Spotlight Reporting Pros and Cons

Helps show clients where they need to improve in an easy to read format Review collected by and hosted on G2.com.

Can be clunky at times and hard to set up for first time Review collected by and hosted on G2.com.

Easy to navigate, customise and display the key financial information. Review collected by and hosted on G2.com.

You cant customise some of the graphs/reports to be more customisable depending on the company/industry Review collected by and hosted on G2.com.

I love the consolidation feature of Spotlight Reporting as well as the automation. I can set up the mapping of accounts one time, and the reports will update as I update QuickBooks and import through the live data source. I prepare reports for clients monthly and have confidence that everything is in the right place without spending hours manually consolidating accounts and transactions. Review collected by and hosted on G2.com.

The downside of Spotlight reporting is that the formatting isn't as customizable as I would like; the tracking reports are "backward" to what most of my clients in America are accustomed to seeing in their reporting packages. I have some issues getting a client to buy into Spotlight Reporting as a solution, but if they can get over the difference in initial formatting change, I have great success in the end. Review collected by and hosted on G2.com.

The visualization of the data is clean and concise. It allows for easy consumption of data and prevents future back and forth due to confusion or overlooking small numbers in a wide data set. Review collected by and hosted on G2.com.

The learning curve took longer than expected. Compared to our older program, this program took me a few weeks to get the hang of as opposed to less than a week for our older program. The price point is also a point of contention. Although I did not make these decisions in the group that I worked in that used this program, I do know that a lot of conversations were had about whether or not it was worth the price point compared to Power BI. Review collected by and hosted on G2.com.