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Microsoft PowerPoint add in for automated reporting

Your reports, refreshed.
Not rebuilt.

INSYNCR is an add-in inside PowerPoint on Windows. It ties every text box, chart and table on your slides to the place the data actually lives: Excel, SQL Server, Salesforce, SharePoint and 20 more. Link the report once, then refresh it in one click, or generate hundreds of versions, on your own machines.

An assistant can write your deck. It cannot promise slide 4 is right. Every figure INSYNCR puts on a slide has an address you can open, check and show an auditor. Why that is the whole product

  • Nothing is uploaded
  • Windows, Office 2016 or later
  • No credit card for the trial
AutoSave  Off Q3-Portfolio-Review.pptx · Saved to this PC —□✕
File Home Insert Draw Design Transitions Animations Slide Show Review View INSYNCR
Text Picture Chart
Slide
Link
Data
Refresh
All
Data
Generate
Versions
Data
Sources
Output
DATA IS 91 DAYS OLD
12
13
14
15
16
Meridian Capital Partners
Portfolio review · Q3 2026
Brightwater Fund II
Portfolio review · Q3 2026
Helios Infrastructure
Portfolio review · Q3 2026
Fund.AUM → bound
Portfolio company 14 of 55

Nordlicht Logistics GmbH

as at30 Jun 2026
Assets under management
€m
▲ 4.1% on quarter
Overall score
▲ 9 vs 2025
Scope 1 and 2, kt CO₂e
▼ 12.4% on year
Emissions by year, kt CO₂e
1920212223242526
INSYNCR✕
Linked sources
X
Excel
Holdings.xlsx
SQL
SQL Server
dw.portfolio
SF
Salesforce
Accounts
SP
SharePoint
ESG 2026 list

Nothing is uploaded. The add in reads your sources from this machine.

Versions generated
One deck per portfolio company.
Slide 14 of 55 English (United States) Accessibility: Good to go −+ 68%
It is a tab in your ribbonINSYNCR installs into PowerPoint. No new app to learn, no export step.
SQL Server
Runs the report at
Which one are you?

People arrive here with 1 of 3 problems.

Pick the sentence that sounds like your week. The page behind it is written for that case, with the pack, the sources and the price.

The problem

The report that has to be right, rebuilt by hand every month

If a report with your name on it goes out every month, quarter or term, you will recognise at least two of these.

01

The same deck, every single month

Fifty clients, twelve cycles a year, one template. Only the numbers change, and somebody retypes every one of them. Usually that is one person and one lost weekend, every month.

02

A wrong number is not a typo

It reaches a client, a board or a regulator with your name on it. That is not a correction email. That is a phone call, and a week spent explaining it.

03

Finished Friday, out of date Monday

The deck takes three days to build. The data moved on the first one. Everybody in the room reads last week's position, and decides on it anyway.

04

It all runs on one person's laptop

Someone clever wrote a macro. It works until they leave, or Office updates, or it breaks at nine the night before the board meeting. No installer, no support line, nobody to call.

"This is the definition of madness, right? Touching the same chart every quarter."
Michael Smith, CEO, The Brandsmith
See how it works
How it works

Link once. Refresh forever.

Four steps the first time. One click every cycle after that.

Step 1

Connect to where the data already is

Point INSYNCR at the Excel file, the database or the cloud app the report already comes from. It uses the credentials you already have.

  1. aExcel and Excel Online in Starter
  2. bSharePoint, Google Sheets, Access, JSON, MySQL in Business
  3. cSQL Server, Oracle, Salesforce, ODBC, OData in Professional
Point it at the data you already have
PData Sources
X
Excel
Holdings.xlsx
Off
SQL
SQL Server
dw.portfolio
Off
SF
Salesforce
Accounts
Off
CompanyAUMScore
Nordlicht Logistics€412m63
Meridian Capital€288m71
Helios Infrastructure€934m58
Your credentialsIt signs in as you. No copy of the data leaves the machine.
Read onlyIt reads the source. It never writes back to it.
Step 2

Bind each number, chart and table

Click a text box, a chart or a table on the slide and pick the cell, column or query it should show. Text boxes bind like charts do, so the sentence and the chart come from the same place.

