For Pooja Prema, a Senior Accountant at BDO, Spotlight Reporting is the perfect tool for clients of all sizes. What she’s found is that the product scales and grows with the business. One of her biggest success stories, for example, was a newly-developed crown entity, who started with a simple three page report for their board members.
“Now, it’s gone to about 10 pages,” she says. “Every month they want more value to be added, they want to see more graphs and more reports and things, and we can very easily add that into Spotlight.”
Spotlight’s easy integration with accounting package Xero is also a huge draw for Pooja. Instead of chasing clients down for up-to-date information, she can pull data through Xero straight into her Spotlight Reports.
“The Spotlight and Xero integration makes reporting really easy, especially when there are invoices pushed through Xero on a daily basis,” she says. “We can very easily update the Spotlight Report with just a click of a button.”
Similarly, BDO Manager Theo Tocker finds that Spotlight Reporting supports his work by helping him really engage with his clients. It eliminates the heavy lifting of building reports from scratch, allowing Theo to provide crucial insights in less time, and with far less effort.
“The Spotlight and Xero integration makes reporting really easy, especially when there are invoices pushed through Xero on a daily basis. We can very easily update the Spotlight Report with just a click of a button.”
“The breadth of the Spotlight Toolkit really enables me to build client relationships and provide value,” he says, “In particular with one of clients, which is an incorporated society with a separate trading entity. Spotlight provided us the ability to really simply consolidate their finances.”
While Spotlight Reporting streamlines the reporting process for Theo, Spotlight Forecasting allows him to quickly generate financial forecasts that give his clients peace of mind around their cash flow during the downseason. Spotlight, he finds, is an incredibly versatile suite of products.
“My biggest tip for BDO users in terms of Spotlight would be, first of all give it a go,” he says. “Take the time, set it up and really explore the different opportunities that it will provide your client.”
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