Spotlight Reporting AI features and pricing (October 2026)

Spotlight Reporting is management reporting and forecasting software from New Zealand for accounting firms that sell advisory services and for business owners and CFOs. It connects to Xero and QuickBooks, and its AI drafts and enriches executive summaries.

Spotlight Reporting covers management reports, dashboards, cash flow forecasting with monthly, quarterly and annual views, consolidated reporting and forecasting, and Spotlight Sustain for sustainability reporting. It connects to Xero and QuickBooks. The vendor says it has partnered with more than 500 firms, from Big Four practices to smaller accounting firms, franchises and nonprofits. The team works from Auckland and Wellington in New Zealand, Sydney, London and Toronto. Plans for advisors are billed monthly by number of client organizations. A single accounting firm can start with up to 10 client organizations, and no in-house finance department is needed.

• Drafts an executive summaryOn the Executive Summary page, the AI reads the full financial report and drafts a summary around the topics a user selects. Less experienced staff get a solid starting point, and advisors no longer begin each client report with a blank page.
• Enriches a summary in progressIf part of the summary is already written, the AI adds insights, strategic recommendations and next steps based on the report data and the chosen topics. Advisors keep their own wording and are less likely to miss a point.
• Suggests highlights and recommendationsSpotlight AI produces tailored highlights and practical recommendations from the report data and the selected areas of focus. Accountants can move client conversations from compliance figures to advice, and the vendor recommends checking every output before it is shared.

• According to the vendor, the AI runs on AWS Bedrock, and data it processes is stored in the AWS Sydney region.
• Built for accounting firms that sell advisory work, with training, a certification program and account managers on the Super VCFO plans.
• Plans are sized by client organizations: up to 10, 25 or 75, with Enterprise for larger firms.

Spotlight Reporting has its team in Auckland and Wellington, New Zealand, and in London.

Data processed by the AI is stored in the AWS Sydney region, which matters for EU and UK clients under GDPR transfer rules, so ask for the data processing agreement and the legal basis for the transfer. Check how your ledger connects, since Xero and QuickBooks are the named integrations. Compare plans in your currency and ask whether the AI features are included in the Basic plan.

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