Spotlight Reporting

Advanced Reporting, Consolidation, Forecasting and Budgeting

4,6 /5 (8 reviews) Write a Review!

Spotlight Reporting Overview

What is Spotlight Reporting?

Built for accountants, Spotlight Reporting has been designed by accountants with decades of experience in advisory and consultancy. For accountants and businesses wanting reporting that delivers deeper insight and clarity for better decision making, there are no better reporting solutions available.

Whether you operate in a vibrant busy small business, an accounting firm with a fast-growing client base or a business that delivers regular Board packs, Spotlight has an award-winning range of time-saving features available to you.

We help you quickly create reports, run them on-demand and instantly share with your client or team.

Spotlight Reporting Overview

Pricing

Starting from
US$250,00/month

Pricing options

Free Trial
Subscription
Value for money

For Advisors;

Basic $250/month for up to 20 organizations

SuperVCFO $495/month for up to 50 organizations

For Businesses;

$25/month for a single organizations. Add an extra organization for $25.

Large: $250/month for 20 organizations. Add an extra organization for $12.50.


Spotlight Reporting Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China
Supported Languages
English

Media

Spotlight Reporting screenshot: Spotlight Reporting screenshot: Spotlight Reporting screenshot: Spotlight Reporting screenshot:

Spotlight Reporting Reviews

Spotlight Reporting Reviews

Overall rating
4,6
/
5
Excellent
5

Very good
3

Average
0

Poor
0

Terrible
0

Value for Money
4
Features
4,5
Ease of Use
4,2
Customer Support
4,2
100% recommended this app
Emily H.

Great dashboarding tool!

Helping to build out the working relationship between finance and other internal stakeholders


Mike H.

Excellent Forecasting Tool

I was able to set it up quickly and begin forecasting a P&L. The Balance Sheet and Cash Flow took more time to learn how to forecast accurately. It interfaces nicely with applications like QuickBooks and Zero, but is more difficult if you are not using a mainline accounting system. If so, you are able to import data from Excel, but it is easy to make mistakes and training is limited. I had to do a lot of trial and error imports over several weeks to get this correct.

Probably the biggest complaint is customer support. Unfortunately, there is no phone or chat support so customers have to rely on email. There is a 16 hour different time zone than my location, so responses took 4-24 hours. When you have follow-up questions, it often took me 3-5 days to get a problem resolved I should have been able to resolve in one 30 minute phone call.

The good news is the staff is very knowledgeable and competent, just not very accessible. They're a young company and will get this corrected over time. I have no regrets in my investment and the value it will add to my consulting practice.


Uwais A.

Spotlight Reporting review

The overall experience is great. Once you get a hang of the first company and group, the rest are easy to update


Angela W.

Great reporting tool


Mackenzie M.

Next Level Reporting

Overall, Spotlight has been a great add on tool in preparing management reports for clients to help them really understand their business and point out any pain points.


Emily H.
Industry: Biotechnology
Company size: 11-50 Employees

Great dashboarding tool!

Used Daily for 1-5 months
Reviewed on 2019/11/13
Review Source: Capterra

Helping to build out the working relationship between finance and other internal stakeholders

Pros

Integrated with host analytics system, nice to create more user friendly dashboards that are easier for stakeholders to view & use

Cons

Takes some ramp up in learning curve and can be a little bit finicky. Can be frustrating for pure finance where excel workbooks & the freedom offered there is nice, but is important for connecting with stakeholders that are less excel savvy.

Rating breakdown

Ease of Use

Likelihood to recommend: 9.0/10

Mike H.
Industry: Management Consulting
Company size: 2-10 Employees

Excellent Forecasting Tool

Used Weekly for 1-5 months
Reviewed on 2020/05/26
Review Source: Capterra

I was able to set it up quickly and begin forecasting a P&L. The Balance Sheet and Cash Flow took more time to learn how to forecast accurately. It interfaces nicely with applications like QuickBooks and Zero, but is more difficult if you are not using a mainline accounting system. If so, you are able to import data from Excel, but it is easy to make mistakes and training is limited. I had to do a lot of trial and error imports over several weeks to get this correct.

