Board packs
Pick a company or group, a currency, the recipients and a day of the month. Halfkit emails a PDF board pack for the month just ended.
September 2026 board pack
Revenue, year to date
2,345.2
Net income, year to date
692.0
In the email
What's in the pack
For one company or the consolidated group, in the reporting currency you choose.
The numbers the board asks about first, for the month just ended.
The items to look at this month.
Revenue, gross profit, operating profit and net income, for the month and the year so far.
How the last six months moved.
Financial health ratios for the period.
Favourable and unfavourable variances.
When there's a budgetOpening and closing cash, the change, runway, months of costs covered and six months of balances.
The full statements, with eliminations applied.
Year to date & cash
The year-to-date table puts the month next to the year so far, so a good September doesn't hide a weak half.
The cash page shows opening and closing cash, the change, runway, months of costs covered and six months of balances. It also splits the change into operating, investing and financing: from QuickBooks' own cash flow statement for QuickBooks companies, and worked out from balance sheet movements for Xero, Zoho Books and Tally.
Month vs year to date · USD '000
| Line | Sep 2026 | Apr–Sep |
|---|---|---|
| Revenue | 412.6 | 2,345.2 |
| Gross profit | 248.1 | 1,409.3 |
| Operating profit | 121.9 | 692.0 |
| Net income | 121.9 | 692.0 |
Cash page · September 2026 · USD '000
Scheduling
Choose the company or group, the reporting currency, who gets it and the day of the month. On that day Halfkit builds the pack for the month just ended and emails it.
Preview builds the PDF so you can check it before anything goes out. Send now emails it straight away, for when the board meets early.
The email itself shows revenue and net income for the year to date, so recipients see the headline without opening the attachment.
Board pack schedule
Around the pack
AI commentary
Switch it on and the pack includes a short written commentary on the month. Each pack with commentary uses one prepaid credit; credits start at $1 for 5. The figures are sent to our AI provider, OpenAI, only when commentary is on.
Period close
A closed month is served from the figures stored when you closed it. Close September before the 5th and a late edit in a ledger won't change what the board reads. Every close and reopen is logged.
Share links
Send a read-only link to the Overview, P&L and balance sheet. Set an expiry, see how often it's been viewed, and revoke it at any time. Shared pages aren't indexed by search engines.
Questions
No. Commentary is optional. Without it, the pack has everything else and uses no credits.
The budget vs actual page appears only when there's a budget. You can set a 12-month budget from last year's actuals; see budgets and rolling forecasts.
Yes: opening and closing cash, the change, runway, months of costs covered and six months of balances. The operating, investing and financing split comes from QuickBooks' cash flow statement for QuickBooks companies, and is worked out from balance sheet movements for Xero, Zoho Books and Tally.
Yes. Preview builds the PDF without sending it. Send now emails it straight away.
Connect your companies and preview your first pack. Each company gets 90 days free from signup (first 100 signups, with 100 AI credits), no card needed.