Board pack desk
Assembles the monthly numbers, charts and commentary into the board pack.
How to use it
The steps, in order, from getting it to the first result.
Connect the ledger and the warehouse.
Upload last month's pack as the template.
Edit the commentary and send.
What it does
Reads the close from the ledger and the metrics from the warehouse, updates the pack template, charts the variances, and drafts the commentary for the finance lead to edit.
Skills it uses
Spreadsheets
Creates, reads and edits Excel spreadsheets.
PowerPoint editing
Edits an existing PowerPoint deck and keeps your content intact.
Visualize
Draws charts, timelines and comparisons inline in chat.
Connects to
NetSuite
Pull financials and post entries with approvals.
QuickBooks
Snowflake
Query and materialize warehouse data with your existing roles.
Built on
- Scheduled runs. Runs on the schedule you set and posts the result.
- Drive. Files it produces land in your workspace Drive.
Need it to work differently?
Every template can be changed: the steps it takes, the systems it uses and who approves what.