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About

Folio AI is an AI agent built for decks where every slide counts, tailored for consulting and strategy teams that work directly in PowerPoint and Google Slides. It works with users on their slides instead of acting like a separate app they have to export from, generating new presentations from a prompt and editing existing decks while preserving templates, fonts, colors, layouts, and brand rules. Users can describe the deck they need, start with a draft, then refine it through follow-up prompts as Folio applies the existing PowerPoint template automatically. Existing presentations can also be opened and edited by asking Folio to restructure, rewrite, reformat, extend, or restyle the content, while manual adjustments remain possible at any point. Folio works directly with real PowerPoint and Google Slides shapes and objects, not images masquerading as slides, so every element stays fully editable.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not 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

Consultants and strategy teams that need to create, refine, and edit polished, on-brand slide decks directly inside PowerPoint or Google Slides

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$10 per month
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 Not Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

Folio AI
France
get-folio.ai/

Company Information

INSYNCR
Founded: 2024
Belgium
insyncr.com

Alternatives

Alternatives

SlideLizard

SlideLizard

Opportunity IT
Chartrics

Chartrics

Margasoft Corp.

Categories

Categories

Integrations

Devart ODBC Drivers Not Supported
Google Calendar Not Supported
Google Sheets Not Supported
Google Slides Supported
Matrikon OPC Not Supported
Microsoft Access Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Excel 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

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