The workspace · The monthly rhythm

A monthly rhythm that holds, even in a busy month.

Close each month with a briefing drawn from your records and take a pack to every meeting, and start each week knowing what needs you. The workspace does the assembling, so the review happens.

Start my 14-day trialAll of the workspace
The monthly executive briefing in the demo's invented business, Corliss Ridge Advisory: September 2026, issued and no longer open to change, opening on its executive summary, a $16,250 surplus for the month with the margin, cash and plan drawn from the records.
A demonstration business, Corliss Ridge Advisory: the monthly briefing

What you get

  • A briefing you can hand to anyone

    Eight sections drawn from a closed month, from the summary and the figures to the plan, the risks, the decisions and the next 30 days. You issue it once, as a PDF with a fingerprint, and it cannot change after that.

  • Drafts checked before they go out

    AI can draft the narrative from the closed month, and any wording drafted by AI or by EPS is checked against your records, figure by figure, before the briefing can be issued.

  • A pack for every meeting

    For a board, advisors, a lender, partners or the team: last month's figures, the latest briefing, decisions due, open risks and the plan, gathered into a pack you issue as a PDF.

  • Decisions and actions that stick

    A decision taken in a meeting becomes a decision record with a review date, and its actions stay on the Floor until they are done.

  • The Monday email

    Each Monday it names what needs a look this week and links you to the workspace. It carries no amounts, and you can stop it at any time. Your team gets its own list of what is given to each person.

How it works

  1. The month closes

    The Floor shows how it landed and what needs a look.

  2. Draft the briefing

    From the closed month, frozen as it stood, with AI or in plain wording from the records.

  3. Review and issue it

    Read it, change what you want, and issue it once to whoever you choose.

  4. Take it into the meeting

    The pack carries the briefing, and the decisions and actions come back into the workspace.

Meetings in the demo's invented business: a September advisory board meeting with the people expected and its agenda, from where the business stands and the decisions due for review to the actions left from earlier meetings.
A demonstration business: a meeting and its agenda

More of the workspace

See it with your own business

Start a 14-day trial and the workspace opens with your business in it, or talk to EPS about a partner who keeps it moving with you.

Start my trialBook a 30-minute call