Spotlight Reporting
About this App
Cost (from)
£35/month
Free Practice Subscription
Trial
14 day free trial, fully functional, no credit/debit card required
Partner Program
Support Channels
- Email
- Live Chat
- Online Help
- Phone
- Web Form
Mobile Platforms
- Android
- iOS
Accounting Platforms
Integrations
Google Analytics
Microsoft Excel
myob
Sumday
Geographies Served
Australia
Canada
Hong Kong
Indonesia
Ireland
Malaysia
New Zealand
Philippines
Singapore
South Africa
United Kingdom
USA
Industries
Offers by Spotlight Reporting
App features per category
3-Way Forecasting
Accounting Integration
Historical actuals
Import chart of accounts
Import Xero Budget
Chart of Accounts
Add new accounts
Amend order of display
Group
Comparisons
Forecast vs actual
Scenario vs scenario
Export forecast
CSV
PDF
Forecast period
Custom periods
Forecast transaction frequency
Monthly
Set end date
Forecast transaction options
Create bespoke formulas using account data
Drivers
Rules (inc corp tax)
Set expected payment dates for A/R & A/P invoices
Transactional VAT
Accrual
Cash
Forecast transaction values
Fixed value
Repeat transaction with decreasing transaction value % / £
Repeat transaction with increasing value % / £
Forecast view period
Monthly
Integration
Trial balance
Quickly adjust overall base forecast (i.e. increase sales/cos by X%)
Type
3-Way
Cash Flow Forecasting
Accounting Integration
Historical actuals
Import chart of accounts
Import Xero Budget
Chart of Accounts
Add new accounts
Amend order of display
Group
Comparisons
Forecast vs actual
Scenario vs scenario
Export forecast
CSV
PDF
Forecast period
Custom periods
Forecast transaction frequency
Monthly
Set end date
Forecast transaction options
Create bespoke formulas using account data
Drivers
Rules (inc corp tax)
Set expected payment dates for A/R & A/P invoices
Transactional VAT
Accrual
Cash
Forecast transaction values
Fixed value
Repeat transaction with decreasing transaction value % / £
Repeat transaction with increasing value % / £
Forecast view period
Monthly
Scenarios
Add scenario to base forecast i
Create from actuals
Create from pre-built templates
Create from scratch
Include forecasts from other scenarios in new scenario
Include a single scenario
Include multiple scenarios
Quickly adjust overall base forecast (i.e. increase sales/cos by X%)
Type
3-Way
Reporting and Dashboards Features
Analysis
Comparatives
Financial KPIs
Non financial KPIs
Ratios
Variances
Consolidation
Balance sheet
Elimination
Multi-currency
P&L
Reports
Brand
Commentary
Create templates
Custom
Customise pre built template
Download
Graphs
Pre built templates
Share online with client
Tracking
QB classes
QB locations
Sage analysis
Xero tracking
Resources by Spotlight Reporting
- Blog
The Bookkeeping Bureau: How innovative reporting tools set them apart from the competition
What distinguishes an exceptional accounting firm? It’s the perfect combination of knowledge, expertise, culture, and an unwavering commitment to client success29 Oct 24 - Webinars
Filling the Advisory Skills Gap with AOTM Spotlight Reporting
26 Sept 24 - Blog
Empowering advisory growth: Synergee's Sat Nav for Business enhancing advisory services
Synergee, a forward-thinking accounting firm, leverages Spotlight Reporting to enhance client success through streamlined forecasting, insightful advisory services, and strategic growth, proving their commitment to innovation and excellence in the evolving accounting tech landscape.15 Jul 24 - Webinars
Customer Voice: Logical BI with Spotlight Reporting
Tuesday 2nd July 2024 at 3pm (BST) | Spotlight Reporting's Customer Voice webinar series allows you to immerse yourself in a journey through our clients' remarkable stories of transformation.2 Jul 24 - Webinars
The Role of Accounting Firms in ESG Reporting with Spotlight Reporting
Wednesday 26th June 2024 at 11am (AEST) | Hear from Jewlz Ellem of Catalyst Plus on why and how she's implemented ESG reporting for her business26 Jun 24 - News
Spotlight Reporting launches new report cover gallery
Liven up your reports with Spotlight Reporting's new cover gallery full of professional, eye-catching designs.16 May 24 - News
Visit the App Advisory Theatre at Accountex London! 15th-16th May 2024
On top of exhibiting on stand 1671, we are also hosting a full programme of talks from our own App Advisory Theatre (Theatre 9) throughout the conference!30 Apr 24 - Blog
Accountex London 2024 Scavenger Hunt
Join in the fun! The App Advisory Plus Scavenger Hunt is for anyone to try - find all 12 bucks from our participating partners' stands for your chance to win!29 Apr 24 - Blog
Protektum Accounting and Spotlight Reporting
As the industry continues to grow and take shape with new technologies and practices, customers' needs are, more than ever, at the forefront of accounting firms' minds.11 Apr 24 - Webinars
