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Spotlight Reporting

By Spotlight Reporting
4.87 out of 5 stars
Free 14 day trial available
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Spotlight Reporting allows accountants and business owners to create easy, great-looking performance reports, dashboards, cash flow forecasts and consolidations.
Rated
4.9
out of 5
Reviewed by
321
Xero users
Try this app
Free 14 day
trial available
Listed for
13 years
January 2011

Overview

Spotlight Reporting allows accountants and business owners to create easy, great-looking management reports, dashboards, cash flow forecasts, consolidations and ESG reports. Our software empowers accountants and advisors to have great conversations with their clients and to add value to the relationship and our team of dedicated humans will work alongside you to maximise the benefits of our toolset and industry knowledge.

Founded by experienced Accountant-Advisor, Richard Francis (FCA), Spotlight Reporting is one of Xero's most long-standing and trusted partners, with multiple Xero Awards and nominations over the last decade. The Spotlight app stack was built by progressive accountants for progressive accountants, and is the preferred choice of the Big 4 and leading progressive accounting firms around the world.

Spotlight Reporting offers a great range of:

  • Comprehensive management reports, including automation to save time and effort, consolidation (if required) and tracking categories too
  • White-label options for outputs, including visual cover-pages and logo options
  • Budgeting and cashflow forecasting (including consolidation) in our top-rated Spotlight Forecasting
  • Customisable dashboards for entry-level advisory with Spotlight Dashboards
  • Consolidated for multi-entity businesses (up to 75 orgs), with multi-currency and eliminations in Spotlight Reporting
  • Aggregation and benchmarking for franchises, NFP’s and industry segments (up to 500 orgs), and now -
  • ESG reports in Spotlight Sustain (launched December 2023)

The last addition to the Spotlight app stack is a standalone environmental, social and governance (ESG) reporting solution, Spotlight Sustain. Through customisable templates, extensive graphs, and the ability to add additional commentary and imagery, Spotlight Sustain provides the means to deliver actionable and engaging reports that focus on people and planet.

Spotlight Reporting’s suite of tools are ideal for accounting firms, business owners, progressive bookkeepers, CFOs, franchise systems, and non-profits seeking greater clarity and insights. In addition, Spotlight adopts a partnership model with customers, providing a dedicated Customer Success Specialist for onboarding and growth, thought leadership, training resources, and a 24/7 global support team.

Spotlight Reporting
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Spotlight Reporting + Xero

Spotlight Reporting seamlessly integrates with Xero enabling accountants and businesses to import actual and budget data from Xero with the click of a button. The integration unlocks all functionality available in Spotlight, including unique features such as industry templates, Action Plans, Cash flow Forecasting, Executive Summaries, advanced consolidations with multi-currency and intercompany eliminations, etc.

You can also add in other data to Spotlight reports via WorkflowMax, EXCEL and Google Analytics 4, as well as add in your own non-financial KPI information too.

Spotlight Reporting has been the winner or finalist for Xero’s App of the Year more than 10 times since 2012.

Reviews & ratings

4.9 out of 5 stars
321 Reviews

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Most recent reviews

OM
Ollie Maddock
Posted 17 Dec 2023
5 out of 5 stars

Quick, automated & simple reporting

Excellent software that provides a management report in the click of a button via a seamless integration with Xero. Really helpful customer success & support teams.
JH
Justyn Hughes
Posted 13 Dec 2023
5 out of 5 stars

Great reports and support

The support and communication from account managers is top rate. The reports are clean and easy to modify and the flexibility provides an opening to provide quality advisory services to clients.
TO
Tim ONeill
Posted 9 Dec 2023
2 out of 5 stars

Going downhill

We've been using Spotlight for a couple of years and it is really powerful and does everything we need ... when it works. And lately it has just stopped working for hours and days at a time. Like right now. And also it's started to work a bit randomly with report formats being completely lost and we have had to find an old report with the correct format or re-create it. I just have to wonder if the business is struggling.
One person found this review helpful.

Additional info

Shared data

Xero
Spotlight Reporting
Accountsshared from Xero to Spotlight Reporting
Tracking Categoriesshared from Xero to Spotlight Reporting
Tax Ratesshared from Xero to Spotlight Reporting
Reportsshared from Xero to Spotlight Reporting

Functions

Accountant toolsReporting

Industries

AccountingNot for profit

App details

By Spotlight Reporting
Added in 2011

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@spotlightreporting.com

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14 day free trial available

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.