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· 8 min read · AIStatements editorial

Reach Reporting Pricing: Every Plan, the Annual Discount and the Real Cost Per Client for Accounting Firms

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Reach Reporting pricing is published and billed by the number of data connections, not by user. Read from reachreporting.com/pricing on 18 September 2026: $149 a month for one connection, $290 a month for ten and $550 a month for twenty-five, with extra connections at $149, $29 and $22 respectively. Paid annually the same three plans cost $1,548, $2,436 and $4,620 a year. Every plan includes unlimited users, and there is a 30-day trial with no card required.

That makes Reach cheap per client at ten or more connections and expensive for a single company. Below is the full plan table, what the annual discount really works out to, the cost per client at six realistic roster sizes, why some directories still list a fourth plan, and how to tell whether you are buying the right kind of tool in the first place.

Reach Reporting pricing plans, as published

Reach sells three plans. They differ only in how many connections are included and what each extra connection costs. The feature list is the same on all three.

Reach Reporting plans (reachreporting.com/pricing, read 18 September 2026, US dollars)
PlanMonthlyAnnual totalAnnual, per monthEach extra connection
1 connection$149$1,548$129$149
10 connections$290$2,436$203$29
25 connections$550$4,620$385$22

The pricing page states that monthly plans carry no contract, that there are no refunds for unused billing cycles, and that the trial runs 30 days without a card. The extra-connection prices above are the ones shown against the monthly plans; if you are buying annually and expect to add clients mid-year, ask how add-on connections are billed on an annual term before you sign.

What counts as a connection

A connection is a data source Reach pulls from, which in practice means each accounting file: one QuickBooks Online company, one QuickBooks Desktop file or one Xero organization. Reach connects to all three. A client with three related LLCs that you want to consolidate is three connections, not one. If you also connect a client's payroll or another non-ledger source, confirm with Reach whether that is billed as a separate connection, because it changes which plan you land on.

This is the number to count before you look at any price. Firms routinely size the plan on client count and then find that their multi-entity clients push them over the threshold.

How much does Reach Reporting cost per client?

Because the add-on price falls sharply on the bigger plans, the cheapest configuration is not always the obvious one. At five clients, the one-connection plan plus four add-ons would be $745 a month, so the ten-connection plan at $290 is the right buy even though you leave half of it unused. At fifteen clients, the ten-connection plan plus five add-ons at $29 comes to $435, which beats jumping to the $550 plan. The table works each size out on monthly billing and puts the AIStatements plans next to it for the same number of companies.

Cheapest monthly Reach Reporting configuration by roster size, against AIStatements (18 September 2026)
CompaniesCheapest Reach setupReach per monthReach per clientAIStatements per month
11-connection plan$149$149$49 (Starter)
510-connection plan$290$58$119 (Growth)
1010-connection plan$290$29$349 (Firm)
1510 connections plus 5 at $29$435$29$349 (Firm)
2525-connection plan$550$22$349 (Firm)
4025 connections plus 15 at $22$880$22Enterprise, quoted

Read the table honestly. At ten companies Reach is the cheaper of the two, $290 against $349. At one company, fifteen and twenty-five, AIStatements costs less. Above twenty-five companies AIStatements is sold by conversation, so Reach is the only one of the two with a published number. On yearly billing the AIStatements figures drop to $39, $99 and $289, and the Reach plans drop to the annual column in the first table.

Price per client is only half the arithmetic. The other half is the fee you bill for the engagement it supports. If a client pays you $250 a month for a monthly reporting package, $22 to $29 of software is a small line either way. What moves margin is the time your staff spend building, checking and writing up each pack, which is where the two products differ far more than they do on price.

Is annual billing worth it?

Reach advertises annual savings of up to 30 percent, and the "up to" matters. On the one-connection plan the annual price saves $240 a year, about 13 percent. On the ten and twenty-five connection plans the saving is $1,044 and $1,980 a year, which is the full 30 percent.

So annual billing is an easy decision for a firm with a stable roster of ten or more clients, and a weaker one for a single business, where the saving is smaller and there are no refunds if you stop using it partway through the year. Run the 30-day trial on two or three real clients, including your messiest file, before you commit to a year.

