--- title: "Stop rebuilding the same report every month: Rig for finance" description: "The close is done, then the same pack gets rebuilt by hand. Rig assembles board and investor reporting from billing, ledger, banking and CRM data against metrics you certified once." canonical: "https://rig.so/uses/finance" format: markdown --- # Stop rebuilding the same report every month ## Rig pulls from Stripe, Xero, QuickBooks, NetSuite and your CRM, applies the definitions you agreed once, and builds the pack itself Input "Build the board pack for last month" → Rig agent reasoning Pull billing, ledger and CRM Apply the certified definition Reconcile against last close Assemble the pack, flag the variances → Output & actions Pack assembled, variances flagged Every figure traceable to the rows behind it ~120 monthly investor reports run this way at Rig 1 meeting for metric sign-off at Suri, down from a quarter of back-and-forth 0 manual exports in the loop ## Finance is the team most likely to be doing data engineering by hand The systems that hold the answer are all connected to each other by a person. The ledger knows what was booked, the CRM knows what was sold, billing knows what was collected, and reconciling the three is somebody's week, every month, forever. - The same pack rebuilt by hand each cycle, because nothing assembles it - Two teams reporting different revenue because nobody certified which definition wins - Overdue invoices chased from a list somebody exported on Monday - A board question that takes three days because it needs data from four systems - Model errors nobody catches, because nothing checks the tracker against source Sources Rig reads Billing and revenue Stripe, Chargebee-style subscriptions, Shopify Ledger and spend Xero, QuickBooks, NetSuite, Ramp Banking Mercury, Revolut Business Commercial context Salesforce, HubSpot, Attio, product analytics [See the full library](https://rig.so/integrations) ## We run our own investor reporting this way Roughly 120 monthly investor reports over ten years, first at Lingumi and now at Rig, assembled from finance, contracts, product analytics, CRM, calls and banking data rather than from a spreadsheet somebody updates the night before. Investors sit in a governed Slack channel with role-based restrictions on what they can see. One of them pulled the status of a live deal, found a way to help move it along, and did it without a founder in the loop. [Read how Rig reports to its own investors](https://rig.so/case-studies/rig) Built on Rig ## Apps Finance teams build on Rig Real examples assembled from Rig's building blocks. Hover to see how each works, then build your own version for your exact workflow. [Quote-to-cashClosed-wonInvoiceReconcilePaidAcme£42kPaid ✓£42k collectedWorkflowQuote-to-cash & invoicingAutomate the path from closed-won to cash collectedA workflow that picks up every closed-won deal, raises and reconciles the invoice across CRM, billing and your ledger, and chases what is overdue.![Salesforce logo](https://img.logo.dev/salesforce.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Stripe logo](https://img.logo.dev/stripe.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Xero logo](https://img.logo.dev/xero.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)How to build](https://rig.so/apps/quote-to-cash)[Board pack · JuneARR£4.1mNet burn£180kRunway16mJanFebMarAprMayJun“ARR up 12% MoM, net burn down 8%, runway extended to 16 months.”ReportInvestor & board reportingAuto-assemble the board pack from source dataGenerate the monthly board and investor update straight from finance, product and CRM data, with the numbers and commentary built in minutes, not days.![Stripe logo](https://img.logo.dev/stripe.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![Xero logo](https://img.logo.dev/xero.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)![HubSpot logo](https://img.logo.dev/hubspot.com?token=pk_AdkTbLWDS1iunmvTK2qm1g&size=36&format=png&retina=true)minutes, not daysHow to build](https://rig.so/apps/board-reporting) [See all apps](https://rig.so/apps) ## Common questions Where do the numbers in a Rig board pack come from From the source systems, every time it runs. Rig connects your billing, ledger, CRM, product and banking data, you define each metric once in the context layer, and the pack assembles from those definitions rather than from last month's spreadsheet with the dates changed. If a number moves, you can click through to the rows behind it. We close in a spreadsheet and we are not giving that up You do not have to. Most finance teams keep the model they trust and use Rig to feed and check it. Suri's team used their existing monthly finance tracker as an eval set: Rig rebuilds each metric, scores it against the tracker, and only definitions inside the error boundary go to a human. That caught errors in the tracker as well, including SKUs with no cost of goods and costs booked into revenue that did not belong there. How does this differ from our BI tool A BI tool renders a chart and stops. Rig goes on to do the thing: assemble the pack, chase the overdue invoice, write the updated figure back into the CRM, post the weekly summary into Slack, on a schedule or on a trigger. It also keeps its own context current as your chart of accounts and schema drift, which a hand-maintained semantic model does not. Can finance see things other teams cannot Yes, that is the normal setup. Access is role based per person and per agent, so finance sees the ledger and a rep sees their own accounts. Queries run in a sandbox rather than against the raw database and every one is logged, which matters when the same layer is serving your auditors and your AI tools. How long before the first useful thing The usual first win is a single recurring report that currently eats a day a month. Connect its sources, certify the handful of metrics it depends on, and schedule it. Broader rollouts take longer because agreeing definitions takes longer than moving data, which is the honest constraint on every project of this kind. Which finance systems do you connect Stripe, Xero, QuickBooks, NetSuite, Ramp, Mercury and Revolut Business are in the catalogue, alongside the CRM, support, ads and product sources you need to explain a number rather than just report it. Anything not listed can come in via the integrator or webhooks. ## Get the month back [Book a demo](https://rig.so/book-demo)[Try Rig](https://app.rig.so/signup) --- - [This page as HTML](https://rig.so/uses/finance) - [Site map for language models](https://rig.so/llms.txt) - [API and agent documentation](https://rig.so/developers)