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.

    Explore all features of 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.

    Spotlight Reporting + Xero HQ

    When the Xero HQ activity feed is integrated with Spotlight Reporting, you’ll be in even more sync with your clients. Not only can you take advantage of the reporting, dashboard or forecasting prowess of Spotlight, you’ll also know when reports have been created without leaving Xero HQ.

    Reviews & ratings

    4.9
    209 Reviews
    5 star
    (194)
    4 star
    (3)
    3 star
    (3)
    2 star
    (1)
    1 star
    (1)
    VN
    Viet Nguyen
    Posted

    Comprehensive Xero addon with user friendly interface

    This is a must-have Xero add-on for any accounting practice or SMEs companies who are looking for more insights of their business. The add-on allows smart reporting, 3 way forecast and budget. Only recommendation I have is an Excel add-in allowing users to play around with Spotlight data in Excel. This is because sometimes I couldn't find the right pre-build charts and exporting Spotlight data into Excel is still time consuming.
    JG
    Jennie Gillam
    Posted

    Great reporting and forecasting

    Once you get to grips with how it works, it's a brilliant tool for reporting; our clients are really happy with the reports. Connects seamlessly to Xero and QBO.
    MR
    Matt Rogers
    Posted
    Brilliant add-on that really lifts the value you can offer to clients. Seamless integration between Xero and Spotlight and an absolute must in the proactive advisors toolkit.
    Additional info

    Shared data

    Xero
    Spotlight Reporting
    Accounts
    Reports
    Tax Rates
    Tracking Categories

    App details

    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 walkthroughIntegration walkthrough

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