What is three-way forecasting?

A model linking profit and loss, balance sheet, and cash flow so that a change in one flows through the other two. Adjusting revenue growth or payment terms updates working capital and the resulting cash position automatically, rather than requiring three separate models to be reconciled. It is the standard requirement for lending applications and board reporting.

Does it integrate with Xero and MYOB?

Yes, along with QuickBooks Online and Google Sheets. The MYOB connection is well established, which is part of why the platform is widely used in Australia and New Zealand where MYOB has a large installed base.

Can it consolidate multiple entities?

Yes, including groups whose entities sit on different accounting platforms, with inter-company eliminations and currency conversion. Franchise and multi-site clients are a common use case, where the same report set is produced per location and rolled up to a group view.

How does it compare to Fathom?

Both serve advisory-focused firms in the same markets. Spotlight is generally preferred for three-way forecasting, scenario modelling, and formal board-pack output. Fathom is usually considered stronger on visual performance analysis, KPI dashboards, and benchmarking across a portfolio. Firms doing virtual CFO work tend toward Spotlight; those doing lighter-touch advisory across many clients tend toward Fathom.

Spotlight Reporting

Reporting & Analytics

Website: www.spotlightreporting.com

Spotlight Reporting at a glance

Best for: Firms producing board packs and three-way forecasts
Pricing model: Per organisation, with firm bundles
Deployment: Cloud
Regions: NZ, AU, UK, US
Key integrations: Xero, QuickBooks Online, MYOB, Google Sheets

Last reviewed July 2026. Pricing and features change frequently — confirm current details with the vendor.

Spotlight Reporting is a business intelligence and reporting platform for accounting firms, covering multi-entity consolidated reporting, three-way financial forecasting, and interactive dashboards, with direct connections to Xero, QuickBooks Online, and MYOB.

How accounting firms use it

The core use is virtual CFO and management reporting work where the output has to stand up in front of a board or a lender. The three-way forecast links revenue, expenses, working capital, and debt repayments into a single cash projection, so a client can see the cash consequence of a growth plan rather than a profit figure alone — which is usually the question that actually matters to them.

Firms also use it for scenario planning: modelling a downturn, a hiring round, or a change in payment terms side by side against the base case, then presenting the comparison rather than a single forecast.

Key features

Reporting produces board-ready packs combining financial statements, commentary, charts, and KPIs, with firm branding applied. Consolidation covers multiple entities across different ledgers, with eliminations and currency translation handled in the model.

Forecasting is driver-based and supports multiple scenarios held simultaneously. Franchise and multi-site reporting produce a consistent pack per location alongside a rolled-up group view, which is a well-developed use case given the platform’s Australasian client base.

Non-financial KPIs can be tracked alongside financial data, and dashboards can be shared with clients for self-service access between formal reporting cycles.

Who it’s best for

Firms delivering regular management reporting, virtual CFO services, or advisory packages that need forecasting depth and formal presentation. Its origins in New Zealand mean strong adoption across Australasia and the UK.

Fathom is the closest competitor and often the better choice for visual performance analysis across a wide client base. Reach Reporting and Syft Analytics compete on report design and multi-platform support, and Jirav overlaps where workforce planning is central to the forecast.

Visit Spotlight Reporting

Spotlight Reporting FAQ

What is three-way forecasting?: A model linking profit and loss, balance sheet, and cash flow so that a change in one flows through the other two. Adjusting revenue growth or payment terms updates working capital and the resulting cash position automatically, rather than requiring three separate models to be reconciled. It is the standard requirement for lending applications and board reporting.
Does it integrate with Xero and MYOB?: Yes, along with QuickBooks Online and Google Sheets. The MYOB connection is well established, which is part of why the platform is widely used in Australia and New Zealand where MYOB has a large installed base.
Can it consolidate multiple entities?: Yes, including groups whose entities sit on different accounting platforms, with inter-company eliminations and currency conversion. Franchise and multi-site clients are a common use case, where the same report set is produced per location and rolled up to a group view.
How does it compare to Fathom?: Both serve advisory-focused firms in the same markets. Spotlight is generally preferred for three-way forecasting, scenario modelling, and formal board-pack output. Fathom is usually considered stronger on visual performance analysis, KPI dashboards, and benchmarking across a portfolio. Firms doing virtual CFO work tend toward Spotlight; those doing lighter-touch advisory across many clients tend toward Fathom.

Spotlight Reporting Alternatives

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