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.
A slide from the sample output — the same fictional Meridian data the live demo ships with. Every number lands formatted, and every number is tickmarked to its source cell.
Illustration: a finished slide titled "Meridian Facility Services — Monthly Operating Review" showing three KPI tiles — Revenue $1,284,500, up 8.2% versus prior year; Gross profit $412,300, a 32.1% margin; EBITDA $186,900, a 14.5% margin — beside a small revenue-trend bar chart. A green badge below the slide reads "Tie-out: 34 of 34 values tied to source."
Sample output uses fictional demo data. Numbers ship formatted — thousands separators, currency, one-decimal percentages — exactly as your template styles them. Generate this deck yourself in the live demo.
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.
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 Reporting is delivered alongside CPA-led advisory. Start with a scoped, paid pilot on one real reporting package — 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.