Board Pack / Monthly Management Accounts

Description
From bookkeeping to board-ready in under an hour.

The gap between "the books are done" and "the pack is out" is where finance teams lose a day every month — copying numbers between tabs, rebuilding the same charts, rewriting the same summary. This template closes that gap. It's a complete monthly reporting engine: post your actuals, pick the reporting month, and the pack produces a full P&L report (month, YTD and full-year budget context), a KPI page with margin and cost ratios, and a one-page Board Summary with automatic narrative — ready to export as PDF and send.

What's inside:

• P&L Report: every line, month and YTD vs budget, with variances calculated using correct sign logic — favourable on revenue means something different than favourable on costs, and the pack knows it
• KPI page: gross margin, operating margin, payroll and overhead ratios, plus a revenue vs budget chart — the numbers directors actually ask about
• Board Summary one-pager: headline numbers, auto-generated narrative as your first draft, and commentary boxes for the directors' own notes
• A consistent Budget and Actuals input schema, with a reporting month dropdown — one click rolls the whole pack forward
• Automatic red flags on adverse headline variances, so nothing awkward slips through unnoticed
  
  

Built to a finance-grade standard. That means zero formula errors, and a built-in Checks tab of automated integrity tests (it ships ALL PASS — and tells you immediately if anything breaks later). It follows industry colour conventions (BLUE = your inputs, BLACK = calculated formulas), so you always know exactly which cells are safe to edit. The layout is print-ready A4 with repeated headers, and there are no macros — nothing to enable, nothing for IT to worry about.

Who it's for: small finance teams, fractional CFOs and accounting practices producing monthly packs for multiple companies.

This template is a hand-built preview of what StatimFP&A automates. Join the early-access waitlist at statimfpa.com — founding members receive preferential pricing.