US GAAP KPI + Board-Pack
Assemble a US-GAAP board pack (P&L, BS, cash flow, KPIs, commentary) to PDF on a cadence
Want US GAAP KPI + Board-Pack installed and configured for you? Onboarding Pack: $350 one-off
Support plans from $425 a month
US GAAP KPI + Board-Pack
Assemble a US-GAAP board pack (P&L, BS, cash flow, KPIs, commentary) to PDF on a cadence
Assemble a US-GAAP board pack (P&L, BS, cash flow, KPIs, commentary) to PDF on a cadence
Key Features
One-click assembly of the three core statements from
One-click assembly of the three core statements from posted journal items, with current-period, prior-period and variance columns.
US-GAAP presentation
Revenue -> COGS -> Gross Profit -> Operating Income (EBIT) -> Net Income, a classified Balance Sheet, and an indirect-method Cash-Flow statement reconciled to the movement in cash. Year-end closing journals can be excluded from the income statement and cash-flow movements while the balance sheet still includes them.
KPI scorecard covering margins (gross, operating, net, EBITD
KPI scorecard covering margins (gross, operating, net, EBITDA), liquidity (current & quick ratio, working capital), leverage (debt-to-equity) and activity (DSO, DPO, DIO, ROA, ROE) with traffic-light status vs targets. A ratio without a meaningful base (for example debt-to-equity with negative equity, or margins without revenue) is shown as N/M and never as on track.
Configurable KPI target catalogue with per-company targets,
Configurable KPI target catalogue with per-company targets, tolerance bands and a higher-is-better / lower-is-better direction. The default targets apply to every company; a company's own target for a KPI takes precedence.
Auto-drafted narrative commentary (executive summary, statem
Auto-drafted narrative commentary (executive summary, statement and balance sheet notes) generated deterministically from the variances, fully editable before distribution.
Board-ready PDF report with cover title, statements, KPIs
Board-ready PDF report with cover title, statements, KPIs and commentary.
Scheduled cadence generator that rolls the last pack
Scheduled cadence generator that rolls the last pack forward one period and re-assembles it automatically (monthly / quarterly / annual). Each company and pack title rolls forward on its own.
Guided wizard that snaps any date to the
Guided wizard that snaps any date to the full month, quarter or year and derives the comparative prior period for you.
Distribution workflow (draft -> generated -> final ->
Distribution workflow (draft -> generated -> final -> distributed) that emails the PDF to the board recipients and logs it in the chatter.
Use Cases
Screenshots
Why Choose This Module
Stop hand-building the monthly board pack in spreadsheets and slide decks. This app assembles a complete, US-formatted board reporting package straight from your posted general ledger - Income Statement, Balance Sheet, Cash-Flow statement, a KPI scorecard and narrative commentary - and renders it to a board-ready PDF on a monthly, quarterly or annual cadence.
Specifications
- Compatible: Odoo 18.0 / 19.0 / 20.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: account
- Support: support@pokutsoft.com
Update date: 2026-10-20
User guides (PDF)
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