For CFOs, Finance Directors, Financial Controllers and senior finance teams
Spend less time
producing the numbers.
More time using them.
Board North helps finance teams use AI, automation and better data to reduce manual work, improve reporting and give decision-makers the information they need sooner.
From month-end and management reporting to forecasting, analysis
and recurring finance processes, we help finance teams create more
capacity without sacrificing control.
Does this sound familiar?
Your team has good people, but too much of their time is
still spent:
- extracting and manipulating data;
- preparing recurring reports;
- producing board and management packs;
- checking work manually;
- updating spreadsheets;
- reconciling information between systems;
- responding to repetitive information requests;
- trying to understand what changed after the event.
The result is often that finance spends so much time creating the
information that there is too little time left to analyse it, challenge
it and act on it.
That is reflected directly in Board North’s finance-leader research.
Respondents identified management and board reporting,
forecasting, financial analysis, month-end, data transformation and finance administration as areas with significant potential, while lack of time, internal capability and demonstrating ROI remain barriers.
One finance leader described the desired outcome particularly clearly: more time thinking about the problem rather than being consumed by presenting and analysing it.
What could finance look like instead?
Faster month-end
Reduce repetitive processing, manual
reconciliations and recurring preparation
work.
Reporting without the reporting burden
Automate more of the process of
gathering, transforming and presenting
information.
Better forecasting
Bring data together faster and make
scenario analysis easier to perform.
Management by exception
Instead of reviewing everything, identify
what has changed, what looks unusual and
what requires attention.
Information people can actually use
Make KPIs, trends and performance easier to see without requiring someone to rebuild the analysis every month.
More commercial finance
Give experienced finance people more
time to challenge performance, work with the business and support decisions.
Where can Board North help?
Management & Board Reporting
Reduce the time required to prepare recurring reports and
turn financial information into clearer management insight.
Automate data preparation, analysis, commentary and elements of
report production while retaining appropriate finance review and
control.
Outcome:
faster reporting and more time spent understanding what the numbers mean.
Month-End & Recurring Finance Processes
Identify repetitive activities that can be simplified,
automated or managed through better workflows.
From reconciliations and recurring checks to information gathering
and reporting, remove unnecessary manual steps.
Outcome:
shorter processes, fewer repetitive tasks and more capacity within the finance team.
Forecasting & Financial Modelling
Make it easier to update forecasts, interrogate
assumptions and analyse different scenarios.
Use AI, automation and better-connected data to reduce the
mechanical work involved in forecasting.
Outcome:
faster scenario analysis and more time considering what may happen next.
Financial Analysis
Move from manually manipulating information to being
able to interrogate it.
Analyse variances, trends, margins, customers, costs and
performance without spending hours preparing the underlying
data first.
Outcome:
clearer insight delivered sooner.
Finance Data & Visibility
Bring fragmented information together and make the
numbers easier to access.
Create dashboards, automated reporting or management
information that allows finance and operational leaders to see what
is happening without waiting for another spreadsheet.
Outcome:
one clearer view of performance and quicker decisions.
AI & Workflow Automation
Automate repetitive finance administration and create
workflows that move work between people and systems
more effectively.
Automate data preparation, analysis, commentary and elements of
report production while retaining appropriate finance review and
control.
Outcome:
fewer manual hand-offs, less chasing and less administrative work.
Finance transformation
should not start with AI
Start with the finance problem.
What consumes your team’s time?
Where are the bottlenecks?
Which information is difficult to access?
What repeatedly needs checking?
Where could faster information change a decision?
What would have meaningful commercial value?
Safe enough for finance
Finance cannot adopt technology without
considering control.
Board North builds governance into the solution, including:
- Data security
- Confidentiality
- Access controls
- Human review
- Accuracy
- Auditability
- AI governance
The objective is to allow finance to move faster without losing the controls the business relies on.
Turn Financial Data Into Better Decisions
Finance teams often spend too much time extracting, reconciling and manipulating data before they can analyse it.
Board North helps you extract and improve financial data from multiple sources, automate validation and analysis, and turn it into clearer management information and commercial insight. Use your data to improve month-end reporting, forecasting, cash-flow visibility, profitability analysis, variance analysis and decision-making. Less time preparing data. More time understanding what it means.
Looking for something else?
More time to think.
Finance Solutions
Automate finance processes and improve
financial visibility.
Explore Finance Solutions →
More time to sell.
Sales Solutions
Increase selling capacity and improve
sales performance.
Explore Sales Solutions →
More time to improve the business.
Operational Efficiency
Reduce administration, cost and
inefficient workflows.
Explore Operational Efficiency →
More selling. Less administration. Better
visibility.
Want your team to build these capabilities themselves? Explore Sales Automation Training →