Comparison
Choose Reach Reporting if you need a low-cost financial reporting tool whose price you can eat inside your existing fee. Choose Pineapple Analyst if you want a premium deliverable clients will pay up for: custom dashboards built from a prompt, covering the whole business beyond the books, with an optional AI analyst clients can question.
| What you need | Reach Reporting | Pineapple Analyst |
|---|---|---|
| Dashboards I can build | Reports and dashboards configured in Reach's editor from templates. AI Analysis summarizes metrics you pick in a preset format. Prompt-built widgets are in beta: dashboards only, not saveable as templates. | Anything you can describe: scenarios, forecasts with manual inputs, new pages, and views that combine sources. Save it as a template and roll it out to every client. Answers draw on a custom knowledge base for your firm and each client. |
| My whole book in one view | Consolidations combine multiple companies into one report, with eliminations, configured in the report editor. | Every client in one place. Compare across the industries you serve, see averages, rank clients, or compare anything else you want. Prompt it, or have us build it. |
| What my clients see | Custom branding (logo, colors) on every plan. Full white label, with your logo, favicon and URL replacing Reach's, is a one-time $2,500 setup fee. Unlimited client portal access with folder-level permissions. | Your brand on every plan, no setup fee. Each client logs into their own dashboards, plus the AI analyst if you turn it on. Unlimited read-only client users. |
| Clients asking their own questions | Firms can switch on AI Analysis for clients on shared dashboards. The client picks metrics and gets a written summary. Monthly token limit per company. | Clients ask anything in plain English, follow up on the answer, and get responses drawn from every source connected. The firm turns the AI analyst on or off for each client. |
| Data I can connect | QuickBooks Online and Desktop, Xero, MYOB, Digits, Gusto, Google Sheets, Excel data sheets and CSV trial balances. Financial and payroll sources only. | QuickBooks Online, HubSpot, Google Sheets, Excel and CSV today. Any custom integration, financial or not, built on request and can be included in firm onboarding. The list keeps growing. |
| Forecasting and scenarios | Built-in 3-way forecasting, multi-year planning, AR, AP and inventory projections, and multi-currency consolidations. Scenario planning works inside Reach's model. | Any scenario you can describe, plus forecasts and budget vs actual built from a prompt, shaped to each client, with assumptions and manual inputs you add. |
| Time to get a client live | Reach advertises account setup in 1 minute. Custom reports and FP&A models take longer; reviewers describe front-loaded setup. | Under 5 minutes per client to connect data and publish a dashboard. |
| Onboarding, training and support | Self-serve. Knowledge center, video tutorials, public monthly webinars, live chat and phone. Group or individual training depending on plan. | Your choice of DIY, done-for-you builds or personalized training. An AI support agent for quick answers, plus direct access to the people who build the product. |
| Commitment and trial | 30-day free trial, no credit card. No contract unless stated, cancel anytime, no refunds for unused months or years. | Free trial, no credit card. Month to month. |
| How I'm billed | Per data connection, roughly one per client. $149/mo for 1, $290 for 10 (+$29 each), $550 for 25 (+$22 each). About $1,100/mo at 50 clients. Unlimited users. Annual billing saves up to 30%. | Per client company per month, tiered by book size. Unlimited firm users and read-only client users on every plan. About $43 per client at a 100-client book. |
Reach pricing is list price from its public pricing page. The 50-client figure is our math from the published rates ($550 + 25 × $22).
Lower cost. At 50 clients Reach lists at about $22 per client per month, less with annual billing. We cost roughly twice that. If reporting is something you absorb into an existing fee rather than sell, Reach keeps that cost down.
QuickBooks Desktop out of the box. Reach connects to QuickBooks Desktop natively. We don't, so Desktop-heavy books belong on Reach.
Ready-made FP&A modules. Reach ships 3-way forecasting, multi-year planning and multi-currency consolidations as fixed modules. If you want one standard structure for every client rather than a build shaped to each one, it's there out of the box.
When to pick Reach over us: your clients run QuickBooks Desktop, or you need reporting priced low enough to eat the cost inside your current fee. In either case, start the Reach trial. It's a solid tool for that job.
An AI that builds, not a preset summary. Reach's AI Analysis runs a standardized analysis on the metrics you pick and returns it in a short or long format. Its prompt-built widgets are still in beta and can't be saved as templates. Ours builds whatever you describe: a hiring scenario, a new dashboard page, a view that lines up QuickBooks revenue against HubSpot pipeline. With us the question is never "can it be built." It's "what's the right prompt." Build it once, save it as a template, and roll it out across your whole book.
Customization without the setup grind. Reach's reviewers say custom structures take a lot of front-loaded admin, and several admit they stayed at basic use. With us, customizing a client's view is a sentence, not a project, and every answer draws on a custom knowledge base of your KPI definitions and each client's goals.
Scenarios on your terms, not the tool's. Reach's scenario planning works inside its built-in 3-way model. Ours runs any scenario you can describe: a price increase, a new location, a lost customer, with the assumptions and manual inputs you type in.
Your whole book, compared any way you want. Put every client in one consolidated view. Compare across the industries you serve, see averages, rank clients by growth or margin, or compare anything else that matters to your firm. Prompt it yourself, or have us build it for you.
The whole business, not just the books. Reach stops at the ledger and payroll. We connect HubSpot today and build any custom integration a firm needs, CRM, marketing, operations or industry-specific, as part of onboarding.
A client experience worth paying for. One Reach firm CEO told reviewers clients were less satisfied with the portal than hoped. Ours is fully white labeled on every plan with no $2,500 fee, with unlimited read-only client users and an AI analyst you switch on per client. When you're stuck, an AI support agent answers right away and real people are a message away.
Reach's AI Analysis summarizes metrics you select in a short or long format, and its prompt-built widgets are in beta for dashboards only. Pineapple Analyst's AI builds scenarios, dashboards and multi-source views from a prompt, saves them as templates for every client, and answers with a custom knowledge base for each firm and client.
Reach's consolidations combine multiple companies into one report, configured in its editor. Pineapple Analyst gives your firm a consolidated view of every client that you shape with a prompt: compare industries, see averages, rank clients, or have us build it for you.
Partly. Every Reach plan includes custom branding with your logo and colors. Full white label, replacing Reach's logos, favicon and URL, is a one-time $2,500 setup fee. Pineapple Analyst includes white label on every plan with no fee.
Not as of October 28, 2026. Reach's published integrations are QuickBooks Online and Desktop, Xero, MYOB, Digits, Gusto and Google Sheets, plus Excel and CSV files. Pineapple Analyst connects HubSpot alongside QuickBooks Online and builds custom integrations for any other source.
Yes. At list price Reach is about $22 per client per month at 50 clients, and Pineapple Analyst is about $43 per client at a 100-client book. It's priced as a premium product: custom prompt-built dashboards across the whole business, a consolidated view of your book, an optional client-facing AI analyst, and white label and unlimited users included.
Bring one real client. We'll connect the data and build the dashboard with you, so you can judge it against Reach on your own numbers.
Sources, checked October 28, 2026: Reach pricing and FAQ · Reach white labeling · Reach AI Enhanced Reporting · Reach Claude AI widgets · Reach client portal · Reach reviews on Capterra. Reach Reporting is a trademark of its owner. Pricing and features change; check their site before you buy.