Fantastic to see Richard and Julie Francis being recognised in the February edition of NZBusiness Magazine for their role in transforming the accounting industry and the innovative launch of our newest version of Spotlight Forecasting. Spotlight Forecasting is an all-in-one budget creator, three-way forecasting (Balance Sheet, Profit & Loss and Cash-flow) and scenario testing tool, which is available for you to trial free for 28-days.


After years of watching people’s eyes glaze over at the sight of accounting outputs, Richard Francis set about designing and building reporting software that generated understandable and useful reports, forecasts, and dashboards for clients. Spotlight Reporting, launched in 2011, allowed Richard’s own practice and other progressive accountants to create board reports that featured embedded advice, visuals, and ways of sharing data in a digestible format.

Xero was a key partner from the start and made the data beautiful and accessible, but Spotlight Reporting took that Xero data, mixed in some non-financial data such as Google Analytics and WorkflowMax, and made it understandable, useful and pleasurable to interact with.

Today, Spotlight Reporting is an important addition to core accounting. Businesses wanting forecasting, consolidation, CEO reports, analysis and charts can now do so quickly and easily, perhaps with their trusted advisor accountant preparing and advising via Spotlight.

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