Reporting, Forecasting, and Consolidation

All In One Place

Spotlight Reporting is an all-in-one platform for financial reporting, forecasting, and KPI tracking. Perfect for presenting to the business, the bank, or the board.

Engaging Reports

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Engaging Reports

SEE ALL FEATURESdownload sample reports

Powerful Forecasts

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Benchmarking for Networks & Verticals

For larger groups, you can consolidate and rank the performance of up to 500 entities with Spotlight Multi. Track performance across entities in a single, concise report.

A Visual Snapshot

Spotlight Dashboard delivers a high-level overview of your financial position in one insightful page. Focus on the metrics that
matter to you.

Our Dedicated Team Will Help You
Transform Your Practice

Whether you're new to advisory or an advisory veteran, we have the insights you need to take your services to the next level.

> See our customer experience journey

Who's using Spotlight?

From Enterprise firms to Not-for-Profits, our customers use our reporting and forecasting tools to create better business outcomes.

“The future is a real concern for some clients, who want to know if they’re going to have enough money to make it through. So for us, having a robust forecasting tool to provide some insight is a big value add.”
“Once we were trained and certified, Spotlight Reporting opened up a whole new world for us. The more clients we work with, the more we feel we can’t go back to the dark days of Excel. And our clients are starting to think like that as well.”
“Within the first two or three pages, everyone knows whether it's been a good month or a bad month, and that allows them to ask some really informed questions. We’re looking forward to the continual developments that Spotlight Reporting brings to market.”
“Spotlight Multi really highlights which stores are above or below critical levels. We can respond scientifically in terms of what's occurring in our business in a much more timely way. And that saves us a substantial amount of money.”

The Preferred Choice of the Big 4 and Other Enterprise Accounting Firms

Seamlessly Integrates with Leading Financial and Analytical Systems
Upload data from your preferred bookkeeping software and create your first report in just a few clicks. Import data from:

Xero, Quickbooks, MYOB, Sage 50, Google Analytics, Excel

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Spotlight Reporting offers reliable and flexible reporting and forecasting options, backed by a responsive Customer Success team. See for yourself with a free 14-day trial.