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Chartrics

PowerPoint Automation Made Simple·chartrics.com

Chartrics is a PowerPoint add-in that automates reporting by connecting live Excel, CSV, or SPSS data to slides, charts, and tables. It lets users refresh entire decks in one click, keeping formatting, layout, and branding intact. The product is aimed at Finance, Research, Consulting, Competitive Intelligence, Sales & Marketing, and HR teams that produce recurring reports and presentations.

What it's for

Automate PowerPoint reporting from Excel dataBuild board-ready finance and investor relations slides from month- or quarter-end numbersStandardize client reporting for consulting and advisory engagementsKeep multi-competitor decks updated with one-click data refreshAuto-update KPI dashboards, QBRs, and campaign reviews for sales and marketing teamsTurn employee survey feedback into leadership-ready HR reportsCreate recurring reports (QBRs, monthly reports, competitor slides) from reusable smart templates

Features 14

Advanced chart and visualization support (combo charts, dual axes, stacks, tables)
AI-powered reporting features
Automatic mapping of data to charts and tables in slides
Chart Maker tool
Connects Excel, CSV, or SPSS files from local or cloud storage
Installs as a new ribbon tab inside PowerPoint
Live cloud Excel sync
One-click bulk updates for charts and tables
One-click deck refresh synced to latest Excel data
Preserves layout, colors, and fonts for consistent branding
Report sharing via Chartrics Cloud
Role-based security for team collaboration
Scales for big teams and large volumes of decks
Smart templates for recurring reports

At a glance

free tierfree trialself-hostable

TypePlugin / add-on

DeploymentHybrid

ForFinance & Investor Relations teams, Consulting & Advisory professionals, Competitive Intelligence analysts, Sales & Marketing teams, Human Resources teams, students, educators, nonprofits, individual professionals, teams, enterprises

CompanyMargasoft Corp · 2005

Integrations

Microsoft ExcelMicrosoft PowerPointSPSS

Pricing

All prices are stated in US dollars. Enterprise pricing is quote-based and determined by requirements.

CommunityFree

Marketed as free for students, educators, nonprofits, and individuals; FAQ also describes it as a 60-day free trial, so it is unclear whether access is permanent or time-limited.

Up to 5 active reports; data storage limited to 1 GB; free trial up to 60 days

Professional$99/mo

Individual-only plan; not available for teams. Save 17% with annual billing.

Up to 20 active reports with total data limit of 5GB; individual-user plan only

Teams$1290/mo

Marked as 'Most Popular'. Pay-as-you-grow billing; monthly or quarterly for annual plans.

Team of up to 10 users included; additional users billed separately

EnterpriseQuote

Quote-based; contact sales for pricing.

Custom, based on requirements

Save 17% when you choose annual billing.