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
API Access
Has API
Integrations
QuickBooks Online
Claude for Financial Services
Clio
Desktop.com
Google Analytics
Gusto
MYOB
QuickBooks Online Advanced
Xero
Integrations
QuickBooks Online
Claude for Financial Services
Clio
Desktop.com
Google Analytics
Gusto
MYOB
QuickBooks Online Advanced
Xero
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$24.99 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Product Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports