Board pack and management reporting without copy and paste

How a CFO in Saudi Arabia or the GCC produces the monthly management report and board pack in Arabic and English, with every figure traceable.

3 min read
In short

Naarvin builds the monthly management report and board pack from the same ledgers your close uses, in Arabic and English. Commentary on what changed and why is drafted for your review, every figure opens to the ledger lines behind it, and the pack can be presented as slides or saved as PDF, PowerPoint or Excel, with your own logo and colours.

Why does the board pack take a week?

The numbers are usually ready before the pack is. The week goes on exporting reports, pasting them into slides, writing the commentary, checking that the slides agree with each other, translating, and redoing it all when a late journal changes the result.

  • Figures are pasted from several reports and drift apart after a late adjustment.
  • The commentary is written from scratch every month.
  • Board members ask why a number moved, and the answer takes a day to find.
  • An Arabic version is a second project.
  • Each department head wants their own cut of the numbers.

How does reporting run with Naarvin?

  1. The month closesReports read the same ledgers as the close, so the pack and the books agree.
  2. What changed is explainedMovements are traced to the company, cost centre, project, supplier and ledger lines behind them.
  3. Commentary is draftedA written explanation of the month is drafted for your review. You edit the story; the figures stay tied to the books.
  4. The pack is assembledResults, cash, the KPI scorecard and variances against budget go into the board pack.
  5. You present or sharePresent the pack as slides full screen, or save it as PDF, PowerPoint or Excel. It carries your organization's logo and colours.
  6. Others get their viewSaved report views go to department heads by email on a schedule, each showing only the companies they may see.

What goes into a good monthly pack?

SectionWhat it answersWhere it comes from
Headline resultsHow did the month and the year to date go?Income statement and balance sheet from the ledgers
VarianceWhere are we ahead or behind plan, and why?Budget against actual, traced to lines
CashHow much cash do we have, and how long will it last?Bank position and the 13-week forecast
KPIsAre the measures the board follows on track?The KPI scorecard and its drivers
CommentaryWhat should the board take away?Drafted by Naarvin, edited and signed off by the CFO

What happens when the board asks why?

Every figure in the pack opens to its source: the company, the account and the ledger lines. The CFO Copilot answers follow-up questions in Arabic or English from the same ledgers, and shows its sources. When the data cannot support an answer, it says so rather than guessing.

What do you need to start?

  • Your accounting system connected and accounts mapped.
  • Your current pack, so the layout and the KPIs match what your board is used to.
  • A budget, if you want variances. It can be imported or built in Naarvin.
  • Your logo and colours, if the pack should carry your brand.

Who is this for?

CFOs who report monthly to a board, owners or investors, groups that need the same pack per company and consolidated, and teams that report in both Arabic and English. A business whose owner reads one income statement a quarter may find its ERP report is enough.

Questions people ask

Does the AI write the numbers in the commentary?

Figures come from the ledgers through Naarvin's finance functions, not from the language model. The commentary is a draft for your review, and you sign it off.

Can the pack be in Arabic?

Yes. The pack, its commentary and the slides work in Arabic and English.

Can we use our own branding?

Yes. Upload your logo and choose your colours, and the board pack carries them, signed as prepared by Naarvin.

What formats can we export?

Present the slides full screen, or save the pack as PDF, PowerPoint or Excel.

Where Naarvin helps

See it on your own books

A guided demo on Demo Group's books, then we connect one of your companies. In Arabic or English.