Can Claude write report commentary in Spotlight Reporting?

Claude can draft commentary based on the figures in your reports, which an adviser reviews and edits before it reaches the client.

Does Claude replace Spotlight's forecasting?

No. Spotlight still does the reporting and forecasting. Claude helps explain and communicate the results.

Is it safe to connect Spotlight Reporting to Claude?

Yes, when it's set up properly. Helm agrees with you what Claude can see and do, uses the narrowest permissions Spotlight Reporting allows, and keeps everything under your own accounts.

Does this work with ChatGPT or Microsoft Copilot?

Often, yes. Most modern connections use MCP, an open standard that ChatGPT and Copilot Studio also support. We'll confirm what's possible for Spotlight Reporting on the call.

Can Claude connect to Spotlight Reporting?

Yes. Spotlight Reporting doesn't have an official Claude connector yet, but Helm connects it for you, securely and with only the access you approve.

What is Spotlight Reporting?

Spotlight Reporting is management reporting, forecasting and dashboard software built for accountants and advisers, connecting to Xero, QuickBooks and MYOB. It is used by accounting firms across Australia and New Zealand to deliver advisory reports to clients.

Visit Spotlight Reporting

What Claude can do with Spotlight Reporting

Read or update, depending on your setup

Summarise a management report and the biggest changes
Pull key KPIs into a short update for directors
Compare actuals against budget and forecast
Draft advisory commentary for client reports
Explain cash flow forecast results in plain English

Who uses it

Advisory accountants
Draft client commentary from reports, leaving more time for the advice itself.
CFOs and finance managers
Turn the monthly report into a short update for directors.
Business owners
Understand what their KPIs mean and what changed this month.

What your team can ask Claude

“Summarise this month's management report and the three biggest changes from last month.”
“Pull the KPIs from our latest report and draft a short update for the directors.”
“How are we tracking against budget for the year to date?”
“Explain our 12 month cash flow forecast in plain English.”
“Draft commentary for this client's quarterly report focusing on margin and cash.”

How it connects

There's no official Claude connector for Spotlight Reporting yet. Helm connects it using the method that suits your setup, whether that's a secure custom connector we build and host, or an AI agent that works inside Spotlight Reporting with your team's approval. We'll recommend the right one on a 30-minute call.

Looking after your Spotlight Reporting data

Spotlight holds financial results and forecasts for many client businesses, so Helm limits Claude to the clients each adviser already works with.

Only the access you approve.
Everything stays in your own accounts.
On Claude's business plans, your data isn't used to train AI models.

Want to learn how to connect Spotlight Reporting?

Book a 30-minute intro call and we'll show you how Claude can work with Spotlight Reporting in your business.

Book an intro call

Questions about Claude and Spotlight Reporting

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Helm acknowledges the Awabakal and Worimi peoples as the traditional custodians of the land and waters of Newcastle, where we live and work. We recognise their continuing connection to land, waters and community, and a relationship with this place that spans tens of thousands of years.

We pay our respects to Elders past, present and emerging, and extend that respect to Aboriginal and Torres Strait Islander peoples here today.