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
    213 Reviews
    5 star
    (96%)
    4 star
    (1%)
    3 star
    (1%)
    2 star
    (0%)
    1 star
    (0%)
    ML
    Mark Lowton
    Posted

    High quality management reporting

    We have been using Spotlight reporting and forecasting for client advisory meetings. Its quick and easy to use and produces professional and high quality reports, customised to each client needs. Its also exactly what the banks need for loan applications.
    DW
    David Waine
    Posted

    Forecasting Saviour

    The one thing as an accountant I hate and that is spreadsheets. Spotlights forecasting is a simple, fantastic tool that allows for an easy integrated cashflow forecast to be prepared. The banks love them!
    NR
    Nicola Rowland
    Posted

    Speeds up our month end reporting

    We use Spotlight for our internal management reporting alongside our client's reporting. it is so quick and easy to use once you have set up the required format and makes our month end so much faster for both our individual organisations and the group consolidation.
    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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