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.
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!
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.
Absolutely key to delivering quality advisory work
We have worked with Spotlight Reporting for a number of years and still believe that this is the best reporting app for our clients. We provide bespoke reporting for each of our clients that form the basis of good quality meetings focussed on the areas that they are interested in, which strengthens our relationship with our clients.
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.
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.