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About

HeronAI is the most user-friendly analytics platform designed to transform hours of manual analysis into clear, actionable insights and automated dashboards in just minutes. By connecting seamlessly to QuickBooks or Excel spreadsheets, it ingests and normalizes financial and operational data, powers customizable, always-up-to-date reports, and delivers instant clarity on key metrics, no data expertise required. With forthcoming support for over 150 data sources and expert assistance for Excel users, HeronAI eliminates the need for manual dashboard building, letting any team member explore data, ask questions, and visualize results on demand. Its automated data pipelines and intuitive interface ensure that decision-makers have real-time visibility into finance, sales, and operational performance, enabling confident, growth-driving actions in under ten minutes.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Business leaders and finance teams interested in a solution providing automated analytics, dashboards, and spreadsheet data to drive faster, data-driven decisions

Audience

Businesses interested in advanced insights about their financials

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$149 per month
Free 14-day trial
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

HeronAI
United States
www.heronai.com

Company Information

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

Alternatives

Alternatives

Fathom

Fathom

Fathom Applications
Juicebox

Juicebox

Juice Analytics

Categories

Categories

Dashboard Features

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Data Visualization Features

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Business Intelligence Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Integrations

QuickBooks Online
Microsoft Excel
QuickBooks Online Advanced

Integrations

QuickBooks Online
Microsoft Excel
QuickBooks Online Advanced
Claim HeronAI and update features and information
Claim HeronAI and update features and information
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Claim Reach Reporting and update features and information