Enterprise DNA

Instead of Spotlight Reporting

Stop renting Spotlight Reporting. Own your advisory reporting system.

We build your version around your monthly client reviews, bring across the agreed Spotlight data and run it for you. Your results, evidence and follow-ups stay in a database you own.

Spotlight Reporting lists NZ$995 a month for Super VCFO 75, up to 75 organisations. That is NZ$11,940 for twelve months, excluding GST.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

What the subscription buys

A recurring plan around your client reporting

The NZ advisor plan bundles Reporting, Forecasting and Dashboard. Compare that subscription with the reporting work your firm needs built and maintained.

paid

A five-figure annual plan

Super VCFO 75 is NZ$995 a month before GST, or NZ$11,940 over twelve months. This is a published rate, not a customer invoice.

groups

An organisation allowance

Super VCFO 75 covers up to 75 organisations. Enterprise firms are directed to custom pricing.

dashboard

A reporting suite

Reporting, Forecasting and Dashboard come together. Decide which recurring reviews your firm actually needs.

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Report presentation

Spotlight provides charts, templates and white labelling. Your own version can carry your firm’s reporting format.

support_agent

Support around the software

Super VCFO includes account support and training. With your own version, agree who maintains the reporting work and connections.

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A separate migration job

Forecasting documents Excel export. Reporting documents PDF sharing. The records you can move depend on the source report and its detail.

What your version holds

The monthly review, from figures to follow-up

Results

See the result and what is missing

Monthly profit, gross margin and cash sit beside the information still needed to finish the review.

  • check Actual and budget amounts kept separate
  • check Revenue, costs and operating expenses shown clearly
  • check Unknown amounts kept visible instead of becoming zero
  • check Profit summaries separated by currency

Client attention

Join results to the work still owed

Combine cash movement, budget misses and meeting actions in one review of the firm’s clients.

  • check Falling cash alongside rising debtors
  • check Expense overspends alongside missed revenue budgets
  • check Missing monthly results alongside open follow-ups
  • check Overdue actions with a named owner and date

Review evidence

Keep the source behind each answer

A person checks the source figures and records their review. The reviewed period is then locked.

  • check Source references and recorded retention dates
  • check Missing-account and balance arithmetic checks
  • check Recorded NZ tax-year retention checks
  • check Change history and a named human reviewer

Your firm

Produce the pack your meeting needs

Turn the recorded results into local documents with your firm’s name, colours and logo.

  • check Monthly management packs
  • check Client meeting briefs and action lists
  • check Evidence registers for the reporting review
  • check Read-only views of results and outstanding work

Make it yours

Design your own Spotlight Reporting replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Spotlight Reporting. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your Spotlight Reporting replacement Your version
YB Your business

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Answered from your own database

Build my version

We build it from the open-source base, bring your Spotlight Reporting data across and run it for you.

What it looks like

Ask it like you would ask a colleague

Real answers from the demo data that ships with Advisory Reporting for Claude Code. It runs in Claude Code inside the Claude app, so it feels like any chat you already use.

forum

Advisory Reporting for Claude Code

Connected to your own database

Which clients made a loss, and which results are incomplete?

NORTH

Name
North Wharf Advisory Demo
Currency
NZD
Period
2026-09-01
Revenue_amount
100000.00
Cost_amount
60000.00
Expense_amount
45000.00
Gross_profit_amount
40000.00
Operating_profit_amount
-5000.00
Gross_margin_pct
40.00
Verified_by
unknown

SOUTH

Name
South Harbour Advisory Demo
Currency
NZD
Period
2026-09-01
Revenue_amount
50000.00
Cost_amount
30000.00
Expense_amount
unknown
Gross_profit_amount
20000.00
Operating_profit_amount
unknown
Gross_margin_pct
40.00
Verified_by
unknown

Ask it anything

Questions Spotlight Reporting cannot answer

Every one of these is a real question the demo answers today. Yours will be different, and that is the point.

chat_bubble Which organisations have missing latest-month results and open actions?
chat_bubble Which months show an operating loss and a fall in cash?
chat_bubble Which expense accounts exceed budget while revenue misses budget?
chat_bubble Which owners have overdue advisory actions and unreviewed results?
chat_bubble Which months lack source evidence or the recorded NZ retention period?
chat_bubble Which results are missing categories needed for a complete management pack?
chat_bubble Which balance-sheet snapshots fail their arithmetic check?
chat_bubble Which organisations have actuals but no budget for the same month?
chat_bubble Which months show receivables rising while cash falls?
chat_bubble What is the profit by currency, and how many results remain incomplete?

Switching

How to switch from Spotlight Reporting

The move involves exporting monthly account detail, mapping your labels, importing it and reconciling the figures before you stop using Spotlight Reporting.

