MSOFlow starts from the files your team already uses — a PowerPoint deck and an Excel or CSV export — and turns them into a repeatable, reviewable reporting workflow. No connectors, no IT project, no re-platforming.
Five steps from your existing files to a finished, validated reporting package.
Use the PowerPoint deck your team already distributes. Add simple {{placeholders}} where values, labels, commentary, and chart data belong — in text boxes, tables, even slide masters. MSOFlow scans the file and lists every placeholder it finds; malformed tokens are flagged, never silently ignored.
Upload an Excel or CSV file with one row per entity — client, location, portfolio company, fund, or business unit — and your KPIs in labeled columns. Numeric, currency, percent, and date types are recognized and formatted correctly. If your team already writes commentary in Excel, include those columns too.
MSOFlow suggests a match for every placeholder and shows you the full mapping side by side, with a resolved preview for one entity, before anything is generated. Unmapped placeholders are visibly flagged — generation does not proceed until you confirm.
The merge engine clones your template once per entity and substitutes values deterministically — no AI in the numbers path, byte-for-byte reproducible output. You get one named, distribution-ready deck per entity, individually or as a single zip, plus an itemized validation report.
Save the mapping as a report profile. Next cycle, upload fresh data and regenerate in seconds. Add conditional commentary rules, chart packs, or optional AI narrative assistance — drafts only, always behind human review — as the workflow matures.
Board numbers are not a place for creativity. The merge path is pure, rules-based substitution — the same inputs always produce the same decks.
The engine is a "repeat one template across many records" tool — and a single recurring report is a first-class use case.
Build the template once. Each month, upload fresh data and regenerate the board deck or KPI pack in seconds instead of hand-editing.
Per-client, per-location, per-company packages from one master spreadsheet — dozens of decks in a single run.
Fractional CFOs and accounting firms turn recurring reporting work into a leveraged, branded deliverable.
The fastest way to see it work is a scoped, paid pilot on one real reporting package — your template, your data.