Stop rebuilding the board deck.
Connect Stripe, QuickBooks, and your CRM once. Recordal drafts your board packs and investor updates from live data – every figure cited with its source and as‑of date – so the week before the board meeting goes back to running the company.
You know this week.
The board meeting is Thursday. So Monday through Wednesday disappear into exporting from Stripe, reconciling against QuickBooks, chasing the pipeline number in Slack, and pasting it all into slides at midnight. By Thursday morning, half the numbers have already moved. And someone on the board will still ask where one of them came from.
That week costs you more than time. It costs you the room's confidence.
Two artifacts, on autopilot.
Board packs
A full board pack drafted from your live data: financials, pipeline, metrics, narrative sections for you to edit. Every figure carries its receipt.
Investor updates
Your monthly update, pre-drafted and cited. The ritual that keeps investors warm stops eating your Sunday night.
From connected to sent.
Connect
Stripe, QuickBooks, your CRM – HubSpot, Salesforce, Attio, and more – plus email-in and file drop for anything else. Fifteen minutes, once. No integration for your tool yet? Email-in covers it – with provenance intact.
Draft
Recordal drafts the pack. You edit the narrative, not the numbers.
Review
Your co-founder and head of finance approve their sections by magic link – no new logins.
Send
Finalize to PDF or give directors a portal with Ask-the-Pack. Out-of-date numbers get flagged before anything ships.
Why founders send it without triple-checking.
Provenance on every figure
Recordal checks every figure against its source system and attaches the receipt – source and as‑of date. When a director asks where a number came from, the answer is already on the page.
Out-of-date warnings
Recordal watches every number's freshness. If a source disconnects or a figure goes past its window, the pack shows a warning you can't dismiss. Polished-but-wrong can't ship.
One source of truth
The deck, the update, and the portal all draw from the same live layer. No more three versions of MRR.
Built for the reporting rhythm of a venture-backed company.
The board pack, drafted from live data
Every figure carries its source and as‑of stamp. Directors approve their sections by magic link – the pack seals when the roster is complete.
Start before the next board meeting.
Connect your stack today, send a cited pack this quarter.