Board reporting

Your board pack, built in the time it takes to read one.

Monthly P&L, balance sheet, cash-flow statement and editable commentary — generated from your ledger and ready to send.

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The problem

Board reporting eats a day (or a weekend) of the finance leader's month — copying figures between the ERP, Excel and a slide deck, then hand-writing the narrative every time.

How it works

Pick the period

Choose the month and generate the pack from your ledger — no copy-paste between systems.

Edit the narrative

Draft commentary is generated for each section; edit it in place or ask the copilot to redraft it in your voice.

Export and send

Download a clean, branded pack or print to PDF. What took a day now takes minutes.

What you get

Outcomes, not features.

A board pack in minutes, not a lost day
Numbers that reconcile to the ledger, every time
Commentary you can edit, not fight
A consistent, professional format each month

Questions

Is the commentary just generic AI?

No — it's grounded in your actual figures and movements, and fully editable. You stay in control of the narrative.

Can I brand or export the pack?

Yes. Export a clean HTML/PDF pack for the board; the format is consistent month to month.

Explore more

Month-end close

A live close checklist, balance-sheet reconciliations and anomaly detection — so nothing slips and everything has an audit trail.

13-week cash flow forecast

Rolling weekly visibility of receipts, payables and recurring outflows — pulled straight from your ledger, not rebuilt in a spreadsheet every Monday.

See it on your own numbers.

Start the trial, connect Xero in 15 minutes — or preview the live demo first.

Start 14-day free trial See pricing