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Spotlight Reporting

Our Pick

Reporting & Analytics

Beautiful management reports and forecasts built for accountants.

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Overview

Spotlight Reporting transforms raw accounting data into beautiful, client-ready management reports and forecasts. If your firm offers (or wants to offer) advisory services, this is the tool that makes it practical.

The reports are visually impressive and easy for non-financial clients to understand — dashboards, charts, and commentary that tell a story rather than just presenting numbers. The forecasting module lets you build scenarios with clients in real time.

For firms looking to move up the value chain from compliance to advisory, Spotlight Reporting is often the catalyst that makes it happen.

Best for

Firms offering advisory services or management reporting to clients

Key Features

Management reporting with customisable templates
Cash flow forecasting and scenario planning
Consolidation reporting for multi-entity clients
KPI dashboards for real-time performance tracking
Direct integration with Xero and QBO data
Branded report templates
Benchmarking against industry data
Multi-period comparison and trend analysis

Pros & Cons

What We Like

  • Produces genuinely impressive client-facing reports
  • Makes advisory services practical and scalable
  • Good forecasting and scenario planning tools
  • Strong integration with Xero and QBO
  • Helps justify higher fees through visible value

Watch Out For

  • Monthly cost per client adds up
  • Requires time investment to set up report templates
  • Only valuable if you actually deliver reports to clients
  • Steeper learning curve than basic Xero/QBO reporting

Pricing

From $49/month for single entity. Multi-entity and practice pricing available.

Key Integrations

XeroQuickBooks Online

Our Verdict

If you want to offer advisory services and charge premium fees, Spotlight Reporting is the tool that makes it tangible. The reports help clients see the value you provide, which justifies the investment.

Try Spotlight Reporting

Other Reporting & Analytics Tools

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Cash flow forecasting that helps clients understand their financial future.

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Spotlight Reporting Review for Accounting Firms | NerdNumbers