TEMPLATES

Template pages.

These pages are shapes for a file you already have. A figure is supposed to come from the file. Adding a note needs a sign in.

AUDIT REPORT

An audit report from the file you drop.

Drop the audit PDF or markdown you already have. A figure is supposed to come from the file. Without a paid plan you see a short preview.

Read it
PITCH BRIEFING

A pitch briefing from the file you already have.

Drop the pitch file you already wrote. A PDF, a Word file, or markdown. A figure is supposed to come from the file. Adding a note needs a sign in.

Read it
POSTMORTEM

A postmortem from the file you drop.

Drop the incident notes you already have. A PDF is sent as the file. Markdown and Word are read as text. A figure is supposed to come from the file.

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QUARTERLY REVIEW

A quarterly review from the file you drop.

Drop the quarterly PDF, Excel, or Word file you already have. A figure is supposed to come from the file. Without a paid plan you see a short preview.

Read it
MONTHLY MANAGEMENT REPORT

A monthly management report from the export.

Drop the month end profit and loss. Posh writes the management report from that file. A figure is supposed to come from the export. Pro is 29 dollars a month, not per client.

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BOARD REPORT

A board report from the pack you already have.

Drop the board pack or the monthly export. Posh writes a board report from that file. A figure is supposed to come from the file. Pro is 29 dollars a month.

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QUARTERLY BUSINESS REVIEW

A quarterly business review from the export.

Drop the quarter CSV or PDF. Posh writes the review from that file. A part is supposed to come from the file. Pro is 29 dollars a month.

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OWNER MONTHLY REPORT

An owner monthly report from the export.

Drop the month CSV or PDF. Posh writes the owner report from that file. A part is supposed to come from the file. Pro is 29 dollars a month.

Read it
Try it now

Drop a file. Get a report.

Drop a PDF, a spreadsheet, a Word file, or markdown. Up to 10 MB. Without a paid plan you see a short preview.

Try Posh →