Upload one PowerPoint template and one spreadsheet. Get back a polished, ready-to-send deck — for a single recurring report, or one for every entity. Minutes, not days.
For finance teams who spend hours updating recurring reports and presentations.
The demo runs entirely in your browser — your files never leave your computer. Pilot data is encrypted, isolated, scanned, and auto-deleted. We never train on your files.
No connectors to configure. No implementation project. No copy-paste. Just your files in, finished decks out.
Infographic: a PowerPoint template file containing placeholders and an Excel workbook with one row per entity both flow into the MSOFlow merge engine, which outputs one finished, named board deck per entity — Entity A, Entity B, and Entity C.
Use a PowerPoint deck you already designed, with simple {{placeholders}} where your numbers, text, and charts go.
One spreadsheet with a row per entity — portfolio company, location, fund, client, or business unit — and your KPIs in columns.
MSOFlow merges the data deterministically and returns one named, distribution-ready deck per entity. Verify every figure to its source.
AI writes it. The tie-out proves it. Two features no generic AI tool ships.
After generation, every value in every deck is re-verified against its source and tickmarked. Multi-deck runs ship with a tie-out report — tied, exception, or unresolved — so you distribute with evidence, not hope.
Variance commentary drafted from a computed variance table — the engine is forbidden from inventing numbers. Columns like Revenue.PY and Revenue.Budget become board-ready narrative, and every inserted sentence lands in the tie-out ledger.
Unmapped placeholders stay visible instead of silently blanking. A validation report flags anything missing before you send. Deterministic merge; no silent errors.
Board pack templates built around what actually runs multi-site businesses — volume, transactions, and gross profit per customer — designed by operators, coming with self-serve plans.
MSOFlow is expanding into a suite of workflow automations for finance and operator-led teams. Available now: the reporting automation above, the live demo, and the free tie-out scanner. Coming next — join early access to vote on what ships first:
Post once, book everywhere: matched intercompany entries across multiple QBO files. Try the free tie-out scanner preview — see whether your group actually balances, right in your browser.
Multi-entity QBO consolidation with documented elimination rules and an audit trail — flowing straight into your board decks.
New entity live in days: day-1 accounting, chart-of-account mapping, intercompany linkage, and the entity added to your consolidated pack.
NPV, IRR, and payback business cases rendered as board-ready approval slides — standardized across every site and entity.
Billing-grade time capture for consultants and professional teams — from tracked hours to client-ready invoices.
Intake-to-output automations for recurring finance operations — close checklists, request tracking, and report distribution.
Lead-time relief for the teams that build the same deck again and again.
Consistent board and LP decks across every portfolio company, every quarter.
Per-location and per-region operating reviews without the manual grind.
Per-subsidiary executive packs straight from your centralized data.
Branded monthly board packs for every client — produced in a fraction of the time.
Operations, marketing, and RevOps teams use it too — anyone who builds the same deck for many locations, brands, clients, or campaigns. Even a single recurring report benefits: build the template once, refresh the numbers every cycle in seconds.
MSOFlow is the reporting automation product behind Atvisor Reporting Automation. Start with a scoped, paid pilot on one real reporting package — delivered with CPA-led judgment — then make the workflow repeatable.
Try the in-browser demo with your own template, book a paid pilot with one real reporting package, or join the early-access list.