The board pack writes itself from the books.
Statements, KPIs, and commentary assembled the day the month closes — every number linked to its journal entries, every variance explained before someone asks.
- 01
Executive summary
Ready - 02
P&L vs budget
Ready - 03
Cash & runway
Ready - 04
Revenue by segment
Drafting - 05
Hiring plan variance
Waiting on Planning - 06
Appendix · ledger drill-through
Ready
Every figure links back to its journal entries
Board & investor reporting is the job nobody has time to do well.
The Reporting Agent turns a closed month into the pack your board, investors, and bank actually read. It builds the statements, computes the metrics you have defined, writes the commentary from real variances, and keeps every number traceable back to the ledger.
The pack is a week of copy-paste
Export, paste, format, reconcile to last month's version, rewrite the commentary. Repeat next month. The work is identical; the numbers are not.
Commentary is written from memory
'Revenue was up because of a large deal' is the level of insight most packs manage, because nobody has time to trace the variance.
Numbers drift between documents
The investor update says one thing, the bank covenant report another, the board deck a third. All were right at some point.
The whole job, not a feature of it.
Everything the Reporting Agent handles day to day. Anything material waits for your approval; everything else simply gets done.
- 01
Statements and metric definitions
P&L, balance sheet, cash flow, plus your own KPIs — MRR, gross margin, DSO, burn — defined once and computed the same way every month.
- 02
Variance commentary
Explains material movements from the underlying transactions, not from the previous month's narrative.
- 03
Audience-specific packs
Board, investors, lender, and management get the same numbers cut for their questions.
- 04
Drill-through
Every figure in the pack traces to the entries behind it. 'Why is that number that?' takes seconds.
- 05
Covenant and threshold tracking
Watches the ratios your lender or investors care about and warns before a breach, not after.
Connect once. Set the rules. Approve the exceptions.
The agent works inside the systems you already run and never becomes the system of record. Here is the sequence from day one.
- 01
Define the pack once
Statements, metrics, audiences, and format. The agent learns your existing pack from the last three months.
- 02
Close feeds the draft
When the Close Agent locks the period, the pack drafts itself from the final numbers.
- 03
Review the commentary
Variance explanations arrive with the source entries. You edit the narrative; the numbers stay locked.
- 04
Publish per audience
One approval, several outputs. Every version reconciles to the same ledger.
What it will never do. What always waits for you.
Thresholds make the routine automatic and the rest deliberate. These limits are not settings you might forget to enable; they are how the agent is built.
Never sends a pack to an external audience. Publishing is a human action.
Never restates a number without showing the correcting entry.
Never writes commentary it cannot trace to transactions.
Never uses a metric definition that has not been approved.
Waits for your sign-off
- 01Metric definitions and any change to them
- 02The full pack before any audience sees it
- 03Commentary on material variances
Each approval arrives with the reasoning attached and is logged whether you approve or decline.
The brain is yours. Not ours.
The Reporting Agent captures the judgment that usually lives in one person's head and writes it down in plain language. You can read it, correct it, and export it at any time.
- N01
What your board actually asks about, and which slides they skip.
Yours to export - N02
How you define 'MRR' when a customer is on a quarterly plan with a discount.
Yours to export - N03
Which variances are seasonal and need no commentary, and which always need a paragraph.
Yours to export - N04
The lender's covenant definitions, exactly as written in the facility agreement.
Yours to export
The systems you already keep.
Read and write through the same APIs your accountant uses. Statuses reflect what is connected today, not what is planned to be.
- QuickBooks OnlineLive
- XeroIn progress
- NetSuitePlanned
- Sage IntacctPlanned
- Google DriveIn progress
- SlackIn progress
- GmailLive
- OutlookIn progress
What a good quarter looks like.
Targets we size with you after seeing your actual numbers. They are not customer results, and we will tell you plainly if your book is not a fit.
Pack ready after close
Same day
Target; drafts from locked numbers.
Numbers traceable to entries
100%
Every figure drills through.
Versions that disagree
0
One ledger, every audience.
Before you book a call about Report.
Reporting Agent
Board and investor packs, written from the ledger.
Tell us about your board & investor reporting and we will size the agent on your actual numbers, then tell you plainly whether it is a fit.