What every Reach Reporting plan includes

All three plans carry the same feature set: unlimited users, unlimited deliverables, pre-built templates, custom branding, live dashboards, multi-currency consolidation, three-way forecasting with multi-year planning and cash flow projections, AR, AP and inventory projections, a client portal with unlimited logins, and a Google Sheets integration. None of it is gated behind a higher plan, which is unusual in this category and makes Reach easy to budget for once you know your connection count.

The Google Sheets integration is where firms tend to bring in numbers the ledger does not hold, such as headcount, units sold or bookings. If those figures live in a CRM, a billing system or an internal database, a data integration platform that connects your apps and databases can keep that sheet filled automatically, so nobody pastes the numbers in by hand before each client meeting.

Why the Reach Reporting prices you find online differ

Several software directories summarize Reach as having four plans running from $149 to $950 a month. The vendor pricing page on 18 September 2026 shows three plans, topping out at $550 for twenty-five connections, with larger rosters built from $22 add-ons. A firm with forty connections on today's published terms would pay $880 a month on monthly billing, not $950. Treat the directory figure as a leftover from an older price sheet and quote the vendor page.

The other common error is mixing up the annual total with a monthly price. $1,548 is a year, not a month. And some roundups quote the per-connection add-on price as if it were the entry price, which makes Reach look far cheaper for a single company than it is. We re-check these figures against the vendor page on a regular cycle, and the same discipline is behind the price table on our financial reporting software comparison.

When Reach Reporting is worth the money, and when it is not

Reach is a strong buy when the engagement is advisory. If you meet clients monthly to walk through dashboards, run a budget against actuals, build a three-way forecast and log into a client portal together, the per-client cost at ten or more connections is low and the feature set is complete on every plan.

It is more than the job needs when the deliverable is the statements themselves: a formatted profit and loss, balance sheet and statement of cash flows that tie, with a paragraph on what changed, reviewed and sent under your firm's name. Building that in a dashboard tool means designing the layout, checking the tie-outs yourself and writing the commentary by hand. That is the case for a Reach Reporting alternative that generates the pack directly. AIStatements takes a QuickBooks, Xero, CSV or trial balance export and returns the three statements, tied out, with the variance analysis written, in about a minute, and the Firm plan adds preparer and reviewer sign-off and white-label packs for up to 25 companies. The upload tool at the top of this page will run one of your own files.

If you are weighing Reach against consolidation tools rather than against a statement generator, the per-company pricing of Joiin and its alternatives is the comparison to make, and the Fathom tier structure is laid out in Fathom for QuickBooks pricing. For a single business that only needs its own statements, the options under $100 a month are compared in financial reporting software under $100.

Reach Reporting pricing questions

How much does Reach Reporting cost?

Reach Reporting costs $149 a month for one data connection, $290 a month for ten and $550 a month for twenty-five, with extra connections at $149, $29 or $22 depending on the plan. Annual billing costs $1,548, $2,436 or $4,620 a year. All plans include unlimited users. Figures read from the vendor pricing page on 18 September 2026.

Does Reach Reporting have a free trial?

Yes. Reach offers a 30-day free trial with no credit card required, and the pricing page says setup takes about a minute. Use the trial on real client files, including one with several entities or a messy chart of accounts, so you see how many connections you actually need before choosing a plan.

Does Reach Reporting charge per user?

No. Every Reach Reporting plan includes unlimited users, unlimited deliverables and unlimited client portal access. The price depends only on the number of data connections, which usually means the number of accounting files you connect. A firm adding staff pays nothing extra; a firm adding clients or entities does.

Is there a contract with Reach Reporting?

Monthly plans have no contract and can be cancelled, according to the vendor pricing page. There are no refunds for unused billing cycles, which matters most on annual plans. Annual billing saves about 13 percent on one connection and 30 percent on the ten and twenty-five connection plans.

Does Reach Reporting work with QuickBooks Desktop?

Yes. Reach publishes integrations for QuickBooks Online, QuickBooks Desktop and Xero, and each connected company file counts as a connection for billing. If you only need finished statements from a Desktop file rather than dashboards, exporting the general ledger and uploading it to a statement generator avoids paying for a connection at all.

AIStatements turns a bookkeeping export into a board-ready statement pack with the analysis written. Try the financial statement generator with a sample company, no account needed.

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