- Executive Report Builder — a board pack assembled from sections: Profit & Loss, Balance Sheet, Cash Flow, aging, KPI tiles and narrative. Add Section, reorder with Move up / down, Duplicate, Remove, then print.
- Attestation Report Builder — a structured financial report with an attestation page, annexes, statements and accounting notes.
- Annual Report — a designed, themeable annual report document saved per organisation. Annual Reports → New creates one; the builder holds live sections that fill from your books (income statement, balance sheet, cash flow, financial highlights with year-on-year and an editable five-year table), narrative sections (cover, contents, letter, board, shareholder information, auditor's report) and flexible sections (rich text, custom table, page break). Set the period, basis and theme; add, reorder, duplicate or remove sections; edit text in place. Changes autosave. Preview, Print or Download PDF — the PDF is rendered on the server so backgrounds and layout are preserved exactly.