Chartrics

Chartrics

Margasoft Corp.
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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.

About

Farsight AI is an AI-driven financial workflow automation platform built to help investment banking, private equity, hedge funds, wealth management, and other finance teams automate and accelerate core, high-value work that historically has been manual, repetitive, and time-consuming. It uses advanced AI agents to generate complete, client-ready deliverables, including valuation models, pitch decks, investment committee memoranda, research write-ups, buyer and seller lists, and strategic insights, tailored to a firm’s historical work style, brand, and voice rather than producing generic fragments. Farsight automates end-to-end workflows directly inside familiar tools like Excel, PowerPoint, and Outlook, cutting hours or days of manual formatting, data assembly, and drafting down to minutes while preserving institutional standards and security.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Finance professionals and teams that want to automate complex financial workflows and produce high-quality deliverables faster and more efficiently

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

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
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Farsight
Founded: 2022
United States
www.farsight-ai.com

Alternatives

Alternatives

Rogo

Rogo

Rogo AI
Pine BI

Pine BI

Pinexl

Categories

Categories

Market Research Features

Benchmarking
Compensation Management
Data Management
Email / Online
Face-to-Face
Panel Management
Paper-Based
Phone-Based
Sample Management
Statistical Analysis
Survey Management

Integrations

Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook

Integrations

Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Claim Chartrics and update features and information
Claim Chartrics and update features and information
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