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How it works, the overview The four steps Data sources Where the data goes The problemCompared withPower BI think-cell UpSlide Rollstack Macabacus Microsoft Copilot Slideform Templafy

Solutions, the overviewLicense packsStarter Business Professional ViewerBy the jobClient reporting Many documents Data stays home The problemChoosingCompare plans Price a team For IT and procurement Talk to a person

Industries, the overview Asset and wealth management Private equity and portfolio reporting Insurance and healthcare Government and public sector Professional services and consulting Universities, schools and credentialing Energy, utilities and industry Agencies, research and media Non-profits and membership organizationsUse casesClient packs and factsheets One ESG scorecard per company Research reporting at scale Safety and compliance reports One document per student Reports that survive an audit

Resources, the overviewLearnBlog Guides Knowledge baseSupportFAQ Help center ContactProofCustomers For IT and procurement Product updates

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Topics

Guides and videos, by topic.

Five topics, from connecting your data to getting IT approval. Each one collects the guides, articles and short videos for that step.

Connect your data

Excel, SharePoint, SQL Server, Salesforce and the plan each source needs.

Link and update slides

Text boxes, tables, charts and pictures linked to data, updated in one click.

Generate many files

One slide or one file per row, from a single template.

Schedule and automate

Reports that run on a schedule, with nobody clicking.

Set up and IT

Install, the 7 day trial, requirements and IT approval.

Videos

Every short video, grouped by topic.

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