  1. 1

    Export your monthly detail

    For Spotlight Forecasting, use a suitable account-detail Excel export and save its monthly detail sheet as CSV. If you use Reporting only, its documented sharing export is PDF, which the importer does not accept. You will need the underlying monthly spreadsheet prepared first. Export options can vary, so check with Spotlight Reporting if you are unsure what your account allows.

  2. 2

    Run a test import

    Use the import's dry run before loading the records. Prepare the monthly detail and map your Spotlight labels to the fields used by Advisory Reporting. The importer does not accept every workbook unchanged, so use the test to see whether the prepared detail fits and whether the mapping needs adjustment before you import it for real.

  3. 3

    Review flags and reconcile figures

    Check the import results for conflicts, missing amounts and any other issues before relying on the records. Conflicts stop the full import, blank amounts stay unknown and subtotals are ignored to prevent double counting. Compare the imported figures with the source detail, check source references and balance checks, and record a human review when the figures are reconciled.

  4. 4

    Run both systems side by side

    Keep Spotlight Reporting available while you review the imported results alongside your existing reports for a short period. Compare the monthly figures and budget variances, and check that the records you need for review and advisory actions are present. Resolve any differences in the source detail, mapping or preparation before you rely on the new reporting desk.

  5. 5

    Switch off Spotlight Reporting

    Once you have checked the imported figures and confirmed that the records you need are available, move your team to Advisory Reporting for Claude Code. Keep any source spreadsheets and other records you still need according to your own process. If you have saved layouts, commentary, connections or forecasting formulas to carry over, treat those as separate migration work rather than assuming they came across with the monthly figures.

construction

Where the real effort goes

The main work is usually preparing monthly detail, mapping your firm's labels and reporting rules, and deciding how much history to bring across. Saved layouts, commentary, connections and forecasting formulas need separate migration work. If Enterprise DNA runs the installation, it prepares the monthly account detail, maps it and reconciles the imported figures as part of the move.

Not ready for a call?

Get your Spotlight Reporting switch plan by email

We will send you the step-by-step plan for moving your business off Spotlight Reporting, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Three ways to own it

Do it yourself, customise it, or have us run it

Open source

Do it yourself

Free, open source

  1. 1 Clone the repo and install the dependencies
  2. 2 Run npm test and npm run demo, then open it in Claude Code, Codex, OpenCode or Cursor
  3. 3 Prepare monthly CSV detail from a suitable Spotlight Forecasting Excel export, map the headings and run import spotlight-reporting with --dry-run
  4. 4 Reconcile your source figures, import them and begin with /weekly-review
Get it on GitHub

Built around your business

We customise it

One setup fee, then a retainer

  • check Your account mapping, fields and review rules
  • check Your agreed Spotlight records brought across and reconciled
  • check Your branded reports, client screens or a different stack where needed
  • check Your accounting connections and forecasting work scoped into the build
Get your version built

Omni by Enterprise DNA

We run it for you

One setup fee, then a retainer

  • check Installed in a database your business owns
  • check Your agreed reporting connections operated and monitored
  • check Your review routines and documents maintained as the firm changes
  • check Run through Omni by Enterprise DNA with someone responsible for the system
Book a call with Sam

Questions

Instead of Spotlight Reporting, answered

Does this replace every part of the Spotlight suite? expand_more

The free version covers monthly management results, budget comparisons, review evidence and advisory actions. We scope your live accounting connections, forecasting, group consolidation and client screens into a custom build where needed. The first discussion establishes which parts your firm uses.

Can we bring across our existing reports? expand_more

Spotlight Forecasting documents Excel export. We prepare the monthly account detail, map it and reconcile the imported figures. Reporting’s sharing guide documents PDF, which the free version does not import. If that is your only export, we need the underlying monthly spreadsheet. Saved layouts, commentary and connections are separate migration work.

What happens when clients use different currencies? expand_more

Each client keeps its own currency. Firm-wide profit summaries group like currencies and show incomplete results. We agree any currency conversion or group consolidation separately before building it into your version.

How do we check the figures before a client sees them? expand_more

Review the source references, missing amounts and balance checks, then record the human reviewer. Reviewed periods are locked. The retention check examines recorded dates, so your team still checks that the original evidence is stored and readable. Management packs stay local until you choose to share them.

What does Enterprise DNA charge? expand_more

One setup fee, then a retainer for the agreed customisation and ongoing operation. We scope your client count, reports, migration and connections before quoting. You keep the database and the code.

Make the next client review yours

Spend 30 minutes with Sam. Bring your Spotlight plan, a sample monthly report and the questions your advisers need answered. We will map the reporting work, the data move and the version Enterprise DNA would build and run for your firm.

Book a 30-minute call with Sam Get the free version

Advisory Reporting for Claude Code is free and open source, published by Enterprise DNA.

Done paying for Spotlight Reporting?

Get your version built