Spotlight Reporting vs LivePlan

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

Feature	Spotlight Reporting	LivePlan
Pricing	paid	paid
Rating	⭐ 4.3/5	⭐ 4.2/5
Categories	reporting	reporting, financial-planning
Management reports	✅	❌
Cash flow forecasting	✅	❌
Budget vs actual	✅	❌
Multi-entity consolidation	✅	❌
KPI dashboards	✅	❌
Three-way forecasting	✅	❌
Report templates	✅	❌
Custom branding	✅	❌
Xero/QBO integration	✅	❌
Board reporting	✅	❌
Business plan builder	❌	✅
Financial forecasting	❌	✅
Performance dashboards	❌	✅
Industry benchmarks	❌	✅
Pitch preparation	❌	✅
Milestone tracking	❌	✅
Accounting import (QBO/Xero)	❌	✅
Scenario planning	❌	✅
PDF export	❌	✅
Collaboration tools	❌	✅

Management reporting and forecasting for advisors

Business planning and financial dashboards

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