The Reporting Software Spotlight Users Switch To
AI-powered automation, a modern spreadsheet-style report builder, and a US based support team that works for you as the client. See why accounting firms and advisory teams choose Reach Reporting.
Why Teams Switch
If any of this sounds familiar, you're not alone
These are the top reasons Spotlight Reporting users move to Reach Reporting and why they wish they'd switched sooner.
Limited Room to Customize Report Layouts
Spotlight users often run into walls rearranging columns or combining P&L and balance sheet items into one custom view. Reach gives you a spreadsheet-style builder with full control over layout, so the report matches the client, not the software.
Consolidation That Strains Past a Few Entities
Spotlight works fine for small groups, but users report it becomes hard to manage once a consolidation crosses five companies or multiple countries. Reach handles multi-entity consolidation with automatic currency conversion at any scale.
An Overwhelming First Impression
New Spotlight users often describe feeling buried by options and layouts before things click. Reach includes 1:1 onboarding with real people, so your team is building useful reports in the first session.
Side-by-Side
Feature comparison: Reach vs. Spotlight Reporting
A clear look at where each platform stands. No spin, just what they offer.
| Capability | Reach Reporting | Spotlight Reporting |
|---|---|---|
| AI-Powered Report & Dashboard Generation | ✕ | |
| 3-Way Integrated Forecasting | ~ | |
| Budgeting | ||
| Cash Flow Tools | ||
| What-If Scenarios | ||
| Visual Data Storytelling with Live Text | ~ | |
| Spreadsheet-Style Report Builder | ✕ | |
| Fully Customizable Templates & Dashboards | ~ | |
| Client Portal for Sharing Reports | ||
| Non-Financial Data (Google Sheets, Datasheets) | ~ | |
| Multi-Entity Consolidation | ||
| QuickBooks / Xero / MYOB Integration | ||
| Custom Branding on Reports | ||
| U.S. Based Live Human Support | ~ | |
Fully supported~ Partial support✕ Not available | ||
What Sets Reach Apart
Built for how financial professionals actually work
The differences that matter most when you're delivering reports to clients.
Spend Less Time Building, More Time Advising
Your P&L, Balance Sheet, and Cash Flow statements rebuild automatically as data syncs. Templates update dynamically each month. Stop reformatting and start analyzing.
Create the Exact Reports Your Clients Need
A familiar spreadsheet environment with the flexibility to customize every template. Add visual storytelling with live text, drill into underlying data, set KPI targets, and brand everything to your firm.
A Support Team That Treats Your Deadlines Like Theirs
Our team isn't on commission. They're here to help you succeed. Real humans who know financial reporting, available for 1:1 onboarding and ongoing support when quarter-end hits.
Support You Can Count On
Your deadlines are our deadlines
No ticket queues that go nowhere. No chatbots pretending to understand your consolidation issue. Just experienced people who know financial reporting and who answer when you reach out.
"Reach is very intuitive and easy when creating visualizations, dashboards, and reports to make sense of your numbers."QuickBooks Online User
"The best financial reporting app, full stop. This is a must-have for accountants focused on advisory services."Agency CFO, QuickBooks Online User
Common Questions
Switching from Spotlight Reporting: What to Know
Clear answers. No sales pitch.
How long does it take to switch from Spotlight Reporting to Reach?
Will my existing Spotlight reports transfer over?
What makes Reach's support different than Spotlight's?
What does the free trial include?
What makes Reach's support different?
Can I consolidate multiple entities?
Does Reach support budgeting and forecasting?
Get a demo tailored to you
Our reps aren't on commission. They're here to help, not close. See how Reach Reporting works with your data and your workflow.
No credit card required · Full features included · 1:1 onboarding once paid