CFO-grade board packsfrom your financials — in minutes
Upload your P&L and Balance Sheet. Get a professionally formatted, audit-ready board pack. Eliminate the 8–20 hours of manual assembly every reporting cycle.
Board Pack Dashboard Preview
Interactive preview coming soon
Simple Process
Three steps to a boardroom-ready pack
From raw financials to a professionally formatted board pack in roughly 60 seconds
Upload Your Financials
Upload your Profit & Loss and Balance Sheet as Excel. The system auto-detects accounts, maps them to GAAP sections, and validates data integrity.
- Excel (.xlsx) supported
- Auto GL mapping
- Multi-currency support
Configure Your Board Pack
Choose your pack type (Monthly, Quarterly, Annual, Cash & Runway), forecast horizon, and optional modules. See a live credit cost preview before you order.
- Scenario analysis
- CFO commentary
- Industry KPI modules
Download Your Board Pack
Generation takes seconds. Every pack passes an 18-point forensic audit before delivery. Download your professional board pack — ready for your next board meeting.
- PDF exports, with PPT & ExcelBeta
- 18-point audit trail
- Pixel-perfect formatting
Complete Package
What's in your board pack
Every board pack includes 8 core sections, plus optional add-on modules for deeper analysis
Core Sections, Always Included
Executive Summary
AI-generated narrative with key financial highlights and outlook
Three-Statement Summary
Quarterly P&L, Balance Sheet, and Cash Flow in one view
Financial Summary
Revenue, expenses, net income with period-over-period comparisons
KPI Scorecard
Key ratios with traffic-light status (Green / Amber / Red)
Revenue Bridge
Waterfall chart showing revenue movement from prior period
EBITDA Bridge
Waterfall chart decomposing EBITDA changes
Cash Bridge
Waterfall chart showing cash movement drivers
Cash Runway
Months of runway remaining based on current burn rate
Optional Add-On Modules
Cash Flow Forecast
IncludedForward-looking projections (3–60 months)
Scenario Analysis
+20 creditsDownside / Base / Upside with AI narratives
Budget vs Actuals
+15 creditsVariance analysis against historical average
CFO Commentary
+12 creditsAI-generated executive narrative & guidance
Governance Module
+12 creditsBoard agenda, minutes, resolutions & actions
Industry KPI Module
FreeSaaS, E-Commerce, Construction, Prof. Services
18-Point Forensic Audit
Every board pack passes 18 zero-failure audit gates before delivery. If any single gate fails, generation is hard-aborted. Your board only sees numbers that have been independently validated.
"Every number passes an 18-point forensic audit before it reaches your board."
Board pack approved for delivery
Pricing
Credit-based, transparent pricing
Pay only for what you generate. No wasted subscriptions. No hidden fees.
Starter
For founders and early-stage teams generating their first board packs.
Ideal for: Startups, Solo CFOs, Early-stage SMEs
Rollover cap: 80 credits
- 80 credits (rollover up to 1×)
- Monthly, Quarterly, Annual and Cash & Runway board packs
- PDF export (default)
- 3-month cash flow forecast (included)
- Industry module (free)
- Credit top-ups available
Growth
For growing teams producing monthly and quarterly board packs at scale.
Ideal for: VC-backed startups, FP&A teams, Multi-entity SMEs
Rollover cap: 300 credits
- 300 credits (rollover up to 1×)
- Monthly, Quarterly, Annual and Cash & Runway board packs
- PDF export (default)
- 3-month cash flow forecast (included)
- Industry module (free)
- Credit top-ups available
- PPT export (add-on credits)Beta
- Scenario modelling (add-on credits)
- Budget module (add-on credits)
- Forecasts up to 12 months
- CFO Commentary (add-on credits)
Scale
For finance teams and advisors managing multiple entities and complex packs.
Ideal for: CFOs, CoSecs, Advisors, PE/VC-backed orgs, Multi-subsidiary groups
Rollover cap: 850 credits
- 850 credits (rollover up to 1×)
- Monthly, Quarterly, Annual and Cash & Runway board packs
- PDF export (default)
- 3-month cash flow forecast (included)
- Industry module (free)
- Credit top-ups available
- PPT export (add-on credits)Beta
- Scenario modelling (add-on credits)
- Budget module (add-on credits)
- CFO Commentary (add-on credits)
- Excel export (add-on credits)Beta
- Governance block (add-on credits)
- Forecasts up to 60 months
- Multi-entity consolidation
- Priority processing
Need more credits? Top-up bundles from $12.50 (50 credits) to $125 (500 credits). Each credit is $0.25 at top-up rate.
Cost Comparison
Savings Calculator
See how BoardpackIQ compares to building board packs manually or using competitor software
Adjust Assumptions
Based on Boardable/BoardPro published pricing
~30 credits at $0.25/credit on Growth plan
Monthly Cost Comparison
Save vs. Traditional Team
$1,183
per month \u00B7 99% reduction
Save vs. Competitor Software
$791.50
per month \u00B7 99% reduction
FAQ
Frequently Asked Questions
Everything you need to know about BoardpackIQ