Board reporting
The cash forecast changed. Has the board pack caught up?
Turn approved financial information into a coherent, reviewed board pack.
An illustrative workflow, shaped around your systems, records and approvals.
A typical manual workflow
Your team prepares,
checks and produces.
Chase the latest papers
Collect results, forecasts and updates from the responsible people.
Reconcile different versions
Check the cash forecast in the summary matches the finance slides.
Build the pack
Copy tables, write the outlook and format the papers.
Review and circulate
Resolve executive comments and send the approved version.
With Octopi systems
Bring the papers, numbers and message together.
- Pulls the approved results, latest forecast and business updates into the agreed pack structure.
- Checks that cash, profit and forecast figures agree across the summary, slides and supporting schedules.
- Drafts the outlook, risks and decisions requested, with references to the source papers and missing information clearly marked.
Challenge the recommendation. Sign off the message.
Executives test whether the recommendation follows from the evidence, make the funding needs and risks clear, and approve what goes to the board.
Inside the system
The tools, instructions
and checks behind it.
01Gather approved source materialRules + data
Gather approved accounts, the latest forecast and business papers with their dates and owners.
Approved source repository · Document register
- Input
- Approved reports, forecasts and management updates.
- Output
- A controlled source set with owners and version references.
- Checks and human role
- Restrict access and flag missing or superseded inputs.
02Check consistency across the packRules + calculations
Compare repeated cash, profit and forecast figures across the summary, finance slides and supporting schedules.
Cross-report checks · Metric register
- Input
- Approved metrics and source documents.
- Output
- A consistency report and unresolved issue list.
- Checks and human role
- Resolve discrepancies before treating figures as approved board content.
03Draft the narrative and presentationAI assistance
Draft the outlook, risks and decisions requested from the approved papers; mark gaps and link each material claim to its source.
Claude or ChatGPT · Board report instructions · Presentation template · Reusable instructions: Board pack drafting
- Input
- Approved sources, reporting requirements and the agreed board agenda.
- Output
- A source-linked draft pack with gaps clearly identified.
- Checks and human role
- No fabricated explanations, risks or resolutions. Sensitive content follows access controls.
Example instructions
Draft the pack against the supplied board agenda using approved accounts, forecast and business papers. Cross-reference cash, profit and forecast figures to the approved versions. Explain changes to the outlook using confirmed management context. For each requested decision, use the supplied recommendation, financial commitment, risks and alternatives; mark missing elements explicitly. Cite supporting papers. Do not invent board decisions, commitments or explanations. Keep the pack marked as a draft for executive review.
04Apply executive review and approveHuman approval
Executives challenge the recommendation, confirm funding implications and approve the final pack and distribution.
Executive reviewers · Approval record · Controlled distribution
- Input
- Draft pack, source references and resolved issues.
- Output
- An approved board pack and recorded sign-off.
- Checks and human role
- Human accountability remains with the responsible executives and board process.
Illustrative workflows after setup. Your existing automation, systems and processes determine the work removed. People provide context, resolve exceptions and retain agreed approvals.
What could change for your business?
Spend less on finance.
Get more from it.
Tell us what is taking too much time, costing too much or leaving you without the information you need. Let's explore what the right systems could change.