Gridset for finance and operations
Board-ready reports your leadership can rely on
Gridset turns your board packs and reports into clean, on-brand documents the board can read at a glance, without the last-minute formatting.
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Strong analysis deserves a polished report
Board packs, monthly updates, forecast reviews. Charts and diagrams are generated from your data and rendered natively, so the figures stay sharp and the formatting stays consistent throughout.
Three steps to documents that close
1. Add your content
Upload a file or import it from the tools you already use.
2. Apply a template
Gridset puts your content into an on-brand template, formatted to your brand and design rules instantly.
3. Make it yours
Edit the document right inside the template until it fits your needs exactly, then export and send.
1. Add your content
Upload a file or import it from the tools you already use.
2. Apply a template
Gridset puts your content into an on-brand template, formatted to your brand and design rules instantly.
3. Make it yours
Edit the document right inside the template until it fits your needs exactly, then export and send.
Designed for the documents finance produces
Gridset formats the reports your team produces every cycle, on brand and ready for review.
Monthly and quarterly packs the board can read at a glance.
Works with the tools you already use
Pull your content straight from Notion or Google Docs, or turn a draft in Claude or ChatGPT into a designed report.
Learn moreConsistent, every reporting cycle
Every cycle shouldn't start from scratch. Gridset keeps your packs and reports consistent month to month, formatted to the same standard.