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Shedding light on performance

Spotlight Reporting provides cloud-based financial and non-financial reporting, dashboards and forecasts. View 2-min video below to see how it works.

Clear, actionable insights

By focussing on what really matters to your client's business and delivering valuable insight in an interesting and creative way, you become part of their success story.

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Import financial and non-financial data

From leading sources of financial data like Xero, QuickBooks or MYOB, to other, non-financial data from Google Analytics, WorkflowMax and Excel. We bring useful data together, simply and fast.


Share, Advise, Scale

Our PDF, email and online options make sharing reports with clients super-easy. You can even share report templates across your practice, making it easy to scale use across similar clients or industry types. Work smarter, not harder.

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Reporting is a powerful management reporting tool designed to help clients or businesses make informed decisions to achieve better business outcomes.

  • reporting-macbookpro15-front.pngSave time and effort by seamlessly consolidating up to 50 organisations
  • Extensive chart gallery with unmatched customisation options
  • We do the heavy lifting using our intercompany eliminations and multi-currency
  • Drive action, share insight with our pre-populating executive summary
  • View sample report, PDF



Great budgeting and cash flow forecasting can mean the difference between business success and failure. Forecasting is an ‘all-in-one’ budget creator, three-way forecasting and scenario bu



  • Easily import your Budget data or start from scratch
  • Full three-way forecasting with flexible rules and great outputs
  • Plot and plan for the future by selecting or creating ‘what if?’ scenarios
  • Ideal for the Bank and Board
  • View sample report, PDF



Dashboard provides an instant snapshot of business performance to enable you to focus on what really matters. A great entry level experience.


  • A wide selection of simple displays and charts
  • Quick and easy to use drag-and-drop dashboard creation
  • Get a holistic view of performance with financial and non-financial KPI reporting 
  • Use our Google Analytics and WorkflowMax integration for a 360deg view of a business.
  • View sample report, PDF



For franchises, not for profits and industry specialists, Multi allows you to aggregate, rank and benchmark. Multi is a specialist tool that takes the drudgery out of creating multi-entity reports where comparisons are key.multi-macbookpro15-front3.png

  • Consolidated view of up to 500 organisations
  • Organisation ranking and KPIs
  • Anonymised rankings for sharing with Franchisees and Branches
  • Exception reporting
  • Visual scorecard and chart galleries
  • View sample report, PDF

 Spotlight A-Z List of features and functionality

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