Financial Reports Are Numbers Without Story
CFOs spend 4-6 hours monthly creating board reports: pulling data, building charts, writing variance explanations, and highlighting trends. Board members want insights, not raw P&Ls. Generic reports do not explain why revenue dropped 15% or why expenses spiked. Smaller companies lack CFOs to translate numbers into strategy.
Board Reports That Tell the Story
AI-powered financial reporting that pulls data from QuickBooks/Xero, generates standard financial statements, analyzes month-over-month and year-over-year variances, writes executive summary with insights, and creates visualizations--all formatted for board presentation.
Connects to QuickBooks, Xero, NetSuite via API
Generates P&L, balance sheet, cash flow statements
Calculates key metrics: gross margin, burn rate, runway, CAC, LTV
AI writes variance commentary: "Revenue down 15% due to client X churn"
Creates charts and graphs highlighting trends
Exports to PowerPoint or PDF for board meetings
From QuickBooks to Board Deck
Connect Accounting
One-time OAuth connection to QuickBooks or Xero. System pulls financial data monthly.
AI Analysis
Claude analyzes variances, identifies trends, calculates KPIs, and flags unusual items.
Report Generation
AI writes executive summary, variance explanations, and insights. Creates charts and tables.
CFO Review
Review AI commentary, add strategic context, export to PowerPoint. Deliver to board.
Key Features
Variance Explanations
AI explains why numbers changed: "Payroll up 12% due to 3 new hires in Q2." Saves hours of analysis.
KPI Dashboard
Auto-calculates SaaS metrics (MRR, churn, CAC payback) or retail metrics (inventory turnover, GMROI).
Anomaly Detection
Flags unusual transactions or trends: "Legal expenses 300% higher than average--review needed."
Narrative Builder
AI writes executive summary in your voice. Learns from past reports and edits.
Financial Reporting Stack
Who Benefits?
Startups
Create investor-ready monthly reports without hiring a CFO. Show burn rate, runway, and unit economics.
PE Portfolio Companies
Standardize financial reporting across 20+ portfolio companies. Compare performance automatically.
Nonprofits
Generate board reports showing program spend vs. admin. Demonstrate financial stewardship to donors.