CXO Software

CXO Software

insightsoftware
Chartrics

Chartrics

Margasoft Corp.
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+

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About

Transform lackluster epm reporting into dynamic c-level insights. Is your epm reporting purpose-built for finance? Epm is designed for input and processing, not reporting. Most epm solutions were built to capture and aggregate data, not report on them. Built-in reporting is often too limited and inflexible to respond to fast-changing business needs. As a result, finance teams don’t have quick access to the data they need to do their jobs effectively. Other reporting tools aren’t purpose-built for finance. Turning to bi tools doesn’t help. Bi tools weren’t designed to work with multi-dimensional epm data, leaving you dependent on technical expertise. This can cause bottlenecks and result in unacceptable delays. You’re stuck in a cycle of static reporting. Most EPM customers resort to dumping data into spreadsheets to satisfy their reporting needs—a slow, error-prone process that results in non-standardized reports. This leaves decision-makers working with rudimentary, static data.

About

Chartrics, developed by Margasoft Corp., is a data analysis and reporting software that automates PowerPoint, turning live data into always up-to-date presentations. It is the all-in-one PowerPoint add-in that automates reporting workflows for Research, Finance, Strategy, and Competitive Intelligence teams. From earnings summaries and QBR decks tomarket research and KPI dashboards, Chartrics (formerly DataPlay) eliminates repetitive tasks, reduces errors, and links your Excel data to PowerPoint – all in a single click. Chartrics is the only AI-powered Excel-PowerPoint add-in purpose-built to automate recurring reporting workflows. Unlike BI platforms or static plugins, Chartrics keeps analysts, strategists, and researchers working directly inside Microsoft Excel and PowerPoint - the tools they already know and rely on - while removing the manual, error-prone steps that slow reporting cycles.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Finance companies looking for a web-based, EPM reporting solution that can deliver higher quality reports and speed up reporting cycles to meet the needs of C-level executives

Audience

Busines to Business (B2B), Business to Consumer (B2C), Agency, Consultant

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$99/month/user
Start with up to a 60-day free trial on our Community plan, with the flexibility to upgrade anytime.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

insightsoftware
Founded: 1993
United States
www.insightsoftware.com

Company Information

Margasoft Corp.
Founded: 2005
United States
www.chartrics.com

Alternatives

Chartrics

Chartrics

Margasoft Corp.

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Categories

Dashboard Supported

Categories

Data Visualization Supported
Market Research Supported

Dashboard Features

Annotations Not Supported
Data Source Integrations Supported
Functions / Calculations Supported
Interactive Not Supported
KPIs Supported
OLAP Not Supported
Private Dashboards Supported
Public Dashboards Supported
Scorecards Supported
Themes Not Supported
Visual Analytics Not Supported
Widgets Supported

Market Research Features

Benchmarking Not Supported
Compensation Management Not Supported
Data Management Supported
Email / Online Not Supported
Face-to-Face Not Supported
Panel Management Not Supported
Paper-Based Not Supported
Phone-Based Not Supported
Sample Management Not Supported
Statistical Analysis Supported
Survey Management Supported

Integrations

Microsoft Excel Not Supported
Microsoft PowerPoint Not Supported
OneStream Supported

Integrations

Microsoft Excel Supported
Microsoft PowerPoint Supported
OneStream Not Supported
Claim CXO Software and update features and information
Claim CXO Software and update features and information
Claim Chartrics and update features and information
Claim Chartrics and update features and information