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Four months of scorecards became an afternoon.
One sustainability scorecard per portfolio company, once a year, from one template and one register. Fifty five companies, built by one person.
No credit card · Your data stays on your PC · Windows, Office 2016+
- Nordkapp Logistics
- Verdant Foods
- Kellerman Optics
- Saltire Marine
- Ostrand Materials
- 1Connect the source
- 2Bind the shapes
- 3Rule the formatting
- 4Generate one per record
A $40bn plus private equity firm, one annual cycle.
The same register, the same template, one document per company. Read the story.
AI can draft your deck. It cannot promise that slide 4 matches the ledger.
A generated number is a guess that reads well. A bound number is a cell, a query or a field you can point at, inspect and explain to someone who cannot read code. When the report has a consequence, that difference is the product.
Fluent, and unaccountable
Ask an assistant for the quarterly pack and you get a plausible deck. Nobody can tell a correct rule from a convincing wrong one, and a report generated for the wrong client is a perfectly correct report. Nothing downstream detects it.
Every number has an address
Each figure, chart and table in the slide is linked to the exact cell, view or field it came from. Refresh brings the new data through the same link. The reviewer checks what changed, and the auditor can follow the line back.
Use Copilot to write the commentary. Use INSYNCR to make sure the numbers under it are real.
Questions people ask before they try it
How many companies can one run cover?
Hundreds. The public case is 55 portfolio companies; Snapshot generates one deck per record with no upper limit we have hit.
Does the data leave the firm?
No. INSYNCR runs on the analyst's PC and reads the sources with their credentials.
Start with the pack you rebuilt last quarter.
Professional is the pack this case needs: it reads these sources and generates one document per record.
No credit card · Your data stays on your PC · Windows, Office 2016+