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A-Z List Feature Guide

Our Spotlight A-Z List Feature Guide provides a clear direction for you or your business the tools necessary to grow a trusted advisor relationship with your clients.

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Reporting

Account Groupings

Show accounts grouped as you want them - easy drag and drop functionality.

Reporting

Forecasting

Multi

Use artificial intelligence (AI) options in the Executive Summary to automatically generate commentary on your report.

Reporting

Help your clients set, monitor and achieve goals - right within Spotlight!

Reporting

Forecasting

Multi

Agriculture - Dairy

Pre-built template including metrics specific to businesses in the Agriculture industry.

Reporting

Cash Basis Reporting

Cash Basis Reporting made easy with pre-build Profit & Loss Report, and Cash Basis Report Template.

Reporting

Cashflow Statement

Traditional report to show where money was received and spent.

Reporting

Cashflow Waterfall

Use our cash waterfall to visualise your cash ins & outs, and monitor liquidity.

Reporting

Forecasting

Multi

Categories/Segmentation Reporting

Compare and contrast your Groups with category tags in Spotlight.

Reporting

Multi

100+ charts pre-built for financials, non-financials, KPIs and industry metrics.

Reporting

Forecasting

Dashboard

Multi

Childcare Template

Create a tailored report for your childcare organisation with a pre-built template.

Reporting

Multi

Colour Palettes

Change and apply a consistent colour scheme throughout your report.

Reporting

Consolidated Cashflow Statement

Consolidated summary of cash movements for all entities within your consolidation.

Reporting

Multi

Consolidated P&L and Balance Sheet for multiple entities with multi-currency.

Reporting

Multi

Construction Template

Pre-built template that combines many of the key metrics construction businesses should focus on.

Reporting

Multi

Flexible and scaleable - save time, effort and stress with reports & charts.

Reporting

Forecasting

Dashboard

Multi

Data Edit Capability

Editable data grid for quick data entry and adjustments.

Reporting

Forecasting

Dashboard

Multi

E-Commerce Report Template

Pre-built template including metrics specific to the E-Commerce industry.

Reporting

If you’ve already added text to your Executive Summary, you can use AI to reformat this it—making it shorter, longer, or more professionally phrased.

Forecasting

Multi

Reporting

Entity Reporting

Consolidate, compare and contrast different entities.

Reporting

Multi

Excel Export/Import

Import from Excel. Export to Excel for additional customisation or manipulation.

Reporting

Forecasting

Multi

Executive Summary

Editable text page with pre-built topics, auto text, image upload and custom text.

Reporting

Forecasting

Multi

External Content (Add)

Insert custom PDF or images into the Spotlight Report for board pack reporting.

Reporting

Multi

Formula Gallery

Use formulas for bespoke charting - share/re-use these across your practice.

Reporting

Forecasting

Dashboard

Multi

Fractional Ownership

Generate clear, accurate reports based on ownership percentage. Provides stakeholders full visibility of their share of revenue, costs and profit.

Reporting

Google Analytics

Google Anayltics integration for website traffic and monitoring metrics

Reporting

Dashboard

Multi

Google Sheets Import

Seamlessly import your data from Google Sheets.

Reporting

Forecasting

Hospitality Industry Template

Pre-built template with charts and KPIs for hospitality businesses.

Reporting

Multi

Track, monitor, and then present visuals to manage KPIs for better outcomes.

Reporting

Dashboard

Multi

Karbon Integration

Start in your Karbon dashboard, create reports in Spotlight, and save them straight back to Karbon.

Reporting

MYOB AccountRight (Desktop)

Import actual and budget data from MYOB AccountRight Desktop in one click.

Reporting

Forecasting

Dashboard

Multi

MYOB AccountRight Plus

Import actual and budget data from MYOB AccountRight Plus in one click.

Reporting

Forecasting

Dashboard

Multi

Manufacturing Template

Pre-built template including metrics specific to businesses in the Manufacturing industry.

Reporting

Medical Services Template

Pre-built template that includes metrics specific to the Medical Services industry.

Reporting

Move or Copy a Chart

Save time and effort with reports & charts - easy drag and drop functionality.

Reporting

Forecasting

Dashboard

Multi

Easy consolidation with auto foreign exchange calculations or user defined rates.

Reporting

Multi

Non-Financial Reporting

Track, monitor, & then present non-financial business drivers for better outcomes.

Reporting

Dashboard

Multi

Not for Profit Reporting

Build reports for non-profits. From single entity through to 500+ entity groups.

Reporting

Dashboard

Multi

Electronic or printed PDF reports for presentation to clients for maximum effect.

Reporting

Personal Wealth Reporting

Report on personal wealth and cash flow for couples and large family groups.

Reporting

Forecasting

Present reports in thier own pop-up window.

Reporting

Professional Services Template

Pre-built template including metrics specific to the Professional Services industry.

Reporting

Multi

QuickBooks Desktop

Import actual and budget data from QuickBooks Desktop at the click of a button.

Reporting

Forecasting

Dashboard

Multi

QuickBooks Online

Import actual and budget data from QuickBooks Online at the click of a button.

Reporting

Forecasting

Dashboard

Multi

Real Estate Template

Pre-built template including metrics specific to businesses in the Real Estate industry.

Reporting

Multi

Report Code Mapping

Auto assigned report codes are used to map your chart of accounts into reports.

Reporting

Forecasting

Dashboard

Multi

Retail Industry Template

Pre-built template with charts and KPIs for retail businesses.

Reporting

Multi

SaaS Industry Template

Pre-built template that includes metrics specific to the SaaS industry.

Reporting

Multi

Import actual, budget and department data from Sage50 desktop in one click.

Reporting

Forecasting

Dashboard

Multi

Sheep & Beef Industry Template

Pre-built template loaded with charts and KPIs for sheep and beef farmers.

Reporting

Multi

Templates - Customisable

Work at scale by creating & saving your own templates to apply to other clients.

Reporting

Dashboard

Multi

Add a text panel alongside your charts to include commentary or advice within your report.

Reporting

Forecasting

Multi

Tracking/Classes/Job Imports

Import & filter reports based on category data from Xero, QuickBooks, MYOB.

Reporting

Dashboard

Two-step Authentication (2SA)

To provide additional security, 2SA is now compulsory when logging into Spotlight Reporting.

Reporting

Forecasting

Multi

US/UK Balance Sheet

Specific Balance Sheet layouts for US and UK users.

Reporting

Forecasting

Multi

White-Labelling

Build your own reports and present with your own branding, logos & colours.

Reporting

Forecasting

Dashboard

Multi

Import actual and budget data from Xero at the click of a button.

Reporting

Forecasting

Dashboard

Multi

Xero Practice Manager

Import data for high-level practice management insights

Reporting

Forecasting

Multi