Sage + Spotlight Reporting

Scale advisory services with Spotlight Reporting and Sage. ‍

With the Spotlight Reporting + Sage integration, you can turn your Sage Intacct or Sage 50 data into powerful reports, forecasts, and dashboards, helping your team deliver deeper insights and make confident decisions at scale.

How do Spotlight + Sage work together?

Connect Sage Intacct or Sage 50 to Spotlight Reporting, build reports and forecasts using your Sage financial data, and present clear, professional insights.

1. Connect Sage & Spotlight

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

2. Build your reports and forecasts

Follow our easy in-app steps to turn your data into powerful insights.

3. Publish and share your outputs

Present your reports to clients, colleagues, or the board to inform confident decisions.

4. Transform your practice or business

Use the insights from Spotlight's reports and forecasts to better understand your financials or provide more clarity to your clients.

Getting started with Sage Intacct

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

For information on connecting Sage 50, see here.

Why Sage + Spotlight?

Turn Sage Data into Advisory Revenue

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.

Consolidation and benchmarking

Easily consolidate multiple entities and benchmark performance across groups.

Premium Training, Onboarding and Support

Extensive training for accounting firms and their teams to unlock the full potential of Spotlight and maximise the success of your Advisor services.

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.

Extensive chart gallery & visual graphs

Industry specific templates

Group Consolidation up to 75 entities

Highly customisable & powerful reporting

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.

Three-way Forecasting & Budgeting

Plan for best & worst case scenarios

See how unit based cost changes affect your forecast

Create consolidated forecasts for groups

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.

Drag-and-drop dashboard creation

Financial & non-financial KPI reporting

A wide selection of displays and charts

Aggregate and benchmark with Spotlight Multi

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

Consolidate up to 500 entities

Track & benchmark performance

Easily handle multiple currencies & eliminations

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.

Monitor KPIs, targets & action plans

See Karbon and Spotlight in action

Why BlueRock use Spotlight Reporting for their Xero clients

Learn why BlueRock found Spotlight Reporting to be the best platform to deliver and scale their Advisory services across their client base.

Why Mazars chose Spotlight Reporting

Spotlight Reporting has really supported us in our Advisory journey. The platform enabled us to bring innovative solutions to how we are delivering Advisory services to our clients and really help us to accelerate our growth in the Advisory space.

Spotlight Reporting & Empowered By Cloud

Discover how Empowered by Cloud use Spotlight Reporting to deliver their advisory services to their Xero clients.

Outsourced CFO and Spotlight Reporting

Learn how a financial management consultancy based in Cape Town use Spotlight for their client base using Xero to deliver the insights they need to succeed.

Partner Success: The Cheesecake Shop

The executive Director needed a group consolidation tool that could benchmark and rank his shops across his entire network. Spotlight Multi was the only solution. Seamlessly importing data from Xero, Multi made reporting 'a piece of cake!'

Partner Success: BlueRock and Spotlight Reporting

Learn how Spotlight Reporting enabled the team at BlueRock to turn client data into powerful reporting that underpins their Advisory services adding value to both their client’s world.

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.

ACCOUNTING FIRMS: They helped train all our staff and provided continual support along the way.
FRANCHISES: Spotlight Multi really highlights which stores are above or below critical levels. We can respond scientifically in terms of what's occurring in our business in a much more timely way.
OWNERS & CFOS: Visually the reports are easy to interpret for people who don’t come from a financial background.
NOT FOR PROFIT: Supported by the charts that give an outer glance views as whether they’re financial KPIs or Non Financial KPIs. The ability to customize those in the Spotlight Reporting is fabulous for us.

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.

We see the Xero/Spotlight Reporting combination as being a key tool in adding value to our clients by presenting complex financial information in a relevant, concise and visually-appealing way. Our clients love the usability of the information. We love that we can focus on meaningful highlights and identify critical data to assist our clients to manage risks and take timely advantage of opportunities. There is no doubt Spotlight Reporting has helped us offer valuable, innovative services to our clients.

Suze Atkinson, Business Development Manager, Synectic

I am a newcomer to Spotlight Reporting and I have to say I love it!! Being a business coach rather than an accountant the budgeting and cash flow forecasting never came easily to me. Using Spotlight I had the rest of this financial year budgeted and forecast done in 30 minutes. With the addition of the Action Plan, we can now take our quarterly priorities and add them to our reports giving a more complete picture of where we and our clients are at. Great work guys!!

Dave Sewell, Management Director and Business Coach, Scaling Up

LOVE LOVE LOVE Spotlight Reporting. We have seriously used every single financial reporting software that is available but love the ease of Spotlight, it seems to be built for accountants who love the numbers and ratios, also the industry templates are great too. Our clients love the reports and we love the ease it takes to prepare them, highly recommend!

Shannon, Director of Smart Business Solutions, Xero Accounting Partner of the Year

I've tried several Reporting add-on's for Xero and have selected Spotlight Reporting above all the others. It is very user-friendly and intuitive, and I was able to get up to speed very quickly thanks to the great support from the Spotlight team, and their online resources. Most of all my clients think they are great too, and at the end of the day that's what counts!! I can highly recommend Spotlight - or perhaps I shouldn't else I'll lose the competitive edge it's giving me!

Brian Katzen, Chartered Accountant, Registered Tax Agent, Xero Advisor