Upload or provide the balance sheet data
Start from the council's source financial data instead of manually rebuilding report packs in Word and spreadsheets.
This product is built for councils that want a faster, cleaner, and more trustworthy path from financial data to a complete PDF reporting pack.
What it does
Turns council balance sheet data into a complete PDF report.
Supports a more consistent reporting workflow.
Designed for regional finance teams working under scrutiny and time pressure.
Councils often end up rebuilding reporting packs manually across spreadsheets, documents, and presentation layers. This product is intended to reduce that friction and improve final document quality.
Product preview

REF codes
Classification workflow aligned to council reporting structure.
Notes mapping
Supporting data prepared for cleaner note and statement output.
Generate reports
Reporting output available directly from the working finance flow.
Start from the council's source financial data instead of manually rebuilding report packs in Word and spreadsheets.
The reporting engine assembles statements, notes, certificates, and supporting sections into a cleaner draft output.
Produce a polished PDF your finance team can review, refine, and take into internal sign-off with less manual assembly.
Cleaner reporting workflow for regional council finance teams
More consistent document structure across reporting periods
Less manual layout and copy-paste work before review deadlines
A more credible final presentation for executive and governance review
We can walk through the use case, product direction, and the type of council reporting process this product is intended to improve.