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

Still building your monthly reports by copying numbers from Excel into PowerPoint? INSYNCR does it for you. This PowerPoint plugin links the charts, tables and text on your slides to live data in Excel, SQL Server, SharePoint, Google Sheets, Salesforce and more. When the numbers change, refresh once and the whole deck updates. Automated reporting without leaving PowerPoint. Send a report to every client? Build one template and INSYNCR creates a separate PowerPoint, PDF or MP4 for each client, fund or region in one click. A hundred client reports take minutes, not days. Negative returns turn red on their own, slides show or hide by rule, and mail merge personalises each one. Made for finance teams, asset and wealth managers, private equity, consultants and research firms who live in monthly packs, board reports, fund factsheets and client reports. Installs in five minutes as a tab in PowerPoint on Windows. Free 7 day trial, no credit card.

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

Platforms Supported

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

Audience

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

Audience

Finance teams, asset and wealth managers, private equity firms, consultancies, research firms and agencies who build recurring PowerPoint reports from Excel or database data

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

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 Supported
Free Trial Supported

Pricing

$ 113.53/user/month
Starter: $169.19 per user/month, or $1,362.49 per user/year.
Business: $316.80 per user/month, or $2,611.54 per user/year.
Professional: $566.61 per user/month, or $4,541.89 per user/year.
Viewer: $44.28 per user/month, or $367.90 per user/year (needs one Starter, Business or Professional license).
Free 7 day trial with full access, no credit card.
Free Version Not 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 Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

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

Company Information

INSYNCR
Founded: 2024
Belgium
insyncr.com

Alternatives

Alternatives

SlideLizard

SlideLizard

Opportunity IT
Chartrics

Chartrics

Margasoft Corp.

Categories

Data Visualization Supported
Market Research Supported

Categories

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 Supported
Devart ODBC Drivers Not Supported
Google Calendar Not Supported
Google Sheets Not Supported
Matrikon OPC Not Supported
Microsoft Access Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Outlook Not Supported
Microsoft PowerPoint Supported
Microsoft SharePoint Not Supported
MySQL Not Supported
Oracle Database Not Supported
PostgreSQL Not Supported
SQL Server Not Supported
Salesforce Not Supported

Integrations

Microsoft Excel Supported
Devart ODBC Drivers Supported
Google Calendar Supported
Google Sheets Supported
Matrikon OPC Supported
Microsoft Access Supported
Microsoft Dynamics 365 Supported
Microsoft Outlook Supported
Microsoft PowerPoint Not Supported
Microsoft SharePoint Supported
MySQL Supported
Oracle Database Supported
PostgreSQL Supported
SQL Server Supported
Salesforce Supported
Claim Chartrics and update features and information
Claim Chartrics and update features and information
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Claim INSYNCR and update features and information