Template
Improve my file
Finance
Board-ready summary pack
Turn a flat export into a board-ready Excel workbook with an executive summary tab and clean detail sheet — use as a one-off or scheduled report.
The problem
Leadership expects a concise board pack, but your source data lives in a flat export with no narrative layer.
What you get
One executive summary tab plus a sortable detail sheet, ready to email or present.
Upload hint: Upload your latest export or P&L extract.
Works with
FAQ
Do I need live data for this pack?
No for the first run — upload an export and improve it. Then lock the layout and schedule it from Airtable or Google Sheets (Xero and QuickBooks coming soon). Free covers one client; Pro or Firm add more.