Upload your Xero, Centtrip, or Voly export. AI cleans the data, categorises transactions, writes the narrative, and generates a professional owner brief — ready to send to the owner in minutes.
7-day free trial • No credit card required
Upload your financial export from Xero, Centtrip, or Voly. CSV, Excel, or PDF — BriefDeck reads it all.
Review the AI categorisation and add your quarterly budget targets. Adjust anything before generating your brief.
Generate and download your owner brief PDF, ready to send. Professional, clear, and executive-ready.
Spend by category, budget variance, trend charts, top vendors, and anomaly detection — all automated.
AI-generated executive summaries with trends, risks, and operational observations — fully editable.
Automatically flags unusual transactions, spend spikes, and budget overruns before they become problems.
Generate a professional owner brief PDF — clean, structured, and ready to send to the yacht owner.
AI compares quarters over time, tracking trends and forecasting future spend patterns.
Accepts Xero, Centtrip, Voly, Excel, and CSV exports. AI parses and understands any financial format.
"Built from years inside yacht finance on the French Riviera — I built BriefDeck because I've spent too many late nights assembling owner briefs from spreadsheets. There had to be a better way."
— Dafine Shala, Founder, BriefDeck
Every plan includes a 7-day free trial. No credit card required.
For individual yacht managers
Annual billing available — 2 months free.