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Advisory reporting and forecasting for advisors
Spotlight Reporting is a cloud-based financial reporting and forecasting platform used by accountants, advisors, and businesses to turn raw accounting data into clear management reports, dashboards, and forecasts. It connects to ledgers like Xero, QuickBooks, and MYOB, and produces board-ready reports, KPI dashboards, consolidations, and integrated three-way cash flow forecasts that help clients understand performance and plan ahead.
Spotlight Reporting is especially popular with accounting practices offering advisory services, giving them polished, customizable reports to deliver insight beyond compliance. Its forecasting tools link profit and loss, balance sheet, and cash flow, and its consolidation features handle multi-entity groups. For advisors who want to move up the value chain, it provides the reporting layer to have strategic conversations with clients.
Pricing Model
PAID
Starting Price
Contact vendor
Free Options
Free trial
| Feature | Business Popular | Partner |
|---|---|---|
| Management reports | — | |
| KPI dashboards | — | |
| Three-way forecasting | — | |
| Ledger integrations | — | |
| Custom branding | — | |
| Everything in Business | — | |
| Multi-client management | — | |
| Consolidations | — | |
| Advisory templates | — | |
| Priority support | — |
Other
Finance
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Modeling, forecasting, and dashboards for finance
Business planning, budgeting, and forecasting
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