COMPARING SOLUTIONS
Spotlight Reporting
vs
Reach Reporting
Which one is right for your company?
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Connection
Both Spotlight Reporting and Reach Reporting access 3rd-party accounting software, Excel, and uploaded CSV data. Reach also provides the added advantage of Google Sheets. All data automatically populates any predefined template in your company library.
Templates
Spotlight Reporting provides a few predefined report frameworks, while Reach Reporting has a robust library of entirely customizable reports, metrics, and dashboard templates. Developed on visual theory, every report produced by Reach Reporting is built for maximum value to the reader and focuses on portraying difficult data—simply.
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Prebuilt
Spotlight Reporting provides prebuilt reports, pages, and charts with limited customization. Alternatively, Reach Reporting’s prebuilt modules give you the freedom to adjust, completely customize, or build from scratch the report you know your client needs. Without typical template restrictions.
Visualize
Reach Reporting gives you complete access to build reports exactly how you want. Display simple data or complex. Instead of just moving a metric up and down on a page, Reach lets you place images, text blocks, visual metrics, statements, and more to create insightful reports and dashboards.
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Smart Spreadsheet
Reach enhances your ability to present influential reports by letting you actually work with your data exactly like you would in Excel. Every cell has access to all your data with just a click, then use familiar formulas, work in a comfortable environment and visually display your data any way you want. Build it once, save it as a template, share it with your firm and never worry about building it again.
NOT AVAILABLE IN SPOTLIGHT.
Tailored
Rather than manually adjusting every report to reflect a client’s brand, Reach utilizes live: logos, colors, and text to automatically customize and tailor every report to any company.
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Simplicity
Reach’s simplicity is leading the market with an amazing workspace built into the report itself. There’s no need to keep switching workspaces to make changes, additions, or develop special reports.
Accessible
Spotlight gives you the ability to view a pdf online and calls it a dashboard. Not Reach Reporting. Reach has a true dashboard that is mobile-friendly and interactive. Give your clients the ability to access live interactive dashboards with live data where they can strategize and gain insightful perspectives.
Training
With live training, online video tutorials, and chat, we make sure you are confident in producing reports that increase your value and help you continue to wow your clients.
Pricing
Spotlight Reporting may appear cheaper, but no solution offers the flexibility, automation, usability, or customizability of Reach Reporting. Saving you right away and in the long-run. More importantly, making you more money as customer churn decreases and revenue increases.
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Spotlight Reporting and Reach Reporting Comparison Table.
Features Reach Spotlight Reporting Fully Customizable Report Builder ✓ X Live Text w/Conditional Formatting ✓ X Metric Builder in a Spreadsheet Format ✓ X Fully White-Labeled Client Portal with Dashboards and Reports ✓ X Scenarios and Full Spreadsheet Customization ✓ X Setup Clients with View-Only Access to Live Dashboards and Stored PDFs ✓ X Unlimited Users and Clients ✓ ✓ Customizable Financial Statements. ✓ ✓ Rename and Remap Accounts ✓ ✓ Budgeting/Forecasting ✓ ✓ Cash Management ✓ ✓ Consolidation/Roll-Up ✓ ✓ Google Sheets Integration ✓ X Free Pre-built Templates to Choose From ✓ ✓ Create Reports/Dashboards/Metrics to be used as Templates on Companies ✓ ✓ Spreadsheet Data that Live Updates ✓ X Integrations Reach Spotlight Reporting Quickbooks Online (QBO) ✓ ✓ Quickbooks Desktop ✓ ✓ Xero ✓ ✓ Google Sheets ✓ X CSV Import ✓ ✓ MYOB Coming ✓ Sage Coming ✓ Netsuite Coming X Support / Training Reach Spotlight Reporting In-Person ✓ ✓ Live Online ✓ ✓ Webinars ✓ ✓ Docs ✓ ✓ Training Videos ✓ ✓
MONTHLY
ANNUAL
SMARTER REPORTS – BETTER DECISIONS – STRONGER BUSINESS
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