BoardPack by Heaton Finance
Monthly management accounts, automated

Board-ready management accounts in 60 seconds.

From your P&L CSV to a signed-off PDF, without the Sunday-night spreadsheet ritual.

Join the early access list

Launching June 2026. £49 intro pricing for first 20 buyers.

Page 1 of a BoardPack management accounts pack — cover, summary KPIs, commentary, and top variances chart

What a BoardPack looks like. Generated from a £1.8m turnover SME's P&L.

FD-quality AI commentary

Trained on real management accounts conventions. Describes variances plainly, in British English, with no hallucinated business context.

Materiality filtering built in

Auto-flags variances above £1k or 5%. Quiet on the noise, loud on what matters.

Yours to run, yours to keep

Runs on your machine with your own data. No cloud upload, no subscription, no lock-in.

BoardPack is for the accountant or finance manager who spends Sunday evenings dragging numbers from Xero into a spreadsheet, formatting variances, writing commentary, and exporting to PDF. If month-end takes you an afternoon when it should take 20 minutes, this is for you.

How it works
01

Export your P&L and budget from Xero as CSVs.

02

Upload them. BoardPack auto-detects which is which.

03

Generate. Edit the AI commentary if needed. Download the PDF.

Early access
£49
£79 standard after launch

  • Lifetime access to v1.0
  • Free updates through v1.x
  • Email support at heaton.finance@gmail.com
Join the early access list
Photo of Josh

About

I'm Josh, a Finance Manager studying toward CIMA, with a strong interest in the messy intersection between finance, code, and AI. I built BoardPack because I do month-end every month and got tired of doing the boring bits manually.

I'm sharing the build publicly on LinkedIn. Follow along here.

Get the launch announcement

One email when BoardPack launches. No spam, no marketing sequence.

Thanks — I'll email you when BoardPack launches.