Solutions · Finance
Hand off the monthly files and review what comes back.
Close, forecast and report without rebuilding the same files every month.
Build the Q3 board deck from the KPI pack and last quarter's template
Q3_Board_Deck.pptx- ReadRead 14 files in Finance/Q3
- BuildBuilt 12 slides in the board template
- ReviewChecked 31 figures against the ledger export
- Revenue $48.2m, 6% ahead of plan
- Gross margin 71.4%, up 1.2 points on Q2
- Operating cash flow $9.1m
Product
Use the parts of Altitude your finance team needs.
Files
Work on the KPI pack and ledger exports in the drive they already sit in.
See filesResearch tables
Match every invoice to its ledger line, one cited answer per cell.
See research tablesAutomations
Send the weekly scorecard by email on the schedule you set.
See automationsSkills
Save how your team builds the board deck so every draft follows it.
See skills
Build the board deck from the numbers you already have.
- You hand off
- The KPI pack, last quarter's board deck and the ledger export, from the drive they already sit in.
- You get back
- The new board deck in your template, with each figure checked against the export and cited to its cell.
- What does it
- PowerPoint editing
- Files in your connected drives
- Citations
The Q3 board deck is ready in last quarter’s template. Every figure matches the ledger export, and each slide’s notes cite the cell it came from: Q3_Board_Deck.pptx
Q3 2026 board update
Results, cash and the plan for Q4
Board of directors · 14 October 2026
Cover from Q2_Board_Deck.pptx, with the date moved to the October meeting.
Reconcile spend against the ledger, invoice by invoice.
- You hand off
- The AP ledger export and the folder of supplier invoices.
- You get back
- A workbook that matches each invoice to its ledger line, with the unmatched lines flagged and explained.
- What does it
- Research Tables
- Excel editing
Customer contracts: renewal and assignment
Done| Document | Counterparty | Renewal date | Notice period | Change of control | Price escalator |
|---|---|---|---|---|---|
| MSA_Northwind.pdf | Consent requiredAssignment on a change of control needs Northwind’s prior written consent; without it Northwind may terminate on 30 days’ notice. Sources “Neither party may assign this Agreement, including by merger or change of control, without the other party’s prior written consent.” “If a party assigns this Agreement in breach of Section 12.2, Customer may terminate upon thirty (30) days’ written notice.” | ||||
| Order_Form_Acme.pdf | |||||
| SaaS_Agreement_Blueline.pdf | |||||
| MSA_Contoso_2024.pdf | |||||
| Reseller_Fabrikam.pdf | |||||
| DPA_Litware.pdf | |||||
| MSA_Tailspin.pdf | |||||
| Order_Form_Wingtip.pdf | |||||
| MSA_Proseware.pdf | |||||
| MSA_Woodgrove.pdf | |||||
| Order_Form_Relecloud.pdf | |||||
| SaaS_Adatum.pdf |
Send the weekly scorecard without anyone building it.
- You hand off
- Where the numbers live, what the scorecard shows and who should get it.
- You get back
- A KPI scorecard in your inbox on the schedule you set, with a run history you can check.
- What does it
- Automations
- Email delivery
- Memory
Read Ledger_export_wk38.xlsx and KPI_pack_FY26.xlsx. For revenue, gross margin, operating expenses, cash and DSO, compare last week with the week before and with budget.
Explain every variance over 5% from the ledger lines behind it, with the account and amount.
Flag any export older than seven days instead of using it, and keep this week’s totals in memory to catch restatements.
Finance tasks
Hand off tasks like these.
Board deck
Ask the way you would ask a colleague: "Build the Q3 board deck from the KPI pack and last quarter's template." Altitude does the work in your files and hands back the result for you to review.
Q3_Board_Deck.pptx
The Q3 board deck is ready in last quarter’s template. Every figure matches the ledger export, and each slide’s notes cite the cell it came from: Q3_Board_Deck.pptx
Q3 2026 board update
Results, cash and the plan for Q4
Board of directors · 14 October 2026
Cover from Q2_Board_Deck.pptx, with the date moved to the October meeting.
Integrations
Connect the tools your finance team already uses.
- OneDrive and SharePointStorage
- Google DriveStorage
- SnowflakeConnector
- Microsoft OutlookConnector
- GmailConnector
- XeroMCP directory
- StripeMCP directory
Built for the way your company is governed.
- SOC 2 Type I
- SOC 2 Type II
- Encrypted in transit and at rest
- No training on customer data