Spotlight Reporting

https://www.spotlightreporting.com/

Spotlight provides cloud-based financial and non-financial reporting, dashboards and forecasts. Expand your service options, revenue and client satisfaction. Data is brought together quickly and simply through leading sources like Xero, QuickBooks Online or MYOB, and non-financial data from Google Analytics and WorkflowMax. Spotlight’s PDF, email, and online options make sharing reports with clients simple. You can also make it easy to scale use across similar clients or industry types, by sharing report templates across your practice. With Spotlight, you can work smarter, not harder. 

While we are located in Orange County, SoCo Tax & Cloud Accounting Inc places value on remote work and Spotlight allows us to work from anywhere. Through the integration of QuickBooks and Xero, SoCo Tax and Cloud Accounting Inc can work efficiently with the features Spotlight provides.

Features:

Reporting

  • Save time and effort by seamlessly consolidating up to 50 client organisations
  • Extensive chart gallery with unmatched customisation options
  • We do the heavy lifting using our intercompany eliminations and multi-currency
  • Share more by adding any external content into a report
  • Drive action, share insight with our pre-populating executive summary
  • Complete flexibility with our import from Xero, QuickBooks Online, MYOB and Excel – or enter your own data.

Forecasting

  • 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
  • Import from Xero, QuickBooks Online, MYOB and Excel or enter your own data – the choice is yours

Dashboard

  • 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.
  • Import from Xero, QuickBooks Online, MYOB and Excel or enter your own data

Multi

  • Consolidated view of up to 500 organizations
  • Organization ranking and KPIs
  • Anonymized rankings for sharing with Franchisees and Branches
  • Exception reporting
  • Visual scorecard and chart galleries
  • Import from Xero, QuickBooks Online, MYOB and Excel or enter your own data