A three-way comparison of the leading reporting and forecasting tools for UK accounting firms, with honest recommendations for advisory, analysis, and cash flow use cases.
Beautiful management reports and forecasts built for accountants.
Best for: Firms offering advisory services or management reporting to clients
Pricing: From $49/month for single entity. Multi-entity and practice pricing available.
Financial analysis and reporting that makes advisory conversations easier.
Best for: Firms wanting to add financial analysis and KPI tracking to their advisory offering
Pricing: From around $39/company/month. Practice pricing available for volume.
Cash flow forecasting that helps clients understand their financial future.
Best for: Firms wanting to add cash flow forecasting as a service
Pricing: Contact for current pricing. Free trial available.
How Spotlight Reporting, Fathom, and Futrli compare across the features that matter most for reporting and advisory.
| Feature | Spotlight | Fathom | Futrli |
|---|---|---|---|
| Management Reporting | Best-in-class board packs and management reports | Good reporting with strong visuals | Basic management report templates |
| Cash Flow Forecasting | Basic cash flow projections | Limited forecasting features | Advanced 3-way cash flow forecasting |
| Financial Analysis | Solid financial analysis tools | Excellent variance analysis and trend detection | Functional analysis capabilities |
| KPI Dashboards | Good dashboard customisation | Outstanding KPI tracking with visual dashboards | Decent dashboard options |
| Consolidation | Full multi-entity consolidation support | Basic consolidation features | Limited consolidation options |
| Scenario Planning | Basic what-if scenarios | Limited scenario modelling | Powerful scenario and budget modelling |
| Report Design | Highly customisable branded reports | Clean pre-built report templates | Standard report layouts |
| Benchmarking | Limited benchmarking tools | Industry benchmarking with rich data sets | Basic benchmarking features |
| Client Presentations | Polished, presentation-ready output | Good visual reports for clients | Functional but less polished output |
| Xero Integration | Tight Xero integration | Strong Xero integration | Solid Xero integration |
| Pricing Model | Per-entity subscription pricing | Per-company monthly pricing | Flexible pricing with free tier available |
| Learning Curve | Moderate learning curve | Intuitive and easy to pick up | Straightforward for core features |
The right choice depends on whether your focus is advisory reporting, financial analysis, or cash flow forecasting.
Spotlight Reporting
Spotlight Reporting is the strongest choice for firms delivering advisory and management reporting services. Its polished board packs, multi-entity consolidation, and highly customisable report design make it the go-to tool for practices that need presentation-ready output.
Read full Spotlight Reporting review →Fathom
Fathom excels at financial analysis, KPI tracking, and benchmarking. If your primary need is understanding trends, comparing performance against industry data, and presenting clear visual dashboards to clients, Fathom is hard to beat.
Read full Fathom review →Futrli
Futrli is the standout option for cash flow forecasting and scenario planning. Its 3-way forecasting engine and flexible budget modelling tools make it ideal for firms that need to help clients plan ahead, and its pricing model keeps costs accessible.
Read full Futrli review →Book a free discovery call and we will help you choose the right reporting and forecasting setup for your practice.
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