Spotlight Reporting

TL;DR

AI-assisted financial reporting and executive summaries for faster, clearer insights.
Three-way forecasting, scenario planning, and consolidated group reports.
Dashboards, benchmarking, and ESG reporting in one platform.
Best for accounting firms, CFOs, and multi-entity groups needing scalable advisory outputs.

What is Spotlight Reporting

Spotlight Reporting is an AI-enabled financial reporting and forecasting platform that helps accounting firms, CFOs, and multi-entity businesses turn accounting and operational data into management reports, dashboards, forecasts, and ESG disclosures. It consolidates data from systems like Xero and QuickBooks, automates three-way forecasting and group consolidations, and uses AI to generate executive summaries and recommendations—streamlining advisory workflows and improving decision-making. Core category: Financial Reporting & Forecasting Software with AI-assisted commentary.

Key Features

AI Executive Summaries & Edit with AI: Automatically generate and reformat executive commentary, now including Balance Sheet highlights, to accelerate advisory outputs and consistency.
Management Reporting & Visualization: Build visually rich, client-ready management packs with an extensive chart gallery, customizable templates, KPIs, and white labeling.
Three-Way Forecasting & Scenarios: Create P&L, Balance Sheet, and Cash Flow forecasts with best/worst-case scenarios and unit-based drivers to replace error-prone spreadsheets.
Consolidated Forecasting & Reporting: Produce consolidated reports and forecasts for groups, handling eliminations and multiple currencies to streamline group insights.
Dashboards (Drag-and-Drop): Assemble high-level, one-page dashboards with financial and non-financial KPIs for instant performance snapshots.
Spotlight Multi (Large-Scale Consolidation): Aggregate and benchmark large networks and franchises, consolidating up to 500 entities and tracking comparative performance.
Industry Templates: Start faster with pre-built, industry-specific report structures for sectors like Professional Services, Real Estate, Hospitality, and Not-for-Profit.
Integrations with Leading Systems: Connect to Xero and QuickBooks plus non-financial sources like Google Analytics to unify financial and operational KPIs.
ESG Reporting (Spotlight Sustain): Turn ESG data into engaging, customizable reports with KPI targets, action plans, and flexible white labeling.
Training, Certification & Resources: Access a help centre, webinars, sample reports, and a certification course to speed onboarding and scale advisory services.

Who is Spotlight Reporting for?

Accounting and advisory firms delivering management reporting and FP&A services.
CFOs, finance directors, and corporate finance teams needing robust forecasts and dashboards.
Franchises and multi-entity groups requiring consolidation, benchmarking, and eliminations.
Not-for-Profit finance teams managing multi-program reporting and KPIs.
Enterprise advisory practices standardizing client reporting at scale.
SMEs and professional services firms seeking to replace spreadsheet-based reporting.

Key Use Cases & Applications

Producing monthly management packs with visual KPI dashboards for stakeholders and boards.
Building three-way forecasts, budget vs. actuals, and what-if scenarios for cash management.
Consolidating multi-entity groups with intercompany eliminations and multi-currency handling.
Benchmarking franchise or network performance with league tables and comparative analytics.
Delivering ESG reports with targets, KPIs, and action plans for investors and regulators.
Packaging advisory services—upselling projections and insights to increase client revenue.

Pros

AI-generated executive commentary reduces manual write-up time and improves consistency.
Consolidates up to 500 entities with Spotlight Multi, including multi-currency and eliminations support.
Deep Xero and QuickBooks integrations enable automated, reliable data syncs.
Rich templates, charts, and white labeling produce client-ready, branded reports quickly.
Three-way forecasting and scenario planning help teams move beyond spreadsheets with confidence.
Strong enablement (training, certification, sample reports) accelerates adoption and advisory growth.

Cons

Broad feature set can introduce a learning curve for tailoring templates and KPIs to each client.
Large-group consolidation above 75 entities requires the separate Multi product, increasing total cost for complex structures.
Native integrations focus on leading accounting platforms; teams on mid-market ERPs may rely on imports or workarounds.

Pricing Info

Free trial: 14 days. Plans are billed monthly (prices excl GST).

$295/month — Up to 10 orgs — Features: Most Popular; excl GST.
$495/month — Up to 25 orgs — Features: For getting Advisory services started; excl GST.
$995/month — Up to 75 orgs — Features: For scaling Advisory to grow avenue; excl GST.
Custom Pricing — Let's talk — For Enterprise firms delivering Advisory; Contact for details.

FAQs

Which accounting systems and data sources does Spotlight Reporting integrate with?

Spotlight Reporting integrates with leading accounting platforms like Xero and QuickBooks, and supports non-financial sources such as Google Analytics. Additional data can be brought in via imports to combine financial and operational KPIs in one place.

Can it handle consolidated reporting and forecasting for groups?

Yes. Spotlight Reporting supports consolidated reporting (up to 75 entities in Reporting) and consolidated forecasting. Spotlight Multi extends consolidation up to 500 entities, with support for eliminations and multiple currencies.

What AI features are included?

AI Executive Summaries can auto-generate and reformat commentary across statements—including Balance Sheet topics—and the Edit with AI capability helps refine and extrapolate recommendations for client-ready narratives.

Is there a free trial and how long is it?

Yes. Spotlight Reporting offers a 14-day free trial so teams can evaluate reporting, forecasting, dashboards, consolidation, and AI features before subscribing.

Who should use Spotlight Sustain?

Spotlight Sustain is designed for teams reporting Environmental, Social, and Governance metrics. It provides customizable ESG templates, charts, KPI tracking, targets, and action plans to produce engaging ESG disclosures.

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