Your board’s operating system

Your board’s memory, working for you.

BoardSite turns every meeting, document, vote, decision, and action item into a searchable record your board can actually use—then gives your AI Board Secretary the context to draft minutes, answer questions, and carry work forward.

5 minutes. No signup to start. · Free plan available.

Board OS — Finance Committee

● Live

What did we decide about the audit engagement last quarter?

On Nov 14, the Finance Committee approved Baker Tilly as the new audit firm for FY26. Vote was 7–0 with 2 abstentions.

Minutes · Finance Committee · Nov 14, 2025

Ask your board anything…

Memory across meetings
Answers grounded in years of history

Action items that carry
Nothing falls through the cracks

Transparent pricing
No sales calls to see a quote

Unlimited users
Per-seat pricing is obsolete

Why BoardSite

You don’t open BoardSite.
You ask it.

A traditional portal is a filing cabinet with a login screen. BoardSite is a working surface—ask questions and get cited answers grounded in your board’s actual minutes, decisions, and documents.

✦ Ask it anything

What did we decide about the audit engagement last quarter?

The Finance Committee approved engaging Baker Tilly as the new audit firm for FY26 after a competitive RFP. Vote: 7–0 with 2 abstentions.

Minutes, Finance Committee · Nov 14, 2025 · Motion 2025-11-03

Everything in one surface

From agenda to minutes,
voting to evaluations.

01

AI Board Secretary

Drafts agendas, captures minutes, and surfaces action items—on every meeting, automatically.

02

Ask it anything

Ask across every meeting, decision, and document. Cited and scoped to your access.

03

Online Voting

Clean digital votes with automatic records. No more reply-all chaos.

04

360° Evaluations

Run board assessments with research-backed templates. Anonymous, easy, insightful.

05

Cross-meeting continuity

Action items carry forward until closed. Pre-meeting briefs draft themselves.

06

Enterprise security

2FA, SSO, audit trails, and AES-256 encryption. Your data stays yours.

Built for the way your board actually runs

Three ways boards run.
One living record.

Volunteer-run boards

Run a better board without adding staff. Keep agendas, minutes, votes, and follow-ups organized even when everyone is a volunteer.

Staff-supported boards

Make board management the easiest part of someone’s job. Prepare packets, draft minutes, and keep follow-ups moving.

Executive-supported boards

Give leadership a real board operating layer. Keep materials, decisions, permissions, and history polished and searchable.

The plan ladder

Start free. Run on Standard.
Operate with AI on Board OS.

Free

$0

A basic agenda and minutes workspace for up to 5 users. Good for committees or trying BoardSite.

Standard

$149/mo

The full board portal and memory, plus the AI Board Secretary for one meeting a month.

Recommended

Board OS

$499/mo

The AI Board Secretary for every meeting and your full board history. You don’t open it, you ask it.

Enterprise

Custom

For larger boards: advanced controls, SSO, complex permissions, reporting, and priority support.

5-minute assessment

How healthy is your board, really?

Ten diagnostic questions. A Board Health Score, peer benchmarks, and a tailored plan recommendation in five minutes. No signup required.

Sample score

72

/ 100 — Above average

Governance
85

Meetings
78

Engagement
64

Your next board meeting could be the easiest one yet.

Start with the 5-minute assessment, or jump straight in on Free. No credit card.