Release Notes

We’ve launched a redesigned forecasting experience aimed at making it easier to prepare a forecast for the first time, whilst surfacing our smarts that enable this.

Spotlight Forecasting and Dashboard now integrate with Karbon, giving you full visibility across reports, budgets, and KPIs — all while managing tasks and workflows in one place. Empower your team to deliver insights faster and elevate every client conversation.

Introducing our next-gen tool for faster, smarter ESG reporting. Create AI-generated executive summaries, recommendations, and action plans in minutes. Access trusted benchmarks and deliver clear, interactive reports that deepen client relationships.

Three new currencies have been added for multi-currency consolidated reporting: 🇦🇱 Albanian Lek, 🇳🇦 Namibian Dollar, and 🇮🇸 Icelandic Króna.

We've relaunched our free certification course with refreshed video content and updates that showcase our latest features. It's designed to help you use our software confidently, and increase the quality and content of your outputs.

Easily move between Karbon and Spotlight Reporting. Start in your Karbon dashboard, create reports in Spotlight, and save them straight back to Karbon. Click ‘Learn more’ for instructions on setting up the integration.

We’ve expanded AI Executive Summary highlights to cover Balance Sheet topics, and made AI recommendation extrapolations easier with Edit with AI — giving you more ways to boost advisory outcomes in Spotlight Reporting.

You can now use our new artificial intelligence (AI) options in the Executive Summary or Text Panels to automatically generate commentary on your report, or reformat existing commentary. Start building smarter reports today.

We’ve made backend upgrades to deliver reports faster and set the stage for future enhancements. With improvements to our AWS infrastructure, Account Groups, image handling, and page processing, your reporting experience is now quicker and more efficient than ever.

We’ve streamlined the import process to make it easier and more intuitive, with clear guidance at every step.