Skip to content 
Client deliverables from the model, not from copy and paste.
Valuation reports, engagement packs, benchmarking studies, monthly client reporting. Consulting teams rebuild the same deck for every client and every period. INSYNCR binds the deck to the Excel model or the database once; every client after that is a filter and a click.
No credit card · Your data stays on your PC · Windows, Office 2016+
- Kestrel merger review
- Linden valuation
- Marchwood audit
- Northgate advisory
- Oakfield diligence
- 1Connect the source
- 2Bind the shapes
- 3Rule the formatting
- 4Generate one per record
What this industry runs on INSYNCR.
Engagement and valuation reports
The model changes, the deck follows. Text boxes bind like charts do, so the narrative figures match the tables.
Benchmarking and client reporting
One template per service line, one file per client, generated in a run.
Proposals and QBRs
Refreshed from the CRM and the numbers, not retyped.
What this industry asks before it buys.
Every client wants their own template and their own branding.
That is the normal case rather than the exception. The template is yours, built in Microsoft PowerPoint the way you already build it. Bind one client's deck, then bind the next, or generate per client from one template where the layout is shared.
Link once. Refresh forever.
Bind the deck to the model
Excel, SQL or Salesforce, with the credentials the consultant already has.
One template per client
Snapshot produces the set: PowerPoint or PDF, named per client.
Refresh before the meeting
Last minute changes in the model are one click away from the deck.
Excel and Excel Online, SharePoint, Salesforce, Dynamics, SQL Server, ODBC.
- PwC
- Equity Methods
- The Brandsmith
- Semaphore Partnership
Named as the site names them. All customers.
"This is the definition of madness, right? Touching the same chart every quarter."Michael Smith, CEO, The Brandsmith
Business for this report
Business covers Excel, SharePoint and Google Sheets, the usual home of a consulting model. Professional adds Salesforce, Dynamics and the databases.
Questions from this industry
Can two consultants work on the same linked deck?
Yes. One Automator builds and controls the links; Viewer seats let everyone else refresh and generate. A Viewer needs one Automator in the team.
Does it keep our template and brand?
Yes. INSYNCR works inside the PowerPoint file you already have. Nothing about the layout changes.
What about QBRs for fifty clients?
One template, fifty filters, one run. The published agency case cut QBR time by 25 to 50 percent across 50 plus clients a quarter.
The pages behind this one.
Wondering what the rebuilding costs you now? Put four numbers in and see