XLReporting VS Spotlight Reporting

XLReporting Pricing

Spotlight Reporting Pricing

XLReporting

• Automated Data Consolidation: Integrates data from 40+ sources including accounting applications and spreadsheets.
• Dynamic Reporting: Generate interactive financial and management reports with visuals and dashboards.
• Advanced Forecasting: Supports budget and forecast processes with customizable models.
• Excel-Compatible Spreadsheet Editor: Built-in editor with familiar formulas, worksheets, columns, and rows.
• Department and Project Analysis: Drill down into financial data at any business or organizational level.
• Security and Control: Provides strong information security, data protection, and audit trails.
• Multi-Entity Support: Handles unlimited companies, entities, and users within a single platform.
• Customizable Templates: Create or modify reports and budget models for specific organizational needs.
• Browser-Based Access: Accessible from any device without software installation.
• Extensive Integrations: Direct connections to tools like Xero, QuickBooks, Exact Online, and Excel.

Spotlight Reporting

• Consolidated Reporting: Aggregate financials from multiple entities for group analysis
• Consolidated Forecasting: Unified future projections across several businesses or locations
• White Labelling: Customizable branding for client-facing reports
• Drag-and-Drop Dashboards: Intuitive creation of visual dashboards and chart layouts
• ESG Reporting: Ready-to-use templates for Environmental, Social, and Governance metrics
• Industry-Specific Templates: Predefined report formats tailored for different sectors
• Integration with Xero and QuickBooks: Seamless data synchronization
• Benchmarking and Multi-Entity Analysis: Compare performance across business units or franchises
• Automated Data Import: Streamlined, intuitive processes for importing data
• Customizable KPI Tracking: Monitor key business metrics in real time

XLReporting Use Cases

• Automating monthly and annual financial reporting processes.
• Consolidating financial data from multiple entities or departments.
• Developing and managing budgeting and forecasting workflows.
• Replacing manual Excel reports with interactive dashboards.
• Analyzing actuals versus budgets to identify trends and opportunities.
• Supporting auditors and compliance teams with reliable consolidated data.
• Centralizing non-financial and financial data for business analysis.
• Empowering finance professionals to customize reports and budget models.

Spotlight Reporting Use Cases

• Management and financial reporting for accounting firms
• Automated cash flow forecasting and scenario planning
• Consolidation of multiple business entities or franchises
• Creating dashboards for key performance indicators and metrics
• ESG (Environmental, Social, Governance) compliance reporting
• Providing advisory services with data-driven insights
• Benchmarking performance across subsidiaries or industry verticals
• Budget planning and what-if financial analysis

XLReporting FAQs

• Does XLReporting work in a browser or require installation?

  XLReporting operates entirely in your browser and does not require any software installation, supporting Windows, Apple, and Linux computers.
• Can multiple users access the platform within the same organization?

  Yes, XLReporting allows unlimited users and entities within a single account, supporting collaborative financial processes.
• What integrations does XLReporting support?

  XLReporting integrates directly with over 40 systems, including Xero, QuickBooks, Exact Online, and Excel for seamless data import and management.
• Is setup assistance and user training available?

  Yes, XLReporting offers additional implementation and personalized training services, delivered by finance experts.
• Is my financial data secure with XLReporting?

  XLReporting provides multiple layers of security, ensuring data protection and privacy throughout its platform.

Spotlight Reporting FAQs

• What products are included in the Advisor plans?

  Both the Starter and Super VCFO plans include Reporting, Forecasting, and Dashboard products, with Multi available as an upgrade option.
• If I am on a Basic subscription, what happens if I want to exceed the organization limit?

  You will need to upgrade to the Super VCFO plan by contacting your Account Manager or the support team.
• How can I pay for Spotlight Reporting?

  Accepted payment methods include Visa, Mastercard, and American Express.
• Do I get customer support and training with my subscription?

  All plans include access to training webinars, an online help center, and customer support, with higher plans offering tailored training and dedicated account management.