# The Scalable Advisory Solution  for Enterprise Firms

Powerful, customisable reporting, forecasting, and consolidation to drive efficiency, productivity, and new revenue streams for your firm.

[TRY SPOTLIGHT FOR FREE](https://go.spotlightreporting.com/Member/Signup?_ga=2.151297849.1676752440.1693204747-1691633890.1658721532) [BOOK A DEMO](/content/book-a-demo/index.html)

# The Team Wins, the Clients Win

The preferred choice of the Big Four, Spotlight Reporting equips your team with the tools to deliver exceptional value to your clients.

**Grow New Revenue**

Offer new services and scale reporting to drive advisor revenue.

**Increased Productivity**

Generate insightful reports and forecasts quickly and easily.

**Deeper Client Insights**

Uncover hidden trends and opportunities with powerful analytics.

**Improved Decision-Making**

Provide clients with data-driven recommendations for strategic planning.

**Scalable Solutions**

Adapt and grow your advisory services with flexible and configurable tools.

**Elevated Client Experience**

Deliver impactful reports and insights that impress and engage.

# A Suite of Tools Designed for Enterprise Success

Spotlight Reporting offers a comprehensive solution for all your team's reporting and analysis needs.

# **Reporting**

Create visually compelling, customisable reports that communicate key financial information clearly.

- Extensive chart gallery & visual graphs
- Industry specific templates
- Group Consolidation up to 75 entities
- Highly customisable & powerful reporting

# **Forecasting**

Develop accurate and dynamic forecasts to help clients plan for the future.

- Three-way Forecasting & Budgeting
- Create multiple "what-if" scenarios
- See how unit-based cost changes affect your forecast
- Create consolidated forecasts for groups of up to 75 entities

# **Dashboards**

Gain a bird’s eye view of key performance indicators (KPIs) with interactive dashboards.

- Drag-and-drop dashboard creation
- Financial & non financial KPI reporting
- A wide selection of displays and charts

# **Multi**

Aggregate and analyse data from multiple entities with ease.

- Consolidate up to 500 entities
- Track & benchmark performance
- Easily handle multiple currencies
- Aggregate and compare networks and industry verticals

# **Sustain**

Create visually compelling, customisable reports that communicate key financial information clearly.

- Extensive chart gallery & visual graphs
- Industry specific templates
- Group Consolidation up to 75 entities
- Highly customisable & powerful reporting

# Dedicated Support for Your Team's Success

We're committed to helping your team maximise the value of Spotlight Reporting.

# **Tailored Training**

Onboarding and ongoing training programs designed for your team's needs.

# **Dedicated Customer Success Specialist**

A personalised point of contact to guide your team and answer their questions.

# **Advisory Learning & Resource Hub**

Access Transform in Action for a wide range of resources and training to efficiently and effectively deliver advisory services at scale.

# **Priority Support**

Fast and reliable assistance whenever your team needs it.

# Security is Our Top Priority

More than 2,000 of the world’s most innovative accounting firms and businesses trust Spotlight Reporting to protect their data. Here’s a look at some of our most significant security features.

#### Encryption

Data is encrypted in transit and at rest

#### User Access

Admin control over user access

#### Your Data

You own and control your data

#### Account Security

Secure your account with Two-Step Authentication

#### Always On

High levels of availability with 24/7 monitoring

#### Privacy

GDPR compliant with lawful data processing

#### Safe data

Failover databases available at all times and regular backups

#### Physical Security

Physical access to our data centers is strictly controlled

# **ISO27001 Certified**

Spotlight Reporting has always been aligned with the ever-changing industry best practices and is certified ISO27001 compliant, the premiere global information security system (ISMS) standard.

# Preferred Choice of Leading Firms

See what our clients have to say about Spotlight Reporting

Spotlight Reporting is easy to use and as a tool, there are always workarounds for the solution that I want. The ease of use is most important to me and having a tool that gives me everything I want, when I need it.

## Kylie Campbell

Grant Thornton

Using Spotlight Scenarios, we save around four hours, rather than having to use something like Excel.

## Nigel Smellie

Findex

In Excel, our reports would have taken days to complete, whereas in Spotlight Reporting, took no more than a few hours.

## Zenaida Bharucha

Stepping Stone

The breadth of the Spotlight Toolkit really enables me to build client relationships and provide value.

## Theo Tocker

BDO NZ

# Ready to Transform Your Advisory Services?

Let's discuss how Spotlight Reporting can help your team achieve its goals.

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