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Description

Streamlined Advanced Reporting with User-Friendly Dashboards Make informed choices and enhance efficiency in your advertising agency using Project.BI's state-of-the-art software! Initiating your journey into business intelligence has never been more straightforward. Connect effortlessly to your data by utilizing our intuitive connection wizard to gather data from various sources. Dive deep into your data analysis with our comprehensive industry-standard dashboards. Featuring a vibrant array of pre-designed analytics dashboards grounded in best practices, Project.BI ensures an engaging experience for every user. STAFF metrics are clearly displayed, making your essential asset easy to understand. CLIENTS & JOBS insights allow you to track client statistics and assess job performance effectively. The FINANCE & SUMMARY section offers executive metrics and financial dashboards for an overarching view of your business's health. Enjoy seamless access on any device thanks to our HTML5 framework, enabling you to view your dashboards conveniently on mobile phones, tablets, and laptops, ensuring that you stay informed wherever you are. With Project.BI, your data-driven decisions become simpler and more effective than ever before.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Deltek WorkBook
QuickBooks Online
QuickBooks Online Advanced

Integrations

Deltek WorkBook
QuickBooks Online
QuickBooks Online Advanced

Pricing Details

$11 per user, per month
Free Trial
Free Version

Pricing Details

$149 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Project.BI

Founded

2020

Country

Denmark

Website

project.bi

Vendor Details

Company Name

Reach Reporting

Founded

2015

Country

United States

Website

www.reachreporting.com

Product Features

Business Intelligence

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

Product Features

Business Intelligence

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

Dashboard

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

Data Visualization

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

Financial Reporting

"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

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

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