The Scalable Advisory Solution for Enterprise Firms

Powerful, customisable reporting, forecasting, and consolidation to drive efficiency, productivity, and new revenue streams for your firm

The Team Wins, the Clients Win

The preferred choice of the Big Four, Spotlight Reporting equips your team with the tools to deliver exceptional value to your clients.

Grow New Revenue

Offer new services and scale reporting to drive advisor revenue.

Increased Productivity

Generate insightful reports and forecasts quickly and easily.

Deeper Client Insights

Uncover hidden trends and opportunities with powerful analytics.

Improved Decision-Making

Provide clients with data-driven recommendations for strategic planning.

Scalable Solutions

Adapt and grow your advisory services with flexible and configurable tools.

Elevated Client Experience

Deliver impactful reports and insights that impress and engage.

A Suite of Tools Designed for Enterprise Success

Spotlight Reporting offers a comprehensive solution for all your team's reporting and analysis needs.

Reporting

Create visually compelling, customisable reports that communicate key financial information clearly.

Extensive chart gallery & visual graphs
Industry specific templates
Group Consolidation up to 75 entities
Highly customisable & powerful reporting

Forecasting

Develop accurate and dynamic forecasts to help clients plan for the future. 

Three-way Forecasting & Budgeting
Create multiple "what-if" scenarios
See how unit-based cost changes affect your forecast
Create consolidated forecasts for groups of up to 75 entities

Dashboards

Gain a bird’s eye view of key performance indicators (KPIs) with interactive dashboards.

Drag-and-drop dashboard creation
Financial & non financial KPI reporting
A wide selection of displays and charts

Multi

Aggregate and analyse data from multiple entities with ease.

Consolidate up to 500 entities
Track & benchmark performance
Easily handle multiple currencies
Aggregate and compare networks and industry verticals

Sustain

Create visually compelling, customisable reports that communicate key financial information clearly.

Extensive chart gallery & visual graphs
Industry specific templates
Group Consolidation up to 75 entities
Highly customisable & powerful reporting

Dedicated Support for Your Team's Success

We're committed to helping your team maximise the value of Spotlight Reporting.

Tailored Training

Onboarding and ongoing training programs designed for your team's needs.

Dedicated Customer Success Specialist

A personalised point of contact to guide your team and answer their questions.

Advisory Learning & Resource Hub

Access Transform in Action for a wide range of resources and training to efficiently and effectively deliver advisory services at scale.

Priority Support

Fast and reliable assistance whenever your team needs it.

Security is Our Top Priority

More than 2,000 of the world’s most innovative accounting firms and businesses trust Spotlight Reporting to protect their data. Here’s a look at some of our most significant security features.

Encryption

Data is encrypted in transit and at rest

User Access

Admin control over user access

Your Data

You own and control your data

Account Security

Secure your account with Two-Step Authentication

Always On

High levels of availability with 24/7 monitoring

Privacy

GDPR compliant with lawful data processing

Safe data

Failover databases available at all times and regular backups

Physical Security

Physical access to our data centers is strictly controlled

ISO27001 Certified

Spotlight Reporting has always been aligned with the ever-changing industry best practices and is certified ISO27001 compliant, the premiere global information security system (ISMS) standard.

DOWNLOAD CERTIFICATE

Preferred Choice of Leading Firms

See what our clients have to say about Spotlight Reporting

Spotlight Reporting is easy to use and as a tool, there are always workarounds for the solution that I want. The ease of use is most important to me and having a tool that gives me everything I want, when I need it.

Kylie Campbell

Grant Thornton

Using Spotlight Scenarios, we save around four hours, rather than having to use something like Excel.

Nigel Smellie

Findex

In Excel, our reports would have taken days to complete, whereas in Spotlight Reporting, took no more than a few hours.

Zenaida Bharucha

Stepping Stone

The breadth of the Spotlight Toolkit really enables me to build client relationships and provide value.

Theo Tocker

BDO NZ
sample reports

Ready to Transform Your Advisory Services?

Let's discuss how Spotlight Reporting can help your team achieve its goals.