Use-case library
    FP&A / Plan-to-Perform

    Board Reporting Pack

    Draft the CFO narrative and board slides from approved data.

    CopilotRole agentSpeedQualityLow effortAugmentedCFOPartner / MD
    What changed

    Generative AI now drafts the board narrative and slide content from the approved numbers and prior commentary — first-draft only — so finance spends its time validating and sharpening rather than assembling.

    Value realized on KokoAI
    Board-pack assembly
    24 → 4 hrs
    lower is better
    Recurring impact
    $1.5M/yr
    run-rate benefit
    Payback
    4 months
    ≈ 6,000 hrs/yr reclaimed

    Assembling the monthly board pack — pulling the numbers, drafting the narrative, chasing sign-off — drops from ~3 days (24 hrs) to ~4 hrs with auto-pulled figures and agent-drafted commentary; ≈6,000 analyst/controller hours a year and ≈$1.5M/yr of recovered capacity, every figure traced to source.

    Run this in Claude on KokoAI's data

    Opens your own Claude with the prompt and KokoAI's income statement, fy2026 vs fy2025 pre-loaded as text — no upload, no setup. Tailor it live to your own numbers.

    Synthetic KokoAI figures — a demo fixture, not audited or a guarantee

    Try it

    Illustrative demo

    Worked example of "Board Reporting Pack" on synthetic data — edit the inputs to tailor it. Edit the inputs to tailor the output — it's baked synthetic data, so nothing leaves your browser until you run it live.

    Synthetic demo company (a ~$5B high-growth US AI SaaS) — swap in any name to tailor the output.

    What this run should concentrate on.

    Run live in Claude
    Sample data

    Income Statement, FY2026 vs FY2025 (synthetic) — grab the one-pager PDF (the ROI, the data, and the prompt on one sheet) to share or keep, or the raw CSV / Markdown to drag into Claude or Microsoft Copilot. The prompt hand-off above already includes the same data as text.

    Synthetic KokoAI demo data — not audited

    Run it on your own document

    Drop a PDF, Excel, Word, CSV, or text file (e.g. a 10-Q, an AR aging, an invoice register) and we'll run this use case on it. Your file is read in your browser and never uploaded — only the extracted text goes into your own Claude or Copilot.

    Choose a file or drop it herePDF · XLSX · DOCX · CSV · TXT · up to 15 MB

    Read in-browser · not uploaded · 10-Q/10-K trimmed to financials + MD&A

    Workflow

    1. 1.Pull the approved management-reporting numbers and prior board commentary.
    2. 2.Draft the executive narrative: performance, drivers, risks, outlook.
    3. 3.Generate slide content reconciled to the source figures.
    4. 4.Flag every number back to its source for verification.
    5. 5.Route to the CFO for editing; AI produces first draft only.

    Prompt / agent recipe

    Using only the attached approved figures and prior commentary, draft a board narrative covering performance vs. plan, key drivers, risks and outlook, plus slide bullet content. Reconcile every figure to the source and cite it. Do not introduce numbers that are not in the source data.
    Try in Ask KokoAI
    Controls required
    • Numbers reconciled to approved source before use
    • CFO reviews and owns the final narrative
    • AI used for first draft only — no autonomous publishing
    • Confidential board material access-controlled
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