Spotlight Reporting
Management reporting and forecasting for advisory accountants.
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Overview
Spotlight Reporting is a management reporting and forecasting platform for solo, small, and mid-sized accounting firms that connects to Xero, QuickBooks, and Sage Intacct (beta) to pull live financial data and produces branded reports, KPI dashboards, three-way forecasts, and multi-entity consolidations that firms send directly to clients.
The platform covers five modules. Reporting generates visual management reports with chart galleries and industry-specific templates. Forecasting handles three-way budgets with what-if scenario analysis and consolidated forecast views. Dashboards lets advisors build drag-and-drop KPI overviews that mix financial and non-financial metrics. Multi consolidates up to 500 entities for group and franchise reporting with side-by-side benchmarking. Sustain provides ESG reporting templates for clients with sustainability reporting obligations.
Pricing is per firm rather than per client entity, on a monthly subscription. Basic at $295 per month covers up to 10 client organizations with full reporting, forecasting, and dashboard access. Super VCFO 25 at $495 per month raises that to 25 organizations and adds dedicated customer success. Super VCFO 75 at $995 per month covers 75 organizations with priority support. Enterprise pricing is available for larger practices. A 14-day free trial needs no credit card.
Spotlight fits solo advisors and small to mid-sized firms already on Xero or QuickBooks that want a repeatable, branded delivery format for monthly advisory reporting. Over 500 accounting firms use the platform. A Spotlight Certification program is available for firms that want structured onboarding and training.
Key facts
- Starting price
- $329 per month
- Pricing model
- Flat
- Free trial
- Yes
- Free tier
- No
- Deployment
- Cloud
- Geography
- US, UK, AU, CA, Global
- Founded
- 2010
- Support
- Email, Chat, Knowledge Base, 24/7
- Languages
- English
- Works with
- Quickbooks, Xero, Sage, Google Analytics
- Last checked
- 2026-08-15
Pros and Cons
Pros
- Firms with 10 to 75 advisory clients that need branded monthly reporting.
- Advisors on QuickBooks, Xero, or Sage Intacct that want three-way forecasts and ESG templates.
- Practices with franchise or group clients that need multi-entity consolidation up to 500 entities.
Cons
- Solo advisors with one or two reporting clients. Basic ($295) covers up to 10 organizations.
- Firms that need per-user pricing rather than per-firm. Spotlight charges by firm, not by user.
- Practices that want pure FP&A modeling without management-reporting templates. Datarails or Jirav fit better.
Pricing
| Tier | Price | Billing | Features |
|---|---|---|---|
| Basic | $329 | Per month (up to 10 organizations) | Reporting, forecasting, and dashboards for up to 10 client organizations. |
| Super VCFO 25 | $495 | Per month (up to 25 organizations) | All Basic features for up to 25 organizations plus dedicated customer success support. |
| Super VCFO 75 | $995 | Per month (up to 75 organizations) | All features for up to 75 organizations with priority support and full advisory toolkit. |
| Enterprise | Custom | Custom | Unlimited organizations, bespoke onboarding, and enterprise support arrangements. |
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