Advanced capabilities
Embed text boxes, metrics, tables, charts, and more from any data source. Set filters and dates in Slideform and generate multiple decks at once.
Rollstack alternatives
Looking for an alternative to Rollstack?
Slideform is designed specifically for agencies and client-facing teams. Our AI-powered automation helps you gain efficiency without sacrificing quality, with a lighter-weight path to recurring reports, presentations, and documents.
Why Slideform stands out
Built for teams that need polished client deliverables, flexible automation, and onboarding that gets the first workflow live quickly.
Quick setup
Full-service onboarding for your first project, so your team can get value quickly without a long implementation cycle.
Data integrations
Support for all your data sources, including Looker Studio, Power BI, HubSpot, Gainsight, warehouse solutions, Tableau, Looker, and spreadsheets.
A reporting workflow built around client delivery
Slideform helps teams go from live data to polished deliverables without rebuilding each report every cycle.
Connect the source data
Pull dashboards, CRM records, warehouse queries, and spreadsheets into one reporting workflow.
Map the content once
Place charts, tables, KPIs, and narrative blocks exactly where they belong in the template.
Generate and review
Create multiple decks at once, review the draft, and keep the output editable for the final polish.
Recurring client reporting
Monthly performance review
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Integrations that fit the way your team already works
Use the systems you already trust, then route the finished work into the formats your clients and stakeholders expect.
Popular data sources
Connect the platforms teams rely on for reporting, client reviews, and executive updates.
What you can automate
- Presentations with live charts, KPIs, summaries, and client-specific filters.
- Documents and reports that refresh from the same trusted source data.
- Scheduled runs for recurring deliverables across clients, teams, or reporting periods.
- AI-assisted summaries that save time while keeping the final output editable.
Frequently asked questions
Who is Slideform best for?
Slideform is especially well suited for agencies and other client-facing teams that need to produce recurring decks, reports, and documents without rebuilding them every cycle.
Can Slideform generate multiple deliverables at once?
Yes. Teams can configure filters, date ranges, and template mappings, then generate multiple decks or reports from the same workflow.
What kinds of data can I bring in?
Slideform supports BI tools, CRMs, spreadsheets, and warehouse-backed reporting workflows, including Looker Studio, Power BI, HubSpot, Gainsight, Tableau, Looker, and Google Sheets.
See how Slideform fits your workflow
If you want a more flexible, agency-friendly approach to automated reporting, we can help you get your first project live quickly.