Admin and invoices
The pack, already built.
One line in, and the board pack builds itself from your own numbers, ready to check before the meeting.
Bright Smile Dental ยท This month's board pack
- Revenue
- New clients
- Late invoices
- Pack ready to check
The problem
A whole day gone, every single month.
- 01
A whole day goes into three or four different systems, just to build one set of slides.
- 02
The numbers are pulled across by hand, and a mistake copying one is easy to miss.
- 03
By the time the pack's finished and printed, the figures are already a few days old.
- 04
Next month, it's the same day, spent exactly the same way, all over again.
What usually happens
- Someone spends a day pulling figures from separate systems into one set of slides by hand.
- Last month's pack gets copied, and the numbers are swapped out one by one, carefully.
- A figure that looks off gets a shrug, because nobody has the time to trace it back.
- The pack is only ever as current as the day somebody actually sat down and built it.
How we do it
- One line typed in, and the pack builds itself from your own accounts, bookings and CRM.
- Every figure is pulled fresh each cycle, never copied across from last month's slides.
- A figure you can't explain is traced straight back to the system it came from.
- The pack is ready with plenty of time to actually read it before the meeting starts.
How it works
The plan
- 01Show us
Where your numbers live now, and what the pack needs to cover.
- 02We build it
Connected to your accounts, your bookings system and your CRM.
- 03It runs
The pack builds itself, fresh, from live numbers, every single cycle.
Always watching
It checks itself
Every figure is checked against the system it came from, so nothing reaches the pack unexplained. It also keeps a quiet eye on the pattern from one cycle to the next.
- A figure that's moved sharply since the last cycle, flagged as worth asking aboutChecked
- A source system that hasn't updated properly in time, caught before the pack is builtChecked
- Two figures that should match but don't, held back rather than quietly publishedChecked
- Which numbers keep needing an explanation, so you know exactly where to look closerChecked
What you get
What's included
- A pack built fresh each cycle from your own numbers
- Every figure traceable back to the system it came from
- A figure that's moved sharply, flagged before the meeting
- Works with the accounts, bookings and CRM you already use
- Ready with time to read it, not finished at the door
- A layout templated once, never rebuilt from scratch
- A full history you can look back over, cycle by cycle
- One place everyone in the meeting can check the numbers from
For your IT teamThe technical side, for whoever looks after your systems.
- Connects to your accounts, booking system and CRM through their own APIs, pulling the figures a pack needs.
- Pack layouts are templated once and rebuilt automatically each cycle from live figures, not copied from old slides.
- Every figure can be traced back to the system and record it came from.
- A figure that moves sharply against its usual range is flagged before the pack goes out.
- Access to the finished pack is limited to whoever you choose.
- Encrypted in transit and at rest, hosted in UK or EU regions wherever the provider allows.
Questions.
Where do the numbers come from?
Your own accounts, bookings and CRM. Nothing is typed twice.
Do I have to build the slides myself?
No. One line in, and the pack comes out built.
What if our figures are scattered across different systems?
It starts with whatever you already have, and covers more as your systems join up.
Who sees the report?
Whoever you choose. It's sent straight to them, not left for someone to forward.
How much does it cost?
It depends on how many systems it pulls from. After a short call, you get a clear price before anything is built.
Goes well with
Keep going
- Admin and invoices
Meeting notes and actions, written up
The agenda goes out ahead of time, minutes get written from the meeting, and actions get chased until done.
- Admin and invoices
Bookkeeping kept tidy in Xero or QuickBooks
Payments get matched to the bank as they land, and receipts get filed the day they're spent. Nothing gets typed twice.
- AI agents and systems
Agent teams that run a whole project between them
Several agents work one project between them, each doing its own part and handing straight to the next, so nothing waits on a person to notice it's ready.