Platform · For companies
Know what matters next. Produce what you owe.
One workspace across eight areas of the business. Navaris reads the systems you already run, tells you what to do next for the stage you are actually at, and drafts the reporting your board, investors and lenders expect.
Finance & Reporting
Live summary — generated from your commitments, documents and connected systems
£4.1m
Cash at bank · synced today
3.1x
Leverage · covenant 3.75x
11 days
Month-end close · target 8
52 days
Debtor days · up 7
Due 14 August. Quarterly covenant certificate to the agent bank.
Eight areas, one picture
Each area has its own live summary, the work outstanding, the documents behind it, the systems feeding it, and a specialist agent that answers from your business rather than in general.
Strategy & Market
Mission, the problem in your customers’ words, honest market sizing and the competition you actually face.
Commercial & Revenue
Pipeline, win rates, pricing, contract value, retention and the concentration in your book.
Finance & Reporting
Month-end close, management accounts, budget variance, cash, runway and covenant headroom.
Legal & Risk
Incorporation, shareholder and founder agreements, IP assignment, contracts, insurance and the risk register.
Compliance & Certification
Statutory filings, data protection, and the certifications your customers audit before they buy.
People & Organisation
Headcount against plan, attrition, leadership depth, equity and incentive arrangements.
Product & Operations
What shipped, what it unblocked, delivery cadence, reliability and cost to serve.
Investor & Board
Reporting cadence, information rights, board papers and the record of what was decided.
The next thing to do, and everything you have promised
Guided next steps for the stage you are at, and a record of every commitment you owe someone — an information right, a covenant test, a statutory deadline, a board undertaking. Each with an owner, a due date and the evidence attached.
- Marking a commitment met attaches its evidence and closes the actions behind it
- Flagging one at risk pulls it into the next board pack rather than burying it
- Deadlines flagged well ahead, not by a penalty notice
Monthly management information within 20 days
MetInvestment agreement
June pack issued day 17 — 11 of the last 12 on time
Quarterly covenant certificate to the agent bank
In progressFacility agreement
Due 14 August, awaiting final close adjustments
Reduce debtor days below 45 by year end
At riskBoard commitment
Now 52 days — roughly £480k sitting in the ledger
Nothing gets typed in twice
Navaris reads your systems directly, so the context reflects reality without anyone maintaining it. Every business event on your timeline names the system it came from and how it was derived.
- Read-only connections that never change a record in your systems
- Documents reviewed when linked, with key terms extracted
- Connections surfaced across systems that no single tool would show
Business events
Top-20 customer set to cancel — £41k ARR
Derived from: cancel_at_period_end set on the subscription
June ledger locked — an 11-day close
Derived from: Period lock date measured from period end
Director appointed (AP01) — new CFO
Derived from: Officer filing matched to the HR starter record
A specialist agent in every area
Ask about your covenant headroom, your churn or your filing deadlines and get an answer about your company, with the source attached.
One action, everything updates
Connect your bank and runway goes live, the matching commitment updates and the finance summary refreshes — instantly, and every day after.
It says when it does not know
For consequential decisions it points you to a solicitor or accountant, and prepares a brief so the paid hour goes further.
Reporting drafted, not assembled
Everything you owe your board, your investors, your lenders and Companies House is generated from the same live numbers. Your team reviews and adds judgement, rather than spending half the month building the thing they are meant to be commenting on.
Board pack
Eight of ten sections drafted from live data
Investor update
The month’s movements, written from the numbers
Management accounts
Generated from the closed ledger with variance
Data room
Built from linked documents, always current
Board pack — contents
8 of 10 draftedExecutive summary
Drafted from this month’s movements
KPI dashboard
Xero, Stripe, HubSpot and HiBob
Financial review against budget
Xero · management accounts
Cash and covenant headroom
Open banking, tested against the ledger
Risks and issues
Needs your re-scoring for the quarter
Matters for board approval
Needs your input
Navaris drafts what it can source and flags what it cannot, rather than inventing a paragraph.
See it on your business
Bring your last board pack or one reporting deadline to a 30-minute walkthrough, and we will work through it in the product.