Automating the Board Deck: From ERP to PowerPoint in Minutes

Board decks require data from everywhere: financial results from the ERP, sales pipeline from the CRM, headcount from the HRIS, and operational metrics from other tools. Gathering this data manually is a massive coordination effort.

ChatFin's AI agents act as a central hub. They pull the latest data from all connected systems automatically. There is no need to chase department heads for their numbers; the agent already has them.

Static charts are dead. If a board member asks a question that requires a different view of the data, you shouldn't have to say, "I'll get back to you." With ChatFin, charts are dynamic.

The AI agent generates visualizations based on the live data. You can drill down from a high-level revenue chart to a regional breakdown instantly. The presentation becomes an interactive exploration of the business, not just a static report.

Numbers tell only half the story. The narrative explains the "why." Why did gross margin compress? Why is CAC increasing? Writing this commentary takes time and deep analysis.

ChatFin's agents analyze the trends and generate a first draft of the narrative. They can identify the key drivers of performance—e.g., "Revenue growth was driven by a 15% increase in enterprise deal size, offsetting a slight churn in the SMB segment." This gives the CFO a solid starting point to refine the message.

We've all been there: "Is this the v3 final or v4 final?" Managing multiple versions of a deck with input from different stakeholders is a recipe for disaster. With ChatFin, there is one source of truth.

The data in the deck is directly linked to the source systems. If a journal entry is posted that changes the EBITDA number, the deck updates automatically. You never have to worry if your slide matches the system of record.

Finance talent is expensive. Paying highly skilled analysts to align text boxes in PowerPoint is a poor use of resources. By automating the mechanical parts of deck creation, ChatFin frees up your team to focus on strategic analysis.

They can spend their time modeling scenarios and preparing answers for tough questions, rather than fighting with slide layouts.

The ultimate goal is to move away from the periodic deck entirely. Imagine a "living" board portal where directors can log in anytime to see real-time performance metrics, curated by AI agents.

While the formal meeting will always exist, the information flow becomes continuous, leading to better governance and more informed directors.

Board materials contain the company's most sensitive information. Emailing PDFs is not secure. ChatFin provides a secure environment for generating and sharing these insights, with granular access controls to ensure only authorized users see the data.

Protect your strategic data with enterprise-grade security.