From live ERP data to a formatted, branded board pack — automatically. No manual formatting. No last-minute scramble.
Two days before the board meeting, the finance team is in copy-paste mode. Someone is pulling numbers from the ERP, someone else is updating the slides, a third person is checking that the numbers in slide 4 match the table in slide 9. They do not.
By the time the pack goes out, the P&L has been manually formatted three times, the charts are based on a version of the data from last Wednesday, and someone has found a rounding error on page 12 that means the whole thing needs to be redone.
The board pack automation removes all of that. Numbers pull from the ERP directly. The template formats automatically. The pack is delivered on schedule, every cycle, without a single manual step.
Board pack designed to your brand — logo, colours, fonts, and layout. Every output looks like it was hand-built by your design team.
The three core statements pulled from your ERP, formatted, and dropped into the correct slides automatically. No copy-paste.
Revenue, gross margin, EBITDA, cash, AR aging, headcount — every metric your board tracks, formatted consistently and on time.
The system drafts initial commentary on key variances. Your CFO reviews and edits — not writes from scratch — saving hours on narrative.
Board pack delivered at a set time — via email, SharePoint, Google Drive, or any combination. No manual send, no missed deadlines.
Every pack is versioned and archived. If an investor asks for the Q3 2024 board pack in three years, it is findable in 30 seconds.
We will take your current board pack template, connect it to your ERP, and show you a fully automated version — built on your own data, in your own format.
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