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.
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
Import a trial balance for the month
The P&L, balance sheet and key financials are built from your trial balance, so upload one for the month you want to report on.
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 from the period's figures for each section; edit it in place.
Export and send
Download a clean pack or print to PDF.
Outcomes, not features.
- A board pack generated from your ledger, not copied by hand
- Figures built from your ledger data
- Commentary you can edit, not fight
- A consistent, professional format each month
Questions
No — the draft is written by rules from your actual figures and movements, and fully editable. You stay in control of the narrative.
You can export an HTML/PDF pack for the board, and the format is consistent month to month. Custom branding is not available.
A trial balance for the month you are reporting on — that is what the P&L, balance sheet and key financials are built from. Bank transactions, customer invoices and supplier bills enrich the cash and working-capital sections but are not enough on their own.
See it on your own numbers.
Start the trial and import your ledger export — or book a walkthrough first.