Spotlight Reporting
Firm size
- Small
- Medium
- Large
Functionality
Integration
Free trial
Pricing
Businesses: £50/mo (1 org) - £250/mo (10 orgs)
Advisers: £250/mo (20 orgs) - £495/mo (50 orgs)
Super VCFOs: £995/mo (150 orgs)
Key Features
- All-purpose management reporting and analysis tool designed to underpin client conversations with solid numbers
- Integrates with leading online accounting systems to generate reports from up-to-date P&L data
- Good at producing budgets and forecasts for sharing with clients
- Auto-updating Executive Summary and dashboard module clarify charts and numbers for clients
- Demand for a white-label option for practices that want to deliver reports within their web portals
Product screenshots
What Spotlight Reporting says
Our suite of reporting tools enable Virtual CFO reporting, strategic planning, goal-setting, wealth management, budgeting, forecasting, multi-entity consolidation and benchmarking.
The Spotlight Reporting management reporting tool is designed to bring the data to life for clients so they can have the conversations that matter and make informed decisions. Create the complete board level report with unrivalled customisation features including consolidation of up to 50 entities, an executive summary with auto text, report covers, action plan, cash flow waterfall chart and KPI scorecard.
Look forward with confidence by using our full three-way forecasting tool. Add rules to save time and improve forecasting accuracy. Built-in features such as regional tax schedules allow for personalised and accurate forecasting. Create scenarios to see outcomes based on certain events or actions.
Our three Dashboard designs provide an instant snapshot of business performance enabling you to focus on what really matters.
For franchises, not for profits and industry specialists, our Multi tool enables you to aggregate, rank and benchmark across a large number of entities. Quickly and easily identify best and worst performers for better franchise management and assistance.
Roadmap
Future updates will open up our tools to more businesses with new app integrations, advanced forecasting features, new reports and more customisation ability.
What users say about Spotlight Reporting
Read user reviews- Dashboarding in seconds, detailed management report packs in minutes and fantastic scenario-based forecasting
- Auto-updating Executive Summary clarifies charts and numbers for clients
- Dashboard module offers readymade templates with widgets and styles to focus attention on the KPIs that matter
- Multi-currency consolidation and action plan
- Love this product, makes forecasting and reporting really easy
- The support and training
Pros
- Consolidated cash flow forecasting would help
- Would like to see white label version with website links
- Can be quite slow, but noticed a positive difference on recent update
- Price
Things you might change
Functionality
- Dashboarding in seconds, detailed management report packs in minutes and fantastic scenario-based forecasting
- Dashboard module offers readymade templates with widgets and styles to focus attention on the KPIs that matter
- Multi-currency consolidation and action plan
- Convenience of management reports that can be output directly to PDF
Pros
- Consolidated cash flow forecasting would help
- Integration between reporting and forecasting
- Looking for more integration links, eg to Excel/Power BI and other non-financial applications without manual upload
Things you might change
Support
- The support and training
- Responsive support team
Pros
Ease of use
- Love this product, makes forecasting and reporting really easy
- Convenience of management reports that can be output directly to PDF
- Auto-updating Executive Summary clarifies charts and numbers for clients
- Ease of use and ability to tailor client output
Pros
- Looking for more integration links, eg to Excel/Power BI and other non-financial applications without manual upload
Things you might change
Value for money
- Lower the price for entry level users
Things you might change
What AccountingWEB says
Spotlight Reporting set the template for add-on reporting and analysis apps when accountant Richard Francis decided in 2014 to design a program to support his “virtual CFO” engagements. Spotlight tackles all the core reports businesses of all sizes usually need.
The suite is built around four modules: reporting; historical management; forecasting and dashboards that are all fed by live data from bookkeeping systems such as Xero and QuickBooks, which can be analysed and presented alongside data from other sources. Spotlight Reporting is is particularly good at turning out regular management reporting packs for business clients who want simple updates on their performance against budget, but can also cater for those who want more searching and proactive advice.
Having set the early pace in the cloud reporting add-on market, Spotlight is now coming under pressure from rivals offering more flexible and visual reporting, forecasting and analysis tools.
