Fractional CFOs, agencies, portfolio ops
Board-ready packs from raw exports in one repeatable flow
Turn portfolio data dumps into clear executive summaries and detail tabs.
What changes
Instead of rebuilding from scratch every board cycle, teams lock the workbook shape once and let each run refill it from the source.
Expected output
A workbook designed for leadership consumption first, with linked detail tabs for auditability.
- Executive summary KPI tab
- Exception and risk notes
- Data detail for follow-up questions