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Spotlight Reporting
Performance reports, dashboards, three-way cash flow forecasts and multi-entity consolidation that advisory firms white-label for clients.
| What the AI does | Spotlight AI: AI Suggestions and Enhanced AI Executive Summaries draft report summaries, insights and recommendations and turn them into an Action Plan |
|---|---|
| Who it serves | Small CPA firms, CAS practices |
| Starting price | $329/mo (Basic, up to 10 organizations) |
| Pricing model | Subscription |
| Free trial | Yes |
| Best fit | Small firm, Mid-size firm |
| Category | Advisory, Forecasting & Cash-Flow Reporting |
| Works with | Xero, QuickBooks Online, Google Analytics |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Spotlight Reporting is listed as a fit for small and mid-size firms, and the vendor names small CPA firms and CAS practices on its own site. The job it gets hired for: turning client books into reports, forecasts and advice the firm can charge for.
What it costs
Spotlight Reporting starts at $329/mo (Basic, up to 10 organizations), subscription. There is a free trial.
Good to know
Spotlight Reporting gives advisory firms performance reports, dashboards, three-way cash-flow forecasts and multi-entity consolidation to white-label for clients, with Spotlight AI drafting executive summaries, suggestions and an action plan. US advisor plans run per month excluding tax: Basic $329 for up to 10 organizations, Super VCFO 25 at $495 and Super VCFO 75 at $995, each with training sessions and white-label reports included, and Spotlight Sustain free for the first 12 months. 14-day free trial on every plan; ISO 27001 is stated.
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