Bring the numbers in.
QuickBooks and Xero connectors, or an export of the ledger, with every figure traced to the row it came from.
Solutions · Finance and board reporting
From general ledger to board pack,
without the all-nighter.
Upload or connect the monthly financials, drill each variance to the department that produced it, and build the board pack from the same snapshot.
Budget
EUR 158.4M
Actual
EUR 160.4M
Variance
Watch+1.3%
Variance Waterfall (by Department)
CFO Desk · variance drill · Product components, synthetic files
The variance drill
Budget against actual, by department, before the board sees it.
The CFO Desk reads the monthly financials you upload or connect and drills each variance to the department that produced it, from the same snapshot the board pack is built on.
For whom
For finance teams that defend their numbers to auditors, boards and regulators.
Capabilities
Four capabilities. One snapshot.
Ask the CFO Desk.
A question in plain language, answered with the figures it used and the sources behind them.
Drill into variances.
A waterfall by department, then by month, from the same snapshot the board pack is built on.
Ship the board pack.
The board pack as PDF or PPTX, filed for approval when the policy is on.
Queue · Every status4 requests · 2 pending
| Request | Type | Status | Requested by | Requested | Decision |
|---|---|---|---|---|---|
| Q3 cash forecast | Forecast | pending1 of 2 approvals | Maren Holm | Sep 22, 2026 | |
| Grid availability KPI target change | KPI | rejected | Tomas Lindqvist | Sep 22, 2026 | Decided Sep 22, 2026 |
| FY2027 operating budget | Budget | approved | Maren Holm | Sep 22, 2026 | Decided Sep 22, 2026 |
| Board pack, 2025-01 to 2026-06 | Board pack | pending0 of 2 approvals | Demo Analyst | Sep 7, 2026 |
CFO Desk · approvals queue · Product components, synthetic files
The approval gate
Nothing leaves the building without two approvers.
With the approval policy on, the board pack is filed as a request. Two approvers sign off before the export runs, and the queue keeps the record of who asked and when.
The principle
Every number a citation.
Every action an audit log.
Citation-backed
Every figure links to the row or document it came from.
Full lineage
Trace a number on a slide back to the system that produced it.
Approval workflow
With the policy on, two approvers before an export. Every action is logged.
Unverifiable, flagged
A citation the checker cannot verify is flagged on the answer.
Continue reading
The same evidence base, on three more Desks.
Next step
Close the books faster.
Defend every number.
Bring a recent variance question. Leave with the drill that answers it and the board pack that carries it.
Security
Encrypted at rest (AES-256) and in transit (TLS 1.3), hosted with a SOC 2 attested cloud provider. Your data never trains a model.
Security page