Spotlight Reporting - Customer Voice: Elver E-Commerce Accountants
Tuesday 26th March at 2pm26 Mar 24 - Webinars
Spotlight Reporting: Product Roadmap 2024
Richard Francis (CEO) and Matt Kekena (Product Lead) share our latest product updates and showcase what's coming up in 2024.13 Mar 24 - Webinars
Mastering Spotlight Reporting: Elevate your expertise and empower your team
12th March at 3pm12 Mar 24 - Blog
Aruna Naraine: Life in Canada, a journey into the world of Spotlight Reporting, and helping customers far and wide
Spotlight Reporting's support team plays a crucial role in addressing these needs, serving at the forefront of their client support efforts.7 Mar 24 - News
Spotlight Reporting: February 2024
Recent updates, launches and courses!20 Feb 24 - Webinars
Spotlight Reporting Live Training: Forecasting Power Hour (UK/US/ZA/CA)
Wednesday 14 February 2024 | 10:00am EST / 3:00pm GMT14 Feb 24 - News
Spotlight Reporting in 2023: A Year of Innovation
Throughout the year, Spotlight Reporting embarked on a journey of innovation, pushing boundaries and embracing new possibilities to bring top-tier reporting tools to you.14 Dec 23 - Webinars
The Franchise Accountants Playbook: Spotlight Reporting webinar
In an exclusive webinar series focused on franchising, this webinar aims to explore how franchising accountancy is evolving.5 Dec 23 - News
Spotlight Sustain: ESG Reporting 🍃
Spotlight Reporting has announced a brand-new ESG reporting solution: Spotlight Sustain.🌍1 Dec 23 - News
SurSum and Spotlight Reporting: Advisory Success
In only one year of operations, SurSum has achieved incredible success, which can be accredited to one individual, Tom Blandford. With a 20-year career spanning large firms such as PwC and Armstrong Watson, Blandford now runs SurSum.1 Dec 23 - Webinars
Customer Voice: Tuskar Financial Consultancy
Spotlight Reporting are excited to launch their brand-new webinar series, Customer Voice.28 Nov 23 - News
Spotlight Reporting Launches Revolutionary ESG Reporting Tool as Demand Grows
As enterprises seek to improve ESG initiatives and transparency, effective reporting becomes an imperative.27 Nov 23 - Webinars
Spotlight Reporting Guest of the Month: Navigating New Horizons - Unveiling the journey of Nephos Group with Joe David
Spotlight Reporting are back with their latest Guest of the Month webinar with Joe David, Founder and Global CEO at Nephos Group.16 Nov 23 - Blog
Elver E-Commerce: A Journey with Spotlight Reporting
In an era dominated by digital commerce, in recent years e-commerce has witnessed remarkable growth and transformation. To capitalise on this growth, companies operating in this space must face unique financial challenges and opportunities that demand the expertise of specialist professionals. That’s where Elver E-Commerce Chartered Accountants (Elver E-Commerce) comes in.24 Oct 23 - Blog
Spotlight Reporting: Evolve turns losses into gains with powerful visualisations and reporting
We’ve all heard the term 'competitive edge’, but what does it really mean in the context of financial advisory services?22 Sept 23 - Webinars
How advisory services and technology advances are shaping the future of the accounting industry with Spotlight Reporting
20th September at 10.30am BST - Join September's App of the Month Spotlight Reporting as they discuss their recently published Global Advisory Trends Report and unpack some of the key focus areas that have grabbed our attention.20 Sept 23 - News
Elevating client success: ODEA transforms businesses with Spotlight Reporting
With 15 staff and over 250 clients, ODEA strategically places technology at the forefront of its operations, redefining the industry with novel practices, automation, and a personalised touch to cater to clients' needs.1 Sept 23 - News
Annotations and Commentary: Adding Thoughts to your Reports with Spotlight Reporting
Spotlight Reporting offers a range of ways to add your thoughts to your reports, including our brand new Text Panels feature.31 Aug 23 - Blog
Spotlight Reporting brings credibility to accounting firms and their clients
Juna Financials Solutions is an accounting and finance powerhouse that has elevated many businesses by offering comprehensive services with the perfect blend of talent and technology.22 Aug 23 - Blog
Why Mazars chose Spotlight Reporting
In a population where ‘Want it and Need it Now’ has become the new norm, it can often feel like stepping through muddy waters to navigate the industry, and with technology constantly evolving with so much choice on the market, it can be difficult to cut through the noise. This is where Mazars comes in, and they are on a mission to shape the future of accounting as we know it.26 Jul 23 - Blog