Click a box, choose the field, it is bound for good
PSlide 14 · Q3-Portfolio-Review.pptx
Portfolio company 14 of 55

Fund name

Assets under management
0.0
▲ on quarter
Overall score
0
▲ vs 2025
Scope 1 and 2
0
▼ on year
A field, not a pasteThe box now holds Fund.Name, so it follows the data.
Formatting survivesYour font, size and colour stay exactly as you set them.
Step 3

Rules for the things that change shape

Conditional formatting colors a value by rule, so a breach is red without anyone checking. Smart slide logic includes or excludes a slide by value. Style codes let the sheet itself carry the rule.

Rules for the things that change shape
PConditional formatting
If Variance falls below -5%, turn the tile red and flip the arrow
Weekly plant report
Line A yield
98.2%
▲ 1.4% on week
Line B yield
96.0%
▲ 0.3% on week
Line C yield
94.8%
▲ 0.1% on week
The data decidesNobody recolours a tile by hand at 11pm.
Rows and slides tooA rule can hide a row, or drop a whole slide.
Step 4

Refresh, or generate hundreds

One click to update the deck. Snapshot for one file per client, company or student, in PowerPoint, PDF or MP4, named as you name them. In slide filtering shows one client at a time from one template.

One click, or one deck per client
PGenerate versions
Meridian
Brightwater
Helios
Nordlicht
Fairhaven
Aurora Fund
Cedarline
Northgate
Stonebridge
Vantage III
Westmark
Ironwood
1decks from one linked slide
Named and filedEach one saved as its own .pptx or PDF.
25+

Years we have done only this

That number is ours, not a customer's. The same team, connecting data to PowerPoint for 25 years, and nothing else in that time. Offices in Belgium and the USA.

Talk to the team
30+

Countries where the report runs

Thirty plus countries and four kinds of organisation: asset managers, agencies, universities and plants. Client packs, scorecards, graduation decks and safety reports, each one bound to the source it comes from.

Read the success stories
1,000+

Charts updating at once, for one agency

The Brandsmith reports across 40 plus markets and 45 plus variables. QBRs that took a BI team 4 to 10 hours each now take 25 to 50 percent less time, saving 2 to 3 business days per QBR, across 50 plus clients a quarter.

The Brandsmith story
Bound, not generated

Run it twice.
Get the same deck twice.

Ask AI the same question twice and you get two good answers that differ. That is fine for a draft and fatal for a client pack, where last quarter's file has to still say what it said. INSYNCR is not generating anything. Each shape reads one field, by the same rule, for one deck or five hundred.

Generated

Plausible. Different every run.

"Q3 revenue rose 12 percent" ← from where?

A wrong number looks exactly like a right one. Nobody can point at its source, and a report generated for the wrong client is a perfectly correct report.

Bound

Deterministic. Identical every run.

Slide 4, chart 2 ← Revenue.xlsx, sheet Q3, C14

Every figure traces to a row and a column. Inspectable, explainable, signed off. Reaches the databases that an agent inside PowerPoint cannot reach today.

Customers

Trusted where the number has a consequence

"This is the definition of madness, right? Touching the same chart every quarter."
MSMichael Smith, CEO, The BrandsmithRead their story
"Once I linked the objects for the first company, I could generate all the scorecards in one click. That saved us four months of work."
FHFrancis H., ESG Analyst, private equityRead their story
"It saves me so much time, by taking the administrative and repetitive away, so I can focus on quality."
LRData analyst, Lumen ResearchRead their story
"A 250 slide graduation slideshow, in seconds."
DWDennis W., Director of Technology
"This is the definition of madness, right? Touching the same chart every quarter."
MSMichael Smith, CEO, The BrandsmithRead their story
"Once I linked the objects for the first company, I could generate all the scorecards in one click. That saved us four months of work."
FHFrancis H., ESG Analyst, private equityRead their story
"It saves me so much time, by taking the administrative and repetitive away, so I can focus on quality."
LRData analyst, Lumen ResearchRead their story
"A 250 slide graduation slideshow, in seconds."
DWDennis W., Director of Technology
"Saved us and our clients 100s of hours."
MBMike B., CEO, marketing agency
"34 to 50 graduations a year. One person handles the layouts and connections, and anyone can generate a report."
NHNora H., Program Director, higher education
"Static shareholder reports became living documents."
AKAgnes K., CEO, tech start-up
"More reports per analyst. Clients moved to monthly and quarterly reports, and a new recurring revenue stream."
LRLumen ResearchRead their story
"Saved us and our clients 100s of hours."
MBMike B., CEO, marketing agency
"34 to 50 graduations a year. One person handles the layouts and connections, and anyone can generate a report."
NHNora H., Program Director, higher education
"Static shareholder reports became living documents."
AKAgnes K., CEO, tech start-up
"More reports per analyst. Clients moved to monthly and quarterly reports, and a new recurring revenue stream."
LRLumen ResearchRead their story

Read the success stories

Industries

Built for the places where a wrong number costs something.

