Board & executive reporting
Automate board packs and executive reporting
Board packs and leadership reports are often assembled by hand from a dozen sources, days before every meeting. Automation pulls the numbers together, and AI drafts the narrative, so leaders get consistent, timely reporting without the scramble.
Opportunities in board & executive reporting
Board pack assembly
Financials, KPIs and departmental updates pulled into a consistent board pack template automatically.
Live KPI dashboards
One trusted set of numbers for leadership and the board, refreshed automatically from source systems.
Meeting minutes and action items
AI drafts minutes from meeting transcripts and tracks action items to completion, with reminders to owners.
Executive summaries
AI drafts plain-language summaries of long reports for a reviewer to approve.
Risk register updates
Risk owners prompted on a schedule to review and update their risks, with changes rolled into board reporting.
Compliance and filing calendar
Regulatory, funder and statutory deadlines tracked with automatic reminders and evidence collection.
AI governance reporting
A regular report to the board on what AI is in use, the risks, and how they are managed.
Tools we work with
We are vendor-neutral and build on what you already use wherever possible.
- Power BI
- Microsoft 365 Copilot
- Teams meeting transcripts
- SharePoint
- Power Automate
- Board portals
How we deliver it
Data & Reporting · $4,500–$15,000
Dashboards and reporting that give leadership one trusted view of the business.
AI Governance & Risk · $6,500–$20,000
AI policies, risk management and privacy compliance built for Canadian law.
Process & Workflow Automation · $5,000–$20,000 per workflow
Remove repetitive manual work — approvals, data entry, documents and hand-offs.
Frequently asked questions
Is it safe to use AI on confidential board material?
It can be, with the right setup: enterprise AI tools that do not train on your data, access controls that match your existing permissions, and Canadian data residency where required. We configure and document all three.
Find the opportunities in your business
Our AI Kickstart maps opportunities across every function and ranks them by value, effort and risk, in two weeks at a fixed price.