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June 2014

Hi there

June has been a huge month for us - firstly we were thrilled to announce our $3 million capital raise for expansion, now we have a cool new Executive Summary update for the Spotlight Reporting tools.

Read on!

New Release Transforms Exec Summary

Our Executive Summary provides a chance for advisors or report preparers to share Highlights, Observations and Recommendations with the consumers of the reports.  They are a popular way to improve decision-making and clarity.

In this release we have overhauled the Executive Summary with some significant enhancements:

  • Auto-text options allow key numbers to be automatically pulled from the reports into a series of pre-worded topics.  No more manual typing in of profit, margin and revenue numbers.
  • Tags allow you to insert specific tags anywhere in the text.
  • Drag and drop functionality means you can easily reorder your Exec Summary topics.
  • Insert image allows you, naturally enough, to insert an image into the report.  Great for photos and images of tables or any other useful information.
  • Text size and font options mean you can customise for your audience.
  • The improved UI makes it easier and clearer to update topic headers and exclude topics that aren't relevant.

These changes should make it easier to add value and create useful Executive Summaries for your clients or own organisation.

Here is a
90 second video of the Exec Summary changes.

$3 Million Raised, High Profile Support

Many of you would have caught our announcement last week that Spotlight Reporting has secured $3 million investment from some key investors.  Our new shareholders include MYOB co-founder and Xero Director Craig Winkler, ex-Kiwibank CEO and ex-Xero Chairman Sam Knowles, Xero Director and Spotlight Reporting Advisory Chair Graham Shaw, and ex-Haines CEO, Xero and Vend investor David Wilson.

We are thrilled to have this support and that of some other very smart and successful industry players.  Our investment capital allows us to accelerate our expansion plans and to continue to expand and enhance our product suite.

To read more, check out CEO Richard Francis'
blog-post.

Business + Spotlight Advisor = Success

One of the smartest users of Spotlight Reporting is Avril Hillind CA.  This video shows her and Spotlight Reporting in action with the owners of Finc Cafe, a vibrant business that cares about performance.

It also shows you how easy it is to use the Spotlight Reporting tools to add value and deepen relationships.

 

Xerocon Sydney - Be There!

Xerocon Australia is on in Sydney 20-22 August and it is the must-attend event in the accounting industry calendar.  We'll certainly be there - plus we'll have some fantastic news to share - so we really hope you come along and enjoy the action and energy.

Make sure you check out the
Xerocon web-site.

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