Spotlightreporting

What is Spotlight Reporting

Spotlight Reporting is a cloud-based financial reporting and forecasting platform built for accountants, outsourced finance teams, and growing businesses. It connects to common accounting systems and spreadsheets to generate standardized report packs, interactive dashboards, consolidated group reports, and rolling forecasts. The product focuses on automating repetitive month-end reporting tasks, making board-ready reports, and providing visual KPIs that clients and stakeholders can consume without needing spreadsheet manipulation.

The platform emphasizes consolidation for multi-entity organizations, letting users combine data from several companies into a single group report with currency conversion, intercompany elimination options, and common charting templates. It also supports white-labeling and scheduled distribution workflows so accounting practices can deliver branded, recurring reports to clients automatically.

Spotlight Reporting sits between bookkeeping/accounting systems and business stakeholders: it imports or connects to financial ledgers, applies reporting templates and presentation logic, and produces both static report packs (PDF/Excel) and dynamic dashboards accessible through a secure portal.

Spotlight Reporting features

What does Spotlight Reporting do?

Spotlight Reporting prepares, visualizes, and distributes financial reports and forecasts. Key capabilities include: consolidated financial statements across entities, customizable KPI dashboards, automated report packs for clients or internal stakeholders, rolling cash flow and P&L forecasting, scenario modelling, and scheduled delivery of PDF/Excel reports. The platform includes presentation controls so reports look consistent and professional without manual reformatting in Excel.

It also provides tools for budgeting and forecasting: users can build rolling forecasts, compare actuals to budgets, and run what-if scenarios. The scenario tools let finance teams model changes in revenue, margins, or headcount and immediately see the impact at entity and group level.

For practices and agencies, Spotlight Reporting supports white-labeling, client portals, and bulk report distribution. Reporting templates can be reused across clients and automated to run monthly with minimal human intervention, freeing time for advisory work rather than report assembly.

Spotlight Reporting pricing

Spotlight Reporting offers these pricing plans:

• Starter: $39/month (core reporting and basic dashboards, single-entity usage, billed monthly)
• Professional: $79/month (consolidation across multiple entities, advanced dashboards, scheduled report packs, billed monthly)
• Premium: $199/month (advanced forecasting, scenario planning, white-labeling and client portal, billed monthly)
• Enterprise: Custom pricing (dedicated onboarding, SSO, API access limits and enterprise support)

Annual billing is typically offered with a discount; for many customers the equivalent yearly price reduces the monthly effective rate by approximately 10–20% depending on promotions and commitment length. Check Spotlight Reporting's current pricing tiers for the latest rates and enterprise options.

How much is Spotlight Reporting per month

Spotlight Reporting starts at $39/month for entry-level single-entity reporting when billed monthly under the Starter plan. Most advisory customers choose Professional or Premium to get consolidation, scheduled packaging, and forecasting features.

How much is Spotlight Reporting per year

Spotlight Reporting costs roughly $468/year for the Starter plan at the monthly list rate of $39/month; annual plans commonly include a discount that reduces the effective yearly cost. Larger advisory or enterprise subscriptions are priced on a yearly basis and often include volume or agency discounts—see the official site for exact yearly billing options.

How much is Spotlight Reporting in general

Spotlight Reporting pricing ranges from about $39/month to custom enterprise pricing. Entry-level plans cover single-entity reporting while mid-tier plans add consolidation and scheduled report packs; the top-tier and enterprise plans provide advanced forecasting, white-labeling, and higher usage limits. Costs can increase with the number of connected entities, users, and the need for advanced support or dedicated onboarding.

What is Spotlight Reporting used for

Spotlight Reporting is used to produce recurring financial reporting, management dashboards, and multi-entity consolidated reports. Firms use it to replace manual month-end PDF creation in Excel by connecting accounting systems and pushing consistent, branded reports to clients or internal stakeholders. This ensures reports are delivered on schedule and formatted consistently across clients.

Finance teams use the forecasting and scenario tools to prepare rolling budgets and cash-flow plans tied directly to actuals, which helps with short-term cash management and longer-term financial planning. Advisory teams use the platform to surface KPIs and trends that form the basis of monthly advisory conversations.

Agencies and accounting practices use Spotlight Reporting for client delivery workflows: white-labeled dashboards and scheduled report distribution reduce administrative overhead, let firms scale reporting to more clients without direct time increases, and make client meetings more data-driven.

