Spotlight Reporting

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Spotlight Reporting is the comprehensive cloud platform for financial reporting and cash flow forecasting. Our suite of tools are designed by experienced accountants to enable strategic planning, forecasting and multi-currency consolidation for businesses, accountants, and Virtual CFOs. 


Connect your preferred accounting solution and turn your financial data into insights for confident decision making. Quickly generate visual reports and forecasts, perfect for presenting to clients, the bank, or the board.

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3-Way Forecasting Features

  • Accounting Integration
    • Historical actuals
    • Import chart of accounts
    • Import Xero Budget
  • Chart of Accounts
    • Add new accounts
    • Amend order of display
    • Group
  • Comparisons
    • Forecast vs actual
    • Scenario vs scenario
  • Export forecast
    • CSV
    • PDF
  • Forecast period
    • Custom periods
  • Forecast transaction frequency
    • Monthly
    • Set end date
  • Forecast transaction options
    • Create bespoke formulas using account data
    • Drivers
    • Rules (inc corp tax)
    • Set expected payment dates for A/R & A/P invoices
    • Transactional VAT
    • Accrual
    • Cash
  • Forecast transaction values
    • Fixed value
    • Repeat transaction with decreasing transaction value % / £
    • Repeat transaction with increasing value % / £
  • Forecast view period
    • Monthly
  • Integration
    • Trial balance
  • Type
    • 3-Way

Cash Flow Forecasting Features

  • Accounting Integration
    • Historical actuals
    • Import chart of accounts
    • Import Xero Budget
    • Trial balance
  • Chart of Accounts
    • Add new accounts
    • Amend order of display
    • Group
  • Comparisons
    • Forecast vs actual
    • Scenario vs scenario
  • Export forecast
    • CSV
    • PDF
  • Forecast period
    • Custom periods
  • Forecast transaction frequency
    • Monthly
    • Set end date
  • Forecast transaction options
    • Create bespoke formulas using account data
    • Drivers
    • Rules (inc corp tax)
    • Set expected payment dates for A/R & A/P invoices
    • Transactional VAT
    • Accrual
    • Cash
  • Forecast transaction values
    • Fixed value
    • Repeat transaction with decreasing transaction value % / £
    • Repeat transaction with increasing value % / £
  • Forecast view period
    • Monthly
  • Scenarios
    • Add scenario to base forecast
      Add a scenario back to the base forecast
    • Create from actuals
    • Create from pre-built templates
    • Create from scratch
    • Include forecasts from other scenarios in new scenario
    • Include a single scenario
    • Include multiple scenarios
    • Quickly adjust overall base forecast (i.e. increase sales/cos by X%)
  • Type
    • 3-Way

Reporting and Dashboards Features

  • Anaysis
    • Comparatives
    • Financial KPIs
    • Non financial KPIs
    • Ratios
    • Variances
  • Consolidation
    • Balance sheet
    • Elimination
    • Multi-currency
    • P&L
  • Reports
    • Brand
      Add your brand to the reports
    • Commentary
      Provide report commentary within the app
    • Create templates
      Create report templates for use across multiple clients
    • Custom
      Create custom reports
    • Customise pre built template
      Customise pre built templates
    • Download
      Download reports as PDF
    • Graphs
      Include graphs and visual information
    • Pre built templates
      Use pre-built templates provided by the app
    • Share online with client
      Share a link to view the reports online
  • Tracking
    Report on tracking information via direct integration with accounting software
    • QB classes
    • QB locations
    • Sage analysis
    • Xero tracking
Cost (from)
£35.00
Trial
14 day free trial, fully functional, no credit/debit card required
Accounting Software
MYOB, QuickBooks Online, Xero
Data Sync
Manual
Non-Accounting Integrations
Google Analytics, WorkflowMax
Mobile OS Compatibility
No mobile app
Two Factor Authentication
Yes
Geographies Served
Australia, Canada, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, UK, USA
Head Office
Auckland (NZ), Wellington (NZ)
Offices
Auckland (NZ), London (UK), Sydney (AU), Wellington (NZ)
Partner Program
No
Free Practice Subscription
No
Support Availability
24 Hours
Support Channels
Email
Training
Live Online, On Demand Video, Self Guided
Sector
Accounting and Bookkeeping
App Category
3-Way Forecasting, Cash Flow Forecasting, Reporting and Dashboards

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