Reach Reporting vs Spotlight Reporting

Side-by-side comparison of Reach Reporting and Spotlight Reporting to help you choose the right tool.

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Feature Reach Reporting Spotlight Reporting
Pricing paid paid
Rating ⭐ 4.5/5 ⭐ 4.3/5
Categories reporting reporting
Drag-and-drop report builder ✅ ❌
Financial dashboards ✅ ❌
KPI tracking ✅ ❌
Budget vs actual ✅ ✅
Consolidation ✅ ❌
Cash flow reporting ✅ ❌
Visual data presentations ✅ ❌
Custom metrics ✅ ❌
Scheduling ✅ ❌
Accounting integrations ✅ ❌
Management reports ❌ ✅
Cash flow forecasting ❌ ✅
Multi-entity consolidation ❌ ✅
KPI dashboards ❌ ✅
Three-way forecasting ❌ ✅
Report templates ❌ ✅
Custom branding ❌ ✅
Xero/QBO integration ❌ ✅
Board reporting ❌ ✅

Reach Reporting

Visual financial reporting and dashboards

Try Reach Reporting →

Spotlight Reporting

Management reporting and forecasting for advisors

Try Spotlight Reporting →
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