A Kali Foundation tool for boards and trustees
Digest reads your finance report, your staffing report, and a short form you fill in, then builds a complete draft board report, ready for you to check, adjust in plain English, and send yourself.
The same five steps, every month, and it's always you who presses send.
The problem
The numbers are already sitting in your finance and staffing reports. Pulling them into a consistent, board-ready deck is the part that eats the time.
Finance figures, staffing figures and governance updates all come from different sources, and someone has to pull them together by hand.
Building a clear, consistent deck every month takes almost as long as gathering the numbers in the first place.
A funding update or a staffing change buried in an email thread doesn't surface until someone asks about it at the meeting.
Without a fixed template, board members lose the sense of where to look, and every meeting starts to feel like a new document.
The solution
Each month, Digest reads your finance report and staffing report, plus a short form for the few details that don't appear anywhere else. It builds a complete draft, a slide deck and a PDF, and leaves anything it's unsure about clearly marked, rather than guessing.
You read it, ask for changes in plain English, and send it to your board yourself, the way you always have. It only ever drafts. It never sends anything on your behalf.
REPORT SECTIONS
Take a closer look
Digest sits alongside your existing reports rather than replacing them. It doesn't ask you to change how your finance or staffing information is kept. It just reads what's already there and turns it into something board-ready.
IN PLAIN TERMS
"You provide a few files and fill in one short form. It builds the report. You review and send."
This month's files go in → the short form is filled in → one plain-English instruction is given → a draft is built → you review it → you ask for any changes → you send it to your board yourself.
Hours back
A full afternoon of pulling and formatting, gone.
Consistent reports
The same clear structure, meeting after meeting.
You stay in control
Nothing reaches the board without your review and your send.
How it works
Your finance report and your staffing report. Nothing else needs preparing.
The handful of details that don't live in a report. It remembers last month's answers.
You give the month, the meeting date, and the reporting window, in plain English.
A slide deck and a PDF, with anything uncertain marked clearly for you to check.
Ask for any changes in plain English, then send the final report to your board yourself.
What's inside
Works from the finance and staffing reports you already produce, with no new system to set up or learn.
e.g. this month's figures, straight from the reports you already have.
Covers the handful of details that live outside your reports, and remembers last month's answers.
e.g. most months, only the meeting date needs updating.
No dashboards, no settings to configure. You tell it the month and the dates, and it gets to work.
e.g. "Please run the board report for August."
Key points, income and expenditure, staffing, recommendations, always in the same order, so nothing needs re-learning.
e.g. board members always know exactly where to look.
A short section that looks at the month's figures for trends and questions worth the board's attention, to prompt discussion, not to decide anything.
e.g. a change worth flagging, caught before the meeting.
It builds a draft. It never emails, sends, or publishes anything on its own. That decision always stays with you.
e.g. nothing reaches your board without your sign-off.
See it in action
STATUS
v2 · updated"Change the security note to say the new camera has been ordered."
Changes requested in plain English. A new version is saved each time.
Who it's for
A consistent financial and HR summary for every meeting, without the monthly scramble.
Turn your existing finance and HR reporting into a board-ready draft each month.
Keep governance reporting steady and clear, however small your back-office team is.
Meet committee reporting expectations without a whole afternoon spent formatting slides.
Real impact
0
instruction, not an afternoon
One plain-English line starts the whole draft.
0
steps, every month
Files in, form filled, instruction given, draft reviewed, report sent.
!
marked, not guessed
Missing data is flagged clearly, so nothing quietly gets made up.
✓
always sent by you
The report stays a draft until you decide it's ready to go.
Worth knowing
Digest only ever reads. It cannot send, reply to, or change anything in your files or your inbox, and it only connects while it's actually building your report, asking permission each time.
Only what genuinely concerns the board, meaning finance, governance and staffing, ever appears in the report. Anything personal or unrelated is read past and never surfaced. Your organisation keeps control of its own data throughout.
Looking ahead
Other recurring reports beyond finance and HR: property, health and safety, or programme updates.
Multi-entity reporting for organisations managing more than one board or committee.
Broader integrations with more finance and payroll systems as they come up.
Connected Kali Foundation tools, as your governance needs grow.
Let's talk
We'll walk you through it against your own finance and staffing reports. No jargon, no pressure, just a clear look at whether it fits.
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