Pros and cons of Spotlight Reporting

Spotlight Reporting has a range of advantages for its primary users, along with trade-offs to consider:

• Strengths:

  • Highly focused on accounting-driven reporting with built-in consolidation, currency conversion and report-pack automation.
  • Strong presentation layer and white-labeling make client delivery professional and repeatable.
  • Forecasting and scenario planning are integrated, shortening the loop between actuals and projections.

• Limitations:

  • The platform is specialized for financial reporting rather than general-purpose BI, so users needing arbitrary data transformations or extensive non-financial dataset blending may still require a separate BI tool.
  • Pricing scales with the number of entities and advanced feature needs; small single-entity businesses may find some plans more than required for simple reporting.
  • Custom analytics beyond the provided templates typically requires exporting data to Excel or a BI tool.

Overall, beneficiaries of Spotlight Reporting are accountants, advisory firms, and finance teams that need standardized monthly reporting, consolidated group views, and client-ready presentation.

Spotlight Reporting free trial

Spotlight Reporting commonly offers trial access or demo accounts so prospective users can evaluate features like report templates, consolidation behaviour, and dashboard building without full commitment. Trials allow firms to import a sample set of data, apply templates, and test scheduled distributions and white-labeling.

A trial is useful for validating the connection process to your accounting system (Xero, QuickBooks Online, MYOB, etc.), ensuring the standard chart of accounts mapping works, and confirming forecasting templates meet your advisory needs. For agencies, trials also confirm the quality of PDF output and white-labeling options.

To start a trial or book a live demo with product specialists, view Spotlight Reporting's trial and demo options.

Is Spotlight Reporting free

No, Spotlight Reporting is not a permanently free product for most users. The platform typically provides time-limited trials or demo accounts, but long-term usage requires a paid plan that matches the scale of reporting and consolidation required. Small businesses should evaluate the Starter tier for single-entity needs, while practices serving multiple clients will typically use a higher tier or enterprise plan.

Spotlight Reporting API

Spotlight Reporting exposes integration points intended for automation and embedding reporting workflows in firm-level systems. The platform supports connectors to major accounting packages (see integrations) and provides programmatic access to schedule reports, pull rendered report files, and manage client or entity records through an API. Typical API use cases include automated report delivery, pushing consolidated datasets into a BI tool, or synchronizing client lists between PSA/accounting software and Spotlight Reporting.

Technical capabilities often include RESTful endpoints for report generation, endpoints to retrieve PDF/Excel outputs, and webhook-like notification support to confirm when a scheduled run has completed. Enterprise customers commonly receive higher API usage limits and additional support for integration projects.

For full technical details, authentication methods, and example calls, consult Spotlight Reporting's API documentation and the integration developer guides available on their site.

10 Spotlight Reporting alternatives

• Fathom — Financial analysis and management reporting focused on KPIs, benchmarking, and consolidated reporting for accountants and bookkeepers.
• Futrli — Forecasting and reporting platform with strong scenario planning, cash forecasting and advisor-focused workflows.
• Jirav — Financial planning, forecasting, and reporting with close integration to accounting systems and driver-based planning.
• Klipfolio — Dashboard-first platform that connects many data sources and provides custom visualizations for finance and operations teams.
• Domo — Enterprise BI and dashboard platform that can be configured for financial reporting at scale.
• Tableau — Powerful data visualization and analytics tool often used for bespoke financial dashboards and reporting when deep customization is required.
• Microsoft Power BI — Widely used BI tool that teams adopt to blend financial and operational data and build interactive dashboards.
• Float — Cash flow forecasting tool that integrates with accounting software and focuses on short-term cash visibility.
• LiveFlow — Spreadsheet-native reporting and automation for finance teams that prefer working inside Google Sheets or Excel.
• G-Accon — Connector tools that automate data flow between accounting systems and spreadsheets for templated reports.

Paid alternatives to Spotlight Reporting

• Fathom: Offers KPI dashboards, benchmarking, consolidated reporting and insights for accounting practices and SMEs; well-integrated with Xero and QuickBooks.
• Futrli: Emphasizes forecasting and advisory with flexible scenario planning and instant cash forecasting, suitable for advisory teams.
• Jirav: Provides driver-based planning and flexible financial models with integrations to common ledgers and payroll systems.
• Domo: Enterprise-grade analytics and dashboarding with strong ETL and scaling options for large datasets and multiple data sources.
• Tableau: Best for organizations needing custom visual analytics and deep exploration of financial and operational datasets.
• Microsoft Power BI: Cost-effective BI for organizations already invested in the Microsoft ecosystem; scales from departmental to enterprise use.

