ZoneReporting

ZoneReporting

Zone & Company
+
+

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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.

About

Connect your data from NetSuite, Salesforce, and other pre-built data sources. Zone's advanced ETL processes bring all your data together with pre-built data models into a robust data warehouse solution. Analyze your data with Power BI’s advanced reporting and over 50+ pre-built Power BI reports and dashboards. Start with over 50 pre-built reports and dashboards designed by former CFO’s and COO’s. No matter what industry, department, or business challenge, we can help you deliver value on day 1 with ZoneReporting. Demand forecast, inventory stock and turns, product-level profitability, available to promise/sell, and more. SaaS metrics, churn prediction, sales, and support management, pre-built integration with Salesforce, and more. Utilization forecasting, Gantt charts, project and customer profitability, and more. Financial reporting, expense analysis, budget vs. actual, cash flow actionable insights, and more.

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

Businesses interested in advanced insights about their financials

Audience

Enterprises interested in a solution to visualize all their ERP data in Power BI

Support

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

Support

Phone Support Not 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

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

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

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

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

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 Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

Zone & Company
United States
www.zoneandco.com/zonereporting

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Alternatives

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Categories

Dashboard Supported
Data Visualization Supported
Reporting Supported

Categories

Dashboard Supported
Reporting 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

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

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

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

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

Google AdMob Not Supported
Google Analytics Not Supported
Microsoft Excel Not Supported
Microsoft Power BI Not Supported
NetSuite Not Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Salesforce Not Supported
ZoneApprovals Not Supported
ZoneBilling Not Supported
ZoneCapture Not Supported
ZonePayments Not Supported
ZoneReconcile Not Supported

Integrations

Google AdMob Supported
Google Analytics Supported
Microsoft Excel Supported
Microsoft Power BI Supported
NetSuite Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Salesforce Supported
ZoneApprovals Supported
ZoneBilling Supported
ZoneCapture Supported
ZonePayments Supported
ZoneReconcile Supported
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Claim Reach Reporting and update features and information
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