Finance should review the board pack, not rebuild it.
Rebase prepares your board pack from approved financial and operating data. Figures refresh, material movements are explained, and draft commentary is ready for Finance.
See Rebase on your board pack
Every material statement keeps its supporting work.
A board deck shows what happened. The meeting is about why it happened, what changes next, and which decision leadership needs to make.
Rebase keeps the figures, analysis, and draft commentary together. Finance reviews the message and answers from the same evidence.
Start from the template the board already knows.
Trace the movement through the business.
Give Finance the answer, evidence, and decision required.
One workflow from financials to final narrative.
Start with the pack your team already produces. Rebase prepares the repeatable work around it and keeps Finance in control of the final message.
1
Executive summary
Performance, outlook, and the decisions required from the board.
2
Financial statements
P&L, balance sheet, cash flow, and the material movements across each.
3
Performance against plan
Actuals against budget, forecast, and prior period with quantified drivers.
4
Revenue and customers
Growth, retention, pipeline, product, segment, customer, and regional performance.
5
Cash and outlook
Cash movement, working capital, burn, runway, and the current forecast.
6
Operating measures
Spend, headcount, vendors, products, entities, and the factors changing profitability.
7
KPIs and unit economics
Financial and operating measures reviewed together using the company's definitions.
8
Management reporting
Detailed schedules, calculations, definitions, and links to source records.
Every number, edit, and approval stays with the pack.
Rebase prepares the work inside the reporting boundaries your team defines.
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Approved definitions
Reporting periods, entities, measures, calculation methods, comparisons, and materiality rules.
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Source evidence
Material figures stay linked to the records, schedules, and calculations supporting them.
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Review and approval
Finance edits the narrative, resolves exceptions, and approves the version that can be shared.
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Version history
Refreshes, corrections, comments, approvals, and final distribution remain part of the record.
From last quarter's deck to a controlled reporting workflow.
Use one recurring board or management pack to establish the data, definitions, review points, and final output.
Map the pack
Sections, measures, source systems, calculations, owners, deadlines, and output format.
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Connect the evidence
Approved financial records, forecasts, operating data, schedules, and prior materials.
Run the workflow
Refresh the pack, investigate material movements, and prepare the draft narrative.
Finance approves
Review the evidence, edit the message, resolve open questions, and publish the final version.
What finance teams ask before the first board pack.
Can Rebase use our existing board-deck template?
What information can go into the board pack?
How does Rebase keep the pack current?
Does Rebase write the board commentary?
Can every figure be traced to its source?
What happens when Rebase cannot support a statement?
How are follow-up questions handled?
Does this replace our ERP, planning tool, or presentation software?
Make the next one a review, not a rebuild.
See Rebase in action
Autonomous finance, without giving up control.
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