Probably the biggest complaint is customer support. Unfortunately, there is no phone or chat support so customers have to rely on email. There is a 16 hour different time zone than my location, so responses took 4-24 hours. When you have follow-up questions, it often took me 3-5 days to get a problem resolved I should have been able to resolve in one 30 minute phone call.

The good news is the staff is very knowledgeable and competent, just not very accessible. They're a young company and will get this corrected over time. I have no regrets in my investment and the value it will add to my consulting practice.

Pros

1) Accurate Forecasts of P&L, Balance Sheet and Cash Flow
2) Scenario Modeling
3) Reporting Capabilities
4) Very customizable for reports and forecasts

Cons

1) Customer Support is slow.
2) User interface is not intuitive and different between modules.
3) Three major modules (Reporting, Forecasting, Scenarios) are not integrated and require separate imports.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Uwais A.
Industry: Accounting
Company size: 11-50 Employees

Spotlight Reporting review

Used Weekly for 6-12 months
Reviewed on 2019/07/22
Review Source: Capterra

The overall experience is great. Once you get a hang of the first company and group, the rest are easy to update

Pros

Most of my clients love the way it summarizes financial information into charts and graphics

Cons

The Consol can get complicated if there are many companies in the group and I need to justify a balance

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Angela W.

Great reporting tool

Used Weekly for 1+ year
Reviewed on 2018/06/25
Review Source: Capterra

Pros

We bought this as a supplement to QBO and it has really enhanced our reporting features and allowed us to show our finances in a better way.

Cons

You cannot set up different templates, if you make a major change, it keeps that for all the reports.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Mackenzie M.
Industry: Accounting
Company size: 2-10 Employees

Next Level Reporting

Used Monthly for 1+ year
Reviewed on 2018/10/17
Review Source: Capterra

Overall, Spotlight has been a great add on tool in preparing management reports for clients to help them really understand their business and point out any pain points.

Pros

Spotlight lets you import budgets straight from Xero and allows you to customise report layouts and also offers in-depth charting and graphs which offer simple conversation starting points with clients.

Cons

When initially beginning to use Spotlight, it may feel a little overwhelming due to all of the options and layouts on offer. Can take a while to get used to it.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
8,8/10
Based on 8 user ratings
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Spotlight Reporting Pricing

Spotlight Reporting Pricing

Starting from
US$250,00/month
Free Trial
Subscription
Value for money

For Advisors;

Basic $250/month for up to 20 organizations

SuperVCFO $495/month for up to 50 organizations

For Businesses;

$25/month for a single organizations. Add an extra organization for $25.

Large: $250/month for 20 organizations. Add an extra organization for $12.50.

For Advisors;

Basic $250/month for up to 20 organizations

SuperVCFO $495/month for up to 50 organizations

For Businesses;

$25/month for a single organizations. Add an extra organization for $25.

Large: $250/month for 20 organizations. Add an extra organization for $12.50.

Value for Money
4/5
Based on 8 user ratings
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Spotlight Reporting Features

Spotlight Reporting Features

API
Activity Dashboard
Ad hoc Reporting
Business Intelligence
Charting
Collaboration Tools
Customizable Reporting
Dashboard Creation
Data Filtering
Data Import/Export
Data Visualization
Monitoring
Multiple Data Sources
Predictive Analytics
Real Time Analytics
Real Time Data
Reporting & Statistics
Third Party Integration
Trend Analysis
Visual Analytics
Features
4,5/5
Based on 8 user ratings
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Categories

