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Advisors & Accountants
Become a trusted advisor to your clients and increase revenue
Business owners & CFOs
Stay focused on performance and the most important KPI's in your business
Franchises
The specialist group-wide benchmarking and consolidation tool
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Increase advisory revenue and get better business insights at scale
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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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A group-wide tool for franchises, not-for-profits, and industry specialists
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Tracking Category Reporting
Spotlight is bringing new innovation to reporting with the launch of Tracking Category Reporting (including Tracked Budgets) for Xero and Quickbooks data sources.
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Progressive accountants share how they've made advisory a success
Transform! eBook
Learn how to add value through advisory services
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SOLUTIONS
SPOTLIGHT FOR
see all
Advisors & Accountants
Become a trusted advisor to your clients and increase revenue
Business owners & CFOs
Stay focused on performance and the most important KPIs for your business
Franchises
The specialist group-wide benchmarking and consolidation tool
Enterprise
Increase advisory revenue and get better business insights at scale
iNDUSTRY TEMPLATES
SEE OVERVIEW
Professional Services
Not for Profits
Real Estate
E-Commerce
Hospitality
featured customer story
see all
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.
products
The spotlight Platform
see all
Reporting
Powerful management reporting for achieving better business outcomes
Forecasting
Advanced cash flow forecasting for navigating challenging times
Dashboard
The specialist group-wide benchmarking and consolidation tool
Multi
A group-wide tool for franchises, not-for-profits, and industry specialists
top features
see more
Consolidated Forecasting
Consolidated Reporting
White Labelling
Xero + Spotlight
Quickbooks + Spotlight
what's new
SEE OVERVIEW
Tracking Category Reporting
Spotlight is bringing new innovation to reporting with the launch of Tracking Category Reporting (including Tracked Budgets) for Xero and Quickbooks data sources.
resources
resources
see all
Webinar
Free webinars packed with insights to take you to the next level
Sample Reports
Download our sample reports
Podcasts
Progressive accountants share how they've made advisory a success
Transform! eBook
Learn how to add value through advisory services
Whitepapers
Content to help you scale and grow
Videos
Product information, use cases, and best-practice advice
product help
Help Centre
Spotlight Certification
Getting Started Guide
Training Videos
Partner Success Centre
pricing
blog
our team
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Recorded webinar
LIve webinar
45 min
Global Advisory Trends Report 2023
We're back with the next edition of our hugely popular Global Advisory Trends Survey!
Duration:
45 min
June 29, 2023
Time Zone:
11:00AM NZST
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upcoming webinars
Recorded
LIve webinar
Live Training: Reporting Power Hour (UK/US/ZA/CA)
Join our training webinar to see how Spotlight Reporting can help you to build custom-fit reports for your firm.
Duration:
June 27, 2023
Time Zone:
11:30AM EDT / 4:30PM BST
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Recorded
LIve webinar
Live Training: Reporting Power Hour (NZ/AU)
Join our training webinar to see how Spotlight Reporting can help you to build custom-fit reports for your firm.
Duration:
60mins
June 27, 2023
Time Zone:
2:00PM NZST
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Recorded
LIve webinar
Live Training: 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.
Duration:
June 28, 2023
Time Zone:
11:30AM EDT / 4:30PM BST
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Watch video
Recorded
LIve webinar
Live Training: Forecasting Power Hour (NZ/AU)
Spotlight Forecasting helps you to prepare budgets, forecasts, and scenarios which take into account a changing economic landscape.
Duration:
60mins
June 28, 2023
Time Zone:
2:00PM NZST
Register
Watch video
Recorded
LIve webinar
Global Advisory Trends Report 2023
We're back with the next edition of our hugely popular Global Advisory Trends Survey!
Duration:
45 min
June 29, 2023
Time Zone:
11:00AM NZST
Register
Watch video
Recorded webinars
Recorded webinar
LIve
30 mins
Recorded Webinar: How to use Automation to improve your Work Efficiency in your Practice
In the new age of technology and automations, there are solutions that can help you achieve more efficiency with less headcount.
May 22, 2023
Time Zone:
2.00PM EDT
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Recorded webinar
LIve
60 mins
Guest of the Month: Moracle and the Moracle Foundation
Discover the driving force behind the Moracle Foundation and learn about its primary goals, as well as finding out how you can get involved.
May 24, 2023
Time Zone:
12.00PM BST
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Recorded webinar
LIve
45 min
Recorded Webinar: How to improve financial controls and reporting for your next board meeting
Watch this webinar recording and learn how to take board reporting to the next level with Spotlight Reporting and ApprovalMax.
February 28, 2023
Time Zone:
1PM NZDT
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Recorded webinar
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30mins
Recorded Webinar: Forecasting Focus - Consolidated Forecasting (UK/US)
In this new series of live training sessions, our experts will be focusing on specific features within Spotlight Forecasting.
March 21, 2023
Time Zone:
3:00PM GMT
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Recorded webinar
LIve
30mins
Recorded Webinar: Forecasting Focus - KPIs and Covenants (UK/US)
In this new series of live training sessions, our experts will be focusing on specific features within Spotlight Forecasting.
March 23, 2023
Time Zone:
3:00PM GMT
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Recorded webinar
LIve
50 min
Webinar recording: Product Roadmap 2023
Richard Francis (CEO) and Matt Kekena (Product Lead), share the latest product updates and what's coming up in 2023.
February 22, 2023
Time Zone:
NZDT
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Recorded webinar
LIve
30mins
Recorded Webinar: Forecasting Focus - Drivers and Dynamic Rules (NZ/AU)
In this webinar, we’ll focus on driver-based forecasting, how to set up your drivers, and how you can use these with dynamic rules.
February 15, 2023
Time Zone:
3:00PM NZDT
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Recorded webinar
LIve
30mins
Recorded Webinar: Forecasting Focus - Comparison Pages (NZ/AU)
Learn how you can set up and use the Comparison Profit and Loss, Comparison Balance Sheet and Comparison Cash Forecast pages.
February 13, 2023
Time Zone:
3:00PM NZDT
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Recorded webinar
LIve
30 min
Recorded Webinar: How to win with smart business strategies and KPIs
Watch this webinar to learn some great ways to implement process and strategy, and understand key KPIs to ensure business success.
November 16, 2022
Time Zone:
1:00PM AEDT
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