartio and update features and information
Claim Chartio and update features and information
Claim Reach Reporting and update features and information
Claim Reach Reporting and update features and information