Your business data, board-ready in minutes.
Upload any spreadsheet and BoardMetric turns it into professional reports, AI-powered insights, and shareable board packs — no finance degree required.
Trusted by founders, CFOs, and small business owners
How it works
Three steps to your first board report
Upload your data
Drop in any CSV or Excel file — sales data, P&L, cash flow, anything. BoardMetric figures out what's in it automatically.
Get instant insights
AI analyses your numbers and generates board-ready commentary, trend analysis, and forecasts — in plain English.
Share with your team
Publish a live link your board, investors, or team can open on any device. Always up to date, no PDFs to email.
Features
Everything you need to run better meetings
Works with any file
CSV, Excel, QuickBooks exports — BoardMetric reads them all and maps your columns automatically.
AI-powered insights
Get plain-English analysis of your numbers without hiring a financial analyst.
Live board packs
Share a link instead of emailing PDFs. Board members always see the latest version.
Role-based views
Your CFO sees everything. Employees see their section. Board members see the summary.
Forecast & scenarios
Model different growth scenarios with simple sliders. See your runway, break-even, and projections.
Present live
Full-screen presentation mode for board meetings. Navigate slides with your keyboard.
Built for businesses of every size
Small business owners
Stop spending evenings wrestling with spreadsheets. Upload your sales data and walk into Monday's meeting with a professional report.
Finance leads & CFOs
Connect your data once. BoardMetric handles the analysis, narrative, and formatting — you focus on strategy.
Board members & investors
Open a link, not an attachment. See live data on any device before every meeting.
Pricing
Simple, honest pricing
Start free. Upgrade when you're ready.
Free
- 1 user
- Upload up to 3 files
- AI insights (5/month)
- 1 published board pack
- BoardMetric branding
Pro
- Up to 5 users
- Unlimited uploads
- Unlimited AI insights
- Unlimited board packs
- Custom branding
- Presentation mode
- Email support
Business
- Unlimited users
- Everything in Pro
- White-label
- Priority support
- Accounting integrations (coming soon)
Ready to make your next meeting your best one?
Join hundreds of business owners who've replaced their spreadsheet reports with BoardMetric.