01Capability
Cross-Pillar Data Pull
P&L, balance sheet, cash flow, operational KPIs — pulled from your ERP, billing system, CRM, and HRIS in one pass. No manual extracts, no version-mismatch panic.
New
Board Pack Agent
Pulls Actuals. Drafts Narrative. Renders. Distributes
Drafts the monthly board pack — KPI dashboard, P&L commentary, cash and working capital, segment performance, forward look. Pulls actuals + budget + commentary from Variance Agent. Renders branded PowerPoint or PDF. Distributes via your portal. CFO reviews and edits — does not draft from scratch.
By the numbers
Board Pack Agent by the numbers.
Day 5
Pack ready (was Day 12)
Auto
Narrative drafting
Branded
Output
<5 min
To activate
The use case
Day 5 board pack. CFO edits, never drafts.
Board pack takes 5 days every month. CFO drafts narrative. Team formats slides. Subsidiary CFOs send packs in 4 different templates — the group team re-formats all of them. Pack done Day 11. Board meeting Day 14. No time to think. 60 percent of FP&A bandwidth goes into the deck.
Board Pack Agent pulls actuals, budget, and forecast across all entities, drafts the narrative per section using Variance Agent and Rolling Forecast, renders to your branded PowerPoint template, distributes to the board portal with read-receipt tracking. CFO opens the draft on Day 4, edits the voice, ships on Day 5. FP&A bandwidth freed for analysis, not slide assembly.
For who
CFO
“Board pack 5 days. I draft. Team formats. Nothing moves my career.”
Head of FP&A
“I rebuild the same deck every month. 60% of FP&A bandwidth.”
Group CFO
“Subsidiary CFOs send packs in 4 different templates. I re-format all of them.”
FP&A Director
“Pack done Day 11. Board meeting Day 14. No time to think.”
Capabilities
What Board Pack Agent actually does.
02Capability
Auto-Drafted Narrative Per Section
Each section comes with draft commentary — variance explanations from Variance Agent, segment performance attribution, cash bridge narrative, forward-look from Rolling Forecast. CFO edits voice, not facts.
03Capability
Branded Slide Template Render
Output to your board template — fonts, colors, logo, page layout. PowerPoint or PDF, switchable per audience. No formatting time, no off-brand decks circulating.
04Capability
Segment And Geography Slicing
Each segment, each geography, each business unit gets its own performance page. Auto-built from your dimensional structure. Group consolidates with intercompany eliminations.
Continue exploring
More on Templates.
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Approval Agent→
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Audit Prep Agent→
Assembles the audit document request list (PBC), pulls evidence from every system, drafts walkthroughs, reconciles GL accounts to source, hands off to auditors with full traceability.
ISO 27001:2022 · GDPR · EU-hosted · Full audit trails · Trust Center →
See Board Pack Agent on your stack.
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ISO 27001
GDPR
CyberVadis
PA Certified
Peppol