Spotlight Articles for Advisory & Business

Spotlight Reporting is excited to announce a new addition to our list of integration partners: QuickBooks Desktop Hosted!

As we begin to wind down for the holidays, it’s time to reflect on the year that’s been. So without further ado, here's our product roundup for 2021.

Today, Spotlight Reporting is bringing new innovation to financial reporting with the launch of Tracking Category Reporting (including Tracked Budgets).

We’ve put together five features for you to explore, test, and use. A few of these features will literally change the way you work, and some we just want show off!

Now, you can quickly and easily exclude inter-entity balances and values to get the full picture of forecasted group-level performance, and ultimately get the best shot at success.

Senior Account Manager James Hoare tackles a question we hear all too often.

We’ve crafted this new Industry Template to help you capture and visualise the right key performance indicators (KPIs), so you can grow your (or your client’s) online business.

Richard Francis (CEO) and Matt Kekena (Product Manager) took us through Spotlight Reporting’s product vision for 2021 and beyond. See what's included.

Today, we’re thrilled to launch our latest Industry Template: The Real Estate Template 🎉

By the end of this blog post, you’ll have learnt about our range of time-saving templates, and have a solid understanding of how to get started with templates.

Since I’ve been working at Spotlight for a number of years now, I thought it was well overdue to share some of our clients' favourite, and sometimes even overlooked features.

While we’re excited to close the chapter on 2020 and head into 2021, we wanted to take a moment to step back and reflect on our progress over the last year.

Highlights from our recent Consolidated Forecasting Webinar featuring CEO Richard Francis and Product Manager Matt Kekena.

Today, we’re super pumped to be launching Consolidated Forecasting to help remove those forecasting roadblocks, unlock new advisory opportunities, and give you the power to make confident decisions across multiple entities.

Today, we’re adding Two-Step Authentication to provide an additional layer of security when logging into your Spotlight Reporting account.