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What is Spotlight Reporting?

Spotlight Reporting offers an integrated platform that streamlines financial reporting, forecasting, and KPI tracking, making it ideal for presentations to banks, boards, or within your business. With Spotlight Dashboard, users gain a clear, one-page overview of their financial health, allowing them to concentrate on the metrics that matter most. Whether you are just starting out in advisory services or are an experienced advisor, we provide the insights necessary to elevate your offerings. Our diverse clientele, which includes enterprise-level firms and non-profit organizations, leverages our forecasting and reporting tools to enhance their overall business performance. In just a few simple steps, you can easily upload data from your preferred bookkeeping software to generate your very first report. Spotlight Reporting ensures reliable and adaptable forecasting and reporting options, backed by a dedicated Customer Support team to assist you. Experience our platform with a 28-day free trial and integrate seamlessly with Xero, QuickBooks, MYOB, Sage 50, Google Analytics, Excel, and more. Take the first step towards transforming your financial reporting strategies today.

What is PathQuest BI?

PathQuest® BI is a robust business intelligence tool designed for financial management that streamlines the onboarding process and facilitates seamless integration with platforms like QuickBooks, Xero, Sage Intacct, and MyOb. It empowers users to craft visually engaging narratives that reveal distinct insights regarding financial efficiency, key operational performance indicators, sustainability, and areas for enhancement. Additionally, our tailored report builder enables the automation of financial reporting, allowing for the creation of customized reports categorized by class, location, industry, and grouping, ultimately enhancing decision-making capabilities. By leveraging these features, organizations can gain a clearer understanding of their financial landscape and make informed strategic choices.

Media

Media

Integrations Supported

Xero
Desktop.com
Google Analytics
MYOB
MYOB AccountRight
QuickBooks Accountants
QuickBooks Desktop Pro
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct

Integrations Supported

Xero
Desktop.com
Google Analytics
MYOB
MYOB AccountRight
QuickBooks Accountants
QuickBooks Desktop Pro
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct

API Availability

Has API

API Availability

Has API

Pricing Information

$24.99 per month
Free Trial Offered?
Free Version

Pricing Information

$29.99 per company
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Spotlight Reporting

Company Location

United States

Company Website

www.spotlightreporting.com

Company Facts

Organization Name

PathQuest Solutions

Date Founded

2015

Company Location

United States

Company Website

pathquest.com

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

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