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Spotlight Reporting offers accountants and business owners the opportunity to create easy, great-looking performance reports, dashboards, forecasts and consolidations

Get Spotlight Reporting

Reporting tools to transform your business

Spotlight provides cloud-based financial and non-financial reporting, dashboards and forecasts. Save time and effort by using templated board and governance reports, and gain deeper insights that will help drive successful business outcomes.

Spotlight Reporting gives you:

  • An award-winning mix of visuals, data and analysis.

  • A wide range of tools including reporting, dashboard, forecasting and multi-entity reports.

  • Seamless API integrations with Xero, Xero HQ, WorkflowMax and Google Analytics.

  • Great functionality including consolidation, tracking analysis and flexible customisation.

  • An all-in-one budget manager, full three-way forecasting (profit and loss, cashflow, and balance sheet) and scenario-testing tools.

  • Multi-entity benchmarking and ranking for up to 500 Xero organisations.

  • The basis for great conversations with clients and with other stakeholders.

Spotlight Reporting + Xero

Spotlight Reporting imports accrual, budget and cash-basis data from Xero at the push of a button. You can mix in other data from the likes of WorkflowMax and Google, and add your own non-financial KPI information as well.

How do you sync with Xero?

To connect Spotlight Reporting to Xero:

  1. In Spotlight Reporting, add your organization.
  2. Select Xero as your data source.
  3. When you’re taken to Xero, log in and select the Xero organization, then click Allow access.
  4. Enter the date range, then click Import to import data.

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.

How do you sync with Xero HQ?

To connect Spotlight Reporting to Xero HQ:

  1. In Spotlight Reporting, go to Practice Settings and select the Xero HQ Tab.
  2. Select connect to Xero HQ.
  3. Log in to Xero HQ and select your Practice, then click Allow Access.

Helpful information about Spotlight

Who is Spotlight Reporting for?

Spotlight Reporting is used by, business owners, progressive accounting firms, CFOs, franchises, and nonprofits. As the number one Xero reporting add-on app, it’s ideal for accounting firms and business owners seeking greater clarity and insights.

Watch the intro video

What countries does it operate in?

Spotlight Reporting operates globally.

How much does it cost?

Spotlight Reporting’s most popular pack is the Super VCFO package which gives Xero partners unlimited use of the reporting, dashboard and multi-entity products. Individual subscription packs and a specialized multi-entity product are also available.

Advisor pricing details 

Business owner pricing details

Is there a free trial?

Yes, we encourage customers to sign up for a 28-day no-obligation free trial.

Try it free for 28 days

What support do they offer?

Support

The online help center is available 24/7, with training step-by-step guides, videos and resources. The highly skilled support team is also available for technical support during business hours.

Training

Spotlight Reporting runs live training webinars (introductory to advanced level) and there’s plenty of on-demand virtual CFO and thought leadership content. Super VCFO partners receive two masterclasses for their team with a product expert and exclusive access to the partner success center.

Visit the help center

Email Spotlight support

 

Spotlight are winners

Xero Add-on Partner of the Year, 2016

Xero Add-on Partner of the Year, 2015

Emerging Xero Add-on of the Year, 2013

be inspired by these reviews

Rated5out of5

I have been using spotlight for some time and we use it with all our clients. Our clients love the reports as it give them an overview of where they are at. Excellent software.

Rated5out of5

Great product. Clients (and our firm) love the ease of use and contemporary look and feel. Fully customizable graphs are also very valuable. Multi-currency is also great for our international clients. Thanks Spotlight!

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