Your Rockstar Advisor Flow Just Got Supercharged with AI!

Thousands of the smartest accountants use Spotlight Reporting apps to drive their advisory service offering. Our latest AI-enhanced release just made this faster and smarter.

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Enhanced Executive Summaries is a bold new release from Team Spotlight to enhance your advisory workflow. Building on our existing, powerful automation options that you know and love, Enhanced Executive Summaries save you time, give you more control and add fresh insight to your advisory offering.

Enhanced Executive Summaries allow you to choose from AI-generated suggestions and recommendations, utilise prompts for greater control and use trusted preset options to refine and complete your advisory mindshare.  With the upgraded experience, users can:

• Create brand-new topics with a single click
• Use plain-English custom prompts, like “Compare Year-on-Year” or “Refresh this topic”, to refine any new or existing topic instantly
• Generate Highlights and Recommendations that build on their existing narrative
• Uncover hidden variances and blind-spot insights that might be hard to uncover
• Review, edit or discard AI suggestions, keeping full control of the final output
• And at the push of a button, create an awesome Action Plan for your stakeholders.

Commentary You Can Trust, Powered by Numbers You Can Verify

At Spotlight, we’re accountants building for accountants.  We know that numbers matter (yes - more than ever in an AI world!), so this upgraded feature uses verified numbers to help you spend less time writing commentary and more time on the insights that matter, with the surety that our AI isn’t hallucinating or going rogue.  You stay in full control of the final narrative and outputs. 

"Is it accurate?" is often the first question that comes to mind when you bring AI into the equation, particularly with important financial data. So we designed Enhanced Executive Summaries to separate the maths from the language. Every AI insight is grounded in underlying report data and built-in calculation tools. Accurate numbers are calculated first, then layered with AI commentary, so your narrative is powered by verified figures, with no hallucinations and total precision.

For existing Executive Summary users, nothing gets overwritten. The commentary you’ve already refined remains the foundation, and AI works alongside it, scanning your narrative and the underlying data to suggest new trends, comparisons and advisory opportunities.

Why Enhanced Executive Summaries Add Value:

We believe your expertise is irreplaceable. This release isn’t designed to replace your knowledge, but to enhance it, speeding up commentary and surfacing insights while you stay in charge of the story.

For accountants, advisors and finance teams, this new feature creates several important benefits:

• Accurate numbers, calculated first and then layered with AI commentary
• Time saved on manual commentary writing every period
• More consistent narratives across reporting periods
• Hidden variances and blind spots surfaced earlier
• Faster, more confident reporting
• An easy way to create Action Plans, using AI-powered executive summary highlights

To get started with our revamped AI Executive Summaries, simply head to your Executive Summary page in your stakeholder report or forecast.

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