Finance
Board & Investor Report
Board-ready reports in under an hour.
Stop spending 3 days pulling numbers into slides — get a polished investor report automatically assembled from live CRM, payment, and market data. Impress your board without burning your weekend.
Best forConsultingFinancial ServicesProfessional ServicesSaaS
Agents5 required
Duration5-10 minutes
Pulls live metrics from connected systems, fills gaps from memory, and produces a complete board-ready document with optional slide deck.
How it runs
Multi-agent orchestration — here's the flow, step by step.
01
Pull revenue metrics
payment scanner01
Pull pipeline metrics
crm scanner02
Synthesize into structured data package
data analyst03
Write full report narrative
board report writer04
Convert to slide deck if connected
presentation builderRequired Agents
5- payment-scanner
- crm-scanner
- data-analyst
- board-report-writer
- presentation-builder
Connections
Required
googlehubspotstripe
What it does
- Live data pull with memory fallback
- Executive summary standalone
- Mandatory data quality disclosure
- Audience-adaptive tone
- Optional slide deck
Example prompt
Prepare my [Q1 / Q2 / Q3 / Q4] board report covering revenue, key metrics, and strategic highlights. Include a section on [growth initiatives / risks / hiring plan]. Format it for [investor update email / slide deck / PDF].
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