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Resources
Everything you need to get up to speed with our product. There’s a lot of power under the bonnet.
Exclusive to SVCFO & Enterprise clients
Partner Success Centre
Cloud Accounting Strategy
You want to only do this once, do it right. Your cloud strategy should encompass four key factors. Take a look at our latest post.
Service Opportunity Matrix
A Service Opportunity Matrix is a great tool to align clients and the most suitable services you can offer them. Download template.
Sample eDM Marketing Campaign
Download this template to create and deliver a great email marketing campaign to launch your Advisory services to clients.
Recipe for Success with Brad Turville
Listen to our Super VCFO partner Brad Turville, of BJT Financial share his advisory insight and knowledge.
On-Demand
Webinars
Earn up to 2.0 CPD hours
Introductory Reporting
1. Spotlight overview
2. Creating an organisation
3. Importing data
4. Easy customisation options
5. Sharing your report
Advanced Reporting
1. Customise your data
2. Set up KPI's / targets
3. Create your custom charts
4. Saving report templates
5. Create a consolidated report
Introductory Forecasting
1. Set up a new organisation
2. Using the Task Manager
3. Importing data
4. Flexing budgets
5. P&L forecast rules
Advanced Forecasting
1. Update actuals in a forecast
2. Balance sheet forecast rules
3. Cash adjustments
4. Create 'what-if' scenarios
5. Presenting reports
Most recent
Blog
South Africa Calling
After presenting at SAICA roadshows, David New shares his insight on the significant change in the South African accounting industry that is more than ready to embrace cloud technology.
Xero HQ + Spotlight integration is now live
Connect Spotlight Reporting to Xero HQ today to become more efficient, prevent any potential lost revenue and provide the best possible experience to your clients.
Action Planning for client success
Our new Action Plan release featuring visual goal tiles, progress-trackers, and due dates helps to close the circle between great data analysis and goal-setting.
Forecasting and funding with Nicklin Cloud
Learn how Nicklin LLP used Spotlight Forecasting to enable their client to get a loan of £1.5m from the bank straight away.
Perfect Advisory Relationship
Be different. Embrace the great advisory relationship with your clients. Learn how to build a strong and long lasting relationship and deliver a great value-add session that is rewarding for both you and the client.