Scale advisory across every office, team and client.
Give your private, mid-market or CAS team the same tools to turn management reports, consolidations and forecasts into commercially focused client conversations, with Spotlight AI to take them even further. Make every advisory experience a repeatable, growing source of revenue for your firm.
Great advisory starts with you – and the right tools.
Turn individual expertise into a firm-wide capability.
Use Spotlight to create client packs that consistently guide important conversations, bring aspirations to life, forecast future outcomes and keep clients accountable.
Make every client relationship count with Spotlight.
Our tools save time, offering insight and suggestions to both you and the client. Use Spotlight to scale up more engagements and grow average revenue per client, without increasing your workload.
Grow advisory into a core profit centre.
Combine regular reporting, powerful forecasting and essential action planning into an ongoing service and revenue stream that strengthens your firm’s commercial offering and brand mojo.
Over 1 million reports, forecasts and dashboards have been created using Spotlight.
100hrs
Huge Time Savings
$3.5k
Material Cost Savings
100k+
Trusted Businesses
The advisory appstack your whole firm can use
Spotlight Reporting gives every team member a consistent way to deliver regular insight and a way forward.
Unique to Spotlight, our rock-star advisor workflow delivers fast insight, suggestions, recommendations and actions to embed you as the trusted advisor. Easily create comprehensive, advanced reports and handle group consolidations with ease. Professional Spotlight Reports empower you to advise clients on what to do next, to the same high standard across your firm.
Spotlight Forecasting shows your clients their future with your team there to guide it.
Our best-of-breed Spotlight Forecasting solution is used by many Top 100 firms around the world and 9 of the Top 10. Build 3-way cash flow forecasts, simple or complex budgets, consolidated forecasts and present different scenarios quickly and easily. Show clients the impact of their decisions before they make them, and what is possiblein the future, too.
Spotlight AI is there to power up your Advisory workflow whenever you need it.
We use opt-in AI to solve problems, 'coach' you based on our extensive Advisory and industry DNA, and to make your work faster and more insightful. Enhanced AI Executive Summaries, Recommendations in one click, custom prompts, and AI-enhanced Action Plans provide a proven, trusted workflow.
Spotlight Sustain opens a new revenue line, with ESG front and centre.
Different clients have different needs. Some clients in particular industries, with supply chain or stakeholder dynamics or just a desire to shine a light beyond the core financials are turning to simple ESG reporting. Our Spotlight Sustain product uses a mix of templates, AI-optionality and market intelligence to produce visually engaging ESG reports and recommendations. Work towards ESG visibility with confidence, and build a new fee engine for your firm.
"Great advisory is human first and numbers second. Spotlight Forecasting allows me to do this as it gives me the numbers for confident interpretation, so I can build conversations around what matters to my client."
Aleesha Bailey, Director RSM Australia
"We use Spotlight because it helps us turn financial data into clear, actionable insight, allowing clients to plan, adjust, and move forward without taking on unnecessary risk."
Rachel Stewart, Director Forvis Mazaars
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