Start from one reporting structure
Use the same P&L, balance sheet, budget, entity, currency, and consolidation logic that finance already maintains in Control.
Board reporting with AI
Turn live numbers into a board report draft.
Control gives Claude, ChatGPT, and other MCP clients structured access to your actuals, budgets, entities, accounts, and source transactions. Ask for the report, then review the story instead of rebuilding the data.
- Live actualsP&L, balance sheet, and cash flow
- Budget contextPlan, forecast, and variance
- Source evidenceAccounts and transactions
Watch it happen
From a closed month to the board pack. One ask.
Ask the way you would ask a colleague. The assistant reads actuals, budget, transactions and eliminations from Control over MCP, and the pack lands in Drive.
Why this is useful
AI writes the report. Control keeps it reconciled.
A chatbot can format an export. The useful draft starts when the model reads the same reporting structure finance maintains, and every material number reconciles back to the ledger.
Move from variance to evidence
Let the AI retrieve the statement first, then drill into the accounts, counterparties, and transactions that explain the movement.
Review the story, not the plumbing
Finance still owns the conclusions and final report. The repetitive collection, reconciliation, and first-draft work no longer starts from zero.
Make it yours
Your board pack, not a generic report.
Any tool can print a standard variance summary. The draft is worth reviewing when it follows your board's structure, your materiality, and your template.
- Write the rules once. Board sections, thresholds, disclosure rules, and tone live in a
SKILL.mdthat your AI client reads every month, so the monthly ask stays short. - Fill your own template. Point the client at your PDF or PowerPoint deck. Control supplies the reconciled numbers; the client keeps your layout.
- Keep the evidence rule. Every version still cites the accounts and transactions behind each conclusion.
# Board report
Use Control MCP for actuals, budget and transactions.
Never type numbers from memory.
## Structure
1. One-page summary: revenue, gross margin, EBITDA, cash
2. Variances above EUR 25,000 vs budget and prior month
3. Cash bridge and three-month outlook
4. Decisions needed from the board
## Rules
- Cite account and transaction ids for every material claim
- Costs are positive; adverse variances are negative
- Flag missing evidence instead of inferring
## Output
Fill templates/board-report.pptx. Keep the cover,
section order and footer. Export a PDF for circulation.Traceable by design
Every number traces back to a transaction.
Each line in the draft resolves to a cost centre, a counterparty, and the ledger entries behind it. Variances are explained with evidence, not adjectives.
Report lineSales & marketing+37 vs plan
- Example Inc payroll runSales US · 6110 Salaries41,300
- Example Oy payroll runSales Nordics · 6110 Salaries38,900
- Ad platform AMarketing · 6420 Digital campaigns18,450
- Commission accrual AugSales US · 6150 Sales commissions11,200
Counterparty · cost centre · accountEUR
Sales & marketing
Cost centre · budget vs actual by counterparty
Actual298
Budget335
vs plan+37
| Counterparty | Actual | Budget | vs plan | |
|---|---|---|---|---|
| Example Inc payroll runTwo US account executives start in Q4 | 64 | 86 | +22 | |
| ||||
| Nordic SaaS SummitSponsorship moved to 14 Oct | 0 | 12 | +12 | |
| Travel & eventsFewer customer visits in August | 18 | 25 | +7 | |
| Ad platformsDigital campaigns partly filled the gap | 34 | 30 | -4 | |
| Sales commissionsQ3 accrual on early expansion | 34 | 30 | -4 | |
| Other counterparties (12) | 148 | 152 | +4 | |
| Sales & marketing | 298 | 335 | +37 | |
Connect the books once.
Ask a better question every month.
Control keeps financial statements, budgets, and transaction evidence available to supported AI clients over MCP.