Lucia, AI-powered management reporting software

Lucia, the thinking and writing tool created by Board Intelligence, helps you craft brilliantly clever and beautiful management reports that spur your business to action.

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Board paper analysis panel highlighting four red flags: missing context, backward-looking content, lack of candor, and excessive reading time.

Management reports that pack a punch

Boards and leadership teams need reports that are stacked full of razor-sharp thinking, focused on what matters most, and communicated with impact. Instead, they’re drowning in information and starved of insight. Lucia is the AI-powered management reporting platform that guides your team to deliver great papers every time — helping your business go further, faster.

One of the benefits of the papers that we now have is that we can quickly get to the kernel of the conversation.”

David Roberts, Chair, Beazley – watch the video

AI-powered guidance for management teams, providing real-time feedback on report content, with insights on forward-looking analysis.

AI that guides your management team’s thinking

Live feedback and real-time prompts that challenge your team to think more deeply as they craft their reports. Lucia’s AI-powered nudges ensure they:

  • Link to your organisation’s big picture.
  • Avoid blindspots in your analysis and plans.
  • Deliver insight you can act on.

Smart editing tools for reports half the size and twice the impact

Lucia’s smart AI-powered editing tools help your team refine and land their message

AI-powered summarization tool, 'Ask Lucia,' providing a concise summary for board papers to streamline decision-making and enhance clarity.

“The new approach makes you realise how much you don't actually need!”

UK team member, Reckitt — read the case study

  • Cut the word count and make reports easier to read with Lucia’s Simplify and Make Concise tools.
  • Auto-Summarisation builds powerful executive summaries that put the key points up front.
Built-in business report templates using Question Driven Insight™ methodology, guiding management teams to create focused, actionable reports.

Templates to get your management reports off to a flying start

Build papers around Question Driven Insight™, a methodology proven to stimulate critical thinking that your business will act on. Guided by Lucia’s smart templating system, your management team can focus their reports on the questions you want them to grapple with — the ones that shift the needle.

The QDI Principle... forces our report writers to ask and answer the right questions, particularly questions around customer impact.”

Keith Hawkins, Head of Company Secretariat, TSB
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“Writing in Lucia has really helped me write meaningful and well structured reports. It’s easy to pick a structure and then the AI guides me to think about what I want to say and the key messages I need to get across.”

Catherine Schlieben, Group Head of Performance & Development, National Grid

Integration of Power BI and Tableau into Lucia, enabling real-time data visualization and dashboards for insightful reporting

Embed business intelligence tools into your management reports

Well-visualised and timely data can be powerful. Lucia, our management reporting platform, unlocks this with Tableau and PowerBI integrations that link real-time data dashboards directly into your papers.

Lucia user interface showing a clear and readable format

Who said management reports can’t be beautiful and a real joy to read?

Papers created in Lucia are eye-catching, consistent, and easy-to-digest — no design skills required. Lucia also integrates video into reports, helping your management team to bring their messages to life.

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Image showcasing asynchronous collaboration on reports, enabling multi-author input with highlighted contributions to streamline teamwork and decision-making

Get everyone on the same page with asynchronous collaboration

Whether you’re writing a finance update or a business case, it can take an army to finalise a report. With multi-author collaboration you can put your best minds to the task, making sure you get input from the right people when you need it.

Executive summary tool that highlights key points upfront

A formula for executive summaries that puts the key points up front, every time

Nobody likes searching for needles in a haystack — or for insights in a management paper. Lucia’s Executive Summary tool helps writers to put their key messages up front, focusing decision-makers on the points they need to take away and act on.

Lucia framing tool connects all your business reports into one clear p

Start every report with the value you want back

Lucia’s Framing tool connects every management report to your business’s big picture. A simple report structure ensures writers are thinking about your organisation’s goals and what they need to do to achieve them — so your plans gather momentum, not dust.

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How Keller unlocked strategic conversations with shorter, sharper board reports

“Over the years we have tried to improve the quality of our board papers, but there’s only so far you can go with an internal exercise.”

Kerry Porritt, Chief Sustainability Officer and Company Secretary, Keller Group

read the case study

Use Lucia to drive pace and performance

Join the management reporting revolution, with AI-powered technology to embed Board Intelligence’s QDI Principle. Lucia is the world’s first management reporting software designed to deliver great management reports that spur your business to action.