Additional information for Spotlight Reporting

Additional information for Spotlight Reporting

Key features of Spotlight Reporting

  • Action Plan for clients
  • Action Planning for Client success
  • Advanced Management Reporting
  • Advanced reporting
  • Auto-text executive summary
  • Balance sheet analysis
  • Balanced scorecards
  • Benchmarking and Ranking for Franchises and NFPs
  • Benchmarking and Ranking for up to 500 Franchises and NFPs
  • Budgeting
  • Cashflow Waterfall Chart
  • Consolidated reporting with multi-currency
  • Consolidation up to 50 entities into one report
  • Content page for board level and client reporting
  • Custom Charts
  • Data import
  • Data visualization
  • Drag and drop dashboards
  • Financial analysis
  • Financial and Non-Financial Integrations including QuickBook
  • Full three way forecasting
  • Full three-way cash flow forecasting
  • Highly customizable reports
  • Inter-company eliminations with multi-currency
  • Interactive reporting
  • KPI Scorecards
  • Loan Amortization Rules for client financing
  • Management Reporting
  • Monitor cash flow
  • Multi entity reporting
  • Report Covers for branding and customisation
  • Third party integration
  • Trend analysis
  • Visual analytics

Benefits

Performance reporting: Display complex data in an attractive and easy to understand management reports with extensive chart gallery and chart customisation options, providing intelligent insight into the financial position of your business.

Save time and effort: Our consolidation feature with multi-currency ability enables accounting firms, franchise and multi-entity businesses save time on monthly reporting and gain a comprehensive view of the group's performance.

Budgets and forecasts: Committing numbers to paper and mapping out a future helps increase the chance for success. Our three-way cash flow forecasting, budgeting and scenario testing tool will enable you to prepare ‘Bank’ grade forecasts

Spotlight Reporting FAQs

Spotlight Reporting FAQs

Below are some frequently asked questions for Spotlight Reporting.

Q. What type of pricing plans does Spotlight Reporting offer?

Spotlight Reporting offers the following pricing plans:

Starting from: US$250,00/month

Pricing model: Subscription

Free Trial: Available

For Advisors; Basic $250/month for up to 20 organizations SuperVCFO $495/month for up to 50 organizations For Businesses; $25/month for a single organizations. Add an extra organization for $25. Large: $250/month for 20 organizations. Add an extra organization for $12.50.

Q. What are the main features of Spotlight Reporting?

Spotlight Reporting offers the following features:

  • Action Plan for clients
  • Action Planning for Client success
  • Advanced Management Reporting
  • Advanced reporting
  • Auto-text executive summary
  • Balance sheet analysis
  • Balanced scorecards
  • Benchmarking and Ranking for Franchises and NFPs
  • Benchmarking and Ranking for up to 500 Franchises and NFPs
  • Budgeting
  • Cashflow Waterfall Chart
  • Consolidated reporting with multi-currency
  • Consolidation up to 50 entities into one report
  • Content page for board level and client reporting
  • Custom Charts
  • Data import
  • Data visualization
  • Drag and drop dashboards
  • Financial analysis
  • Financial and Non-Financial Integrations including QuickBook
  • Full three way forecasting
  • Full three-way cash flow forecasting
  • Highly customizable reports
  • Inter-company eliminations with multi-currency
  • Interactive reporting
  • KPI Scorecards
  • Loan Amortization Rules for client financing
  • Management Reporting
  • Monitor cash flow
  • Multi entity reporting
  • Report Covers for branding and customisation
  • Third party integration
  • Trend analysis
  • Visual analytics

Q. Who are the typical users of Spotlight Reporting?

Spotlight Reporting has the following typical customers:

Large Enterprises, Non Profit, Mid Size Business

Q. What languages does Spotlight Reporting support?

Spotlight Reporting supports the following languages:

English

Q. What type of pricing plans does Spotlight Reporting offer?

Spotlight Reporting has the following pricing plans:

Subscription

Q. Does Spotlight Reporting support mobile devices?

We do not have any information about what devices Spotlight Reporting supports

Q. What other apps does Spotlight Reporting integrate with?

Spotlight Reporting integrates with the following applications:

9 Spokes, Google Analytics, MYOB Essentials, MYOB Essentials, QuickBooks Online, QuickBooks Online Advanced, WorkflowMax, WorkflowMax, Xero, Xero

Q. What level of support does Spotlight Reporting offer?

Spotlight Reporting offers the following support options:

Online Support, Knowledge Base, Video Tutorials, FAQs