With the Spotlight Reporting + Karbon integration, you’ll streamline workflows, empower your team to deliver top-notch advisory services at scale, and unlock new opportunities for growth.
Start in Karbon, create reports and forecasts in Spotlight Reporting, and save them straight back to Karbon.
Set up the quick and easy integration directly from your Karbon and Spotlight Reporting accounts.
Add Create Spotlight Report to a task and begin building your reports or forecasts directly from Karbon.
Your finished report or forecast will be saved in the Documents tab of your Karbon work item.
Schedule monthly, quarterly, or ad-hoc reports and forecasts like any other task in Karbon.
Step-by-step guidance to connect Karbon and generate your ongoing Spotlight reports.
Five powerful products to unlock the power of both financial and non financial data and reveal the insights that matter the most.
Create comprehensive visual reports, consolidations, and KPIs, revealing the insights that matter the most.
Say goodbye to error-prone spreadsheets. Easily create budgets, forecasts, and what-if analysis. Even produce consolidated forecasts for groups with ease.
Within minutes create high-level overviews of the most important business metrics on one insightful page to get an instant snapshot of the business.
Aggregate and compare networks and industry verticals. Perfect for Franchises, Not-for-Profits and industry specialists.
Spotlight Sustain provides intuitive, out of the box Environmental, Social and Governance (ESG) templated reporting that is highly customisable.
Learn why BlueRock found Spotlight Reporting to be the best platform to deliver and scale their Advisory services across their client base.
Spotlight Reporting has really supported us in our Advisory journey. The platform enabled us to bring innovative solutions to how we are delivering Advisory services to our clients and really help us to accelerate our growth in the Advisory space.
Discover how Empowered by Cloud use Spotlight Reporting to deliver their advisory services to their Xero clients.
Learn how a financial management consultancy based in Cape Town use Spotlight for their client base using Xero to deliver the insights they need to succeed.
The executive Director needed a group consolidation tool that could benchmark and rank his shops across his entire network. Spotlight Multi was the only solution. Seamlessly importing data from Xero, Multi made reporting 'a piece of cake!'
Learn how Spotlight Reporting enabled the team at BlueRock to turn client data into powerful reporting that underpins their Advisory services adding value to both their client’s world.
Spotlight Reporting empowers Xero accounting firms, businesses, franchises and not for profits with powerful solutions to create better business outcomes
They helped train all our staff and provided continual support along the way.
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.
Visually the reports are easy to interpret for people who don’t come from a financial background.
Supported by the charts that give an outer glance views as whether they’re financial KPIs or Non Financial KPIs. The ability to customize those in the Spotlight Reporting is fabulous for us.
Our practice loves your products,it's a great tool for our customers.
A powerful BI tool which helps with strategies and mid-to-long term business plans.
Filtering Imported Categories
Learn how to instantly connect Spotlight with Xero
Working with Tracked Budgets
Are you ready to bring your data to life?
