Turn messy close data into a board-ready story your client leadership can trust.
Let AI Agent run your board reporting
Board Agenda
Build last month's board-pack cover and agenda for this client. Pull the standing agenda from the client's prior board pack in Google Drive, refresh the period dates and meeting reference, and confirm the standing items (financials, KPIs, management discussion, risks, decisions requested) carry through. Flag agenda items the chair flagged for follow-up last meeting. Pause before adding a new agenda item the chair has not seen. Send the draft cover and agenda to Slack with the standing items and the prior-meeting follow-ups. Ask me where the firm keeps the chair's prior follow-up notes if they are not stored alongside the pack.
Board Financials
Assemble last month's board financials section for this client in NetSuite. Pull the P&L, balance sheet, and cash flow at the board's preferred level of detail, compare to prior period and to the year-to-date plan, and tie out totals against the closed trial balance. Flag any line that fails the tie-out. Pause before reclassifying a line into a different section. Save the financials section to Google Drive in the firm's pack format, with each figure citing the source ledger line. Ask me to upload the latest annual plan if the file linked is stale.
KPI Dashboard
Refresh last month's board KPI dashboard for this client in Sage Intacct. For each KPI in the board's library (cash runway, revenue retention, gross margin, OpEx percent of revenue, AR days, headcount cost ratio, others) recalculate against the same definition the board approved last quarter. Do not redefine a KPI silently. Push the refreshed KPI tiles to the client's Power BI workspace. Pause and wait for explicit approval before publishing the tile to the board's view. Return a Slack KPI summary with the period-over-period change. Ask me to record the KPI definition if it is not saved.
Pack Distribution
Distribute last month's approved board pack for this client in Xero once the reviewer signs off. Compile the cover, agenda, financials, KPI dashboard, management commentary, and appendix into the firm's pack format, save the final PDF to Google Drive, and prepare the email to the board distribution list. Pause and wait for explicit approval before any send. Confirm the recipient list against the firm's record. Return a Slack confirmation with the send timestamp, recipients, and pack version. Ask me which directors are observers versus voting members if the list is not saved.
Five Sections the Board Expects to See
A board pack ships in five fixed sections that members expect every meeting: cover with agenda and decisions requested, narrative from the CFO/controller, financials with P&L and balance-sheet tie-out, KPIs vs plan and prior period, and an appendix with detail (debt schedule, cap table, hiring plan, open risks). The agent assembles all five in the same order each period. Board members read faster when the pack looks like the last one; structural changes are explicit, gated by the reviewer, and logged.
Built for Board Members and Investors
The board pack is not the internal management report. The audience is board members, independent directors, and investor observers, people who enter once a quarter and need decisions documented. The narrative gets to the point (what changed, what to decide), figures cite the ledger line that drove them, and appendices hold the detail for anyone who wants to dig in. Every number is defendable: the director clicks, the reviewer lands on the journal entry, not a spreadsheet copy-paste.
Up to 80% Lower Cost to Serve
Board-pack assembly is the workflow that repeats every month or every quarter with the same hours per client. Minded positions the AI bookkeeper for up to 80% lower cost to serve by moving the repeat assembly work, agenda refresh, financials tie-out, KPI refresh, narrative drafts, into supervised agent runs without removing the reviewer's sign-off.
How does Minded support monthly board reporting across multiple client ledgers?
Minded can pull close outputs, trial balances, variance notes, and supporting schedules from systems like QuickBooks Online, Xero, NetSuite, Sage Intacct, and Zoho Books. The operator reviews the mapped sections, confirms the narrative, and assembles a consistent board pack for client leadership.
Can Minded help prepare the board narrative, not just the numbers?
Yes. Minded can draft plain-English commentary from the financials, KPI movement, budget variances, and prior-period context. The outsourced controller or fractional CFO remains responsible for judgment, tone, and final approval before the board deck is shared.
How does Minded work with Power BI or Tableau for a board KPI dashboard?
Minded can reference exported dashboard views, KPI tables, or workspace data prepared from Power BI or Tableau. It helps align those metrics with the board reporting package, flag gaps in commentary, and keep KPI definitions consistent across the deck and appendix.
What controls are available for board pack review and distribution?
Minded is designed to keep review steps explicit. The preparer can route drafts, track source files, document approvals, and control what is distributed through connected tools like Google Drive, Gmail, or Slack. Final release stays with the accounting firm’s authorized reviewer.
Is Minded a replacement for board reporting software?
Minded can complement board reporting software by coordinating the bookkeeping, KPI, narrative, and slide preparation work around it. Firms can keep their existing ledger, BI, and presentation tools while using Minded to reduce manual assembly and review friction.