---
title: "How to build investor & board reporting with Claude & Rig"
description: "Generate the monthly board and investor update straight from finance, product and CRM data, with the numbers and commentary built in minutes, not days. A step-by-step guide to building it yourself on your own data with Claude and Rig."
canonical: "https://rig.so/apps/board-reporting"
format: markdown
---

[All apps](https://rig.so/apps)

OperationsReportWorkflow

# Investor & board reporting

Auto-assemble the board pack from source data

Generate the monthly board and investor update straight from finance, product and CRM data, with the numbers and commentary built in minutes, not days.

Runs on![Stripe logo](https://img.logo.dev/stripe.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=44&format=png&retina=true)![Xero logo](https://img.logo.dev/xero.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=44&format=png&retina=true)![HubSpot logo](https://img.logo.dev/hubspot.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=44&format=png&retina=true)

[Build this on your data](https://app.rig.so/signup)[Book a demo](https://rig.so/book-demo)

## The problem

Every board cycle, someone spends days copying numbers out of finance, product and CRM tools into the same deck, then re-checking them. The pack is stale the moment it is built and the process repeats next month.

## Built from Rig's building blocks

Rig is not a fixed template. It is a set of building blocks, and this app is one way to assemble them. Take what you need, then shape the workflow around your own pain.

Sync billing, accounting and CRM

Context layer defines every board metric once

A workflow assembles the pack with commentary

Re-runs each month on the same definitions

## How to build it

1. 1
   
   ### Define the metrics once
   
   Set ARR, burn, runway, NRR and pipeline in the context layer so every number has one agreed definition, the same one finance trusts.
2. 2
   
   ### Connect the sources
   
   Bring Stripe, Xero and your CRM into Rig so those metrics compute from live source data, not a hand-built spreadsheet.
3. 3
   
   ### Assemble the pack
   
   A workflow pulls each metric, drafts the month-on-month commentary, and lays out the board section ready to review.
4. 4
   
   ### Run it every cycle
   
   Schedule it before each board meeting. Tweak the sections and narrative to match how your board likes to read, it is your report.

## The outcome

The board pack assembles itself from source data in minutes, with numbers everyone trusts and commentary already drafted.

[Build your own version](https://app.rig.so/signup)

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