A-Z List Feature Guide

Our Spotlight A-Z List Feature Guide provides a clear direction for you or your business to grow a trusted advisor relationship with your clients.

Features

Reporting

Account Groupings
Show accounts grouped as you want them - easy drag and drop functionality.

Agriculture - Dairy

Pre-built template including metrics specific to businesses in the Agriculture industry.

AI-Powered Action Plans

Use AI to automatically generate actionable recommendations from your Executive Summary to help set goals, track progress, and drive results.

AI Suggestions

Use artificial intelligence (AI) options in the Executive Summary to automatically generate commentary on your report.

Benchmarking

Highlight over/under achievers with benchmarking and exception reporting.

Budget Creation

Create a budget from imported data, prior year actuals or manual entry.

Cash Basis Reporting

Cash Basis Reporting made easy with pre-build Profit & Loss Report, and Cash Basis Report Template.

Cashflow Forecast

Create a profit & loss, balance sheet and cashflow forecast for up to 5 years.

Categories/Segmentation Reporting

Compare and contrast your Groups with category tags in Spotlight.

Customisation

Flexible and scaleable - save time, effort and stress with reports & charts.

Excel Export/Import

Import from Excel. Export to Excel for additional customisation or manipulation.

Executive Summary

Editable text page with pre-built topics, auto text, image upload and custom text.

Google Analytics

Google Analytics integration for website traffic and monitoring metrics

Personal Wealth Reporting

Report on personal wealth and cash flow for couples and large family groups.

White-Labelling

Build your own reports and present with your own branding, logos & colours.

Xero

Import actual and budget data from Xero at the click of a button.

Templates - Customisable

Work at scale by creating & saving your own templates to apply to other clients.