pi launchpad spotlight reporting
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Spotlight ReportingBusiness Intelligence &
Advanced Reporting
Introducing Spotlight Reporting• Born out of a progressive CA practice providing deep
practitioner DNA.
• Spotlight has offices in AUS, UK, US, NZ with 20 staff which is growing quickly
• Xero global award winner and largest reporting add-on.
• Used by over 500 accounting firms around the world.
• 7,500 reports created in Spotlight last month.
Jason Forbes – Director of Sales (AU)
•21 years Experience in the Accounting Software Industry
•Solution 6 | Sage | MYOB
•Five years with Xero
•Spotlight Reporting
Cloud Adoption Milestones•Client Cloud Accounting adoption – Xero, QBO, MYOB
Essentials
•Client Cloud Stack – Cloud Ecosystem
•E.g. Xero + Receipt Bank + Deputy
•Practice Cloud Stack – practices own cloud applications
•Eg. Xero Ledgers + XPM + PI + Xero Tax + Xero Workpapers
Compliance crunch?
Source: Good the Bad and the Ugly - Exec Summary 2014
Business Intelligence in the Cloud•Multiple integrations points – XERO, QBO, EXCEL as well
as Google Analytics and WorkflowMax
•Simple to understand
•Non Financial Data
•Customization – what’s important to the client?
•Automation – templates / auto text
•Broad scope of offerings – Dashboards, Board Level Management Reporting, Forecasting and Franchise level reporting
Spotlight Dashboards•For Small, Trades, Entry-Level, Start-Ups, Advisor-led
families & High-Net Worth's
•Drag-and-drop Dashboard Super-fast, easy and cost-effective
•Provides a foot in the door to mentoring
•Great teaser for value-add
• iPad optimised
Spotlight Reporting•For the Board, CEO, CFO, High-Growth Co’s – your ‘best’
clients.
•Consolidates up to 20 orgs, multi-currency too.
• Integrates with Xero (and other online accounting packages), Excel, Google Analytics, and WorkflowMax; Vend integration weeks away.
•Build templates and replicate across similar = huge scalability.
•Exec Summary and auto-text = trusted advisor, fast Customise data, layouts, rows, columns, dates, charts and text.
Spotlight Forecasting•Budget creator
•3 Way Forecasts – Cashflow, P&L and Balance Sheet
•Powerful rules and flexing options
•Scenario builder
•What if scenario's
Spotlight Multi•For Franchisors, NFP’s and Associations - your ‘big’
clients
•Aggregates up to 500 orgs, multi-currency too
•Exception reporting, benchmarking, ranking and more
•Great for Head Office visibility and at branch/franchisee level
Pricing•SuperVCFO: Provides unlimited use of Reporting,
Dashboard and Forecasting for one fixed monthly fee per office (based on usage and staff). ’No worries’ hassle free subscription. Focus on advisory services and value add pricing rather than how much you’re paying in subscription fees!
•Special offer to all LunachPad partner – SuperVCFO for half price for 3 months ($250)
Getting Started•Sign up for a free trial from: www.spotlightreporting.com
•Get in touch with us: We’ll come up with a staff training plan, on-boarding solution, give access to our VCFO material, marketing collateral and more. Let’s do the journey together!
Question & AnswerIf we didn’t answer your question just drop us a line.
We’re local and available to help!