Open source alternatives to Spotlight Reporting

• Metabase: Simple, open-source BI tool for building dashboards and queries against databases; suitable for teams that can self-host and customize.
• Apache Superset: An open-source data visualization and exploration platform capable of building dashboards and charting for financial datasets.
• Grafana: Originally focused on time-series data, Grafana can be used for dashboarding and visual monitoring of financial KPIs with the appropriate data pipeline.
• Redash: Query-first platform for building dashboards and sharing results; works well when finance teams want SQL-driven reports from a data warehouse.

Frequently asked questions about Spotlight Reporting

What is Spotlight Reporting used for?

Spotlight Reporting is used for producing financial report packs, KPI dashboards, and consolidated group reporting. Accountants and finance teams use it to automate month-end reporting, present standardized client reports, and run rolling forecasts and scenario analyses tied to accounting data.

Does Spotlight Reporting integrate with Xero and QuickBooks?

Yes, Spotlight Reporting connects to common cloud accounting systems including Xero and QuickBooks Online. These integrations let the platform import actuals automatically, map chart of accounts, and update dashboards and reports with current data without manual CSV imports.

How much does Spotlight Reporting cost per user?

Spotlight Reporting starts at approximately $39/month for the entry-level Starter plan billed monthly; higher tiers with consolidation and forecasting start around $79/month and go up to $199/month or custom enterprise pricing depending on features and scale.

Can Spotlight Reporting consolidate multiple companies?

Yes, Spotlight Reporting supports multi-entity consolidation with currency conversion and combined reporting. It lets firms roll up P&L and balance sheet data across entities, apply eliminations, and present group-level KPIs and charts.

Is Spotlight Reporting suitable for advisory services?

Yes, Spotlight Reporting is commonly used by advisory practices. Its white-labeling, client portals, automated delivery, and forecasting tools make it practical for monthly advisory bundles and regular client performance reviews.

Does Spotlight Reporting offer white-labeling?

Yes, white-labeling is available on higher-tier plans. Firms can brand dashboards and report packs, customize templates, and present outputs under their firm identity when delivering to clients.

Can I export reports to PDF or Excel?

Yes, Spotlight Reporting generates PDF and Excel outputs for all report packs and dashboards. Scheduled exports can be delivered automatically by email or to client portals, and Excel exports allow additional offline analysis.

Does Spotlight Reporting provide forecasting and scenario planning?

Yes, the product includes integrated forecasting and scenario planning tools. Users can build rolling forecasts, model assumptions, and compare multiple scenarios against actuals to inform cash management and strategic decisions.

What level of security does Spotlight Reporting provide?

Spotlight Reporting follows industry-standard security practices for a cloud SaaS product. This typically includes encrypted data transfer, role-based access controls, and secure login options; enterprise accounts may get SSO and enhanced administrative controls—refer to their security documentation for precise certifications and controls.

How can I get started with Spotlight Reporting?

You can start with a trial or demo arranged through the vendor. Evaluate a sample report pack by connecting a test accounting dataset, review the consolidation behaviour, and test scheduled delivery and white-label options to ensure they meet your firm’s workflows.

spotlight reporting careers

Spotlight Reporting recruits professionals across product, engineering, sales, and customer success functions in regions where they operate. Career pages typically list open roles, required qualifications, and locations, and may describe benefits such as remote work flexibility or training programs. For current openings and recruitment processes, view Spotlight Reporting careers and job listings.

spotlight reporting affiliate

Spotlight Reporting often runs partner and referral programs for accounting firms, bookkeepers, and advisory firms. Affiliate or partner arrangements typically provide access to agency pricing, joint marketing resources, and onboarding support for partners who bring multiple clients to the platform. Contact their partner program team or view the partner section on the site to learn commission structures and qualification criteria.

Where to find spotlight reporting reviews

Independent reviews and user feedback for Spotlight Reporting appear on software review sites, accounting community forums, and in case studies published by the vendor. For structured, verified reviews and feature comparisons, check specialist accounting technology review platforms and the vendor’s own case studies page to see how other firms are using the product.