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US GAAP KPI + Board-Pack

US GAAP KPI + Board-Pack

$ 84.00 $ 84.00

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License: OPL-1, every download is watermarked.
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Compatible with Odoo 18.0 · 19.0
OPL-1 license · Odoo 18.0 & 19.0
US GAAP KPI + Board-Pack for Odoo — preview banner

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.

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.

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.

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).

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

✓CFOs, controllers and FP&A teams at US companies who assemble a recurring board or investor package and want it produced from the ledger instead of by hand.
✓Fractional CFOs and accounting firms preparing monthly board packs for multiple clients on a fixed cadence.

Screenshots

US GAAP KPI + Board-Pack — Generate board pack
Generate board pack
US GAAP KPI + Board-Pack — Kpi targets
Kpi targets
US GAAP KPI + Board-Pack — Board packs
Board packs

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
  • License: OPL-1
  • Languages: English
  • Author: Pokutsoft
  • Dependencies: account
  • Support: support@pokutsoft.com

Update date: 2026-07-05