Spotlight Forecasting

Every business deserves a forecast

A cashflow forecast that can save a business, help them raise capital, or even refinance, is worth its weight in gold.

  • 2,000+

    Join 2,000+ businesses across the globe.

  • 100s

    of 5 star reviews.

  • 30 minutes

    to build your first meaningful forecast.

#1 Reporting and Forecasting tool

See how it works

Put cashflow forecasting at the heart of your advisory offering with an all-in-one budget creator, three-way forecasting and scenario builder.

Why Spotlight Forecasting?

Spotlight Forecasting is an ‘all-in-one’ budget creator, three-way forecasting, and scenario builder.

  • Powerful, flexible features

    Full 3-way cashflow forecasting with flexible rules and great outputs, ideal for the Bank and Board.

  • Bring the data to life

    Seamlessly import financial and non-financial data from multiple sources and easily visualise into clear actionable insights.

  • Resources designed for accountants

    From onboarding, training, and goal setting, your firm will be ready to take the complete journey from service provider to trusted advisor.

  • All the choice you need

    Get access to two other award-winning products, Reporting and Dashboard, and their powerful feature sets to create a complete reporting and forecasting platform.

Why cashflow forecasting?

Great budgeting and cash flow forecasting can mean the difference between business success and failure.

  • Keep businesses surviving and thriving

    82% of the time, poor cashflow management or poor understanding of cashflow contributes to the failure of a small business. Don’t let your clients fall into this trap.

  • Make confident, informed decisions

    With access to financial and non-financial data, you’re in a position to project this forward so you can help your clients make smarter decisions that mean the difference between success and failure.

  • Add value to your firm and clients

    Helping clients build cashflow strategies and look ahead with confidence should be a core and high-value offering for all advisors.

  • Improve governance and investment

    Use Spotlight Forecasting to help key stakeholders, potential investors, and lenders easily visualise the predicted future of a business.

“If accountants aren't doing cashflow forecasting for their clients, they're missing out on a huge opportunity to deepen their relationships and add value. With Spotlight Forecasting, we're trying to empower accountants to provide a future view to solve many of the challenges that businesses face."

Richard Francis, Spotlight Reporting CEO and CARichard Francis 4

Meet our customers

Accountants and Advisors love Spotlight Forecasting, but don’t take our word for it.

  • Ryan 1

    "We created a Spotlight Forecast – then I met with the client and NAB. Ten days later, the client had a credit approved discussion paper for a facility of more than $11 million to fund the project."

    Read Story

  • Shannon 2

    "When I was using competitor tools, I found that when updating each month, it would take a huge amount of time and I just didn’t have that time to spare. That's not the case with Spotlight Forecasting!"

    Read Story


    "On average, compared to using other tools or manual methods, we’d save at least 4-6 hours per year per client. Across a client base of 300+ businesses, that’s a lot of hours being used for other things."

    Read Story

Ready to see how Spotlight Forecasting can transform your firm?