SOLUTIONS
SPOTLIGHT FOR
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
Enterprise
Increase advisory revenue and get better business insights at scale
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INDUSTRY TEMPLATES
Professional Services
Not for Profit
Real Estate
E-Commerce
Hospitality
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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
The spotlight platform
Reporting
Powerful management reporting for achieving better business outcomes
Forecasting
Advanced cash flow forecasting for navigating challenging times
Dashboard
An instant snapshot of performance to focus on what really matters
Multi
A group-wide tool for franchises, not-for-profits, and industry specialists
Sustain
Transform your data into powerful and engaging ESG reports
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top features
AI Suggestions
Consolidated Reporting
Consolidated Forecasting
White Labelling
Xero + Spotlight
QuickBooks + Spotlight
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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
RESOURCES
Webinar
Free webinars packed with insights to take you to the next level
Sample Reports
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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
Report Cover Gallery
Choose a professional looking cover for your reports from our gallery
Blog Articles
Explore expert tips and insights to elevate your Spotlight Reporting experience
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PRODUCT HELP
Help Centre
Spotlight Certification
Getting Started Guide
Training Videos
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PRICING
OUR TEAM
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CONTACT US
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CONTACT SUPPORT
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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
Product News
Cashflow & Forecasting
Recession Busters
Recorded webinar
LIve webinar
30 min
Introduction to Driver-Based Forecasting
Watch this webinar to learn how to most effectively use Driver-Based Forecasting and see how it can be applied to your clients.
July 4, 2019
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Recorded webinar
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60 min
How to turn cashflow forecasting into advisory gold
Watch this webinar to find out how Ryan captured value for his firm by preparing a forecast that went on to help his client secure funding.
November 11, 2019
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Recorded webinar
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45 min
Protecting and Creating Cashflow During a Crisis (US)
Get advice from US experts on how to create and protect your cashflow position in order to ride out the crisis.
Time Zone:
NZ
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Recorded webinar
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45 min
Adding Value with Cashflow Management
Given the extreme importance of cashflow, this webinar will help you understand how to work on a cashflow management plan for your clients.
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Recorded webinar
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45 min
Cashflow Management Strategies for Business Survival
Hear Xero, SMB Strategy Consultants, and Polay + Clark for advice on how to handle cashflow pressures for business survival.
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Recorded webinar
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45 min
Protecting and Creating Cashflow During a Crisis (CA)
Hear from local experts on how to focus on creating and protecting your cashflow position in order to ride out the crisis.
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Recorded webinar
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45 mins
The role of Cashflow Forecasting in a Downturn
If understanding how to manage cashflow wisely during economic shocks is important to you and your team, listen to this recording.
June 12, 2020
Time Zone:
NZ
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