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Stay focused on performance and the most important KPI's in your business
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Increase advisory revenue and get better business insights at scale
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INDUSTRY TEMPLATES
Professional Services
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FEATURED CUSTOMER STORY
Mark Lowell
Director, Sedulo
“We’ve had examples where we’ve upsold preparation of projections on numerous occasions, charging up to £2,000 for each projection.
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PRODUCTS
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Powerful management reporting for achieving better business outcomes
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Advanced cash flow forecasting for navigating challenging times
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An instant snapshot of performance to focus on what really matters
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A group-wide tool for franchises, not-for-profits, and industry specialists
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Transform your data into powerful and engaging ESG reports
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top features
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what's new
New Integration: Karbon
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.
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RESOURCES
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Explore expert tips and insights to elevate your Spotlight Reporting experience
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Spotlight Resources for Advisory & Business

We've brought our webinars, videos, podcasts and more into one place so businesses and advisors can easily access the industry leading content to navigate challenging times and build advisory services

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course
podcast
whitepaper
video
ESG
ALL - For Enterprise
PwC - For Enterprise
Baker Tilly - For Enterprise
Findex - For Enterprise
EY - For Enterprise
Grant Thornton - For Enterprise
KMPG - For Enterprise
Deliotte - Fore Enterprise
BDO - For Enterprise
Advisors
Business
Product Education
Industry Experts
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Cashflow & Forecasting
Recession Busters
Recorded webinar
LIve
60mins

Recording: Forecasting Power Hour (NZ/AU)

Spotlight Forecasting helps you to prepare budgets, forecasts, and scenarios which take into account a changing economic landscape.
October 30, 2025
Time Zone:
1PM NZST / 11AM AEST
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Recorded webinar
LIve
60mins

Recorded Webinar: Consolidated Reporting Power Hour (UK/US/ZA/CA) Oct 2025

See how Spotlight Reporting can help you to build custom-fit consolidated reports for your firm.
October 28, 2025
Time Zone:
10:00AM EDT / 2:00PM GMT
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Recorded webinar
LIve
60mins

Recording: Reporting Power Hour (NZ/AU)

Watch this recorded training webinar to see how Spotlight Reporting can help you to build custom-fit reports for your firm.
October 28, 2025
Time Zone:
1PM NZDT / 11AM AEDT
RegisterWatch video
Recorded webinar
LIve
60mins

Recording: Forecasting Power Hour (UK/US/ZA/CA)

Spotlight Forecasting helps you to prepare budgets, forecasts, and scenarios which take into account a changing economic landscape.
October 29, 2025
Time Zone:
EDT
RegisterWatch video
Recorded webinar
LIve
35 mins

Customer Voice: Petroland Group

We’re back and here to bring you the next instalment in our Customer Voice webinar series.
December 5, 2024
Time Zone:
12:00 PM SAST / 10:00 AM GMT
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Recorded webinar
LIve

How To Use Reporting Tools To Actually Help Your Clients

Hear from Amanda C. Watts and Mel Rollason for a power-packed webinar.
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Recorded webinar
LIve
60mins

Recording: Reporting Power Hour (UK/US/ZA/CA)

Watch this training webinar recording to see how Spotlight Reporting can help you to build custom-fit reports for your firm.
August 6, 2025
Time Zone:
10AM EDT
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Recorded webinar
LIve

Back to the future of advisory: Years of change, challenge, and opportunity

App Advisory Plus - App of the Month
Time Zone:
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Recorded webinar
LIve
60 min

Unlock the Power of AI For Advisory

Hear from Richard Francis and AI expert Inbal Rodnay, as they explore the real-world impact of AI on professional services
July 29, 2025
Time Zone:
12:30PM NZST
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