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

About INSYNCR

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.

Pricing

Starting Price:
$ 113.53/user/month
Pricing Details:
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 Trial:
Free Trial available.

Integrations

Ratings/Reviews

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

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Company Information

INSYNCR
Founded: 2024
Belgium
insyncr.com

Videos and Screen Captures

INSYNCR Professional Setup Wizard welcome screen.

INSYNCR Professional Setup Wizard welcome screen.

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Product Details

Platforms Supported
Windows
On-Premises
Training
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

INSYNCR Frequently Asked Questions

Q: What kinds of users and organization types does INSYNCR work with?
Q: What languages does INSYNCR support in their product?
Q: What kind of support options does INSYNCR offer?
Q: What other applications or services does INSYNCR integrate with?
Q: What type of training does INSYNCR provide?
Q: Does INSYNCR offer a free trial?
Q: How much does INSYNCR cost?

INSYNCR Product Features

Financial Reporting

Audit Trail Not Supported
Balance Sheet Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Not Supported
Multi-Department / Project Not Supported
Multi-Company Not Supported
Profit / Loss Statement Not Supported
Income Statements Not Supported
Cash Management Not Supported
"What If" Scenarios Not Supported
General Ledger Not Supported