---
title: "Board-ready Excel pack for portfolio reporting | Ilka"
description: "Create board-ready Excel summary packs from Xero, QuickBooks, Stripe, or a Sheet. The layout is locked once; each run copies the figures and ties them out."
canonical: "https://www.ilka.co/use-cases/agency-board-pack"
last_updated: "2026-08-14"
---

# Board-ready Excel pack for portfolio reporting | Ilka

Turn portfolio data dumps into clear executive summaries and detail tabs.

Audience: Fractional CFOs, agencies, portfolio ops

## 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


[Open generator](https://www.ilka.co/generate)

## Sitemap

See the full [sitemap](https://www.ilka.co/sitemap.md) for all pages.

HTML: https://www.ilka.co/use-cases/agency-board-pack  
Markdown: https://www.ilka.co/use-cases/agency-board-pack.md