Reporting, forecasting, and dashboards for advisors
What it does
Spotlight Reporting is a reporting, forecasting, dashboard, and consolidation platform that turns accounting data into visual financial reports, cash flow forecasts, and KPI dashboards. It includes AI suggestions to help interpret results and generate narrative, and integrates with Xero, QuickBooks, and Sage Intacct.
✓ Best for
Accounting firms and advisors scaling advisory services, plus business owners and CFOs wanting clearer financial visibility across single or multiple entities.