Spotlight Reporting

Management reporting and forecasting for advisors

⭐ 4.3/5 (700 reviews)

About Spotlight Reporting

Spotlight Reporting is a cloud-based reporting and forecasting platform designed for accounting firms and business advisors. It automates the creation of management reports, forecasts, and multi-entity consolidations.

Key Features

  • 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

✅ Pros

  • Good for advisory firms
  • Nice three-way forecasting
  • Strong Xero integration
  • Professional report output

❌ Cons

  • Smaller market presence
  • Limited data connections
  • Per-entity pricing
  • NZ/AU/UK focused
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