What it is costing now

Put your own numbers in.

Not our estimate of your savings. Your reports, your cycles, your hours. The only thing INSYNCR claims is that after the first link, a cycle is a refresh instead of a rebuild.

360hours a year, rebuilding
9.6working weeks of one person

No credit card. 7 days, full access.

Connects to what you already have

20 plus data sources. No export step in between.

Files

  • Excel
  • Excel Online
  • CSV and text
  • XML
  • JSON
  • File system

Databases

  • SQL Server
  • MySQL
  • PostgreSQL
  • Oracle
  • Access
  • ODBC
  • OData

Cloud and business apps

  • SharePoint
  • Google Sheets
  • Google Calendar
  • Salesforce
  • Dynamics
  • Exchange and Outlook
  • Yammer

Industrial and APIs

  • OPC
  • REST APIs

Which sources come with which plan is on the pricing page. Each source has its own guide.

Your data stays on your machines

Nothing leaves the building.

A desktop add in, on your credentials

Runs inside PowerPoint on Windows. No INSYNCR cloud in the path between your database and your slide. Connections use the database accounts and permissions you already have, and nothing is stored by us.

Security and privacy details

Air gapped welcome

Works with no internet at all

Windows 10 and 11, Windows Server 2012 to 2025.

Pricing

Per user. Annual or monthly. Full access during the trial.

Show prices in
Most chosen

Starter

€99.99a month€149a month
€1,199.90 a year, billed annuallyBilled monthly

Excel and Excel Online, Snapshot. Unlimited rows, connections, shapes and slides.

Start trial on this plan Buy now

Business

€191.66a month€279a month
€2,299.90 a year, billed annuallyBilled monthly

Plus SharePoint, Google Sheets, MySQL, JSON, XML; formatting, filtering, mail merge.

Start trial on this plan Buy now

Professional

€333.33a month€499a month
€3,999.90 a year, billed annuallyBilled monthly

Plus SQL Server, PostgreSQL, Oracle, ODBC, Salesforce, Dynamics.

Start trial on this plan Buy now

Viewer

€27a month€39a month
€324 a year, billed annuallyBilled monthly

Refreshes and generates a deck built by an Automator; needs one Starter, Business or Professional license alongside it.

Start trial on this plan Buy now

All prices in euros (EUR), per user · No credit card · Your data stays on your PC · Windows, Office 2016+ · Compare plans and data sources, line by line

For IT and procurement

Easy to approve. Easy to buy. Somebody to call.

Licensing
Per user, annual or monthly. Automator and Viewer seats. Volume and multi year on request.
Buying
Card, wire transfer from ten licences, purchase orders and invoices. Buying is direct, so the price on the page is the price you pay.
Requirements
Windows 10 or 11, Windows Server 2012 to 2025, Office 2016 or later. Not the browser version of PowerPoint.
Security
Desktop only, no data upload, your credentials and permissions. Security summary and questionnaire answers on request.
Support
A team in Belgium and the USA that has done this for 25 years. Knowledge base, email, and a person when it is the night before the board meeting.
Accessibility
VPAT available.
Resources

Guides analysts actually search for

All guides

FAQ

Before you install

Does my data leave my PC?

No. INSYNCR runs inside PowerPoint on your machine and reads your sources with your own credentials. Nothing is uploaded and nothing is stored by us.

What do I need installed?

Windows 10 or 11 (or Windows Server 2012 to 2025) and Microsoft PowerPoint 2016 or later, desktop, not the browser version. Installation takes about five minutes.

Can it generate one deck per client, company or student?

Yes. Snapshot creates one deck or one file per record, in PowerPoint, PDF or MP4, and can email each one.

What is the difference between Automator and Viewer?

An Automator builds and controls the data links. A Viewer opens, refreshes and generates a deck an Automator built, and needs one Automator license in the team.

Do I need a credit card for the trial?

No. 7 days, full access to the plan you pick. When it ends nothing is charged; you pick a plan or stop.

Free 7 day trial

Start with the pack you rebuilt last quarter.

7 days, the full plan, your own file. If the first slide is not bound in 20 minutes, we do it with you.

No credit card · Your data stays on your PC · Windows, Office 2016+ · Buying by purchase order

Start free trial

No credit card · Your data stays on your PC · Windows, Office 2016+