Spotlight Forecasting review
Affordable three-way forecasting with scenarios, drivers, KPIs, and consolidation.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Spotlight Forecasting is software for accounting firms, advisors, business owners, and CFOs that need budgets, cash-flow forecasts, and alternative scenarios. It produces three-way forecasts covering profit and loss, balance sheet, and cash flow, using connected accounting data, imported files, prior-year actuals, or manual entry. Forecasts can cover up to five years, with support for driver-based models, dynamic formula rules, KPIs, covenants, loan amortisation, and consolidated forecasts across entities.
Pricing is straightforward but bundled. The Business plan costs $35 per month and includes Reporting, Forecasting, and Dashboard. Business 10 costs $329 per month, while Franchise & Not for Profit also costs $329 per month; both include the same listed Reporting, Forecasting, and Dashboard components. A 14-day free trial is available, but there is no free plan. The listed US Business-region prices exclude sales tax. This structure suits organisations that want forecasting alongside reporting and dashboards, rather than buyers seeking a standalone forecasting subscription.
Platform and ecosystem fit are practical strengths. Spotlight Forecasting is available on web and Windows, with integrations including Xero, QuickBooks Online, QuickBooks Desktop, MYOB AccountRight Plus, MYOB AccountRight Plus Desktop, Sage 50cloud Accounts, Sage Intacct, Google Analytics, Google Sheets, and Excel. Scenario analysis and driver-based forecasting give finance teams ways to model alternatives instead of relying only on imported historical figures. Choose it if affordable three-way forecasting, five-year horizons, and multi-entity consolidation are priorities. Consider another option if you need a free plan or do not want Reporting and Dashboard included in the paid package.
Spotlight Forecasting pros and cons
- Where it wins
- Three-way forecasting covers profit and loss, balance sheet, and cash flow
- Scenario planning, drivers, formulas, and loan amortisation support detailed models
- Consolidated forecasts and integrations support multi-entity reporting
- Where it doesn't
- No free plan; access starts with a paid subscription
- Business plans bundle Forecasting with Reporting and Dashboard
- The 14-day free trial may be brief for complex forecasting workflows
Spotlight Forecasting fact sheet, pricing and score →
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