Case Study: Summit Technology improves financial reporting and saves time with Reach Reporting

Summit Technology - Customer Case Study

Summit Technology, a business helping small companies improve customer experiences through technology, was frustrated by slow, outdated financial reporting and the difficulty of explaining reporting needs to accountants who didn’t understand the business well. President and COO Dave Carlson needed timely, easy-to-understand reports and dashboards instead of relying on the P&L or waiting weeks for monthly and quarterly data.

Using Reach Reporting, Summit Technology built customized metrics, dashboards, and templated reports they could manage themselves without an accountant. Reach Reporting helped shorten the financial close and reporting cycle from about a month to 5 days, cut expenses by 40%, increase revenue by 45%, and save significant time by automating reports that once took 8-15 hours and now take only minutes.

Summit Technology

Dave Carlson

President and COO