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Advisors & Accountants
Become a trusted advisor to your clients and increase revenue
Business owners & CFOs
Stay focused on performance and the most important KPI's in your business
Franchises
The specialist group-wide benchmarking and consolidation tool
Enterprise
Increase advisory revenue and get better business insights at scale
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INDUSTRY TEMPLATES
Professional Services
Not for Profit
Real Estate
E-Commerce
Hospitality
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FEATURED CUSTOMER STORY
Mark Lowell
Director, Sedulo
“We’ve had examples where we’ve upsold preparation of projections on numerous occasions, charging up to £2,000 for each projection.
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PRODUCTS
The spotlight platform
Reporting
Powerful management reporting for achieving better business outcomes
Forecasting
Advanced cash flow forecasting for navigating challenging times
Dashboard
An instant snapshot of performance to focus on what really matters
Multi
A group-wide tool for franchises, not-for-profits, and industry specialists
Sustain
Transform your data into powerful and engaging ESG reports
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top features
AI Suggestions
Consolidated Reporting
Consolidated Forecasting
White Labelling
Xero + Spotlight
QuickBooks + Spotlight
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what's new
New Integration: Karbon
Easily move between Karbon and Spotlight Reporting. Start in your Karbon dashboard, create reports in Spotlight, and save them straight back to Karbon. Click ‘Learn more’ for instructions on setting up the integration.
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RESOURCES
RESOURCES
Webinar
Free webinars packed with insights to take you to the next level
Sample Reports
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Podcasts
Progressive accountants share how they've made advisory a success
Transform! eBook
Learn how to add value through advisory services
Whitepapers
Content to help you scale and grow
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Product information, use cases, and best-practice advice
Report Cover Gallery
Choose a professional looking cover for your reports from our gallery
Blog Articles
Explore expert tips and insights to elevate your Spotlight Reporting experience
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PRODUCT HELP
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ESG
ALL - For Enterprise
PwC - For Enterprise
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EY - For Enterprise
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Advisors
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Product Education
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Recorded webinar
LIve webinar
60 mins
Customer Voice
Join our webinar as we showcase the wins of firms using Spotlight Reporting to elevate their advisory services.
Duration:
60 mins
November 6, 2025
Time Zone:
3:00 PM GMT / 10:00 AM EST
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upcoming webinars
Recorded
LIve webinar
Live Training: Consolidated Reporting Power Hour (UK/US/ZA/CA)
Join our training webinar to see how Spotlight Reporting can help you to build custom-fit consolidated reports for your firm.
Duration:
60mins
October 28, 2025
Time Zone:
10:00AM EDT / 2:00PM GMT
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Recorded
LIve webinar
Live Training: Reporting Power Hour (NZ/AU)
See how you can build custom-fit reports for your firm with our Reporting Power Hour webinar.
Duration:
60mins
October 28, 2025
Time Zone:
1:00PM NZDT / 11:00AM AEDT
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Recorded
LIve webinar
Live Training: Forecasting Power Hour (UK/US/ZA/CA)
Spotlight Forecasting helps you to prepare budgets, forecasts, and scenarios which take into account a changing economic landscape.
Duration:
60mins
October 29, 2025
Time Zone:
10:00AM EDT / 2:00PM GMT
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Recorded
LIve webinar
Unlock Growth Potential in Your Client Base
Join us as we share practical steps to help you move beyond compliance and confidently deliver CFO and advisory services.
Duration:
30mins
October 29, 2025
Time Zone:
10:00AM AEDT
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Recorded
LIve webinar
Live Training: Forecasting Power Hour (NZ/AU)
Spotlight Forecasting helps you to prepare budgets, forecasts, and scenarios which take into account a changing economic landscape.
Duration:
60mins
October 30, 2025
Time Zone:
1:00PM NZDT / 11:00AM AEDT
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Watch video
Recorded
LIve webinar
Customer Voice
Join our webinar as we showcase the wins of firms using Spotlight Reporting to elevate their advisory services.
Duration:
60 mins
November 6, 2025
Time Zone:
3:00 PM GMT / 10:00 AM EST
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Recorded webinars
Recorded webinar
LIve
How To Use Reporting Tools To Actually Help Your Clients
Hear from Amanda C. Watts and Mel Rollason for a power-packed webinar.
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Back to the future of advisory: Years of change, challenge, and opportunity
App Advisory Plus - App of the Month
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60 min
Unlock the Power of AI For Advisory
Hear from Richard Francis and AI expert Inbal Rodnay, as they explore the real-world impact of AI on professional services
July 29, 2025
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12:30PM NZST
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60 mins
Global Advisory Trends Report
We're back with the US edition of the Global Advisory Trends Report webinar.
July 23, 2025
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EDT
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45 mins
Unlock Your Leadership Potential
Master a few core leadership skills to create and drive a high performing team.
June 10, 2025
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11AM AEST / 1PM NZST
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45 min
Global Advisory Trends Report 2025
We're back with the next edition of our hugely popular Global Advisory Trends Report!
June 18, 2025
Time Zone:
10:00AM NZST
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Recorded webinar
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50 mins
Run a Successful Forecasting Campaign in FY26
Learn how to run and deliver a successful Forecast campaign, and leverage expert tools to help your clients plan for 2025 with confidence.
April 9, 2025
Time Zone:
1PM NZDT
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45 mins
Product Roadmap 2025
Hear about the direction of Spotlight Reporting in 2025 and how we’re continuing to evolve.
March 26, 2025
Time Zone:
11AM NZDT
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Recorded webinar
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60 mins
Riding the Winds of Change: ESG, AI and Outsourcing for Maximum Impact
Uncover expert insights on staying ahead of client needs by exploring opportunities in ESG advisory, AI and Outsourcing
February 5, 2025
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1:00PM NZDT
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