Overview
Spotlight Reporting is the ultimate reporting and forecasting platform for progressive accountants, CFO’s, advisors, and multi-entity organisations using Xero. Our suite of five powerful products provide choice and customisation options to put you in the driving seat.
With comprehensive visuals, management reports, dashboards, cash flow forecasts, multi-currency consolidations, benchmarking, and ESG (Environmental, Social & Governance) reporting, Spotlight has a product option that meets your stakeholder needs. Our dedicated and experienced in-market humans ensure that your experience and support is second-to-none.
Trusted by Industry Leaders:
- Preferred by the Big 4 and leading accounting firms globally
- Over 320 reviews 5* reviews in the Xero App Store
- Winner or finalist for Xero's App of the Year an amazing 14 times!
Extensive Support and Training:
- Global 24/7 support by our experienced Education, Training & Support team
- Full training resources and webinars both online and live
- Customer Success team to support you every step of the way in your Advisory journey
- Free Certification and Advisory Success courses with our Advisor pricing plans.
Comprehensive reporting
- easily create visually engaging reports, multi-currency consolidations, financial and non-financial KPIs, action plans and more with white labelling.
Powerful Consolidation
- Create consolidated business reports across multiple entities, automating multi-currency and inter-company transactions.
Next level Xero tracking categories
- manipulate tracking data however you choose including tracked budgets.
Forecasting & Budgeting
- Create budgets, 3-way cash flow forecasts, what-if analysis, and consolidated forecasts for groups.
Aggregation & benchmarking for multi-entity networks
- Powerful reporting for franchises, NFP’s and industry verticals.
Dashboards
- Customisable client dashboards for entry-level advisory.
ESG reporting
- Beautiful Environmental, Social, & Environmental reports with Spotlight Sustain.
Spotlight Reporting + Xero
Spotlight Reporting has seamlessly integrated with Xero for more than a decade, enabling easy import of actual, budget and tracking category data. Spotlight + Xero unlocks unique features like industry templates, Action Plans, 3-way Cash flow Forecasting, Executive Summaries, advanced consolidations (including multi-currency and inter-company eliminations), and more. All with the peace of mind that you and your client’s data is secure with our ISO27k certification.
Getting started
To connect Spotlight Reporting to Xero:
- In Spotlight Reporting, add your organization.
- Select Xero as your data source.
- When you're taken to the Xero page, log in and select the particular Xero organization, click ‘Allow access’.
- You will be redirected to our Import page where you can enter the applicable data date range, then click Import to import Xero data.