Spotlight Reporting
Spotlight Reporting is a cloud SaaS platform founded in 2011 that delivers financial reporting, forecasting, consolidation, dashboards and ESG analytics to 500+ accounting firms and finance teams, integrated with Xero, QuickBooks, MYOB and Sage.
- Company typePrivate
- Founded2011
- HeadquartersWellington, New Zealand
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Spotlight Reporting does
Spotlight Reporting Limited is a private, cloud-based SaaS company founded in 2011 that builds financial reporting, forecasting, consolidation, dashboarding and ESG software for accounting practices, advisors, business owners and finance teams. The platform integrates natively with the major cloud accounting and practice-management systems — Xero, QuickBooks Online, MYOB, Sage50, Sage Intacct, Karbon and Google Analytics — and runs on AWS infrastructure with data hosted in Sydney, Australia, supporting ISO 27001 and ISO 9001 certifications. The product surface spans traditional management reporting, 3-way forecasting and scenario modelling, multi-entity consolidation, ESG/sustainability reporting (Spotlight Sustain, launched 2023), Fractional Ownership structures (2026) and AI-assisted commentary and action plans (2026), positioning it as a multi-workflow reporting layer above the underlying ledger system rather than a point solution.
The company monetises through tiered SaaS subscriptions segmented by buyer persona — Advisors & Accountants, Business Owners & CFOs, and Enterprise — complemented by a 14-day free trial. Its installed base is reported at 500+ accounting and advisory firms, with named Big Four-tier reference Forvis Mazars. Leadership is founder-led (Richard Francis, Founder & CEO; Julie Francis, CFO) alongside a board including Graham Shaw (Chairman) and directors Miki Szikszai and Chintaka Ranatunga. Capital structure is lightly diluted: two disclosed equity rounds totalling roughly $6.2M (2012, 2016), with no further raises reported, consistent with an operationally self-sustaining business. The 2026 product cadence — Sage Intacct integration, integrated forecasting, AI Action Plans and Fractional Ownership — signals a deliberate broadening of TAM from small-firm cloud accounting into mid-market ERP and adjacent verticals.
Spotlight Reporting firmographics
Firmographics- Name
- Spotlight Reporting
- Legal name
- Spotlight Reporting Limited
- Website
- https://spotlightreporting.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Spotlight Reporting is a cloud SaaS platform founded in 2011 that delivers financial reporting, forecasting, consolidation, dashboards and ESG analytics to 500+ accounting firms and finance teams, integrated with Xero, QuickBooks, MYOB and Sage.
- Ownership category
- akta.pro rank
Spotlight Reporting industry classification
Industry- Product category
- Financial Reporting & Forecasting Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Enterprise Reporting & Pixel-Perfect Reporting (HDAEAMAB)
- akta.pro secondary industries
- ESG Reporting, Disclosure & Regulatory Compliance (SFDR, EU Taxonomy, TCFD/ISSB) (FSAAALAK), Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
Keywords
Where Spotlight Reporting is headquartered
LocationHeadquarters
- HQ city
- Wellington
- HQ country
- New Zealand
- HQ region
- Oceania
Offices1 record
Markets served
Spotlight Reporting business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Software Subscription (SaaS): Cloud-based subscription model for financial reporting and forecasting software. Pricing is subscription-based with plans for Advisors, Business owners, and Enterprise tiers. Offers 14-day free trial.
- Advisory Services Enablement: Revenue generated from helping accounting firms transition to advisory services through training, onboarding, and goal-setting programs included in Advisor Plans.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Advisors & Accountants Plan |
| Subscription | Monthly | Business Owners & CFOs Plan |
| Subscription | Monthly | Enterprise Plan |
| Freemium | Pay-as-you-go | Free Trial |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels11 records
Spotlight Reporting product offering
Product offeringCore offering
Spotlight Reporting is a cloud-based SaaS platform that delivers management reporting, cash flow forecasting, KPI dashboards, multi-entity group consolidation, and ESG (Sustain) reporting for accounting firms, advisors, business owners, and CFOs. It integrates natively with Xero, QuickBooks, MYOB, and Sage, and offers industry-specific templates, white-labelled client reports, and AI-generated commentary and action plans. The product suite is built to help accountants transition from compliance work to high-value advisory services at scale.
