Introducing

SPOTLIGHT REPORTING AND XERO

Insight and analysis for business success

Spotlight Reporting is a great tool for trusted advisors to share their experience and expertise. Import your data from Xero and create reports on behalf of your clients and help them to grow their businesses and achieve success.

We put the power of business intelligence at your fingertips. Create useful, attractive reports quickly and efficiently for clients – and your own practice.

 

Connect Spotlight Reporting & Xero for essential performance reporting

  • Automated data capture from Xero
  • Easy to use and customisable
  • Bespoke chart gallery for great visuals
  • Financial and non-financial KPI reporting
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Spotlight Reporting creates useful, attractive performance reports quickly and efficiently. Ideal for organisations that need deeper insight and analysis

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Spotlight Dashboard is the one page reporting dashboard that focuses on what really matters. With drag-and-drop functionality, Dashboard is super-fast and easy to use.

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Spotlight Forecasting creates cashflow forecasts and scenario budgets using a combination of data and visuals. Look forward, strategise and plan for the future with Spotlight Forecasting.

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Multi is an online tool designed specifically for multi-entity organisations. Better, faster and more useful reporting should also encourage improved decision making and governance.

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What is Xero?

Xero is easy to use online accounting software that's designed specifically for small businesses.

It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile. Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time. Invite your team and work together on financials. You can collaborate over your up-to-date numbers. Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free

"Spotlight Report is a powerful tool for decision-makers and a wonderful opportunity for professional advisers to earn high-margin, recurring revenue."

Matt Richards - Kelly Partners

How to connect Xero & Spotlight Reporting

Log into Spotlight and add an organisation. Click the 'Connect to Xero' button and follow the step by step process.