Case Study: Foundry56 achieves faster, high-impact advisory delivery with Spotlight Reporting

Foundry56 cuts Spotlight report creation to 60 mins with Spotlight Reporting

Foundry56, a New Zealand-based chartered accounting firm, sought to improve its client advisory services by providing clear financial intelligence and improving client financial literacy. To achieve this, they implemented the complete suite of tools from vendor Spotlight Reporting, including Spotlight Dashboards, Spotlight Reporting, and Spotlight Forecasting.

The solution from Spotlight Reporting created a connected platform for reporting, forecasting, and advisory, which eliminated double entry by pulling data directly from Xero. This integration resulted in significant time savings; building a dashboard now takes about five minutes and a complete report takes about an hour. These efficiencies allowed for a more cross-functional advisory approach and freed up time for the firm to work more closely with clients. Spotlight Reporting's tools enabled even junior staff to deliver high-quality insights, leading to immediate client engagement and booked meetings.

Foundry56