Faster Consulting Updates. Sharper Advisory Reports.

The Challenge

Consulting and advisory firms are built on expertise, speed, and precision. But too often, high-value analysts and designers waste hours manually updating slides for recurring client reports, assessments, and dashboards.

Last-minute changes stall delivery

Manual updates eat time

Branding lacks consistency

Analysts stuck formatting

How Chartrics Helps?

Chartrics automates Excel-to-PowerPoint workflows for consultants, enabling you to create dynamic, reusable templates for everything from forecast models and cost breakdowns to maturity assessments and KPI dashboards.

Refresh charts instantly with new inputs.

Automate updates across 20 to 200 slides.

Keep every deck polished and on-brand.

Let analysts focus on insight, not edits.

Designed for Firms That Need to:

Automate PowerPoint reporting for recurring client deliverables

Save time by linking your client data directly to presentation slides, eliminating manual updates.

Standardize formatting across offices, accounts, and teams

Ensure consistent branding and presentation quality regardless of location or team.

Reuse templates for faster reporting cycles

Maintain efficiency with repeatable, scalable deck templates.

Scale reporting across industry verticals and client sizes

Adapt reporting workflows to meet diverse client needs and sectors.

Key Benefits

Rapid refresh of multi-client reports, assessments, and dashboards

Custom charting support to meet client branding and formatting needs

Reusable templates that scale across regions, verticals, and practices

More analyst time for insights, less for slide manipulation

Seamless Excel model integration – no extra tools required

Client-ready PowerPoint decks – delivered faster, with zero formatting errors

Snapshot ROI

Real results from Finance & Invesor Relations Teams using Chartrics

0%

less time spent editing decks per engagement

0x

faster turnaround for fewer revision cycles

0%

increased margin retention on high-effort reporting projects