Revolutionising financial consulting: Accelerating efficiency with Spotlight Reporting at Tuskar Financial Consultancy
Businesses all strive for greatness, whether big or small, they’re looking to achieve milestones. For a small business, additional pressures often mean they need to see how they’re performing at all times, not only to the benefit of employees but to ensure the company has a bright and strong future. That’s where the team at Tuskar Financial Consultancy come in.26 Jul 23 - News
Empowering clients: Crossley & Davis' journey of innovation with Spotlight Reporting
Nestled in the town of Sevenoaks, Kent, Crossley & Davis is an esteemed accounting firm specialising in small businesses. After a change in ownership back in 2015, the firm underwent a transformation to become more technology-enabled and innovative, and is now officially an online practice offering virtual CFO services, and more. 5 Jul 23 - News
Bringing events to life at the Digital Accountancy Show 2023 from Spotlight Reporting
We all like to party, whether that be at home, a nightclub, or in the dance tent of our favourite festival, but when it comes to work, the two don’t usually mix, right? Well, that’s exactly what the event organisers did for the Digital Accountancy Show 2023 (DAS), and Spotlight Reporting was there to enjoy the show too. And what a show it was.29 Jun 23 - News
Global Advisory Trends Report 2023 from Spotlight Reporting
Advisory Services and technology advances shape the future of the accounting industry29 Jun 23 - News
Top five trends shaping accountancy in 2023 by Spotlight Reporting
As we move through 2023 and technology continues to advance, while businesses weather shifting economic tides, the world of accounting is undergoing transformation.13 Jun 23 - News
Highlights and insights: Accountex London 2023 Recap from Spotlight Reporting
Where else would you find more than 10,000 accountancy and finance professionals, and hundreds of exhibitors all in one place? Accountex London 2023 is the answer.13 Jun 23 - Blog
Revolutionising reporting: How Bromhead Accountants utilise Spotlight Reporting for future-focused accounting
The accounting industry is currently experiencing a significant transformation, driven by factors such as digitalisation, compliance requirements, and the need to stay up-to-date with the latest legislative changes. In response, accountants across the globe are making significant strides to keep pace with these trends and stay ahead of the curve.13 Jun 23 - Blog
QuickBooks Desktop becomes a whole lot easier with Desktop Connector
Let’s call a spade a spade, many accounting firms are still utilising QuickBooks Desktop, Premier or Enterprise. It’s a traditional option, and known to be a more affordable and straightforward solution when real-time collaboration isn’t such a necessity. Even so, it’s not without its headaches but thankfully, we have a solution.13 Jun 23 - Blog
Kelsie Colville: Bringing unwavering commitment to Customer Success
Customer Success at Spotlight Reporting isn't just about providing technical help, we also offer a strategic partnership that helps customers achieve their goals.13 Jun 23 - Blog
Meet Miranda Kendall, our new Director for EMEA
26 Apr 23 - Blog
Meet Gurpreet Lidder: Summiting peaks in life and business
Spotlight Reporting supports their people: Meet Gupreet Lidder26 Apr 23 - Blog
Moore Evolution: Evolving Workforces with Spotlight Reporting
For a global accountancy firm such as Moore, with history dating back to the early 1900s (a time where nobody had even heard of Excel - or a computer!), the waves that technology was slowly making saw the start of something new.26 Apr 23 - News
Spotlight Reporting is recognised with top-tier Global Security Certification
It’s a big milestone - one that recognises our top-tier security standards and commitment to keeping our customers safe.25 Apr 23 - Blog
Driving innovation and transformation with Moracle and Spotlight Reporting
In tough economic times, it is more important than ever that businesses help one another.25 Apr 23 - Blog
Powered by Spotlight Reporting: Top UK firm HW Fisher brings more to its clients
In recent years, HW Fisher has invested in cloud accounting software tools to enhance advisory services and other offerings, to improve outcomes for clients and all stakeholders.25 Apr 23 - News
Leading Accounting Software Provider Spotlight Reporting Brings on New Director EMEA
29 Nov 22 - Webinars
Spotcast: Advisory Tech Talks
Our Senior Account Managers, Kunal and Gurpreet, are back with a brand new episode of Spotcast: Advisory Tech Talks. This time, they're diving deep into the world of events – packed with insights, event tips, and highlights of the latest trends they observed.
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