The Executive Summary provides clients with a high-level, single-page overview of their financials.
The Executive Summary includes:
Summary Note: A 2–3 sentence summary that provides high-level commentary for clients.
AI Summary Note: Available to Plus subscribers.
P&L Comparison: A comparison of the Profit and Loss against prior periods, with aggregation configurable on a monthly, quarterly, or annual basis.
Key Metrics: Highlighted KPIs and Balance Sheet values of interest.
Profit and Loss Bar Chart: A visual metric showing how the current year compares to the prior year.
Configuring the Executive Summary
Configure the Executive Summary by going to the Reporting tab on the client close page.
Choose to Add Summary Note
Configure Comparison Settings
Configure Bar chart visuals & Manage key metrics
AI Executive Summary Notes for deeper client insights
Clients want more than just numbers - they want to know what those numbers mean. Our new AI Executive Summary Notes help to deliver deeper insights without adding more to your plate.
Now available for customers on our Plus tier, this feature drafts a high-level narrative based on your client’s last 12 months of financials, including vendor-level spend and year-over-year comparisons. It’s the easiest way to add thoughtful analysis and a personal touch to your monthly reporting.
✨ How the AI Summary Note helps:
Auto-generates summary notes that highlight trends, variances, and areas to watch
Gives you flexible prompt options (professional or casual) that you can edit or customize per client
Saves your favorite prompts so you can reuse what works
Helps you deliver high-value insights—without spending hours writing them
👉 To access AI financial summaries and learn more about our Plus plan, check out this article.
Where to find the AI Executive Summary notes
Go to your Reporting tab
Select Executive Summary
Select Summary note
Click on 'Draft with AI'
From the AI summary draft, save, and browse practice-wide prompts:
Add a new prompt by selecting Browse prompts > Add prompt
Adding and Removing the Executive Summary
To hide the Executive Summary from the reporting package, select the three dots (...) to the right of the report title and choose Delete.
To re-add the Executive Summary page to the management reporting package, select + Add Report on the left side panel.
