Pi launchpad spotlight reporting

Sep 30, 2015Download as PPTX, PDF1 like456 views

Spotlight Reporting is a business intelligence and reporting add-on for Xero that is used by over 500 accounting firms worldwide. It was founded in Australia but now has offices globally. Spotlight offers various reporting, dashboard, forecasting, and multi-client reporting tools to provide accounting firms and their clients with advanced analytics and business insights. Pricing is through a monthly subscription plan called SuperVCFO that provides unlimited access to Spotlight's full suite of products.

Spotlight Reporting
Business 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)

Question & Answer
If we didn’t answer your question just drop us a line.
We’re local and available to help!
e: jason@spotlightreporting.com

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Pi launchpad spotlight reporting

1. Spotlight Reporting Business Intelligence & Advanced Reporting

2. 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.

3. Jason Forbes – Director of Sales (AU) • 21 years Experience in the Accounting Software Industry • Solution 6 | Sage | MYOB • Five years with Xero • Spotlight Reporting

4. 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

5. Compliance crunch? Source: Good the Bad and the Ugly - Exec Summary 2014

6. 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

8. 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

9. 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.

10. Spotlight Forecasting • Budget creator • 3 Way Forecasts – Cashflow, P&L and Balance Sheet • Powerful rules and flexing options • Scenario builder • What if scenario's

11. 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

13. 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)

14. Getting Started • Sign up for a free trial from: www.spotlightreporting.com jason@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!

15. Question & Answer If we didn’t answer your question just drop us a line. We’re local and available to help! e: jason@spotlightreporting.com

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