Spotlight Reporting
Spotlight ReportingReviews from AWS customer
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Spotlight report
What do you like best about the product?
Quick, customer support, Ease of implementation and integration to Xero budgets to 100%
What do you dislike about the product?
Could be better in consolidation of accounts in group. But, overall its a great experience
What problems is the product solving and how is that benefiting you?
Solves manual data entry time, and ensures accuracy, Xero reporting name and spotlight reporting name as separate is a lovely option too.
Quick, automated & simple reporting
What do you like best about the product?
Excellent software that provides a management report in the click of a button via a seamless integration with Xero. Really helpful customer success & support teams.
What do you dislike about the product?
Lack of customisations on reports eg re-arranging columns, adding custom reports that includes both P&L & BS items (eg to show distributable profits).
What problems is the product solving and how is that benefiting you?
Sustainability reporting via Spotlight Sustain
Great product with exceptional support
What do you like best about the product?
Spotlight allowed us to consolidate hundreds of XERO entities into a single point of truth. Ethan was exceptional throughout the sales process and his knowledge of Spotlight has proved invaluable several times post-sale to help our team maximize our teams efficiency using their tool.
What do you dislike about the product?
Honestly, I don't have any complaints about the tool.
What problems is the product solving and how is that benefiting you?
Consolidation of multiple XERO accounts.
Clean, single point of truth financials.
Clean, single point of truth financials.
Great Onboarding, Customer Support, and Engagement
What do you like best about the product?
Spotlight reporting is great for consolidation, creating budgets & drivers easily. They also have a great onboarding process to make sure you and your company is well equipped to use the software to its fullest potential. Had a great time talking to Mel and she was very friendly and supportive.
What do you dislike about the product?
The only downside as an accounting partner is having to pay for 20 organizations upfront as part of their business model. From the perspective of a small firm, it takes time to onboard clients, and I would like this to scale up instead.
What problems is the product solving and how is that benefiting you?
Solving analysis for the following - profit margins, cost/sales drivers, forecasting/sensitivity analysis, and the ability to do consolidation seamlessly.
Decent reporting structure that has good consolidation functionality.
What do you like best about the product?
Consolidated reports, QuickBooks Online integration works well
What do you dislike about the product?
Would prefer more USA GAAP reporting templates. Would be nice to use templates across multiple groups/reports. Really wish ther was custom date range functionality.
What problems is the product solving and how is that benefiting you?
Conslidated reporting from QuickBooks online.
Efficient and easy to use !
What do you like best about the product?
I was looking for a software to take shareholders meeting the next level and Spotlight has delivered.
Pros
- Time saving, no more Excel spreadsheets to balance.
- Easy to use compared to other software I tired.
- Mapping of P&L accounts enables us to adjust the presentation based on each client needs.
- Variety of choices for columns in order to compare your P&L results. It enables us to have stratgic conversation in montly meetings.
- Automation for monthly comments so we can focus on adding value to our report.
- Possibility to adapt the setting of the reports to our branding or the client’s.
Pros
- Time saving, no more Excel spreadsheets to balance.
- Easy to use compared to other software I tired.
- Mapping of P&L accounts enables us to adjust the presentation based on each client needs.
- Variety of choices for columns in order to compare your P&L results. It enables us to have stratgic conversation in montly meetings.
- Automation for monthly comments so we can focus on adding value to our report.
- Possibility to adapt the setting of the reports to our branding or the client’s.
What do you dislike about the product?
- It would be great to have more mapping option for the balance sheet to enable us to calculate key ratio.
- Many manufacturing clients with Shopify would benefit to have an API and easily derivate common ratios in their respective industry. Have those ratios quickly for companies is a must.
- Many manufacturing clients with Shopify would benefit to have an API and easily derivate common ratios in their respective industry. Have those ratios quickly for companies is a must.
What problems is the product solving and how is that benefiting you?
My main goal was to stop using Excel spreadsheet for monthly reporting in order the make the monthly process more efficient and have more time to analyse data. In Excel, you have to manually update your numbers and validate every time, with Spotlight, you can import your numbers easily knowing that it will balance.
Great for Consolidated Reports from Quickbooks
What do you like best about the product?
We Have been searching for a solution to consolidate reporting for multiple QBO entities. This was easy to roll out and saves time for our monthly Family Office reporting. After initial setup, it is as easy as hitting a couple of buttons each month. Previously we had been using Excel, which was not ideal.
What do you dislike about the product?
Took some time to get the P&L and Balance sheet customized for our needs, but overall it wasn't too bad since it is a one-time process.
What problems is the product solving and how is that benefiting you?
Before Spotlight, we pulled monthly reports from multiple Quickbooks accounts and manually created Excel spreadsheets to make a consolidated report. We had been looking for software that could track everything we needed and integrate with QBS for a long time. With Spotlight, we can upload information directly from QBS and Excel to create detailed P&Ls and Balance Sheets across our whole organization.
Simplistic, easy to use, highly automated and visually appealing
What do you like best about the product?
The fact that you only need to set it up once and the automates your monthly management reports in a professional way is really impressive to clients. The charts and visual aids also really help to translate data into information
What do you dislike about the product?
It works great for consolidating small group companies but went the group consol becomes large eg more than 5 companies and in multiple countries it really becomes difficult to use. Especially finding the accounts that were not eliminated with the intercompany transaction eliminations. Also you cant to partial eliminations.
What problems is the product solving and how is that benefiting you?
It helps to automate the actual vs budget process. As well as to visualise financial data to make it easy to understand
This is the best management reporting tool I have ever used -
What do you like best about the product?
no need to download data into Excel and reformat or model
What do you dislike about the product?
It is not easy to edit certain elements within the actual reports which means I tend to delete them rather than utilise them properly
What problems is the product solving and how is that benefiting you?
It makes it significantly easier to present financial information in a way that is meaningful and visual
The graphical representation makes communication to non finance managers significantly easier
The graphical representation makes communication to non finance managers significantly easier
Start the discussion
What do you like best about the product?
Spotlight helps start the discussion about your business, identifies pain points and allows us go on with improving the business
What do you dislike about the product?
I think it should have video links or a help icon in the program that when you hover over a report if not sure how a report works it can guide you
What problems is the product solving and how is that benefiting you?
Helping keep every on accountable with KPI and decision making
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