[Finance & business intelligence]() / [Use cases]() / [Management pack]() [How it works]() [What you get]() [Scope]() [Start a review]() [Finance & business intelligence]()[Reporting & decisions]() # 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. [Start with a finance review]() [How it works]() Pack readiness · October **4 of 5**pages verified against the closed books - Sales and contribution - Cash and commitments - Payables and deductions - Variance commentary Reviewed by the finance lead - Wholesale receivables One 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. ShowTodayWith the engine The source Fresh exports every month The closed, reconciled figures, versioned Commentary Written from memory the night before Drafted from the evidence, with its source cited Review Whoever has time Finance reviews each page, and owners add context Corrections Fixed quietly Logged, with what changed and who approved it ## How it works. 4 steps, 4 stages. - AI**1** - Rules and automation**2** - Your team**1** - Approval 1. 1 Pull 1. Rules and automation ### Pull the closed figures Reconciled actuals and last month’s pack, with the version of every definition. - NetSuite - QuickBooks - Power BI 2. 2 Draft 1. AI ### Draft the variance commentary Explains each material movement from the evidence, cites its source and says what it can’t explain. 3. 3 Review 1. Your team Approval ### Review and add context Finance checks every page. Owners add the context only they have. 4. 4 Publish 1. 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. Variance commentary Drafted, then reviewed - TikTok Shop contribution 12%, not the 31% estimatedSource: October true-ups, commission $6,150 **−$7,760**Reviewed - Winter order freight above planSource: forwarder quote, Nov 3 **+$60,000**Needs context - Returns on the Waxed jacketCause not supported by the data yet **Up**Unexplained Commentary drafted from the evidence, with its source. Where the data doesn’t support a cause, the draft says so. Version and correction log 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. 1. Time to produce the pack Hours from close to a pack that’s ready to send. 2. Corrections after sending How often a figure changed once the pack was out. 3. 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. 1. 1 Design 2. 2 Build 3. 3 Run it, or hand it over [Start with a review]() [Scope this build]() ### 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 engine]() 1. [Trusted records **2**]() 2. [Margin **2**]() 3. [Cash & commitments **2**]() 4. [Payables & receivables **2**]() 5. [Reporting & decisions **3**]() In reporting & decisions - [**Trading brief**Run a weekly trading brief that ends in decisions]() - **Management pack**You’re here - [**Governed answers**Answer finance questions on agreed definitions]() Works with - [**Month-end close**Close the month with every balance supported]() ## Send a pack you can trace. Start with a finance review. [Start with a finance review]() [**Talk it through first**15 minutes]() We reply within one business day. --- Source: [https://www.thekeating.co/use-cases/management-pack/]() [Contact Keating & Co](mailto:nelson@thekeating.co) · [Agent guidance](https://www.thekeating.co/llms.txt)