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Financial Reporting

The month-end pack, built once and refreshed every month

Design your management and board reports in Finovoo once. Each month they refresh with closed actuals, current forecasts and draft commentary, ready for finance to review.

Management report: P&L summary, budget variance, cash and KPI tiles.

The problem

The problems Financial Reporting solves

  1. Reports are rebuilt every month

    Copying numbers into slides and documents takes days and introduces errors.

  2. Different audiences, different versions

    The board, leadership and department heads each get a hand-made variant of the same data.

  3. Commentary lags the numbers

    Writing the narrative starts only after the figures are final.

Capabilities

What Financial Reporting includes

  • Report templates

    P&L, balance sheet, cash flow, budget vs actual and KPI layouts you design once.

  • Automatic refresh

    Reports update as the month closes and the forecast changes.

  • Audience-specific views

    Board, leadership and departmental views with access controlled by role.

  • AI-drafted commentary

    Variance and trend commentary drafted from the data for finance to edit.

  • ESG and sustainability KPIs

    Report sustainability indicators alongside financial results.

  • Exports

    Export to spreadsheet or PDF for distribution and archiving.

How it works

Key workflow

  1. Design

    Choose the statements, KPIs and breakdowns each audience needs.

  2. Close

    Month-end actuals populate the reports automatically.

  3. Review

    Finance reviews figures and AI-drafted commentary.

  4. Publish

    Share role-based views or export the pack.

In the product

Financial and sustainability KPIs in one pack

Report emissions, energy and other ESG indicators next to the financial results they relate to, from the same governed data model.

Sustainability KPIs reported alongside financial results.

Related

FP&A

Financial planning & analysis: annual plan, monthly re-forecast, variance review.

FAQ

Frequently asked questions

Can we keep our existing report format?

Yes. Templates are configurable, so you can reproduce your current pack and improve it over time.

Who can see which reports?

Access is role-based: board members, leadership and department heads each see only what they should.

Can sustainability metrics be included?

Yes. ESG indicators such as emissions and energy use can be reported in the same pack as financial results.

See Finovoo on your own numbers

Book a 30-minute walkthrough with our team. We will show you how Finovoo fits your planning, reporting and spend processes.