Reporting & Forecasting for Advisors & Accountants
Software for trusted advisors
All the tools and support you need to grow a trusted advisor relationship with your clients and increase revenue opportunities.
See Spotlight Reporting in action
Used by the Big 4, and trusted by firms worldwide, Spotlight Reporting saves accountants time and effort in delivering clarity and insights to their clients.
2000+
advisory firm and business users across the globe
100s
of 5 Star Reviews
5 mins
to build your first meaningful report
Why Spotlight Reporting?
Our award-winning suite of reporting tools empower accountants and their clients with powerful solutions to create better business outcomes.
Powerful Reporting
Easily create powerful and visual reports. Reveal key drivers that impact performance
Forecasting & Budgeting
Our Forecasting tool is an ‘all-in-one’ budget creator, full three-way forecasting and scenario builder
Visual Dashboards
A dashboard provides an instant snapshot of business performance, letting your clients focus on what really matters
White Labelling
White-label reports and show off your brand — for free!
Consolidations
Save time and effort by seamlessly consolidating your client's organisations with multiple currencies and eliminations
Cashflow Analysis
Monitor critical cash movements and balances for your clients' businesses
Action Planning
Clearly communicate key actions and keep track of progress, deadlines, and responsibilities to stakeholders
Benchmarking
Aggregate, rank, and benchmark 100s of General Ledger accounts
Five Powerful Products
Five award-winning products and powerful feature sets combine to create a complete reporting and forecasting platform for your business or franchise
REPORTING
Comprehensive advanced reports, including consolidation, visuals and KPIs.
FORECASTING
Three-way forecasting, consolidated forecasting, budgeting and scenarios.
DASHBOARD
Fully customisable dashboards.
MULTI
Benchmarking, ranking and KPIs for franchises.
SUSTAIN
ESG templated reporting that is highly customisable.
Four Powerful Products
Four award-winning products and powerful feature sets combine to create a complete reporting and forecasting platform for your business or franchise
REPORTING
A powerful management reporting tool designed to help your clients achieve better business outcomes.
MULTI
For Franchises, Not-for-Profits, and industry specialists, Multi allows you to aggregate, rank, and benchmark multiple entities.
FORECASTING
Forecasting is an ‘all-in-one’ budget creator, three-way forecasting, and scenario builder.
DASHBOARD
Dashboard provides an instant snapshot of business performance. A high-level overview of the metrics that matter.
Transform your accounting practice
From onboarding and training to goal setting and service refinement, we'll support you in your journey from service provider to trusted advisor
Partner Success Centre
On-demand resources from leading industry specialists to support your advisory transformation.
Spotlight Certification
Our self-paced training programme to ensure your team know how to use Spotlight Reporting, Forecasting, and Dashboard with confidence.
Transform in Action
Accelerate your advisory journey with this online course for you and your team.
Tailored Training
Our training is tailored to your specific needs to help you achieve your advisory goals.
Case Studies
BlueRock – Frank Druda, Accounting Director
BlueRock provides in-depth analysis for hundreds of clients in 1/10 of the time.
PwC – Rachel Ah Koy, Manager & Scott McLiver, Partner
PWC partnered with Spotlight Reporting to launch an innovative new cloud advisory platform called Next.
Outsourced CFO – Louw Barnardt, Co-founder & Managing Director
Outsourced CFO share how Xero and Spotlight Reporting solve some of the most complex reporting requirements for their clients.
Key Results
4 – 6
Interactive Accounting saves 4–6 hours per client, per year.
$11 million
TNM Consulting used Spotlight Forecasting to help a client secure $11 million.
$115K
SB Advisers generated an additional $115k in revenue two months after signing up.
Sample Reports
Spotlight Reporting Sample Report - Download a sample Spotlight Report to get an idea of the reports you can create.
Spotlight Forecasting Sample Report - Download a sample Cashflow Forecast produced by our Forecasting tool.
Spotlight Dashboard Sample Report - Download a sample Dashboard report for an instant snapshot of business performance.
Spotlight Multi Sample Report - For Franchises, NFPs, and industry specialists, Spotlight Multi allows you to aggregate, rank, and benchmark.