Release Notes

AI-Powered Action Plans are now available in Spotlight Reporting, generating clear, context-aware recommendations directly from your Executive Summary. Turn insights into client-ready actions in seconds, all in one seamless workflow.

You can now report by ownership percentage across organisations in a group. Fractional Ownership lets you define your exact ownership stake for each organisation so revenue, costs, and profit are reflected proportionally in your group reports.

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 redesigned the thumbnails on the customise layout screen to make them more responsive and intuitive.

We’ve redesigned the import process to be faster, simpler, and more intuitive, with a streamlined layout and clear guidance for every step.

Spotlight Reporting now seamlessly integrates with Google Sheets! This added functionality provides you with another flexible and efficient way to manage, import, and present your data with ease.