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Description

Utilize office TV screens to share insights and updates through Slack or set up automated email notifications for your clients without needing prior experience or IT assistance. Octoboard is a completely self-service platform that gathers, visualizes, and refreshes data for more than 18,000 business clients, whether in the cloud or on-site. The adage "what gets measured gets done" rings true; by quantifying your business objectives, you can effectively communicate performance goals. In mere seconds, you can craft stunning, shareable dashboards and reports. Octoboard automatically aggregates information from all your cloud applications, ensuring data consistency while saving you valuable time on visualization, sharing, and reporting. You can efficiently manage your devices, including office TVs and monitors, directly through the Octoboard interface. Gain insights into your data and assert control over various metrics, from live website traffic and lead generation to customer retention and support tickets. Moreover, you can integrate Sales, Marketing, Support, and DevOps metrics alongside real-time events to create a comprehensive view of your business performance. This holistic approach empowers teams to make informed decisions based on real-time data.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
AWeber Yes 
ActiveCampaign Yes 
CallRail Yes 
Campaign Monitor Yes 
Constant Contact Yes 
HubSpot Marketing Hub Yes 
Instagram Yes 
LinkedIn Yes 
LiveChat Yes 
Mailchimp Yes 
Nekton.ai Yes 
Salesforce Yes 
SendGrid Yes 
Stackreaction Yes 
Stripe Yes 
SurveyMonkey Enterprise Yes 
X (Twitter) Yes 
Zendesk Yes 

Integrations

QuickBooks Online Yes 
AWeber No 
ActiveCampaign No 
CallRail No 
Campaign Monitor No 
Constant Contact No 
HubSpot Marketing Hub No 
Instagram No 
LinkedIn No 
LiveChat No 
Mailchimp No 
Nekton.ai No 
Salesforce No 
SendGrid No 
Stackreaction No 
Stripe No 
SurveyMonkey Enterprise No 
X (Twitter) No 
Zendesk No 

Pricing Details

€18 per month
Free Trial Yes 
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 No 
iPad App No 
Android App No 
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 No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Octoboard

Founded

2017

Country

Ireland

Website

www.octoboard.com

Vendor Details

Company Name

Reach Reporting

Founded

2015

Country

United States

Website

www.reachreporting.com

Product Features

Advertising Agency

Campaign Management Yes 
Collaboration Yes 
Document Management No 
File Sharing No 
Project Management No 
Task Management No 
Time Tracking No 

Data Visualization

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

Marketing Analytics

A/B Testing No 
Campaign Management No 
Channel Attribution No 
Customer Journey Mapping No 
Dashboard Yes 
Performance Metrics Yes 
Predictive Analytics No 
ROI Tracking Yes 
Social Media Metrics Yes 
Website Analytics Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop No 
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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Alternatives

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