The board pack your board already knows, from live ledgers
Your reports fill from the ledgers every month, in the layout your board already reads. Every line opens to its transactions, and Claude, ChatGPT or Codex drafts the commentary in last month’s format.
Taito.ai · Board-ready reporting without a dedicated finance hire.
Last month’s format in. This month’s draft out.
Give Claude or ChatGPT last month’s board pack as the format. It reads the month from Control over MCP, fills the same pages and writes the commentary. Every figure it quotes links to its rows. You edit and send.
Draft the September board pack in the same format as August.
August board pack.pdf- Checked the close: Finland Oy, Services Oy and UK Ltd closed for September; US Inc still open (closed through Aug 2026), so its figures are marked preliminary
get_monthly_close_readiness - Read the group P&L for September
get_group_statement_actuals - Read the September budget
get_budget_plan_values - Compared the four entities
compare_entities_statement_actuals - Read the rows behind the two largest variances
get_group_transactions_browse
Draft ready, in the same three pages as August. Revenue is 1,400, +20 against budget, and EBITDA 315, −10. Two variances explain the month, and each one opens its rows.
Example Group · Board pack · September 2026 Draft
Page 1 · Results against budget
| Line | Actual | Budget | vs budget |
|---|---|---|---|
| Revenue | 1,400 | 1,380 | +20 |
| Gross profit | 840 | 830 | +10 |
| EBITDA | 315 | 325 | −10 |
Page 2 · What moved
Finland Oy · Operating costs−14Marketing services: two of September’s 31 entries were not in the budget, a trade fair stand and an autumn campaign.Opens its rows
Rows behind Finland Oy Operating costs, from Netvisor 8 Sep 2026 Trade fair stand, Example Expo −9 22 Sep 2026 Autumn campaign, agency fee −5 From Netvisor · 2 rows · −14 against budget
Finland Oy · Revenue+10Two implementation fees were invoiced at go-live in September. The budget had them in October.Opens its rows
Rows behind Finland Oy Revenue, from Netvisor 11 Sep 2026 Implementation fee at go-live, Example Retail Oy +6 25 Sep 2026 Implementation fee at go-live, Example Clinics Oy +4 From Netvisor · 2 rows · +10 against budget
Page 3 · Eliminations
Management fees of 90 removed from revenue and from operating costs.
- 01Checks the month firstIt asks Control whether September is closed and its data is ready, and keeps the pack a draft while anything is missing.
- 02Your numbers, your layoutsIt reads the statements your team sees in Control, with the same layouts, eliminations and currencies.
- 03You send itYour client writes the file and finance reviews it. Nothing reaches the board until you send it.
Write the board’s rules once: sections, materiality thresholds and tone live in a skill file your AI client reads every month, so the monthly ask stays short. See the monthly management report skill in the docs.
Several entities? The group view, eliminations and currencies are on Consolidation. How a client connects, and what it can see, is on Control over MCP.
Reporting to a listed company’s board? Forecasting for listed companies shows the board why the forecast moved. Billing through Stripe? Financial reporting for SaaS and AI companies puts Stripe beside the ledgers.
One set of actuals. A layout for each audience.
Keep a layout for the board, one for management and one for investors, all on the same actuals. Reorder accounts, group them and add formula rows for margins, without copying the data underneath.
- 01Every line where you want itReorder accounts and build groups in the P&L, balance sheet and cash flow.
- 02Live formula rowsMargins, subtotals and operating metrics, calculated on the actuals underneath.
- 03Any sliceFilter entities, dimensions and currencies, and switch between month, year to date and point in time.
- 04Functional P&LSplit costs by department or cost centre through the group dimensions.
Need customer or vendor categories the chart of accounts does not carry? Transaction enrichment adds reviewed categories to the same transactions.
Switching from Excel or Power BI? Send screenshots of the three or four reports your board already knows. We rebuild them in Control first.
Send us your reportsComparing tools? See how Control.dev stands against BI Book, Talgraf Accuna and Excel for monthly group reporting, or read every comparison.
Can it look like our current Power BI or Excel report?
The numbers can. A layout in Control holds the same lines in the same order, with your groups, subtotals, formula rows and a functional P&L. The look of the pack comes from the file your AI client fills, which can be last month’s.
Who builds the layouts?
Your finance team builds them in Control’s layout editor. Editing needs access to the statement configuration, and a layout change never touches the account mappings or the transactions underneath.
Can the board get a PDF or slides?
Yes, from your AI client. It writes the pack as a PDF, as slides or as a document in Google Drive, through its own connection to that app. Control gives it the numbers and the rows behind them. Control does not make the file itself.
Do we need an AI client to report in Control?
No. The statements, layouts and drill-down work in Control on their own. The AI client is what drafts the pack and its commentary.
Send us the reports your board reads
In 30 minutes we show how a board pack fills from live ledgers on a sample group, and how the reports you send would carry over.
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From €249 a month, with no implementation fee and a 30-day trial. See pricing.