# Spotlight Reporting review (2026): is it worth $75 a month? > Management reporting and forecasting for accountants and CFOs Checked Nov 12, 2026 ยท graded Nov 12, 2026 by ToolGPA. Spotlight Reporting sits on top of an accounting ledger and produces management reports, budgets and cash flow forecasts, and KPI dashboards. It is sold to accounting firms offering advisory work, to finance teams, and to franchise groups, with separate plans and prices for each. - **Category:** Accounting & Invoicing - **Made by:** Spotlight Reporting - **Website:** https://www.spotlightreporting.com - **Runs on:** Web - **Who should skip it:** Skip it if you need a ledger: it reports on one and does not replace it. - **Facts last checked:** Nov 12, 2026 ## Pricing As of Nov 12, 2026, Spotlight Reporting is a paid product with a free trial, starting at $75 per month for 1 organization. - **Pricing model:** Free trial - **Free plan:** None. - **Free trial:** 14-day free trial, no credit card required. | Plan | Price | What you get | | --- | --- | --- | | Business | $75 per month for 1 organization, billing basis not stated | Finance-team plan: reporting, forecasting and dashboards for 1 organization. Extra organizations $65 a month each. | | Business 10 | $349 per month for up to 10 organizations, billing basis not stated | Finance-team plan with multi-entity consolidation and up to 3 training sessions a year. Extra organizations $30 each. | | Advisor Starter | $349 per month for up to 10 client organizations, billing basis not stated | Accountants' plan: reporting, forecasting, dashboards, consolidation, certification and one training session a year. | | Advisor Growth | $549 per month for up to 25 client organizations, billing basis not stated | Adds unlimited dashboards, Spotlight Sustain ESG reporting, a Customer Success Manager and unlimited training. | | Advisor Scale | $995 per month for up to 75 client organizations, billing basis not stated | Adds priority support, strategic reviews and tailored training for the team. | | Enterprise | Custom | For accounting firms with more than 75 client organizations; the full platform with a dedicated senior success manager. | Read from https://www.spotlightreporting.com/pricing/pricing-accountants-us on Nov 12, 2026. Prices change, so confirm with Spotlight Reporting before buying. ## Key features - **Management reports:** Builds narrative and visual reports from accounting data, with Spotlight AI suggestions and executive summaries layered on the calculated figures. - **Forecasting:** Three-way forecasts, budgets and scenarios for cash flow and planning, with consolidated forecasting across entities. - **Dashboards:** Drag-and-drop KPI dashboards. Advisor Starter allows 1 dashboard per organization; higher advisor plans allow unlimited. - **Consolidation:** Group reporting across entities and currencies is included from Advisor Starter and Business 10. - **ESG reporting and certification:** Spotlight Sustain ESG reports come with Advisor Growth and up, and the advisor plans include free certification for the team. ## Good for - Accounting firms adding advisory work for client businesses - Finance teams producing board packs across several entities - Franchise and association groups comparing many member businesses ## Worth knowing - It reports on data from an accounting ledger; it does not replace one. The pages name Xero and QuickBooks. - The pricing page states a monthly figure but not whether the plans are billed monthly or yearly. - Prices are shown excluding sales tax. - Franchise and network pricing is on a separate page and was not read for this listing. ## ToolGPA grades **GPA: 2.0 out of 4**, graded Nov 12, 2026. Spotlight Reporting turns the figures in Xero or QuickBooks into management reports, forecasts and dashboards. It starts at $75 a month for a single organization, which is in the dearest tenth of accounting tools, and it reports on a ledger rather than replacing one. - **Value for money: D.** $75 a month for 1 organization, in the dearest tenth of accounting tools (it starts at $75 and the middle is $26). Extra organizations are $65 each, and the 10-organization plans start at $349. - **Free plan and trial: C.** A 14-day trial with no card needed. There is no free plan. - **Features: C.** Reports, forecasting, dashboards, consolidation and ESG reporting. It does that job fully, but it is a smaller job than accounting: it reads a ledger and does not keep one. - **Ease of use: C.** No store rating on record. You connect Xero or QuickBooks and build reports before it is useful. - **Platforms and integrations: B.** Web app with Xero and QuickBooks connections. No desktop or phone apps are listed. These are ToolGPA's own grades. Graded from this listing, whose facts were read from Spotlight Reporting's own pages on 12 November 2026. Not based on using the product, and shorter than our full reviews. ## Where it stands among accounting and invoicing tools - Spotlight Reporting's GPA of 2.0 is higher than 11 of the 65 other accounting and invoicing tools we grade, and level with 10. - It stands best on platforms and integrations (B, above 13 of 65) and worst on value for money (D, above 0). - Its paid plans start at $75 a month, against a middle price of $18.09 for the category: 51 of the 54 others that charge start lower. - On features, ease of use and platforms it scores 2.3 out of 4. 16 tools score higher and cost less. The category's chart of price against score: https://toolgpa.com/charts/accounting ## Keep it, or make your own? **Keep it.** The plain part of Spotlight Reporting you could make: reports. What surrounds it you could not. The 2 things listed below take a company, not a weekend. That makes this kind of software worth paying for, not this one in particular: 44 of the 65 other accounting and invoicing tools grade higher. It costs $900 a year. - You could make: Reports: an app builder makes this well. - You could not: Connections that pull numbers from dozens of other services. - You could not: AI features, unless you pay a model provider for each request yourself. A judgement by ToolGPA from this listing, by rules that are the same for every tool. Nothing was built to test it. ## Works with Xero, QuickBooks **Tags:** Reports, Dashboards, AI features ## Alternatives - [Xero](https://toolgpa.com/tools/xero): Cloud accounting for small businesses, with unlimited users. [Compare](https://toolgpa.com/compare/spotlight-reporting-vs-xero) - [QuickBooks Online](https://toolgpa.com/tools/quickbooks): Cloud accounting from Intuit, from a free plan to 25-user Advanced. [Compare](https://toolgpa.com/compare/quickbooks-vs-spotlight-reporting) - [Dext](https://toolgpa.com/tools/dext): Receipt and invoice capture that codes documents for your ledger. [Compare](https://toolgpa.com/compare/dext-vs-spotlight-reporting) - [Digits](https://toolgpa.com/tools/digits): AI-native general ledger with bookkeeping, bill pay and invoicing. [Compare](https://toolgpa.com/compare/digits-vs-spotlight-reporting) - [Puzzle](https://toolgpa.com/tools/puzzle): AI-driven accounting software for startups and small businesses. [Compare](https://toolgpa.com/compare/puzzle-vs-spotlight-reporting) ## Sources The prices, plans, platforms and features above were read from these pages on Nov 12, 2026: - https://www.spotlightreporting.com/pricing/pricing-accountants-us - https://www.spotlightreporting.com/pricing/pricing-cfos-us - https://www.spotlightreporting.com/ Page: https://toolgpa.com/tools/spotlight-reporting Listed by ToolGPA (toolgpa.com).