Reckon Insights
Financial reporting software that turns your data into actionable intelligence. Perfect for all sized businesses.
Financial reporting and analytics software
Access your business and financial information in one place for a complete picture of your business using our advanced reporting options.
Leading technology
Cutting edge data warehousing technology delivers custom visualisations & insights.
Easy, self-serve platform
Use out-of-the-box templates or start from scratch and build your own content to fit requirements.
Automatic data collection
Automate the collection of data for financial reporting, ready for you to model & present.
Collaborative & scalable
Invite others to view content and schedule visualisations for meetings or calls.
Track and monitor your business performance
Reckon Insights is a business management solution that provides the platform to collate and model data for a complete picture of your business. Integrate with Reckon One & Reckon Accounts Hosted for enterprise resource planning and rich financial reporting across profitability, cash flow management, accounts receivables, customers and many more reporting tools and key performance indicators. Reckon financial reporting software suits all businesses, particularly those with multiple entities.
Visualise your data for greater insight
Reckon financial reporting software makes analysing your data fast, easy and useful. Select from hundreds of out-of-the-box visualisations or build your own table of contents to fit requirements. Present the data in a meaningful way that encourages data-driven decision-making across your entire business.
Share, collaborate & add value to your own business or clients
Connect people to the untapped data in your business by inviting them to securely share and manage data and visualisations for specific situations using the best financial reporting software. Schedule delivery of reports to key stakeholders and set up data subscriptions & KPI templates that are perfect for regular meetings or calls.
Affordable, scalable & secure data insights
Utilising leading data-warehousing technology and single sign on access, Reckon financial reporting software ensures your data is safe and only accessible by the right organisations and people. With licences, starting from $39/month for creator and $10/month for viewer, it’s powerful technology you can leverage at a price point any business can afford!
Multiple Entity Reporting with our financial reporting software
Easily review and reconcile the inter-entity transactions and then produce consolidated or multi entity report from multiple sources. Reckon Insights allows you to streamline your reporting processes and analyse your financial, workflow, project, inventory, and sales data all in one place!
Intelligent pricing for smart business insights
CREATOR
Get started with creator to build
reports for your business
$39per user Monthly
Financial and KPI reporting templates
Consolidated Reporting
Financial Reporting
Dashboard Visualisation
KPI’s & Ratios
Accounts Payable & Receivable reports
Bank feeds reporting
Payroll reporting
Dashboard creation
Custom Reporting & Folder creation
Report scheduling and delivery, including email
VIEWER
Add viewer to enable the sharing
of reports to key stakeholders
$10*per user monthly
Financial and KPI reporting templates
Consolidated Reporting
Financial Reporting
Dashboard Visualisation
KPI’s & Ratios
Accounts Payable & Receivable reports
Bank feeds reporting
Payroll reporting
Dashboard creation
Custom Reporting & Folder creation
Report scheduling and delivery, including email
*Must have creator licence to add viewer licences.
Reckon Insights Financial Reporting Software FAQs
What makes Reckon Insights different from other financial reporting tools?
Reckon Insights combines powerful financial reporting software with modern reporting capabilities that are simple enough for a small business but scalable for larger enterprises. Unlike many other financial reporting tools, it integrates seamlessly with accounting software such as Reckon One and Reckon Accounts Hosted, giving you a single platform for financial planning, data consolidation, and real-time insights.
Can Reckon Insights integrate with Google Sheets or other BI tools?
Yes. Reckon Insights connects with multiple data sources including Google Sheets, and works alongside popular BI tools to support more advanced data analysis. Your finance team can bring together data from your general ledger, income statements, and balance sheets to create custom reports that fit your unique reporting requirements.
Does Reckon Insights help with budgeting and forecasting?
Absolutely. Reckon Insights has built-in support for budgeting and forecasting, giving you more control over your financial planning. Businesses can model financial data, track budgets against actual cash flows, and generate reports like income statements and cash flow statements. This makes it easier for both small businesses and large organisations to plan ahead with confidence.
Is Reckon Insights secure for sensitive financial data?
Reckon Insights is ideal for small businesses, medium-sized firms, and large businesses that need reliable financial reporting software. It’s designed for accountants, finance teams, and business owners who want better control over expense management, travel expenses, employee benefits, and payment management. Whether you’re consolidating data across multiple entities or simply creating custom reports, Reckon Insights makes the process efficient and user-friendly.
Who can benefit from using Reckon Insights?
From small businesses to large businesses, Reckon Insights is designed for anyone who needs to streamline their reporting. Finance teams, accountants, and business owners use it to manage travel expenses, credit cards, accounts payable, and more, all while simplifying compliance and improving decision-making.
What level of customer service does Reckon provide?
Our dedicated customer service and customer support teams are here to help you at every stage. Whether you’re setting up your financial reporting tool, learning to create your first balance sheet, or integrating with external accounting software, our experts are available to guide you. This ensures your finance team and wider organisation can take full advantage of Reckon Insights’ reporting features without a steep learning curve.
Financial reporting software & analytics
Free 14 day trial. Try it now!