Product overview
Spotlight Reporting is a unified reporting and forecasting platform offering five core products: Reporting (management reporting with 100+ charts and industry templates), Forecasting (three-way cash flow forecasting and budgeting), Dashboard (one-page KPI snapshots), Multi (group consolidation up to 500 entities for franchises and NFPs), and Sustain (ESG reporting module). The platform integrates natively with major accounting systems including Xero, QuickBooks, MYOB, and Sage, enabling accounting firms and businesses to deliver advisory services through visually engaging automated reports and forecasts. AI-powered features include automatic commentary generation and AI-driven action planning built into the Executive Summary.
Differentiator
Problem solved
Functional benefit
Brands
- Spotlight Sustain: ESG (Environmental, Social, and Governance) reporting product that transforms data into visually engaging ESG reports with customisable templates and KPI monitoring.
Products and services
- Spotlight Reporting Core management reporting product enabling powerful in-depth analysis for better business outcomes. Features extensive chart gallery, visual graphs, industry-specific templates, group consolidation up to 75 entities, and highly customisable reporting.
- Spotlight Forecasting Advanced cash flow forecasting product for navigating challenging times. Features three-way forecasting and budgeting, best and worst case scenarios, driver-based forecasting, and consolidated forecasts for groups.
- Spotlight Dashboard Instant snapshot of performance providing high-level overviews of the most important business metrics on one page. Features drag-and-drop dashboard creation, financial and non-financial KPI reporting, and wide selection of displays and charts.
- Spotlight Multi Group-wide tool for franchises, not-for-profits, and industry specialists. Consolidates up to 500 entities, tracks and benchmarks performance, handles multiple currencies and eliminations.
- Spotlight Sustain ESG (Environmental, Social and Governance) reporting module that transforms data into powerful and engaging ESG reports. Provides templated reporting with extensive gallery of ESG charts, customisable templates, white labelling, and KPI/target/action plan monitoring.
Quantifiable outcome
- Time savings - accountants spend less time manipulating data and more time analyzing
- +3 more outcomes
Companies that use Spotlight Reporting
Customer profileNamed customers10 records
Segments5 records
Ideal customer profiles4 records
Spotlight Reporting technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration11 records
AI capability4 records
Feature10 records
Spotlight Reporting partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core, major, supporting and flagship.
- XerocoreNative integration with Xero cloud accounting software. Users can import actuals, budgets, and tracking data from Xero with one-click import. Supports Xero Cashbook and Xero Ledger. Major customer acquisition channel.
- QuickBookscoreIntegration with QuickBooks Online and QuickBooks Desktop. Users can import actual and budget data at the click of a button. QuickBooks Desktop requires connector software.
- MYOBmajorIntegration with MYOB AccountRight Desktop and MYOB AccountRight Plus. Import actual and budget data from MYOB products.
- Sage IntacctmajorBeta release of Sage Intacct integration announced. Sync Sage Intacct data with Spotlight Reporting to reduce spreadsheet work and deliver more value.
- Google AnalyticssupportingGoogle Analytics integration for website traffic and monitoring metrics, enabling non-financial data reporting alongside financial metrics.
- KarbonsupportingIntegration allowing users to start in Karbon dashboard, create reports in Spotlight, and save them straight back to Karbon.
- Amazon Web Services (AWS)coreCloud infrastructure hosting provider. AWS holds ISO 9001 and ISO 27001 certifications. Data centers feature biometric systems and 24/7 onsite security guards.
- BlueRockflagshipMajor accounting firm customer using Spotlight for advisory services. Case study demonstrating scale advisory across entire client base.
- Forvis MazarsflagshipGlobal accounting firm using Spotlight for advisory journey. Senior Advisory Manager Rachael Stewart testimonial on accelerating growth in Advisory space.
- William BuckmajorAustralian accounting firm using Spotlight with staff training and continual support for advisory services delivery.
- The Cheesecake Factory (Australia)majorFranchise customer using Spotlight Multi for group consolidation, benchmarking, and identifying over/under performing stores across network.
- Global Expertise NetworkmajorHaving partnered with over 500 leading firms, the team shares advisory insights and best practices across global network.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Spotlight Reporting competitors and assessment
Company assessmentBroad incumbents
- Tableau: Tableau is a leading data visualisation and BI platform used by enterprises for financial and operational reporting. It overlaps with Spotlight's visualisation, dashboard and pixel-perfect reporting capabilities as a broader, less-vertical incumbent.
