Board reporting eats the month.
Packs are assembled by hand from five systems, and investors hear the news late.
Packs are built by hand from five systems
Commentary is written the night before
Investors hear the news late
Each one, handed to Erin
Every problem above becomes something Erin does for you, on a schedule or when it happens. Add the ones you want, and build your system as you go.
Packs are built by hand from five systems
Erin assembles the monthly board pack from your finance and KPI data and flags the commentary that needs you.
Spreadsheets
AccountingCommentary is written the night before
After month end Erin drafts the explanations for material variances from email and notes.
SpreadsheetsAccountingInvestors hear the news late
Erin drafts the regular investor update from the month's numbers and news.
Spreadsheets
Documents
EmailBoard questions
Erin reads the board papers and prepares the questions to ask, with the commitments made last time.
FilesDocumentsEmailQuarterly review pack
Erin assembles the quarter's results against priorities, with the decisions and resets to discuss.
SpreadsheetsAccountingValue-creation plan tracking
Erin tracks each value-creation initiative against its target, owner and date, from the work itself.
FilesDocumentsEmailThe pack drafts itself
Erin assembles the monthly board pack from finance and KPI data two days after close. The CFO edits the commentary instead of building slides, and Erin lists the questions the board is likely to ask.