Board-ready reports. Reviewed by a CFO.
The report generator drafts your monthly financials with narrative and variance commentary, then a senior CFO reviews and signs off before delivery.
March 2025 board package
P&L by channel
Shopify, Amazon, wholesale, DTC
Executive narrative
Margin compression driven by Meta CPMs
Variance commentary
Plan vs actual, top 5 drivers explained
KPI summary
CAC, LTV, repeat rate, gross margin
The problem
Monthly investor reporting is a job most teams don't have time to do well.
Board prep eats a week.
Pulling statements, writing narrative, formatting slides. Every month, the same work.
Static PDFs go stale instantly.
Send a board PDF Monday, a refund posts Tuesday, your numbers no longer tie.
Narrative is the missing layer.
Investors want the why, not just the what. Generating it by hand is a senior person's whole afternoon.
How it works
AI drafts the report. A senior CFO signs off. You forward it.
01
Pull from reconciled books.
Numbers tie to your QuickBooks or Xero ledger, not a separate model.
02
Draft the narrative.
AI writes executive summary, variance commentary, and KPI explanations.
03
Senior CFO reviews.
Human CFO edits judgment calls, adds context, and signs off the package.
04
Deliver on schedule.
PDF or live link sent to your inbox and your investors on the cadence you set.
Features
What lands in your inbox each month.
Monthly financial package
P&L, Balance Sheet, Cash Flow, and KPI summary compiled and formatted.
Executive narrative
Plain-English summary of the month: what happened, why, and what to watch.
Variance commentary
Generated explanation of actual vs budget differences for every major line.
Custom branding
Formatted with your logo and brand colors, ready to forward as-is.
Shareable live links
Send a secure live dashboard instead of a static PDF that goes stale.
Auto-delivered
Reports landed in your inbox and your investors' on a schedule you set.
Ships inside fractional CFO. Powered by reconciled books from month-end close.
How we compare
Where Reconsail fits among the alternatives.
Narrative and variance commentary
Live link option
Custom branding included
Senior CFO review
Auto-delivered on schedule
Who it's for
Built for teams like yours.
Founder running monthly board updates
Investors want consistent, narrative-driven monthly reporting. You don't have a finance hire yet.
Operator post-seed
Board meeting cadence kicks in next quarter. You want a defensible reporting rhythm in place now.
Finance lead managing 5+ investors
Different ask from each investor. You want one package that satisfies all of them.
FAQ
Report generator, answered.
What does the report generator produce?
Who reviews the report before it goes out?
Can the reports be branded for our brand?
Are the reports tied to live data?
How is this different from a static QuickBooks export?
Reports your investors will actually read.
Book a discovery call. We'll show a sample monthly package built from anonymized e-commerce data.