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Spotlight Reporting + Karbon

App integration via Karbon Schedule and manage high-quality, scalable advisory services, right from your Karbon tasks.

Stay on top of your tasks and easily create financial reports using Spotlight Reporting, then effortlessly save them back to Karbon. With the Karbon-Spotlight Reporting integration, you’ll streamline workflows, empower your team to deliver top-notch advisory services at scale, and unlock new opportunities for growth.
  • Automate and standardize: Save time by scheduling advisory workflows like compliance jobs. Keep work moving and seamlessly store Spotlight reports in Karbon.
  • Spot More Opportunities: Identify clients not receiving advisory services in Karbon, then schedule value-added reports, budgets, forecasts or meetings.
  • Scale profitably: Collaborate easily with everything in one place and protect margins with accurate tracking.

About Spotlight Reporting

Spotlight Reporting is a powerful reporting and forecasting platform for accountants, CFOs, advisors, and multi-entity organizations. With customizable tools, rich visuals, and expert support, we deliver management reports, dashboards, forecasts, consolidations, benchmarking, and ESG reporting to meet diverse stakeholder needs and drive better business decisions.