Board Reporting Workflows

Streamline your governance reporting

Centralize your board documents in one secure location.
Rated 5 of 5 in Capterra and Software Advice.
Customers

The smarter choice for small and
medium organizations

Boardly stands out in functionality, AI capabilities, ease of use, and value for money.
Solution

End the frustrations every governance reporting cycle

Leave behind MS Word templates, pdfs, shared drives, email follow-ups.

Endless email chains

Automated notifications when agenda items and actions are due. Owners self-manage deadlines.

Lost version control

Centralised documents ensuring everyone is always working with the latest version.

Tedious minute-taking

Generate meeting transcript and meeting minutes within seconds with Boardly AI.

Actions falling overdue

Assign, track, and automate action reminders, enabling owners to self-manage deadlines.

Centralize your board documents in one platform

Consolidate your board's entire workflow within Boardly's secure, centralized platform.  From meeting agendas and minutes to critical documents and action item tracking, everything your board needs is readily accessible.
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Platform

How it Works

Keep all your board materials organized and accessible in one secure location.

Meeting agendas

Easily create, organise, and share agendas in one centralised platform. Teams can contribute or review in real time, ensuring everyone is aligned before the meeting.

Board reports

Generate, refine, and proofread reports with Boardly AI. Boardly cuts down report writing time and ensures professional results. Get notified when it's due, and ensure timely completion with minimal follow-up.

Meeting actions

Capture, assign, track, and manage actions effortlessly. Automate reminders, monitor progress, and ensure accountability with periodic updates or status reports.

Board resolutions

Securely and efficiently draft and share board resolutions. Maintain a clear record for future reference, keeping your team compliant and your board aligned.

Meeting minutes

Transcribe meetings and generate minutes instantly with Boardly AI — no more hours spent manually drafting and re-drafting.
Solution

Why Choose Boardly?

The smart choice for small and medium governance teams. Discover how we offer more value for less compared to platforms like Diligent and OnBoard.

Affordable & Transparent

Boardly offers straightforward and affordable plans designed for growing organizations. Know upfront what you're paying for.

Easy to Implement

Intuitive interface that makes it easy for everyone on your board to adopt and use, without the need for costly training sessions.

AI-Driven Efficiency

Automate time-consuming tasks like report writing and meeting minute creation, freeing up your team to focus on other matters.

Built for All Team Sizes

Boardly scales with your business, so you can start with the features you need today and add more as your organization grows.
Use cases

One platform, multiple use cases

From startups, to medium and established organisations.

Board

Manage board reporting cycles efficiently across all organisation sizes, from startups to established enterprises.

Management Committees

Streamline management committee reporting and enable teams and action owners to self-manage deadlines.

Risk & Compliance

Track risk metrics aligned with board and management goals. Collaborate with audit and compliance teams to address off-track metrics.

Strategy & Transformation

Enable steering committees to oversee project performance, identify issues, and centralise key project discussions and decisions.
FAQ

Frequently asked questions

How does Boardly help with creating meeting agendas?
Boardly streamlines the entire agenda creation process. You can easily build agendas using our intuitive interface, collaborate with other team members in real time, and distribute the final agenda to your board with a single click.
Can Boardly help us write board reports?
Yes! Boardly AI writing assistant helps you draft, edit, and refine your board reports, and ensuring reports are written professionally. This can reduce the time you spend writing reports by up to 75%.
How does Boardly manage action items?
Boardly provides a centralized system for tracking all action items that arise from your board meetings. You can assign tasks to specific individuals, set deadlines, track progress, and send automated reminders to ensure accountability.
Does Boardly support board resolutions?
Yes, Boardly helps you manage board resolutions efficiently. You can draft resolutions using templates, collaborate with other members on revisions, securely store signed documents (if applicable), and store a permanent record of all resolutions.
How does Boardly ensure my documents are secure?
Security is a top priority at Boardly. We use industry-leading encryption to protect your data both in transit and at rest. We also offer granular access controls, allowing you to define who can view, edit, and share sensitive documents. Your data is never used for any purpose other than providing the Boardly service.

Get started for free.

Free to create an account so you can play around it first. Buy additional seats later.
No credit card required, no need to talk to a sales team.
Rated 5 of 5 in Capterra and Software Advice.