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

    Board Reporting Pack

    Draft the CFO narrative and board slides from approved data.

    LLM workflowAutonomy: DraftSpeedQualityLow effortOrg maturity: AugmentedCFOPartner / MD
    What changed

    Generative AI now drafts the board narrative and slide content from the approved numbers and prior commentary, first draft only. A rules check ties every figure in the draft back to the approved source, so finance spends its time validating and sharpening rather than assembling.

    How it's built

    LLM workflow (rung 4 of 6). A coded control path: chain, router, parallel fan-out, evaluator-optimizer.

    Not an agent: the sequence of steps is fixed in advance, so the whole path can be tested end to end.

    A language model handles steps 2 and 3. Rules: steps 1 and 4 · Human: step 5.

    Autonomy: T1 · Draft
    Produces a complete output for a human to review and release. Human role: reviews every item and releases it.
    How it is governed
    The path is testable end to end. Each step is independently evaluable.
    What the certification exams call this
    • Anthropic (Claude Certified Architect – Foundations (CCAR-F))Workflow: models and tools on predefined code paths (chaining, routing, parallelization, evaluator-optimizer). source
    • OpenAI (OpenAI agent guidance (Agents SDK, Codex, OpenAI Academy))Orchestrating via code, which the Agents SDK calls more deterministic and predictable. source
    • Google Cloud (Generative AI Leader)Workflow agents (sequential, parallel, loop) that run steps in a fixed order. source
    • Microsoft (AI-901 (Azure AI Fundamentals) and AB-100 (Agentic AI Business Solutions Architect))Sequential and concurrent orchestration patterns, with steps in a set order. source

    How Koko classifies AI · the full ladder is taught in AI & Agentic Delivery Foundations.

    Modeled value on KokoAI

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

    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 AI-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.

    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.RulesPull the approved management-reporting numbers and prior board commentary.
    2. 2.Generative AIDraft the executive narrative: performance, drivers, risks, outlook.
    3. 3.Generative AIDraft slide content from the approved figures.
    4. 4.RulesCheck every number in the draft against the approved source, by rule, and flag any that do not tie.
    5. 5.HumanRoute to the CFO for editing; AI produces the first draft only.

    Prompt 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. Run every calculation in code (a code-execution or data-analysis tool, or a spreadsheet), never in prose, and show the table it produced.
    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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