Spotlight Reporting

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The comprehensive cloud platform for financial reporting and cash flow forecasting. Fast, visual insights for your business or accounting firm

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14 day free trial, fully functional, no credit/debit card required

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Accounting Platforms

Integrations

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Accounting Integration
- Historical actuals
- Import chart of accounts
- Import Xero Budget
Chart of Accounts
- Add new accounts
- Amend order of display
- Group
Comparisons
- Forecast vs actual
- Scenario vs scenario
Export forecast
- CSV
- PDF
Forecast period
- Custom periods
Forecast transaction frequency
- Monthly
- Set end date
Forecast transaction options
- Create bespoke formulas using account data
- Drivers
- Rules (inc corp tax)
- Set expected payment dates for A/R & A/P invoices
- Transactional VAT
  - Accrual
  - Cash
Forecast transaction values
- Fixed value
- Repeat transaction with decreasing transaction value % / £
- Repeat transaction with increasing value % / £
Forecast view period
- Monthly
Integration
- Trial balance
Quickly adjust overall base forecast (i.e. increase sales/cos by X%)
Type
- 3-Way

Accounting Integration
- Historical actuals
- Import chart of accounts
- Import Xero Budget
Chart of Accounts
- Add new accounts
- Amend order of display
- Group
Comparisons
- Forecast vs actual
- Scenario vs scenario
Export forecast
- CSV
- PDF
Forecast period
- Custom periods
Forecast transaction frequency
- Monthly
- Set end date
Forecast transaction options
- Create bespoke formulas using account data
- Drivers
- Rules (inc corp tax)
- Set expected payment dates for A/R & A/P invoices
- Transactional VAT
  - Accrual
  - Cash
Forecast transaction values
- Fixed value
- Repeat transaction with decreasing transaction value % / £
- Repeat transaction with increasing value % / £
Forecast view period
- Monthly
Scenarios
- Add scenario to base forecast i
- Create from actuals
- Create from pre-built templates
- Create from scratch
- Include forecasts from other scenarios in new scenario
  - Include a single scenario
  - Include multiple scenarios
- Quickly adjust overall base forecast (i.e. increase sales/cos by X%)
Type
- 3-Way

Reporting and Dashboards Features