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A-Z List Feature Guide

Our Spotlight A-Z List Feature Guide provides a clear direction for you or your business the tools necessary to grow a trusted advisor relationship with your clients.

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Forecasting

Account Groupings

Show accounts grouped as you want them - easy drag and drop functionality.

Reporting

Forecasting

Multi

Cashflow Waterfall

Use our cash waterfall to visualise your cash ins & outs, and monitor liquidity.

Reporting

Forecasting

Multi

Help your clients set, monitor and achieve goals - right within Spotlight!

Reporting

Forecasting

Multi

Budget Creation

Create a budget from imported data, prior year actuals or manual entry.

Forecasting

Cashflow Forecast

Create a profit & loss, balance sheet and cashflow forecast for up to 5 years.

Forecasting

100+ charts pre-built for financials, non-financials, KPIs and industry metrics.

Reporting

Forecasting

Dashboard

Multi

Consolidated Forecasting

Bring together information from individual forecasts.

Forecasting

Flexible and scaleable - save time, effort and stress with reports & charts.

Reporting

Forecasting

Dashboard

Multi

Data Edit Capability

Editable data grid for quick data entry and adjustments.

Reporting

Forecasting

Dashboard

Multi

Driver-Based Forecasting

Set up drivers to enter business inputs which drive your forecasts and scenarios.

Forecasting

Automatically calculate account values using formulas.

Forecasting

Eliminations in Consolidation

Easily cancel out balances within a group forecast.

Forecasting

Excel Export/Import

Import from Excel. Export to Excel for additional customisation or manipulation.

Reporting

Forecasting

Multi

Executive Summary

Editable text page with pre-built topics, auto text, image upload and custom text.

Reporting

Forecasting

Multi

Formula Gallery

Use formulas for bespoke charting - share/re-use these across your practice.

Reporting

Forecasting

Dashboard

Multi

KPIs and Covenants

Report on specific measures or KPIs as part of your forecast

Forecasting

Loan Amortisation Rules

Record interest and principal payments for new and existing loans in your forecast.

Forecasting

MYOB AccountsRight (Desktop)

Import actual and budget data from MYOB AccountsRight Desktop in one click.

Reporting

Forecasting

Dashboard

Multi

MYOB AccountsRight Live

Import actual and budget data from MYOB AccountsRight Live in one click.

Reporting

Forecasting

Dashboard

Multi

Move or Copy a Chart

Save time and effort with reports & charts - easy drag and drop functionality.

Reporting

Forecasting

Dashboard

Multi

Personal Wealth Reporting

Report on personal wealth and cash flow for couples and large family groups.

Reporting

Forecasting

Import actual and budget data from QuickBooks Desktop at the click of a button.

Reporting

Forecasting

Dashboard

Multi

Import actual and budget data from QuickBooks Online at the click of a button.

Reporting

Forecasting

Dashboard

Multi

Report Code Mapping

Auto assigned report codes are used to map your chart of accounts into reports.

Reporting

Forecasting

Dashboard

Multi

Import actual, budget and department data from Sage50 desktop in one click.

Reporting

Forecasting

Dashboard

Multi

Sync Imported Data

Update your imported actuals or budget at any time.

Forecasting

Create, import, and edit your budgets and forecasts.

Forecasting

Improved accuracy when forecasting the payment of different tax types.

Forecasting

US/UK Balance Sheet

Specific Balance Sheet layouts for US and UK users.

Reporting

Forecasting

Multi

White-Labelling

Build your own reports and present with your own branding, logos & colours.

Reporting

Forecasting

Dashboard

Multi

Import actual and budget data from Xero at the click of a button.

Reporting

Forecasting

Dashboard

Multi