Release Notes

See the latest feature releases, product improvements and bug fixes.

LATEST RELEASES

Reporting

June 25, 2026
Forecasting & Reporting Integration
Bring P&L budget data directly from Forecasting into Reporting for use in management reports, budget comparisons, and future projections. With this new integration, the reporting and forecasting interplay and workflow becomes significantly simpler and more powerful.
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Reporting

April 7, 2026
AI-Powered Action Plans
AI-Powered Action Plans are now available in Spotlight Reporting, generating clear, context-aware recommendations directly from your Executive Summary. Turn insights into client-ready actions in seconds, all in one seamless workflow.
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Reporting

April 1, 2026
Fractional Ownership For Groups
You can now report by ownership percentage across organisations in a group. Fractional Ownership lets you define your exact ownership stake for each organisation so revenue, costs, and profit are reflected proportionally in your group reports.
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Reporting

September 16, 2025
Spotlight Certification
We've relaunched our free certification course with refreshed video content and updates that showcase our latest features. It's designed to help you use our software confidently, and increase the quality and content of your outputs.
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Reporting

August 28, 2025
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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Reporting

August 5, 2025
AI Executive Summary Improvements
We’ve expanded AI Executive Summary highlights to cover Balance Sheet topics, and made AI recommendation extrapolations easier with Edit with AI — giving you more ways to boost advisory outcomes in Spotlight Reporting.
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Reporting

May 19, 2025
AI-Powered Executive Summaries Are Here
You can now use our new artificial intelligence (AI) options in the Executive Summary or Text Panels to automatically generate commentary on your report, or reformat existing commentary. Start building smarter reports today.
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Reporting

March 15, 2025
Faster, Smarter Report Generation
We’ve made backend upgrades to deliver reports faster and set the stage for future enhancements. With improvements to our AWS infrastructure, Account Groups, image handling, and page processing, your reporting experience is now quicker and more efficient than ever.
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Reporting

January 29, 2025
Improved Data Import Experience
We’ve redesigned the import process to be faster, simpler, and more intuitive, with a streamlined layout and clear guidance for every step.
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