Scale advisory services with Spotlight Reporting and Karbon. ‍

With the Spotlight Reporting + Karbon integration, you’ll streamline workflows, empower your team to deliver top-notch advisory services at scale, and unlock new opportunities for growth.

How do Spotlight + Karbon work together?

Start in Karbon, create reports and forecasts in Spotlight Reporting, and save them straight back to Karbon.

1. Connect Karbon & Spotlight

Set up the quick and easy integration directly from your Karbon and Spotlight Reporting accounts.

2. Add reports or forecasts to your task

Add Create Spotlight Report to a task and begin building your reports or forecasts directly from Karbon.

3. Publish back to Karbon

Your finished report or forecast will be saved in the Documents tab of your Karbon work item.

4. Embed advisory into your workflows

Schedule monthly, quarterly, or ad-hoc reports and forecasts like any other task in Karbon.

Getting started with Karbon

Step-by-step guidance to connect Karbon and generate your ongoing Spotlight reports.

1. Setting up the integration for the first time

2. Producing your regular Spotlight report

Why Karbon + Spotlight?

Embed Advisory Revenue into your Workflow

Easily deliver consistent, repeatable advisory services across your client base with custom-built templates and workflows.

The Preferred Choice of Enterprise Firms

The Spotlight suite of tools are the preferred choice of the Big Four and thousands of leading accounting firms.

Generate Client-Ready Insights

Turn complex financial and non-financial data into simple, meaningful insights. Deliver polished, visual reports that clearly show progress against goals and forecasts.

Empower Your Team

Distribute work, share context, and build firm-wide advisory capability.

Reduce Admin & Double-Handling

Work seamlessly between Karbon and Spotlight to cut manual steps and streamline delivery.

What is Spotlight Reporting?

Five powerful products to unlock the power of both financial and non-financial data and reveal the insights that matter the most.

Go beyond the numbers with Spotlight Reporting

Create comprehensive visual reports, consolidations, and KPIs, revealing the insights that matter the most.

Powerful forecasting, cash flow & budgeting

Say goodbye to error-prone spreadsheets. Easily create budgets, forecasts, and what-if analysis. Even produce consolidated forecasts for groups with ease.

High level Dashboards for a birds eye view

Within minutes create high-level overviews of the most important business metrics on one insightful page to get an instant snapshot of the business.

Aggregate and benchmark with Spotlight Multi

Aggregate and compare networks and industry verticals. Perfect for Franchises, Not-for-Profits and industry specialists.

Turn your data into visually engaging ESG reports

Spotlight Sustain provides intuitive, out of the box Environmental, Social and Governance (ESG) templated reporting that is highly customisable.

Who is Karbon and Spotlight for?

Spotlight Reporting empowers Xero accounting firms, businesses, franchises, and not for profits with powerful solutions to create better business outcomes.

Your pathway to Advisory

We’re not just software. Our Advisor Plans provide the onboarding, training, and goal setting accounting firms need to make the complete journey to offering Advisory services.