Your board pack, built from Excel in one click.
We connect your Excel workbook to your branded PowerPoint template. One click fills every number, chart and table, as PowerPoint or PDF. The slides stay editable, so you can add commentary before it goes out.
No more copying numbers into slides and checking them twice.
Whoever builds the pack spends the last day of month-end moving numbers they've already worked out. We take that step away, so their time goes on the commentary.
Each month-end today
After we've built it
Shown with sample data. Real builds use your own template and workbook.
From your workbook to a finished pack, in one click.
This month's numbers, in Excel
Your workbook updates the way it does now, or from an Automated Excel Report.
One click
Every number, chart and table lands on the right slide of your template, in the right order.
PowerPoint or PDF, your choice
Save an editable PowerPoint to add your commentary, or a PDF that's ready to send.
Your template, filled in for you.
Built into your template
We work inside the branded template you already use. Nobody has to redesign anything.
Numbers, charts and tables
Every figure on every slide comes straight from the workbook, so the pack matches the numbers.
PowerPoint or PDF
Choose the format each time. PowerPoint stays fully editable, so you can add commentary before it goes out.
Slides in the right order, automatically
Set the order yourself from a simple list in the workbook, or let Excel sort it for you. Rank regions by revenue or cost centres by spend, and the biggest movers lead the pack every month.
Does your Excel already produce the numbers?
This service links your slides to a workbook that already works. If your data still needs pulling together and cleaning first, we pair it with an Automated Excel Report and quote both together after the review.
Built for teams that report the same way every month.
A good fit if
Probably not the right fit if
You test it on your own numbers before you sign anything off.
A free reporting review
Thirty minutes on your actual files. We tell you what can be automated, what can't, and roughly what it would take. You get a written summary either way.
A fixed quote
One price for the whole job, with the scope written down before anything starts. If anything changes later, we agree that in writing too.
We build it
Most builds take a few days. Something complex can run to a couple of weeks. We need your source files and one short session on the logic. Your team carries on as normal.
Test it, then sign off
Ten working days to run it on a month you've already reported and check it matches. If anything doesn't do what we agreed, we put it right. Sign it off when it does.
Covered for 3 months
From the day you sign off, we fix any defect in what we built, free of charge. That covers your next three month‑ends.
What you get at handover
A report your team can't run without us isn't much of an improvement. So the handover is part of the job, not an afterthought.
A live walkthrough
We take whoever runs the report through it, step by step, until they can run it without us.
Written steps
A short guide in plain English: how to refresh it, where each number comes from, what to do if a source file moves.
Yours to keep
Every report it produces is yours outright. The workbook comes with a permanent licence to use and edit it across your group.
Changes, quoted up front
Need something new later? We quote it as a fixed-price job before any work starts.
If the finished work doesn't do what we agreed it would do, we'll put it right. If we can't, you get your money back in full.
Common questions
Yes. The output is ordinary PowerPoint. Add commentary, hide a slide or tweak a title, then send it.
No. It links to a workbook that already produces your numbers. If yours needs building or cleaning first, we quote an Automated Excel Report alongside it.
From £1,999 for up to 10 slides populated automatically. The final price is fixed in writing after the free review, before any work starts.
Yes. We build into your current branded template, so the pack looks exactly as it does today.
Yes, two ways. Set the order yourself in a list in the workbook, or have it sorted by a calculation, such as highest revenue or biggest cost first, so the order updates as the numbers change. You can also switch a slide off for one month. Either way, nobody reorders the deck by hand.