Board-ready financial reports
in one click
Generate complete financial packets for board meetings with executive summaries, charts, and key metrics. Export as PDF, PowerPoint, or email directly to board members.
Total Income
$284,520
+12%
Expenses
$198,340
-5%
Net
$86,180
+18%
New Donation
+$250 received
Features
Professional Board Reporting
Everything board members need to understand church finances
One-Click Generation
Generate a complete board packet with a single click. All reports compiled and formatted automatically.
PowerPoint Export
Export as a professional PowerPoint presentation. Perfect for projecting during board meetings.
PDF Download
Download a print-ready PDF with all reports. Professional formatting with headers and page numbers.
Email to Board Members
Email the packet directly to board members. Schedule automatic delivery before each meeting.
Executive Summary
Automatically generated executive summary highlighting key metrics, trends, and items needing attention.
Visual Charts
Include pie charts, bar graphs, and trend lines. Visual presentations that board members can quickly understand.
Budget Comparison
Budget vs actual with variance analysis. Clear indicators showing which areas are on track.
Period Flexibility
Generate packets for any period — monthly, quarterly, or custom date ranges. Compare to prior periods.
Customizable Contents
Choose which reports to include. Add or remove sections based on your board's needs.
Ministry Breakdowns
Include spending by ministry or department. Show board members how each area is performing.
Historical Comparison
Include year-over-year comparisons. Show growth trends and seasonal patterns.
Action Items
Highlight items needing board attention. Budget overages, large transactions, and decisions needed.
Generate complete board packets in one click
Export as PDF or PowerPoint presentation
Include executive summary with key highlights
Visual charts and graphs for quick understanding
Email directly to board members on schedule
Use Cases
Real-world applications
Monthly Board Meetings
Generate the standard monthly packet with income statement, budget comparison, and fund balances. Email to board members before the meeting.
Quarterly Reviews
Create comprehensive quarterly reviews with year-over-year comparisons, ministry breakdowns, and trend analysis.
Annual Meeting Presentation
Export a PowerPoint presentation for the annual congregational meeting. Visual charts showing the year's financial story.
Finance Committee Reports
Generate detailed reports for finance committee deep dives. Include transaction-level detail when needed.
FAQ
Frequently Asked Questions
Everything you need to know about this feature
What reports are included in a board packet?
Default packets include Income Statement, Budget vs Actual, Fund Summary, and an Executive Summary. You can customize to add or remove reports based on your board's needs.
Can I schedule automatic board packet delivery?
Yes! Schedule packets to generate and email to board members automatically before each meeting. Set it once and packets deliver on your schedule.
What export formats are available?
Export as PDF for printing and sharing, or PowerPoint for presenting during meetings. All charts and tables format professionally.
Can I customize the executive summary?
The executive summary auto-generates key highlights, but you can edit it before sending. Add context, notes, or action items for board discussion.
Still have questions?
Contact our support team