Generate board-ready P&L reports, KPI dashboards, and variance commentary from your live model. No more slide decks, no more stale data — your board pack builds itself.
Capabilities
Drag-and-drop KPI dashboards that pull from your live model. Revenue, margins, headcount, cash — always up to date, never stale.
Pre-built P&L, Budget vs Actual, and Cash Flow report templates. Customize layout, add commentary, and export in one click.
Automatic variance highlighting shows where actuals deviate from budget. Add commentary to explain the numbers before your board asks.
Define and track custom KPIs — gross margin, burn rate, runway, headcount efficiency. Threshold alerts when metrics go off track.
One-click PDF export with professional formatting. Share live report links with read-only access for board members and investors.
What used to take days of pulling data, building slides, and formatting tables now happens automatically. Focus on analysis, not assembly.
Feature checklist
“Our board pack used to take days to prepare. Now it builds itself from live data. The reporting module is incredibly well thought out.”
David Chen
Finance Director, Canopy Ventures
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