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
  • Direct support from me during early access
Join the early access list
JH

About

I'm Josh, a Finance Manager studying toward CIMA. 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.