Board Reporting Pack

The Board Reporting Pack is a routine your Townie AI assistant runs monthly, ahead of your board meeting or investor update: it pulls the month's financials and KPIs, builds a four-period comparison table, writes the variance narrative, and saves it all as a dated doc — with a what-to-flag section for the numbers that will draw questions.

To: your Townie

Subject: Create me a Board Reporting Pack routine

Build me a routine that assembles my monthly board and investor reporting pack, so I walk into the board meeting (or my LP/investor update) with the numbers, the story, and the flags already pulled together.

Run it once a month ahead of the board or investor update (I'll tell you the timing and where the data lives), and let me run it on demand.

When it runs:
- Pull the month's financials and KPIs from wherever I keep them, and build a four-period comparison table so the trend is obvious.
- Give me the standard read my audience tracks: revenue, margin, burn, cash and runway, and the KPIs my board or investors actually watch.
- Write the variance narrative: what moved vs. plan and prior period, and the driver behind each meaningful swing.
- Add a short 'what to flag' section for the numbers that will draw questions, and flag anything that looks off or didn't reconcile so it doesn't reach the deck wrong.

Output: a board and investor reporting pack (comparison table, KPI read, variance narrative, and flags) saved as a dated doc and sent to me, ready to drop into my deck.

My default: assemble and save the pack on your own; it's prep for me and doesn't go to anyone externally. Flag anything that didn't parse cleanly rather than guessing a number.

Before you build this, tailor it to the integrations I actually use and what you already know about me. Don't take the above at face value; ask me the critical questions that make it stronger: which tools and integrations to use, what the output should look like, and how much autonomy you should have (what to do on your own vs. check with me first).

Sent when you sign up — works as-is, or edit anything.

Get started with this routine

Prep for your eyes only — nothing goes to the board.

See it work: board-ready numbers, days before the meeting

Assemble my monthly board reporting pack

The pack lands as a dated doc — you drop it into the deck.

How this routine works

Works with

It runs before the board does
Once a month, on the schedule that matches your board or investor cadence — or on demand when a meeting moves up.
It reads where your numbers live
Financials and KPIs pulled from your sheets and docs, compared across four periods against plan and prior — with anything that doesn't reconcile flagged, never guessed.
You get a deck-ready pack
Comparison table, KPI read, variance narrative, and a what-to-flag section — saved as a dated doc and sent to you. It never goes to anyone else.

Board Reporting Pack FAQ

It's a routine your Townie AI assistant runs once a month ahead of your board meeting or investor update: it pulls the month's financials and KPIs, builds a four-period comparison table, writes the variance narrative for what moved and why, and adds a what-to-flag section — all saved as a dated doc ready to drop into your deck.

No — the pack is prep for you alone, and the routine's default is to save and send it only to you. Access is scoped to the accounts you connect. Read more in our security overview.

It never guesses. Anything that didn't parse cleanly or reconcile against the ledger gets flagged in the pack, so the error surfaces to you before it can reach a slide.

Wherever your numbers live — a spreadsheet, exported reports in a shared drive, or your accounting system — plus email for delivery. Your assistant adapts to your actual setup when you create the routine, and you can reshape the pack's sections or KPIs any time with one message.