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Spotlight Reporting

By Spotlight Reporting
4.88 out of 5 stars
 318 reviews
Free 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.

Overview

Spotlight Reporting is Xero's #1 reporting and cash flow forecasting app. It 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 performance reports, full three-way forecasting, customizable dashboards and advanced consolidated reports for multi-entity businesses and franchises. Our software empowers accountants to have great conversations with their clients and to add value to the relationship.

The Spotlight suite of tools are ideal for accounting firms, business owners, CFOs, franchises, and nonprofits 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 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.

Spotlight Reporting also integrates with Xero HQ. Alerts in Xero HQ can help accountants to become more proactive, reminding them to produce and deliver Spotlight reports or to provide helpful product information. You can add in other data to Spotlight reports via WorkflowMax, EXCEL and Google Analytics, as well as add in your own non-financial KPI information as well.

Getting started

To connect Spotlight Reporting to Xero:

  1. In Spotlight Reporting, add your organization.
  2. Select Xero as your data source.
  3. When you're taken to the Xero page, log in and select the particular Xero organization, click ‘Allow access’.
  4. You will be redirected to our Import page where you can enter the applicable data date range, then click Import to import Xero data.
Explore how to setup Spotlight Reporting
Screenshot 1 for app Spotlight Reporting

Reviews & ratings

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4.9 out of 5 stars
318 Reviews

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Most recent reviews

AP
Aaron Pullar
Posted 15 Nov 2023
5 out of 5 stars

Essential for Advisory

Spotlight is an important part of our cloud software infrastructure. The reports are easy to produce, well presented and great for meaningful conversations with our clients. Forecasting is a breeze and made even easier by the top-notch training and support offered. Highly recommend.
VT
Vanessa Townsend
Posted 13 Nov 2023
5 out of 5 stars

Love using Spotlight

We use Spotlight reporting for all our monthly management reporting and find it fabulous to use, easy to follow and it provides great visual reports. I love the ease of creating formulas, graphs and recording non-financial data. The integration with Xero is great. We can generate accurate reports for our stakeholders really quickly. The support team are wonderful too!
KE
Kath Eaton
Posted 21 Sep 2023
5 out of 5 stars

Great functionality

We use Spotlight reporting for all our monthly management reporting and find the software extremely easy to use particularly when data is imported directly from Xero. P&L and Balance Sheet reports including graphs highlighted key metrics can be generated in a matter of minutes and circulated to interested parties.
View all reviews

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

Practice managerReporting

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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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.