We have used Spotlight to speed up the production of our management accounts packs. The use of sub groups for our 19 entity consolidation is particularly useful.

Spotlight Reports are most effective when Advisors and Clients work together. The 3-Way Forecast helps set clear goals, monitor progress, and drive results. Spotlight is more than a reporting tool—it’s a strategic advisory platform. Five years in, we're aiming to grow Mitax 5X in the next five years, with Spotlight as a key driver.

We've been using Spotlight Reports for several months now with our clients and they love it. As detailed as you want to make it and easy to adapt to clients needs.

We use Spotlight Reporting for client reporting and forecasting. It’s powerful, easy to use, and helps deliver clear, visual reports with strong cashflow insights. Key features like custom formulas, non-financial data, and tailored KPIs make it highly flexible. Dynamic text is great for automating commentary and saves time every month. Xero integration is seamless, and the support team are responsive and helpful.

Fathom has greater forecasting abilities, more customization and better integration

I love the app, especially with some of the recent product roll outs. But the service is something else. I asked yesterday for some urgent support to pull together a cashflow forecast, and today I got a 1 hour training session that was invaluable, working on my client. THANK YOU!