Best reporting software for accountants
Client reports and group consolidations at practice scale, without per-user pricing eating your margin.
Quick answer
For accounting practices, the best reporting software is the one that lets you produce accurate client reports at scale without paying per user. Joiin is our pick for most firms: unlimited users, reports and clients, with pricing based on the companies you report on. Spotlight Reporting is the strongest full advisory suite, and Fathom is excellent for KPI-led client meetings.
What accountants need from reporting software
- Multi-client access under one login, with permissions per client.
- Templates you build once and roll out across clients.
- Branded report packs clients can read without help.
- Consolidation for clients with several companies, which is where many firms still rely on spreadsheets.
- Pricing that doesn't punish growth: per-user fees add up fast in a practice.
Our picks
Joiin: best value for multi-entity clients
Joiin's multi-client access lets you switch between clients, and every plan includes unlimited users and clients. Report packs can be branded and exported to PDF or Excel. Where it really helps is clients with several companies, because consolidation is its core job. Read our guide for accountants.
Spotlight Reporting: best full advisory suite
Reporting, forecasting, dashboards and onboarding support in one platform. UK advisor plans run from £295 a month for up to 10 organisations to £695 for up to 50. Spotlight's pricing page.
Fathom: best for KPI-led advisory meetings
Fathom's analysis and benchmarking make for strong client conversations. Consolidation is available too. Fathom review.
Syft Analytics: best budget option for Xero practices
Low entry price and strong visuals. Syft review.
Price for a practice with 30 client companies
| Tool | Indicative cost | Users |
|---|---|---|
| Joiin | Between the 20-company ($139/month annual) and 50-company ($174/month annual) tiers | Unlimited |
| Spotlight Reporting (UK) | £495/month Advisor Growth, up to 30 orgs | Per plan |
| Fathom | Platinum bundle covers 50 companies | Check Fathom's terms |
Billing for Joiin is in USD, GBP, EUR, AUD or NZD. Prices shown are USD from Joiin's pricing page.
Frequently asked questions
What reporting software do accountants use with Xero?
Common choices are Joiin, Fathom, Spotlight Reporting and Syft Analytics. Joiin is strongest for clients with several companies; Spotlight is the most complete advisory suite.
Is there reporting software with unlimited users?
Yes. Joiin includes unlimited users, reports and clients on every plan and charges by the number of companies.