Import your financial and non-financial data
Importing client data from Xero, QuickBooks Online and other systems is fast, easy and secure. Or you can easily enter data straight into our dynamic and editable Customise Data grid.
“Having cloud software like Xero, Spotlight Reporting and Spotlight Dashboard has been the secret sauce that’s allowed us to expand our practice in an environment of change.”
Avril Hillind - Laurenson Chartered Accountants
Create, customise and gain insight
Spotlight Reporting brings in more than 100 reports and data-grabs from Xero and QuickBooks Online – creating a broad range of accrual, budget and cash analysis. We also integrate with WorkflowMax and Google Analytics, plus in our Customise Data Grid you can add non-financial and KPI data for a complete view of performance.
“Existing clients love the simplicity of the reports and new clients get a bounce in their step when you show them how a few simple changes can make a big difference to their business.”
Steph Hinds - Growthwise
Share with colleagues, advise clients and then scale across your client base
Our customised reports are made to be shared. PDF, email and online options make it super-easy. You can even save and replicate templates, so you can quickly and effectively scale report use across similar client or industry types. Your clients deserve business intelligence from their trusted advisor – or, if you use our products direct, you deserve to have clarity for better decision-making. Start a journey to better outcomes today.
“Spotlight Reporting includes everything that we need to report on a regular basis to our clients. Once they see it, they usually want us to provide value-add services that include Spotlight Reporting.”
Matt Richards - Kelly Partners