About Spotlight Reporting
Spotlight Reporting offers accountants the opportunity to create easy, great-looking performance reports and become a trusted advisor for clients. Check out Spotlight Reporting.
Remember if you have questions or need assistance with Spotlight Reporting, this is not the best place to ask - this forum is for reviews and feedback only.
For support contact the Spotlight Reporting team.
Our clients love the reports. They get a real bounce in their step when you can show them how a few simple changes can make a big difference to them.
I sure wish this product had been available then would have saved me a lot of time.
Without a doubt Spotlight Reporting has revolutionised the reporting we do for not for profit boards, no longer is the finance section of the board meeting a chore but they are exciting about discussing the trends they see in the graphs and high level snapshot of the results which is just perfect for their needs.
Spotlight Reporting is an extremely powerful reporting tool, yet just like Xero the interface is simple.
No more fussing around with endless spreadsheets, it's all done with one click of a button and the data is imported from Xero. Spotlight Reporting allows us as business advisers to really leverage our knowledge and experience adding significantly more value to the client relationship.
Our clients love the way in which the data is presented and the fact we can focus with them on the important issues in their business rather than just compliance aspects.
Would certainly recommend that Xero partners add Spotlight Reporting to their practice tool-set and start today both with using it for the practice and also with your clients.
1. They are one of the only services to offer Non Financial Statistical reporting. This is a HUGE deal. We service the dental industry and we track the number of new patients, the number of canceled appointments, number of treatment plans presented and plans accepted. We track the production of each dentist and each hygienist. Spotlight allows us to have all of this information in one package that we can present to the client. Really powerful stuff.
2. The integrate really well with XERO (very automated) for both actual and budgeted information and they allow you to group and customize way beyond what XERO can offer. They do this online and also a PDF package to publish and present to your client on a monthly basis. Looks Very professional.
3. Their income statement template is very robust allowing you to show monthly actual with % of Revenue (why XERO does not have this in their reports is so silly, but they don't). They have an actual to budget column and the best part on the report is they have an actual column with a "rest of year" budget column to allow you to forecast the end of year.
Again, Spotlight Reporting is the current King of Reports at this moment. Highly recommend them.
Clients love the look of the reports, and the added support it allows us to provide to them.
We have also used the reports to secure bank funding for clients as bank managers are equally as impressed!
Love your work Spotlight :)
Any accounting firm that has not yet deployed Spotlight reporting is at a distinct disadvantage.
Michelle has been exceptional to deal with.
Spotlight has made end of month management reporting quick & easy for single and multi company reports. We are releasing "real time" information earlier each month.
Support has always been fantastic and suggestions for changes are always considered and are often included in the product updates.
We are also using Spotlight for clients that also require high level reporting and report packs for Board/Management Meetings.
Thanks Spotlight & the fantastic Spotlight Team
The links to the cloud accounting software is brilliant, and once the data is in there you can generate virtually any graph/pie-chart/report based on the data. Our clients love the colourful/ simple charts as it is much easier to understand then a whole report of numbers!
The multi version has given us a great tool to consolidate data which saves clients hours of time consolidating data manually, which our clients are really impressed with.
Spotlight helps us keep an eye on things, running complex reports to consolidate accounts.
Having moved bookkeeping into 'real time', we can now add 'real time' reports and even predictions for the future. The visual reports are far more interesting than rows of figures in traditional management accounts, and immediately draw the eye to the real issues.
Best analyst on our Team and by far the prettiest staff member - wouldn't be without it!
Great NZ support too (on the ground at the coalface) which I need - nothing is a problem and never made to feel as if I am a nuisance. Spotlight your life - work - clients! Keep up the A+++ work!
We love the seamless data import and clients love the graphical representations of how their business is performing.
Highly recommend to any firm looking to take their service to the next level.
Once clients have seen these reports they usually insist that they become part of the regular reporting.
All the figures from Xero are transformed with the click of a button. Awesome job spotlight!
The value of the trend analysis charts, and the template options is understated. Pulling in my core data across multiple entities to get a basic consolidation is very useful. Some more consolidation options would be handy (like contra/offset of intercompany transactions) but the outputs are great, and the ease of use high.
The Forecast tool really helped my year-end, and allowed me to keep a locked record of adjustments, and a simple way of testing scenarios.
Lots more features that could be added over time, but there seems to be a good feature list building up, and this is now an important tool in my arsenal of fiance team weapons.
Fully customisable graphs are also very valuable. Multi-currency is also great for our international clients.