ChartricsMargasoft Corp.
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Related Products
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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.
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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.
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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
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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
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Audience
Busines to Business (B2B), Business to Consumer (B2C), Agency, Consultant
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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
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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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
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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
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Company InformationMargasoft Corp.
Founded: 2005
United States
www.chartrics.com
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Company InformationINSYNCR
Founded: 2024
Belgium
insyncr.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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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
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