Customer Stories

You're in great company

Our customers share their stories of what motivated them to deliver Advisory services, the challenges and successes and how Spotlight helped them along the way.

See how advisors use Spotlight Reporting to transform the way they work

BlueRock provides in-depth analysis for hundreds of clients in 1/10 of the time.

PWC partnered with Spotlight Reporting to launch an innovative new cloud advisory platform called Next.

Read PWC's story

Outsourced CFO use Spotlight Reporting to solve some of the most complex reporting requirements.

Watch Outsourced CFO's Story

  • 4–6

    Interactive Accounting saves 4–6 hours per client, per year.

  • $11 million

    TNM Consulting used Spotlight Forecasting to help a client secure $11 million.

  • $115k

    SB Advisers generated an additional $115k in revenue two months after signing up.

See how Owners, CFOs, and Franchisers use Spotlight Reporting to deliver insight and improve performance

San Churros spend less time manipulating Xero data and more time gleaning insights from their 50 stores.

The Cheesecake Shop use Spotlight Multi to quickly generate Consolidated Reports for 200 stores.

Watch The Cheesecake Shop's Story

Ben Kepes, Co-Founder and Director of Cactus Outdoor, tells us about the disruption the global health and economic crisis has created.

Read the Cactus Story

  • #1

    We're the #1 Reporting and Forecasting software in the Xero Ecosystem.

  • 5 Stars

    We've got hundreds of 5-star reviews.

  • 2,000+

    Join successful businesses across the globe.

All Customer Stories

  • The Cheesecake Shop needed a group consolidation tool that could benchmark and rank their shops across the entire network. Spotlight Multi was the only solution.

  • PwC partnered with Spotlight Reporting to launch an innovative new cloud advisory platform called Next.

  • Learn how Spotlight Reporting enabled the team at BlueRock to turn client data into powerful reporting that underpins their Advisory services

  • 8 shannon smit

    Shannon Smit from Smart Business Solutions: "I love your Dynamic Rules! Compared to everyone else, your tool works really well because you can very easily assign a Dynamic Rule to multiple accounts at the click of a button."

    Read Story

  • 7 grant thornton

    Kylie Meyer of Grant Thornton New Zealand: "We use Spotlight to deliver timely, accurate and easy to understand information to clients. It’s a fantastic tool which also gives us insights that we use to help clients improve their businesses."

    Read Story

  • 6 creative cfo

    Ian Meaker from Creative CFO: "Software like Spotlight enables better collaboration with your customers and a clearer process within your team, which unlocks substantial value."

    Read Story


Check out our Advisory Advantage podcast where progressive accountants share their expertise on delivering Advisory

Get started today

Spotlight Reporting offers reliable and flexible reporting and forecasting options backed by a responsive customer team. Take a look and judge for yourself.