Works with QuickBooks Online
Board-ready financials, straight from your books.
CanopyDecks connects to QuickBooks Online, or reads a trial balance from any accounting system, and turns your books into a one-page board summary, a slide deck, and a full report, with AI-drafted commentary. Every figure is calculated from your records, never estimated.
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Built for the treasurers, executive directors, and bookkeepers who prepare board packets without a finance team.
The board packet should not take a week.
Building one usually means exporting reports, reformatting them into slides, and writing the explanation from scratch every month. CanopyDecks does the assembly, so the time goes into what the numbers mean.
How it works
- 1
Connect your books
Connect QuickBooks Online with read-only access, or upload a trial balance and chart of accounts from any accounting system. Your books are never changed.
- 2
Confirm your accounts once
Tell us which accounts are program spending, fundraising, and administration. We remember it, so next month only asks about new accounts.
- 3
Get your packet
A one-page board summary, a slide deck, and a full report with budget and prior-year comparisons, built in seconds.
- 4
Review, finalize, share
Check the draft, mark it final so it becomes the record, and export the version your board needs.
AI-drafted commentary
The narrative behind the numbers, drafted for you.
Every packet includes AI-drafted commentary on the period: what moved, what drove it, and what deserves the board's attention. It is written in clear, measured language, so your finance lead starts from a strong first draft instead of a blank page.
Every figure verified
Each number in the text is checked against the values calculated from your books before the commentary is shown.
Grounded in your reports
Drafted from your computed totals, with names removed before anything is sent for writing.
Reviewed before it is final
Read the draft alongside the figures and mark the packet final only when you are satisfied.
Built so a board can trust it
Every figure traces to your books
Numbers are calculated from your accounting records by our own engine, with the source behind each one.
Three formats from one packet
A one-page board summary, a slide deck, and a full report, all built from the same figures.
Read-only by design
We ask QuickBooks for accounting access only and never write to your company. Disconnect at any time.
More than one organization
Keep several sets of books under one sign-in and switch between them from the top of the screen.
Chart anything in your books
Cash, margins, days to collect, any account or group, month by month, year to date, or against last year.
Private and separated
Each organization's data is kept apart at the database level, and connection credentials are encrypted.