Instant Board Package
Now you’ll have plenty of time to review and analyze the numbers prior to the board meeting.
The true value of a CFO/Controller lies in the ability to analyze the numbers; there’s NO value in crunching them. Put time
where it adds the greatest contribution. Automate your board reporting process with our Instant Board Package.
- Eliminate errors and save valuable time by creating your board package with the touch of a button. What took days before can be accomplished in just minutes -- and without Excel spreadsheets and complex formulas.
- Prepare detailed and/or summarized reports that are meaningful to board members. With Banker’s Dashboard you can drill down into supporting general ledger data and communicate with clarity.
- Easily create additional reporting packages. Possible scenarios include a management report package, monthly board package, quarterly board package, branch level manager report package, etc.
| Back to Key Capabilities | Next Key Capability |
From one of our raving fans:
“Three of us spent close to eight to ten hours a month just generating the financial portion of our board package, and now it’s ready in one click. Just the time savings on the board reports alone were enough to convince us that the product was worth it.”
| Danny Kelly, CEO HomeTown Bank of Alabama Oneonta, Alabama |


