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The power of Xero + Spotlight Reporting app

Posted by Nik George on 24 Jan 2018



Here’s the ultimate list of reasons why Xero accountants should connect to Spotlight Reporting:

1. Wide range of reporting options

Spotlight Reporting tools import Xero data to automatically create powerful management reports, multi-currency consolidated reports, three-way cash flow forecasts and budgets, dashboards and franchise benchmarking reports.

2. Seamless two-way integration with Xero

Xero integrates seamlessly with Spotlight Reporting allowing accountants and businesses to import actual, budget and tracking data with a click of a button. To find out how the Xero + Spotlight Reporting integration works, check out this short video.

3. Client Friendly Reporting

The world-class Xero API imports financial information into Spotlight Reporting and transforms it into powerful, highly visual and easy to understand reports and forecasts (download sample report, PDF). Tell the client story in their own language and have value-add advisory conversations.

4. Award Winning Xero reporting app

Spotlight Reporting is Xero’s Partner of the Year in 2015 and 2016 and no #1 ‘most popular’ Xero reporting app in the Marketplace with average rating 5 out of 5 (rated by over 100 Xero Accountants).

5. Customisation and white-labeling

Rod Drury once described Spotlight as “reporting on steroids”. All Spotlight reports can be customised so advisors can tailor the reports to each client’s reporting requirements and needs (for example, using multiple KPIs, financial and non-financial data sources). There is also an option to insert custom PDF or images into the Spotlight Report for board pack reporting. Report templates can be created and shared to create standardised reports quickly. White-labeling options promote the practice and its advisory services.

6. Unrivalled product features and functionality

Spotlight tools have unrivalled features that enhance the Xero experience, such as industry templates, action plans, multi-currency consolidation with intercompany eliminations, KPI scorecards, cash flow waterfall charts and much more (see the full list of Spotlight features). No other reporting apps available on the Xero marketplace can provide the same set of advanced features.

7. Multi-currency Consolidations

Being able to prepare consolidated reports is a ‘must’ for Xero accountants. Consolidate up to 50 Xero entities with multi-currency into one report. We’ve added automated intercompany eliminations and many FX options.

8. Monitoring KPIs with Non-financial integrations

To see the full picture, Xero users can add into the mix non-financial data with Spotlight’s integration with WorkflowMax, Google Analytics and Excel.

9. Targeting Client Verticals

Industry templates open up new reporting options for Xero accountants and businesses and can be a great time saver. Our six new industry templates take the effort out of creating tailored reports. Each template is built with your clients and business in mind and displays the key metrics you should consider.

10. Integration with Xero HQ

Spotlight Reporting integrates with Xero HQ. Alerts in Xero HQ can help accountants to become more proactive, remind to produce and deliver Spotlight reports or provide helpful product information. Find out more about the benefits of Xero HQ + Spotlight integration.

 11. Specialised franchise reporting tool

Xero Accountants specialising in franchise clients, NFPs or franchises can use Spotlight’s specialist benchmarking and ranking tool called Multi. Aggregate and rank the performance of up to 500 franchisees/NFPs. We anonymise the performance data for accountants to share with franchisees.

12. Partnership and Accounting DNA

Spotlight Reporting provides Xero accountants free thought leadership resources, such as webinars, videos, white papers, articles and case studies. The Partner Success Centre is full of premium content from leading Xero industry specialists around the globe - insights from thought leaders, case studies, practical tips and tricks, checklists and useful tools.

13. Local support and account management

Xero accountants and bookkeepers are support by an account manager, 24/7 Support and a dedicated Customer Success specialist in Australia, New Zealand, UK, US and Canada. They provide strategic planning, one-on-one assistance, training and online support for troubleshooting, easier onboarding and help to maximise returns.

To get started with Spotlight, join us for a free 28-day trial and connect it to your Xero account. Read our Help Centre article to find out how.

Ready for a test drive? Start a free trial.

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