- Jirav: Jirav is an FP&A and financial forecasting platform for SMBs and accounting firms, offering budgeting, reporting and scenario planning. It addresses an overlapping buyer (CFO/accountant) with comparable forecasting and reporting capabilities to Spotlight.
- Futrli: Futrli, now part of Sage, provides forecasting, reporting and advisory tools for accountants and small businesses. It is a direct pre-acquisition competitor of Spotlight Reporting, now distributed through Sage's broader accounting platform portfolio.
- Sage Intacct: Sage Intacct is a mid-market cloud accounting platform and an integration partner of Spotlight Reporting. It is comparable as both a data source and a potential competitor offering its own reporting, consolidation and dashboard capabilities to overlapping customers.
- Microsoft Power BI: Power BI is Microsoft's enterprise BI and reporting platform with broad financial reporting and dashboarding capabilities. It competes with Spotlight at the high end of the market where larger enterprises may prefer a general-purpose BI tool over a vertical advisory platform.
Emerging players
- Karbon: Karbon is a practice management/workflow platform for accounting firms and an integration partner of Spotlight Reporting. It is comparable as a complementary system targeting the same 'advisory practice transformation' journey for accountants, with overlapping buyer personas.
Direct peers
- Float: Float is a cash flow forecasting platform purpose-built for accountants, bookkeepers and finance teams. It competes directly with Spotlight Forecasting on scenario planning, budgeting and integration with Xero/QuickBooks/Xero Practice Manager.
- Fathom: Fathom is a cloud-based financial reporting, forecasting and analysis tool built for accountants, advisors and SMBs. It competes head-to-head with Spotlight Reporting on management reporting, cash flow forecasting, KPI dashboards and Xero/QuickBooks integrations, serving the same advisory transformation use case.
- LiveFlow: LiveFlow is a financial reporting and consolidation platform for accounting firms, syncing QuickBooks/Xero data into Google Sheets and reports. It targets the same accounting advisory workflow with multi-entity consolidation comparable to Spotlight Multi.
- Dryrun: Dryrun provides cash flow forecasting, budgeting and scenario planning software for accountants and SMBs. It overlaps with Spotlight's Forecasting product on rolling 13-week cash forecasts and accounting platform integrations.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks8 records
Key highlights7 records
Customer concentration
Spotlight Reporting social profiles
Digital presenceSpotlight Reporting compliance and trust
Trust signalCompliance2 records
Spotlight Reporting financial estimates
Financial estimateRevenue estimate
Valuation estimate
Spotlight Reporting leadership team
Management profileNumber of profiles
Profiles6 records
Spotlight Reporting funding detail
Funding detailFunding overview
Funding rounds2 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Spotlight Reporting M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Spotlight Reporting
What does Spotlight Reporting do?
Spotlight Reporting is a cloud-based SaaS platform that delivers management reporting, cash flow forecasting, KPI dashboards, multi-entity group consolidation, and ESG (Sustain) reporting for accounting firms, advisors, business owners, and CFOs. It integrates natively with Xero, QuickBooks, MYOB, and Sage, and offers industry-specific templates, white-labelled client reports, and AI-generated commentary and action plans. The product suite is built to help accountants transition from compliance work to high-value advisory services at scale.
Is Spotlight Reporting a public or private company?
Spotlight Reporting is a private company. It is classified as venture growth investor backed and is currently operating.
When was Spotlight Reporting founded?
Spotlight Reporting was founded in 2011. It employs 11 to 50 people.
Where is Spotlight Reporting based?
Spotlight Reporting is headquartered in Wellington, New Zealand, in the Oceania region.
How does Spotlight Reporting make money?
Two revenue lines are on record. Software Subscription (SaaS) is the primary driver. The others are advisory Services Enablement.
Who are Spotlight Reporting's main competitors?
Broad incumbents on record are Tableau, Jirav, Futrli, Sage Intacct and Microsoft Power BI. Karbon is listed as an emerging player. Direct peers are Float, Fathom, LiveFlow and Dryrun.
Does Spotlight Reporting have an API?
No public API is recorded for Spotlight Reporting.
What industry is Spotlight Reporting in?
Spotlight Reporting's product category is Financial Reporting & Forecasting Software. Its primary akta.pro industry code is HDAEAMAB, Enterprise Reporting & Pixel-Perfect Reporting, with a secondary code of FSAAALAK, ESG Reporting, Disclosure & Regulatory Compliance (SFDR, EU Taxonomy, TCFD/ISSB). Its NAICS code is 513210 and its SIC code is 7370.