Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Streamline your financial operations with automated bookkeeping that delivers precise spending insights in near real-time. With daily, weekly, and monthly books being closed automatically, you can make informed decisions with greater assurance. User-friendly and customizable charts and graphs present essential KPIs such as working capital, accounts payable and receivable, profit and loss statements, balance sheets, and trend analyses. Enjoy a comprehensive overview with data refreshed every 15 minutes, while an intuitive portal lets you review and reconcile all outstanding financial transactions. Integration with third-party platforms like Sage Intacct, QuickBooks, and Bill.com simplifies your back office processes. If you need assistance, a dedicated professional from PwC is readily available to provide support. Bookkeeping Connect, offered by PwC, applies over a century of expertise to support not-for-profits, small and medium-sized businesses, family offices, private firms, and service organizations. Additionally, you will receive personalized introductions to PwC experts specializing in mergers and acquisitions, R&D tax credits, capital markets, and various other fields, ensuring that you have access to the best resources for your unique needs. This tailored approach not only enhances efficiency but also empowers your organization to thrive.
Description
Spotlight Reporting provides a single platform for financial reporting, forecasting and KPI tracking. Perfect for presenting to the bank, the board, or the business. Spotlight Dashboard provides a comprehensive overview of your financial situation in one page. You should focus on the metrics that are most important to you. We have the insight you need to take you services to the next level, no matter if you are new to advisory or a seasoned advisor. Our customers range from Enterprise firms to not-for-profits and use our forecasting and reporting tools to improve their business results. In just a few steps, you can upload data from your favorite bookkeeping software to create your first report. Spotlight Reporting provides reliable and flexible forecasting and reporting options, supported by a responsive Customer Support team. Get a 28-day free trial. Xero, Quickbooks, MYOB, Sage 50, Google Analytics, Excel, etc.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
Claude for Financial Services
Yes
Clio
Yes
Desktop.com
No
Google Analytics
No
Gusto
Yes
MYOB
No
QuickBooks Online Advanced
No
Xero
No
Integrations
QuickBooks Online
Yes
Claude for Financial Services
No
Clio
No
Desktop.com
Yes
Google Analytics
Yes
Gusto
No
MYOB
Yes
QuickBooks Online Advanced
Yes
Xero
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$24.99 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
PwC
Founded
1998
Country
United Kingdom
Website
www.pwc.com/us/en/products/insightsofficer.html
Vendor Details
Company Name
Spotlight Reporting
Country
United States
Website
www.spotlightreporting.com
Product Features
Legal Billing
Accounting Management
No
Automatic Billing
No
Calendar Management
No
Case Management
No
Client Portal
No
Document Management
No
Expense Tracking
No
Time Tracking
No
Product Features
Business Intelligence
Ad Hoc Reports
No
Benchmarking
Yes
Budgeting & Forecasting
Yes
Dashboard
Yes
Data Analysis
No
Key Performance Indicators
No
Natural Language Generation (NLG)
No
Performance Metrics
No
Predictive Analytics
No
Profitability Analysis
No
Strategic Planning
No
Trend / Problem Indicators
No
Visual Analytics
No
Reporting
Customizable Dashboard
Yes
Data Source Connectors
No
Drag & Drop
Yes
Drill Down
No
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
No
OLAP
No
Report Export
Yes
Sales Reports
No
Scheduled / Automated Reports
No