The board pack is the most expensive document the business produces every month - and the most fragile. Helm generates board and monthly business review packs from the live twin, with narratives grounded in source systems and every number traceable back to where it came from.
Your existing pack structure, encoded once. Sections, tables and commentary slots that refill from the twin every cycle.
No re-keying, no copy-paste, no version drift. Every figure is pulled live from source through the model.
Twin-grounded narrative for each section - what moved, why, and what is binding - drafted for human review, never asserted blind.
Each value links back to source data and twin lineage. Drill from a board slide to the underlying transaction in two clicks.
The same number means the same thing across operations, finance and the board. Reconciliation stops being a job.
Regenerate the whole pack when the numbers change on Friday afternoon - in minutes, not another lost weekend.
The Analyst opens the pack template, refills every section from the live twin, drafts the narrative against the drivers that actually moved, and leaves the executive team to review and approve - not rebuild. A live walkthrough of this workflow is in production and will be published here.
Your real board and MBR structure is mapped to the twin once - sections, tables, KPIs and the commentary slots that go with them. No new template to learn; we model the one you already use.
At each cycle the pack refills from live source data through the model. The Analyst drafts the narrative for each section against the drivers that moved - variance, constraints, initiatives - in plain language.
The executive team reviews a complete draft instead of building one. Every number is traceable to source, edits flow back, and the approved pack ships with full lineage intact.
Anyone who has ever spent a Saturday rebuilding a deck because the numbers changed Friday afternoon - and anyone who answers for those numbers in the room.
Bring us your current pack. We'll show you what it looks like generated from a live twin - same structure, narrative drafted, every number cited.
