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.
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.
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.
Spotlight Dashboard delivers a high-level overview of your financial position in one insightful page. Focus on the metrics that
matter to you.
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
From Enterprise firms to Not-for-Profits, our customers use our reporting and forecasting tools to create better business outcomes.
Spotlight Reporting offers reliable and flexible reporting and forecasting options, backed by a responsive Customer Success team. See for yourself with a free 28-day trial.
