Finance and FP&A
Board and finance packs that tie out every close
Turn governed financial data into board packs, committee decks and finance packages that refresh each cycle, with every number traceable to its source.
Trusted by the world's best organizations
Close week goes to assembling the pack, not explaining it
The numbers are final days before the pack is. Until then, finance is moving figures from one system into slides, one at a time.
10 days
from trial balance to the period-end management report, the median across the 3,287 companies APQC benchmarked
Copied in from every system
Figures come out of the ERP, the models and the BI tools, and go into the pack by hand.
Rebuilt at every close
Month-end and quarter-end each mean putting the pack together again from the start.
One or two people hold it
The whole pack waits on whoever knows how it's put together.
Every report you run, built once and refreshed from the source
Board packs, close packages and forecast reviews pull from your BI tools, warehouse and models, refresh each close in your template, and trace every figure to its source.
Refresh the whole pack from source each close, with every figure traceable.
Keep P&L, balance sheet and cash flow reports current with your data.
Update forecast decks as soon as the numbers move.
Build budget decks once and refresh them through each planning round.
Give leadership the latest numbers without a rebuild.
Net debt fell to 2.1x EBITDA as Tay Valley's cash flows began, and 78% of FY27 output is now hedged, up 6 pts.
How SoFi does it
“When we’re saving countless hours on manual copying and pasting, allowing people to spend more time on insights and drawing conclusions from the data, it’s a no-brainer to invest in a tool that automates that step.”
- slides updated every month
- 400+
- decks updated every month
- 30+
Questions
Does it tie out to our close numbers?
Yes, as long as the close lives in your warehouse, BI tool or Excel model. Rollstack reads each figure from that source on every refresh, so the pack shows what the source shows.
Can we freeze the numbers once the board has seen them?
Yes. Each run produces a finished PowerPoint or Google Slides file, so the approved pack stays as it was sent while next quarter's pack refreshes.
Will our Excel models work?
Yes. Excel is a supported source alongside Snowflake, Tableau, Power BI, Looker and Google Sheets. Excel files need to sit in OneDrive or SharePoint rather than Google Drive.
Who writes the variance commentary?
Your team, with a head start. Rollstack AI drafts what moved and why from the data in the pack, and your analysts edit it before it goes out. The figures come from your sources, never from the model.
Can each business unit get its own pack?
Yes. Dynamic Reports splits one template by entity, business unit or cost center, and each version fills with its own numbers. Dynamic Reports is on the Premium and Enterprise plans.
Can we show auditors where a number came from?
Each chart and figure links back to the dashboard or table it came from, and version control keeps each template's history. Your source systems stay the record.
Connects to the tools you already use
All integrationsBuilt for how your industry reports
Financial services
Give boards and committees the same traceable number in every audit report, risk report and committee pack, with governed templates and access controls built for a regulated industry.
Rollstack for Financial services