Board reports that update themselves.

Stop the "last-minute export" fire drill. ClearBox FPA's Report Builder keeps your decks connected to your live numbers. When the forecast changes, every chart, table, and narrative update automatically — so you can ship the deck on time, every time.

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Executive-grade output. Zero formatting headaches.

Design pixel-precise pages instead of exporting spreadsheets and fixing them in slideware after the fact.

True Page Canvas

Lay out every page on a fixed-size canvas so PDF output matches what you designed.

  • Sections and pages for full report structure
  • True WYSIWYG page sizing
  • Ready for board or lender packets

Live Financial Widgets

Drop in financial statements, charts, KPI scorecards, and narrative blocks that stay tied to the model.

  • Financial statement widgets
  • Charts and KPI scorecards
  • Narrative and text blocks

Configurable Every Month

Adjust periods, filters, formatting, and layout directly in the report instead of rebuilding the same deck every close.

  • Per-widget period controls
  • Dimension filters and breakouts
  • Reusable formatting presets

Agentic AI that drafts reports for your review

Don't spend hours dragging widgets onto a canvas. Tell ClearBox Intelligence what you need — a board deck, a lender compliance package, or a department gross margin review — and it drafts the entire report for your final review.

  • Generates full report structures from a single prompt
  • Automatically selects the right charts and KPI widgets for your data
  • Drafts written narrative summaries and analysis for you
  • Updates every widget on your approval as your model evolves

Automate the close and review cycle

Design once, use forever. Total time: 15 minutes, not 15 hours.

Section and page structure

Build a multi-page packet with cover pages, operating reviews, and appendix sections in one place.

Reusable templates

Duplicate an existing report or save a layout pattern so the next month starts from a real baseline.

Focused widget editing

Configure each table, chart, or KPI block in context without leaving the report surface.

PDF-ready output

Export a polished PDF directly from the same layout you reviewed on screen.

Tell the story, not just the numbers

Combine live data with narrative so the report explains what happened and what matters next.

Board decks

Package financial performance, KPI trends, and management commentary into one board-ready report.

Lender updates

Assemble covenants, liquidity, and performance pages in a format you can re-run every reporting cycle.

Internal operating reviews

Create a management packet that tracks plan vs actual and highlights the metrics each team owns.

Stop rebuilding. Start reporting.

14-day free trial. No credit card required.

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