Miriam Obo-Anderson, Moracle Africa

1. Management Accounting Tool
By Miriam Obo-Anderson ,ACCA
CEO and Co–Founder Moracle Africa

2. What is it?
 An integrated cloud-reporting and forecasting tool that allows you to create insights for better
business decisions - “Designed by Accountants, for Accountants”.
 A tool that will show you where you've been, where you are and where you're going financially.
 A suite of powerful reporting tools so you can find the solution to best meet your particular
needs.
 Integrates well with QuickBooks, Xero and MYOB.
 Integrates with excel and will therefore be suitable for all other packages which will be exported
to excel.
 Seamlessly import financial and non-financial data and easily visualize into clear actionable
insights.

3. Suite
 Dashboard
 Reporting
 Forecasting
 Multi

4. Dashboard
 Dashboard provides an instant snapshot of business performance to enable you
to focus on what really matters - a great entry-level experience.
 A wide selection of simple displays and charts.
 Quick and easy to use drag-and-drop dashboard creation.
 Gain a holistic view of performance with financial and non-financial KPI
reporting.
 One page dashboards with three customizable layout options for clear focus.
 Use our non-financial integrations for a full 360 degree view of a business.

5. Reporting
 Reporting is a powerful management tool designed to help clients and/or
businesses to make informed decisions and achieve better business outcomes.
 Save time and effort by seamlessly consolidating up to 50 client organisations
with multiple currencies.
 Extensive chart gallery with templating, customization and white-labelling
options.
 Drive action, share insights with our action plan and pre-populating executive
summary.
 Use our cash waterfall chart to visualize your cash-ins & outs, and monitor
liquidity.
 Share more by adding any external content into a report.

6. Forecasting
 Great budgeting and cash flow forecasting can be the difference between business success and
failure. Forecasting is an ‘all-in-one’ budget creator, three-way forecasting and scenario builder.
 Easily import your budget data or start from scratch.
 Full three-way forecasting with flexible rules and great outputs ideal for the bank and board.
 Add loan amortization and dynamic rules for a more timely and accurate client forecast.
 Plot and plan for the future by selecting or creating ‘what if?’ scenarios.
 Use drivers as the building blocks to forecast revenue, costs and the success of the business.
 Our tax schedules improve the accuracy when forecasting the payment of different tax types.

7. Multi
 For franchises, not-for-profits and industry specialists, Multi allows you to aggregate, rank and
benchmark. Multi is a specialist tool that takes the drudgery out of creating multi-entity reports
where comparisons are key.
 Consolidated view of up to 500 organisations.
 Organisation ranking and KPIs.
 Anonymized rankings for sharing with franchisees and branches.
 Exception reporting.
 Visual scorecard and chart galleries.

8. Consolidation (Group Accounting)
 Add two or more companies together in a group.
 Eliminate group transactions.
 Report as one entity.
 Choose a single currency for the group though they may be in different
jurisdictions.

9. Difference Between Spotlight and QuickBooks
Dashboard
Spotlight QuickBooks
 Choice of content of the dashboard and
the graphs
 Dashboard is set in stone and can only
change the period

10. Difference between Spotlight and QuickBooks
Management Reports
Spotlight QuickBooks
 Customized cover page
 More professional look
 Executive summary page
 Allow you to add any content you may
wish e.g. organogram and Google
Analytics
 Set KPIs for the client
 Custom charts
 Add actionable points for the client
 Company overview - P&L and Balance
sheet
 Sales performance
 Expense performance

11. Benefits of Spotlight Reporting
 Helps to clean out the chart of accounts in QuickBooks and other
packages.
 Gives you the chance to advice the client based on the figures.
 Allows to create forecast, dashboard and report for one client.
 Create a report layout for every client and use it every month for the same
client or for other clients as well.
 Developing new products which enhances one’s knowledge in
management reporting.

12. Thank You
Thank You

13. Question time