Spotlight Reporting
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.
3-Way Forecasting Features
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Accounting Integration
- Historical actuals
- Import chart of accounts
- Import Xero Budget
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Chart of Accounts
- Add new accounts
- Amend order of display
- Group
-
Comparisons
- Forecast vs actual
- Scenario vs scenario
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Export forecast
- CSV
-
Forecast period
- Custom periods
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Forecast transaction frequency
- Monthly
- Set end date
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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
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Integration
- Trial balance
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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
-
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
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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%)
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Add scenario to base forecast
-
Type
- 3-Way
Reporting and Dashboards Features
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Anaysis
- Comparatives
- Financial KPIs
- Non financial KPIs
- Ratios
- Variances
-
Consolidation
- Balance sheet
- Elimination
- Multi-currency
- P&L
-
Reports
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Brand Add your brand to the reports
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Commentary Provide report commentary within the app
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Create templates Create report templates for use across multiple clients
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Custom Create custom reports
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Customise pre built template Customise pre built templates
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Download Download reports as PDF
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Graphs Include graphs and visual information
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Pre built templates Use pre-built templates provided by the app
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Share online with client Share a link to view the reports online
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Brand
-
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
- 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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