The Executive Summary
The Executive Summary assists in giving your clients a high-level look at their financials on a single page.
It includes:
The Executive Summary Note: a 2-3 sentence summary you can write giving some high-level commentary to your clients
P&L comparison: the Profit and Loss compared against prior periods
This can be run on a monthly, quarterly, or annual basis by changing the Aggregation setting
Key Metrics: KPIs or Balance Sheet values you want to share with your client
The Profit and Loss Bar Chart: a bar chart showing how your client's current year compares against their prior year
Configuring the Executive Summary
Configure the Executive Summary by going to the Reporting Tab on the client close page.
On the Executive Summary page preview, you can do the following:
Choose to Add Executive Summary Note
Update Comparison Settings
Choose Key Metrics and Bar Chart Settings
AI Executive Summary Notes for Deeper Client Insights
Clients want more than just numbers - they want to know what those numbers mean. Our new AI Executive Summary Notes help you deliver deeper insights without adding more to your plate.
Now available for customers on our Plus tier, this feature drafts a high-level narrative based on your client’s last 12 months of financials, including vendor-level spend and year-over-year comparisons. It’s the easiest way to add thoughtful analysis and a personal touch to your monthly reporting.
✨ How it helps:
Auto-generates summary notes that highlight trends, variances, and areas to watch
Gives you flexible prompt options (professional or casual) that you can edit or customize per client
Saves your favorite prompts so you can reuse what works
Helps you deliver high-value insights—without spending hours writing them
👉 To access AI financial summaries and learn more about our Plus plan, check out this article.
Where to find the AI Executive Summary notes in Keeper
Go to your Reporting tab
Select Executive Summary
Select Summary note
Click on 'Draft with AI'
From the AI summary draft, you can save and browse practice-wide prompts:
Add a new prompt by selecting Browse prompts > Add prompt
Adding and Removing the Executive Summary from your financials
To hide the Executive Summary from your reporting package, select the remove button (-) to the right of the report title.
To add the Executive Summary page back to your management report, select Add Report on the left side panel. The Executive Summary will be an option in the drop down menu.
