Produce the monthly management pack from verified figures.
The monthly pack built from the closed books, with variance commentary drafted from the evidence and reviewed before it goes out.
4 of 5pages verified against the closed books
- Sales and contribution
- Cash and commitments
- Payables and deductions
- Variance commentaryReviewed by the finance lead
- Wholesale receivablesOne deduction under dispute
Version 3
Which pages are verified against the closed books, and which are still waiting.
Sound familiar?
- The pack is rebuilt from fresh exports every month, and the numbers drift.
- Variance commentary is written the night before, from memory.
- A figure changes after the pack went out, and nobody logs it.
Boards and lenders read the pack as the record, and a pack that can’t be traced costs trust that is slow to rebuild.
What changes.
- The source
- Fresh exports every monthThe closed, reconciled figures, versioned
- Commentary
- Written from memory the night beforeDrafted from the evidence, with its source cited
- Review
- Whoever has timeFinance reviews each page, and owners add context
- Corrections
- Fixed quietlyLogged, with what changed and who approved it
How it works. 4 steps, 4 stages.
- AI1
- Rules and automation2
- Your team1
- Approval
1Pull
Rules and automation
Pull the closed figures
Reconciled actuals and last month’s pack, with the version of every definition.
- NetSuite
- QuickBooks
- Power BI
2Draft
AI
Draft the variance commentary
Explains each material movement from the evidence, cites its source and says what it can’t explain.
3Review
Your teamApproval
Review and add context
Finance checks every page. Owners add the context only they have.
4Publish
Rules and automation
Publish a versioned pack
Every figure traces to its source. Any correction after sending is logged.
Corrections become next month’s checks
What you get. Real work, every week.
- TikTok Shop contribution 12%, not the 31% estimatedSource: October true-ups, commission $6,150−$7,760Reviewed
- Winter order freight above planSource: forwarder quote, Nov 3+$60,000Needs context
- Returns on the Waxed jacketCause not supported by the data yetUpUnexplained
Commentary drafted from the evidence, with its source. Where the data doesn’t support a cause, the draft says so.
| Version | What changed | Approved by |
|---|---|---|
| v3 · Nov 12 | Trail pant freight bill received and trued up | Controller |
| v2 · Nov 11 | Merino crew deduction moved to disputed | Finance lead |
| v1 · Nov 9 | First pack, from the closed books | Controller |
Every change after the pack went out, with who approved it.
How you’ll know it’s working.
Time to produce the pack
Hours from close to a pack that’s ready to send.
Corrections after sending
How often a figure changed once the pack was out.
Review effort per page
Whether reviewers are checking drafts or rewriting them.
Baselines agreed before we build.
Works with what you have.
Planning & BI
- Power BI
- Pigment
- Excel or Sheets
Commerce
- NetSuite
Accounting
- QuickBooks
- We configure first
- The copilot in your BI or planning tool, which can already draft commentary on data it can read. We test it on your real pack first.
- We build when
- The pack is still rebuilt from exports, and its commentary can’t be traced to a source.
What a first build includes.
Built in your accounts, around your team. Scope, fee and baseline agreed before we start.
- 1Design
- 2Build
- 3Run it, or hand it over
We build
- A monthly pack built from the closed figures
- Commentary drafted from cited evidence
- A finance review step on every page
- A version and correction log
We start from
- Your last three packs
- Reconciled actuals and the plan
- Metric definitions
From your team
- Owner
- Finance lead or controller
- Involves
- Finance
- Leadership
- Page owners
Questions teams ask.
Will the commentary be right?
It’s a draft from cited evidence, and finance reviews every page. Where the data doesn’t support a cause, the draft says so instead of guessing.
Can this feed our board or lender deck?
Yes. We build to the format you already use, so the verified figures and the reviewed commentary go straight into it.
Who owns it once it’s running?
You do. It’s built in your accounts, documented, with training for the people who run it. Ownership usually sits with your finance lead or controller. We can keep running it with you, or step back.
How do we start?
Usually with a finance review: two to four weeks, a fixed fee credited to the build, and a plan that’s yours. If the job is already clear, we can scope the build directly.
Part of your finance engine. One of 11 use cases, in 5 parts.
See the whole finance engineIn reporting & decisions
Send a pack you can trace. Start with a finance review.
We reply within one business day.