# 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**](/content/solutions/advisors#/index.html) - Download a sample Spotlight Report to get an idea of the reports you can create.

[**Spotlight Forecasting Sample Report**](/content/solutions/advisors#/index.html) - Download a sample Cashflow Forecast produced by our Forecasting tool.

[**Spotlight Dashboard Sample Report**](/content/solutions/advisors#/index.html) - Download a sample Dashboard report for an instant snapshot of business performance.

[**Spotlight Multi Sample Report**](/content/solutions/advisors#/index.html) - For Franchises, NFPs, and industry specialists, Spotlight Multi allows you to aggregate, rank, and benchmark.