Spotlight Reporting is an all-in-one reporting, forecasting, and dashboard platform for accountants and advisors, integrating with Xero, QuickBooks, and Sage…
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Last updated
August 7, 2026
Predictive AnalyticsDashboardReportingCloud
Spotlight Reporting is a financial reporting and forecasting platform built for accountants, advisory firms, and business owners. It connects to cloud accounting platforms such as Xero, QuickBooks, and Sage Intacct to turn raw financial data into visual reports, KPI dashboards, and forward-looking forecasts. The platform includes three-way cash flow forecasting and budgeting, drag-and-drop dashboards, and a group consolidation module (Multi) that supports up to 500 entities for franchises, not-for-profits, and other multi-entity businesses. An ESG reporting module (Sustain) lets firms track environmental, social, and governance metrics alongside financial performance, and AI-assisted features generate executive summaries and action plans from report data. Spotlight Reporting is used by hundreds of accounting and advisory firms, including Big 4 firms and major accounting networks, to scale client reporting and advisory services.
Key Features
Reporting — Visual financial reporting with a customizable chart gallery and templates.