Automate board pack preparation
Board packs give directors the financial and operational picture they need to govern effectively. Compiling them — pulling financials, calculating KPIs, running variance analysis, formatting everything to board standard — takes hours before every board meeting. Rima automates this entirely. Send your management accounts and source data via Slack or email and get back a completed board pack in your Excel template.
How it works
01
Send your management accounts and source data
Drop your GL export, management accounts, budget file, and KPI data into your Rima Slack channel or email them directly.
02
Rima compiles financials, KPIs and variance analysis
Rima extracts the financial highlights, calculates KPIs, runs variance analysis, and populates your board pack template — including all supporting schedules.
03
Review your completed board pack in Excel
Rima delivers a finished board pack in your Excel template — financials, KPIs, variances, and commentary placeholders — ready for final review and distribution.
What Rima handles
Every part of the board pack, automated
Financial highlights and summary
Revenue, profit, cash, and key financial metrics compiled for the board summary page.
Management accounts compilation
P&L, balance sheet, and cash flow formatted for board presentation.
KPI dashboard population
KPIs extracted from financial and operational data and populated into your dashboard template.
Variance commentary placeholders
Variance analysis prepared with commentary fields ready for management input.
Supporting schedule compilation
All supporting financial schedules compiled and cross-referenced within the pack.
Multi-entity consolidated board packs
Consolidated and entity-level financials compiled into a single board pack.
What you get
Fully managed. Board-ready every time.
3-hour SLA
Every board pack is completed within 3 hours, 24/7.
Full audit trail
Every figure is traced back to its source data.
Your board pack template
Packs land in your existing templates — no reformatting required.
No setup required
Rima deploys and manages the agent — you just send your data.
FAQ
Common questions about board pack automation
What is a board pack?
A board pack is a collection of documents prepared for board meetings that gives directors the financial and operational information they need to govern effectively. It typically includes management accounts, financial highlights, KPI dashboards, variance commentary, and any other reports required for board review.
How does Rima automate board pack preparation?
You send your GL export, management accounts, and supporting data to Rima via Slack or email. Rima compiles the financials, calculates KPIs, runs variance analysis, and populates your board pack template — delivering a completed, board-ready pack in Excel.
Does Rima work with our existing board pack template?
Yes. Rima populates your existing board pack templates — maintaining your layout, branding, KPI definitions, and formatting. Board packs can vary significantly between organisations, and Rima adapts to your structure.
How frequently can Rima produce board packs?
Rima can produce board packs on any frequency — monthly, quarterly, or for special board meetings — on demand. Send the request whenever you need it.
How long does board pack preparation take with Rima?
Rima completes every board pack request within a 3-hour SLA, 24 hours a day, 7 days a week.
Part of Reporting
Board pack preparation is one of many report types Rima automates.
Ready to automate your board pack preparation?
Send your management accounts and source data to Rima and get back a completed board pack in your Excel template.