We’re excited to announce a major milestone in our product journey — the launch of AI on the Executive Summary page in Spotlight Reporting! This new release is more than just a feature, it’s a smart, strategic solution to a growing challenge faced by accountants, advisors, and finance professionals.
Two Flexible AI Options
We’ve built two smart ways for you and your team to interact with AI on the Executive Summary page, depending on where you are in your workflow:
1. Enhance Existing Summaries
Already written some of your summary? Let AI enrich it with additional insights, strategic recommendations, and actionable next steps based on your financial report data and selected topics. You stay in control - keep, modify, or reject what AI suggests.
2. Generate a New Summary
Starting from scratch? No problem. AI scans the full report and creates a comprehensive draft based on the topics you choose — giving you a solid, tailored foundation to build on.
Why the two paths?
✅ Bridges the knowledge gap - AI gives less experienced users a confident starting point, making the shift from compliance to advisory less daunting.
✅ Saves time and effort - Cuts down on manual work as there's no more staring at a blank page or pulling insights from multiple sources. Let AI do the heavy lifting so you can focus on adding value.
✅ Stay competitive - Many platforms in our space are turning to AI, and clients expect modern, efficient tools. This release not only meets the standard but also aims to set a new one.
✅ Delivers Real Differentiation - While competitors have used AI for surface-level features, we’ve taken a smarter route — integrating AI with our existing IP to deliver more meaningful, user-centric outcomes.
What You’ll Gain
Here’s what this feature brings to your workflow:
- Customisation: choose between adding insights to drafted summaries or generate entirely new summaries.
- Productivity: save time while producing higher-quality, client-ready summaries.
- Actionable insights: surface AI-generated suggestions and action points based on financial data
- Confidence: trust AI to support your expertise, not override it.
Real User Scenarios
- A financial advisor uses AI to surface client-specific action points they may have overlooked.
- A CFO gets strategic insights from AI without digging through dozens of pages of reports.
- An accountant saves hours every month creating client summaries that are more valuable and insightful than would have been possible previously.
A Strategic Step Forward
We didn’t just implement AI for the sake of it. Utilising AI to incorporate user-generated content alongside automated insights creates a collaborative environment that keeps user input at the core, a strategic move not commonly used across the industry. This launch is part of our broader AI product vision: to drive user engagement, maintain our competitive edge, and deliver smart, efficient solutions that grow with you. This is just the beginning of a smarter, faster, and more impactful reporting experience and we can’t wait to see how you use it.
"Our new AI Suggest tool is just the beginning, helping users create Executive Summaries that are clear, compelling, and client-ready.” Richard Francis FCA, Co-Founder & CEO, Spotlight Reporting
Ready to Explore AI-Powered Executive Summaries?
Log in to your Spotlight Reporting account to try it now, or book a demo to see it in action.
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