What is Spotlight Reporting?
Spotlight Reporting provides a robust suite of tools combining AI-driven automation with powerful analytics to help accountants, CFOs, and business leaders turn complex financial data into visually compelling reports and actionable insights. Its platform streamlines management reporting, cash flow forecasting, and KPI tracking, allowing users to create highly customized dashboards and consolidated forecasts for multiple business entities.
With industry-specific templates, seamless integration with leading accounting systems, and user-friendly drag-and-drop chart galleries, Spotlight Reporting empowers firms to scale advisory services, improve business performance, and deliver value-added insights. ESG reporting and benchmarking features further enhance its capabilities, supporting enterprises, franchises, and not-for-profits in making data-informed strategic choices.
Features
- Consolidated Reporting: Aggregate financials from multiple entities for group analysis
- Consolidated Forecasting: Unified future projections across several businesses or locations
- White Labelling: Customizable branding for client-facing reports
- Drag-and-Drop Dashboards: Intuitive creation of visual dashboards and chart layouts
- ESG Reporting: Ready-to-use templates for Environmental, Social, and Governance metrics
- Industry-Specific Templates: Predefined report formats tailored for different sectors
- Integration with Xero and QuickBooks: Seamless data synchronization
- Benchmarking and Multi-Entity Analysis: Compare performance across business units or franchises
- Automated Data Import: Streamlined, intuitive processes for importing data
- Customizable KPI Tracking: Monitor key business metrics in real time
Use Cases
- Management and financial reporting for accounting firms
- Automated cash flow forecasting and scenario planning
- Consolidation of multiple business entities or franchises
- Creating dashboards for key performance indicators and metrics
- ESG (Environmental, Social, Governance) compliance reporting
- Providing advisory services with data-driven insights
- Benchmarking performance across subsidiaries or industry verticals
- Budget planning and what-if financial analysis
FAQs
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What products are included in the Advisor plans?
Both the Starter and Super VCFO plans include Reporting, Forecasting, and Dashboard products, with Multi available as an upgrade option. -
If I am on a Basic subscription, what happens if I want to exceed the organization limit?
You will need to upgrade to the Super VCFO plan by contacting your Account Manager or the support team. -
How can I pay for Spotlight Reporting?
Accepted payment methods include Visa, Mastercard, and American Express. -
Do I get customer support and training with my subscription?
All plans include access to training webinars, an online help center, and customer support, with higher plans offering tailored training and dedicated account management.
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