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Reporting, Forecasting and Consolidation at Scale
Join thousands of accountants around the world who increase efficiency, grow revenue, and engage clients using our four tools.
Spotlight Reporting
Easily create insightful financial and management reports.
Spotlight Multi
Consolidate and rank the performance of up to 500 entities.
Spotlight Forecasting
Accurately map your future budget, balance sheet, and cash flow.
Spotlight Dashboard
Deliver a high-level overview of financial position in one insightful page.
Spotlight Reporting works with Xero, QuickBooks, MYOB, Sage, Excel, Google Analytics, Google Sheets and Karbon.
Spotlight Reporting helps leading accounting firms save time, boost efficiency, and deliver real clarity to their clients. Our five cloud-based business intelligence tools automate dashboards, reports, three-way forecasts, and multi-entity consolidations — everything accountants need to elevate and scale their Client Advisory Services (CAS).
Go from Financial Data to Business Insights
Our extensive range of charts and templates transforms your financial data into actionable insights. Engage your clients by presenting them with a story, not just numbers.
Spend time on Analysis, not Spreadsheets
Spotlight Reporting eliminates time-intensive, manual reporting by integrating directly with leading accounting software.
Software for Trusted Advisors
All the tools and support you need to grow a trusted advisor relationship with your clients and increase revenue opportunities.
Increase your Advisory Revenue
Clearly demonstrate the value of your expertise in a one-page dashboard, or turn a one-off bank loan application into a monthly forecasting session.
What our customers say
Todd Muise - The Bookkeeping Bureau
"Easy to use, good flexibility and great customer service support. Your team is also very supportive of our firm."
Brian Davis - One Stop CPA
"The product, support team, sales team and insights are the best parts!"
Kylie Meyer - Grant Thornton New Zealand
"We use Spotlight Reporting to deliver timely, accurate, and easy-to-understand information to clients. It's a fantastic tool that helps us help clients improve their businesses."
Gilbert Robertson - BDO Marlborough Tasman - Nelson
"One client’s business has really taken off over the past six months, and she hasn’t been able to keep up with the demand. Using Spotlight Forecasting, we’ve helped her understand the cash flow demands on her business, and the benefits of asking the bank for a loan."
Gareth Bryant - Scendar
"Compared to using other tools or manual methods, we save at least 4-6 hours per year per client. Across a client base of 300+ businesses, that's a lot of hours."