Rollstack

Rollstack is a powerful automation platform designed to streamline the creation of presentations and documents for data-driven organizations. It addresses a common and significant pain point for analytics, business intelligence, and finance teams: the manual, repetitive, and error-prone process of updating recurring reports. By creating a direct link between primary data sources and presentation files, Rollstack transforms static, time-consuming reporting into a dynamic, efficient, and scalable workflow.

The platform integrates seamlessly with the most popular business intelligence tools and data platforms, acting as a central hub for report automation. Instead of taking screenshots or manually copying and pasting data from dashboards, users can connect their data sources once and let Rollstack handle the rest. This ensures that every presentation, from weekly performance reviews to quarterly business reviews (QBRs), is always populated with the most current and accurate information, directly from the source of truth.

How to use Rollstack

Using Rollstack is a straightforward process designed for efficiency:

1. Connect Your Data Sources: Begin by securely connecting your business intelligence tools (Tableau, Power BI, Looker), data warehouses (Snowflake, dbt), or spreadsheets (Google Sheets, Excel) to the Rollstack platform.
2. Create or Upload a Template: Use your existing PowerPoint or Google Slides templates. Rollstack works with your established branding and layouts.
3. Link Data to Placeholders: Within your template, define placeholders for charts, tables, and key metrics. Then, link these placeholders to the corresponding live data from your connected sources. This mapping only needs to be done once.
4. Automate and Schedule: Set up schedules for your reports to refresh automatically—daily, weekly, or monthly. You can also trigger updates on-demand. The platform will pull the latest data and generate an updated presentation.
5. Distribute Seamlessly: Configure automated distribution lists to send the updated decks to relevant stakeholders via email or other channels, ensuring timely delivery of insights.

Core Features of Rollstack

• Direct Data Integration: Connects directly to Tableau, Power BI, Looker, Snowflake, dbt, Hightouch, Census, Google Sheets, and Excel.
• Presentation Automation: Automates the population of data, charts, and tables in PowerPoint and Google Slides.
• Scheduled Refreshes: Allows users to schedule report updates to align with business cadences, ensuring timely information.
• AI-Powered Narratives: Leverages AI to generate executive summaries, highlight key insights, and flag anomalies based on the live data within the slides.
• Slide Governance: Provides version control and clear permissions for report templates, ensuring consistency and accuracy across the organization.
• Scalable Reporting: Enables the creation of hundreds of customized report variations from a single template, perfect for client or regional reporting.
• Secure and Compliant: Built with enterprise-grade security to ensure data is handled safely and complies with standards like GDPR and SOC 2.

Use Cases for Rollstack

Rollstack is ideal for any recurring reporting process that involves data from multiple sources. Leading companies like SoFi, Recurly, and Just Eat Takeaway use it for:

• Quarterly Business Reviews (QBRs): Automate the entire process of compiling performance data, saving hundreds of hours per quarter.
• Financial Reporting: Ensure accuracy and timeliness in monthly and quarterly financial decks for executives and investors.
• Operational Dashboards: Keep operational teams updated with daily or weekly performance metrics without manual intervention.
• Client Reporting: Generate personalized reports for multiple clients at scale, pulling data specific to each client into a standardized template.
• Marketing and Sales Performance: Automatically update weekly reports on campaign performance, lead generation, and sales pipelines.

Advantages of Rollstack

The primary advantage of Rollstack is a massive increase in operational efficiency. As highlighted by SoFi's Strategic Finance Director, it can reduce slide preparation time from hours to minutes. Key benefits include:

• Time Savings: Frees up highly skilled analysts and BI professionals from mundane, repetitive tasks to focus on strategic analysis.
• Improved Data Accuracy: Eliminates human error from manual copy-pasting, ensuring decisions are based on reliable data.
• Faster Time to Insight: Reduces decision latency by delivering up-to-date reports to stakeholders automatically and on schedule.
• Enhanced Governance: Maintains a single source of truth and ensures all reports are consistent and on-brand.
• Increased Productivity: Streamlines workflows across multiple departments, from finance and operations to marketing and sales.

Pricing and Plans

Rollstack's pricing is tailored to the needs of teams and enterprises. Given its focus on integration with complex data systems and enterprise-level automation, it typically offers customized plans. For detailed pricing information and to understand which plan best fits your organization's needs, it is recommended to book a demo or contact the Rollstack sales team directly through their website.