Spotlight Reporting
Budgeting and forecasting software
Cash flow management software
Corporate performance management (CPM) software
Financial analysis software
Accounting & finance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if Spotlight Reporting and its alternatives fit your requirements.
$35 per month
Free Trial
Free version unavailable
Small
Medium
Large
- Professional services (engineering, legal, consulting, etc.)
- Public sector and nonprofit organizations
- Construction
What is Spotlight Reporting
Spotlight Reporting is a cloud-based reporting, budgeting, forecasting, and cash flow planning tool used by accounting firms and finance teams to produce management reports and forward-looking financial plans. It connects to common accounting ledgers and spreadsheet workflows to consolidate data and generate dashboards, budgets, and cash flow forecasts. The product is typically used for monthly management reporting, scenario planning, and client-facing advisory deliverables. It emphasizes pre-built templates and report packs rather than highly customized enterprise modeling.
Accounting-ledger integrations
Spotlight Reporting integrates with widely used small and mid-market accounting systems to pull actuals for reporting and planning. This reduces manual re-keying and helps keep management reports aligned to the general ledger. It fits teams that want a planning layer on top of existing accounting software rather than replacing it.
Template-driven management reporting
The product provides standardized report packs, dashboards, and presentation-style outputs that support recurring monthly reporting. This can shorten the time needed to produce board packs and client deliverables compared with building everything from scratch. It is well suited to firms that need consistent formatting across multiple entities or clients.
Budgeting, forecasting, cash flow
Spotlight Reporting supports budgets, rolling forecasts, and cash flow forecasting in one environment. Users can run scenarios and compare actuals vs budget/forecast for variance analysis. This breadth covers common finance workflows without requiring a full enterprise performance management stack.
Limited enterprise-scale modeling
Compared with larger CPM platforms, Spotlight Reporting is generally less oriented toward complex, multi-dimensional models and highly bespoke planning logic. Organizations with extensive driver-based planning, many business units, or sophisticated allocations may outgrow its modeling depth. Larger deployments may require additional tooling or heavier spreadsheet use.
Customization and governance constraints
Template-based reporting can trade flexibility for speed, especially when teams need highly customized KPIs, layouts, or non-standard consolidation rules. Workflow controls (e.g., granular approvals, audit trails, and role-based process governance) may be less comprehensive than in enterprise CPM suites. This can matter for regulated environments or large finance organizations.
Integration breadth varies
While ledger integrations are a core strength, broader connectivity (e.g., to data warehouses, CRM, or operational systems) may require manual imports, intermediary tools, or custom work. This can limit real-time analytics across multiple source systems. Data preparation and transformation may remain partly outside the product.
Plan & Pricing
Advisor plans (US):
| Plan | Price | Key features & notes |
|---|---|---|
| Basic | $329 per month (USD) | Up to 10 organisations; includes Reporting, Forecasting & Dashboard; excludes sales tax; 14-day free trial. |
| Super VCFO (25) | $495 per month (USD) | Up to 25 organisations; includes Account Manager / Customer Success support; 14-day free trial. |
| Super VCFO (75) | $995 per month (USD) | Up to 75 organisations; geared for scaling advisory; 14-day free trial. |
| Enterprise | Custom pricing | Contact sales for custom pricing and features; 14-day free trial available. |
Business plans (US):
| Plan | Price | Key features & notes |
|---|---|---|
| Business (single org) | $35 per month (USD) | 1 organisation; Reporting, Forecasting & Dashboard; additional orgs $35/month; excludes sales tax; 14-day free trial. |
| Business (up to 10 orgs) | $329 per month (USD) | Up to 10 organisations; additional orgs $25/month; excludes sales tax; 14-day free trial. |
| Franchise & Not for Profit | $329 per month (USD) | Up to 10 organisations + Head Office; upgrade $10/month per org; 14-day free trial. |
Notes: Prices shown are the vendor-listed USD prices for the US region on the official Spotlight Reporting pricing pages. Promotional/limited-time discounts (e.g., 25% off for new customers mentioned on some pages) were present on the site but are time-limited offers; the table above lists standard displayed rates.
Seller details
Spotlight Reporting Limited
Auckland, New Zealand
2010
Private
https://www.spotlightreporting.com/
https://x.com/spotlightreport
https://www.linkedin.com/company/spotlight-reporting/
