Spotlight has everything you need to build and grow your advisory offering.
Turn your advisory expertise into a scalable service.
Create Spotlight packs that guide client conversations, bring aspirations to life, forecast future outcomes and keep clients accountable.
Strengthen your advisory services with the right tools.
Our award-winning platform helps your clients stay one step ahead. Identify financial risks early, monitor performance, and take action before issues arise.
Grow your fees by making advisory your core offering.
Turn financial reporting, forecasting and action planning into ongoing advisory services that create value for clients and recurring revenue for your firm.
One powerful suite to lead the shift forward.
Spotlight Reporting makes every client conversation a strategic one.
Create comprehensive advanced reports and tackle group consolidations with ease.
Professional Spotlight Reports surface important insights so you can advise your clients on what to do next – and make it happen!
Spotlight Forecasting helps your clients see beyond the horizon.
Build 3-way cashflow forecasts, simple or complex budgets, consolidated forecasts, and different scenarios to show clients the financial impact of decisions before they make them.
Spotlight Dashboard gives clients a clear snapshot of business performance.
Turn your client's attention to important KPIs in your Spotlight Dashboard. Book a meeting to go over performance, trends and act on opportunities sooner.
Spotlight Sustain is a unique service offering with ESG front and centre.
Turn ESG data and market intelligence into visually engaging ESG reports. Deliver Environmental, Social, and Governance metrics and goals confidently and build a new fee engine.
Spotlight Reporting's visual interface cuts through complexity. It's the only tool I trust to convert platform data into high-value client discussions and secure profitable outcomes.
Andrew Mattner, CEO & Founder Your Success Lab
Our revenue has doubled in 12 months with our Super VCFO plan. Every advisory client gets a Spotlight Pack, we're consistently winning new business, and the ROI is undeniable.
Aaron Pullar, Advisory Manager
I've talked to a lot of software providers and Spotlight really stands out as an all-round platform. It’s great for individual entities, consolidations, and is a very well-rounded platform for advisory services.
Zachary Giegel, Director District Advisory
We use the entire Spotlight Suite for board reporting, forecasting, and business plans. It means our clients can plan, adjust, and move forward without taking unnecessary risks. No other tool will do for us.
Graeme Morrison, Director Northern Accountants
We've been using the Spotlight suite for 10 years. It's become a core part of our strategy and how we deliver value to our advisory clients. Our team loves using Spotlight.
Peter Harris, Co-Founder and Director Maisey Harris & Co
Get the ultimate guide for your advisory transformation.
Transform! is written by Spotlight CEO, Richard Francis FCA, to help you with your advisory transformation. After reading it, you'll be on track to doing work that's full of value and purpose.
.avif)
.avif)
.svg)
.svg){kind=icon}
