Board P&L agent
Every month, once month-end is reconciled, it runs a full profit-and-loss analysis, compares against plan and prior periods, writes the board deck, and recommends what to do next.
A standing alternative to a finance director for the board pack — structured, read-only, and held behind a human sign-off.
A loop that repeats every month.
It only reads your systems of record. It never writes back. A human approves the recommendations before anything is actioned.
Reconciled in Xero.
Pulls the P&L, balance sheet, treasury, history and budget — read-only — then flags variances and anomalies across sales, margin, EBITDA and treasury.
Exec summary, P&L walkthrough, margin & EBITDA trends, treasury, KPIs.
Only now: updates the forecast, sets alerts, briefs the team.
What it reads to do the work.
P&L, balance sheet, cash. Returns comparison periods and 12-month history.
Board-approved budget, phased by month. Mapped to Xero's chart of accounts.
Pipeline from HubSpot or BigQuery, payroll for people-cost variances, outside-Xero treasury.
Account mapping, EBITDA add-backs, materiality thresholds. The encoded FD judgment.
Read-only, every connection.
A board-ready pack, every month.
The month in a page: what moved, what matters, what to do.
Line by line vs plan and prior periods, variances flagged.
12-month trajectory with the drivers called out.
Cash movement, position and runway under current burn.
Your headline metrics, consistent month to month.
What to do next — held for your sign-off before any action.