We’re excited to announce a powerful new integration between Spotlight Reporting and Sage Intacct. This integration brings Spotlight’s visual, advisory-focused reporting together with Intacct’s leading accounting platform.
Our collaboration with Sage delivers a new general ledger integration, marking a key milestone in Spotlight Reporting’s evolution. We’re investing in deeper collaboration with the platforms that forward-thinking advisory firms rely on most.
This integration unlocks new and important possibilities for how finance teams and advisors collaborate, communicate, and deliver complex financial data as actionable insights for their clients. That’s especially exciting given Sage Intacct’s strong presence in the US and Canada, regions where the Client Accounting Services (CAS) market continues to grow rapidly. There is a significant opportunity for firms to give clients clarity and guidance in a new world where global developments and business conditions can change almost overnight.
As more North American accounting firms shift from compliance-led work to ongoing advisory, they need a comprehensive platform that transforms raw financial data into clear, actionable insights for business certainty. This integration is designed with that evolution in mind, helping firms support timely and strategic conversations, better business resilience, and higher-value advisory services while operating under economic turbulence.
From Compliance to Advisory: How Spotlight Reporting and Sage Intacct Transform Finance Teams
By combining Sage Intacct’s robust financial engine with Spotlight’s automated consolidation, board-ready dashboards, and AI-enhanced commentary, firms can move faster from compliance to proactive advisory. Expect less manual work, no more error-prone exports and spreadsheets, faster month-end reporting, and clearer, more persuasive presentations for stakeholders. With forecasting and consolidated forecasting, firms can also extend insights into the future, modelling performance, testing assumptions, and supporting better-informed decisions before outcomes are locked in.
This integration is especially valuable for multi-entity groups, franchises, and firms delivering outsourced CFO and CAS services. These are areas of the market seeing strong growth, where consolidated views, forecasting, and scenario modelling drive real business decisions.
Collaborative Reporting Brings New Possibilities
This connection makes collaborative financial reporting simple and practical. Imagine:
- Finance teams publishing a single, refreshed Spotlight report that pulls from live Intacct data – so stakeholders always see the same source of truth.
- Advisory teams annotating dashboards with narrative commentary and scenario notes, turning static reports into ongoing strategic conversations.
- Consolidations and currency conversions automated across entities, so advisors and business owners focus on strategy, not spreadsheet fixes.
- Advisors using consolidated forecasts to compare scenarios across entities, saving time and providing powerful insights.
We’re excited to bring this offering to both Intacct and Spotlight users. By layering our advisory-focused reporting together with Sage Intacct’s powerful financial platform, teams can spend less time wrestling with spreadsheets, and more time using insights to make resilient business decisions, while scaling advisory services. This isn’t just a new technical integration, it’s a way to make reporting easier, collaboration smoother, and advisory work more valuable. We're confident that this integration will add value to US and Canadian accounting firms and businesses, and we look forward to hearing your feedback.
For information on connecting Sage Intacct with Spotlight Reporting, see the guide written by our expert team here.
