Report pack templates

Start from a curated prompt instead of a blank sheet. Each template opens in the generator — or connect the client's Xero, Stripe, Google Sheet or Airtable (QuickBooks coming soon) in Client packs to deliver it on a schedule.

15 editorial templates · filter by team, mode, or data source

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15 community recipes shared by Ilka users — browse and fork.

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Finance

Board-ready summary pack

Executive summary tab plus detail from a flat export mindset.

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Create
Nonprofit

Nonprofit grant tracker

From scratch — categories, periods, and balances.

Create
Finance

13-week cash view

From scratch — weekly inflows, outflows, runway.

Create
Operations

Sales pipeline rollup

From scratch — stages, amounts, weighted forecast.

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Finance

Monthly close pack

Improve — variance vs budget and close checklist tabs.

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Finance

AR aging report

Improve — buckets, totals, and client summary.

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Finance

Stripe payout summary

Improve — charges, fees, and net payout rollup.

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Agency

QuickBooks invoice rollup

Improve — client billing summary from invoice export.

Create
Nonprofit

Nonprofit program budget

From scratch — programs, restricted funds, and variance.

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Agency

Agency multi-client KPI pack

Improve — normalize client exports into one deliverable.

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Operations

Ops weekly KPI pack

Improve — executive summary plus operational detail.

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Finance

Variance vs budget

Improve — YTD actuals vs plan with commentary column.

Create
Small business

Expense tracker

From scratch — categories, owners, and monthly totals.

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Operations

Inventory snapshot

Improve — SKU levels, reorder flags, and valuation.

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Agency

Client KPI pack

Improve — client-facing KPI tab with plain-language summary.

Reconciled monthly Excel packs for fractional CFOs and accounting firms — figures copied from the source, never retyped by AI.

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