Date posted: 06/04/2022 5 min read

Years of business experience in one software suite

Used by the Big Four as well as CAs in practice, this software surfaces business insights for better decision-making. Brought to you by Spotlight Reporting.

Economic uncertainty remains a reality for chartered accountants across Australia and New Zealand. In this rapidly changing landscape, CAs – more than ever – need integrated cloud reporting and forecasting tools that deliver meaningful insights to help drive better business outcomes and keep their organisations ahead of their competitors.

That’s the message from Richard Francis FCA, founder and CEO of Spotlight Reporting, an award-winning software suite that provides advanced reporting, cash-flow forecasting, dashboards, and multi-entity consolidation and analysis for thousands of accountants and organisations across the globe.

Powerful performance insights

Headquartered in Wellington, NZ, and with staff in the UK, US, Canada, New Zealand and Australia, Spotlight Reporting offers solutions in line with particular needs of organisations worldwide.

Francis says Spotlight Reporting’s cloud-based products are ideal for accountants and CFOs eager to provide powerful insights that put their organisations in front of the pack.

“We have four market-leading cloud-based business intelligence tools, designed specifically for accountants who want to transform the way they deliver advisory services to clients,” he says.

The platform’s core product is the reporting tool which creates powerful visual reports that show key drivers affecting business performance.

“Spotlight Reporting takes the manual guesswork out of reporting and makes information fast, easy, accurate but also impactful when you need it,” Francis says.

Richard Francis FCA, founder and CEO of Spotlight ReportingPicture: Richard Francis FCA.

“Spotlight Reporting takes the manual guesswork out of reporting and makes information fast, easy, accurate but also impactful when you need it.”
Richard Francis FCA

Demand is also rising for the firm’s three other solutions. Spotlight Forecasting is an “all-in-one” budget creator, three-way forecasting and scenario builder, while Spotlight Dashboard – targeted at SMEs – provides a real-time snapshot of business performance.

Spotlight Multi is ideal for franchises and NFPs to aggregate, rank and benchmark performance, taking the “drudgery out of creating multi-entity reports”. Importantly, these tools integrate with software such as Xero, QuickBooks, MYOB, Sage 50, Excel, Google Analytics, and WorkflowMax.

Tools that transform accounting practices

Francis says the Spotlight Reporting suite of tools is the preferred choice of not only the Big Four professional services giants, but also thousands of small and mid-size accounting firms, business owners, CFOs, franchise chains and not-for-profits.

“Spotlight Reporting provides accountants with a great range of reporting and forecasting options that save time and effort while delivering clarity for decision-making. It’s all about seeking to deliver clarity and insights,” he tells Acuity.

“Our ‘why’ is to empower accountants, CFOs and business owners to have better conversations with their stakeholders, make better decisions, and help them be more successful,” he continues. “Our ‘how’ is taking all our years of business and advisory experience and encapsulating them in software that can access cloud data with powerful feature sets.”

For CAs, Spotlight Reporting software can drive a true transformation of their accounting practices, says Francis. “From onboarding, training, and goal setting, Spotlight Reporting’s products are designed to enable accounting firms to make the entire journey from service provider to trusted adviser.”

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