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.
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.
Learn the ropes and climb high..
Spotlight is a great tool that adds significant value to the information we have at hand. The different analysis tools (numbers, %, graphs, dashboard) means users have access to the information in various forms. The support team are very good too.