Coreworks
Turn ERP, CRM, and spreadsheet data into auditable board-ready decks.
Coreworks solves a real pain: turning data into traceable, edit-ready decks in minutes. The free tier lets you test with real data, and the Plus plan is fair for teams that value auditability. If you need audit-proof board decks fast and hate prompt engineering, it's a smart buy.
- Founders preparing investor pitch decks and quarterly reviews
- Revenue operations managers building pipeline and forecast reviews
- Customer success managers creating QBRs from product usage and CRM data
- Marketing directors compiling paid media performance reports
- Teams needing real-time dashboards or live data monitoring
- Users who require deep ad-hoc SQL querying (Coreworks abstracts queries)
- Organizations relying on on-premise deployment (cloud-only at this time)
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Skip Coreworks if you need live dashboards or ad-hoc SQL analysis, since it's designed for static report generation.
Going past 200 credits/month on Plus requires buying extra credits or upgrading to Enterprise.
Coreworks' free tier is generous for small teams testing the waters. At $99/seat/month, Plus is competitive with AI presentation tools like Gamma and Beautiful.ai, while offering superior auditability. Enterprise pricing is custom and likely suited for mid-market and above.
In short
Coreworks — Turn ERP, CRM, and spreadsheet data into auditable board-ready decks. Best for Founders preparing investor pitch decks and quarterly reviews, Revenue operations managers building pipeline and forecast reviews, Customer success managers creating QBRs from product usage and CRM data. Free to start; paid plans from $99/mo.
What's new in Coreworks
Checked 14 days agoAcross the latest 3 updates: 2 feature updates and 1 news mention.
Announcing our $5M Seed Round
Raised $5M seed round to accelerate product development and expand team.
New templates: Investment Memo, Customer QBR, Pipeline Review, Paid Media Review
Added pre-built templates for common use cases, each tailored to specific personas.
Credit carryover on Plus plan
Unused credits now roll over month-to-month for Plus subscribers.
Viability Score
How likely is Coreworks to still be operational in 12 months? Based on 4 signals — momentum (how recently it shipped), wrapper dependency, revenue model, and web presence.
Last calculated: July 2026
How we score →Key Features
- Semantic data reading and automatic insight identification
- Editable canvas with full drag-drop and layout restructuring
- One-click number traceability to source formulas and cells
- Connect directly to ERP, CRM, and spreadsheet exports
- Automatic detection of key trends, anomalies, and performance gaps
- Supports custom branding and theme replication from uploaded decks
- Import from Excel and Google Drive
- Export to PDF and slide decks
- Versioning system for presentations
- Credit-based usage with carryover on Plus plan
- Higher tier AI models on paid plans
- Zero data training on Plus and Enterprise plans
- Pre-built templates: Investment Memo, Customer QBR, Pipeline Review, Paid Media Review
- Data modeling and querying capabilities
About Coreworks
Coreworks is an AI-powered business intelligence platform that automates the creation of editable, board-ready reports and presentations from raw data. It connects directly to ERP, CRM, and spreadsheet exports, semantically identifies key insights, and generates a polished output with full data lineage. Every number is clickable and traceable to its source formula or cell, eliminating the black box of typical AI tools. Designed for founders, revenue operations, marketing, sales, and customer success teams, Coreworks replaces the manual 2-3 day deck-building process with a verifiable, editable canvas. Users can swap charts, rewrite labels, and restructure layouts without prompt engineering. The platform recently raised a $5M seed round and serves over 700 users who have created 2,300+ presentations. Unlike general AI chatbots like Gamma or Beautiful.ai, Coreworks delivers finished high-stakes documents rather than drafts, with auditability that compliance teams love. Its credit-based pricing includes a free tier (50 credits/month) and a Plus plan ($99/seat/month, 200 credits) with unused credit carryover, custom branding, zero data training, and higher-tier AI models. Enterprise plans offer custom credit bundles, SSO/SAML, and dedicated support. Coreworks is cloud-only and not suited for real-time dashboards or ad-hoc SQL querying, but excels for quarterly reviews, QBRs, investor memos, and pipeline reports.
Behind the Verdict
Coreworks isn't another AI presentation tool that spits out pretty drafts. It's built for the high-stakes end of the spectrum: board decks, QBRs, investor memos, where a wrong number gets you grilled. The traceability feature — click any number and see its source cell — is its killer app. We'd reach for this when the deliverable needs to survive scrutiny from a CFO or an investment committee. Where it bites: it's cloud-only, so no on-prem for regulated industries. And while it abstracts away SQL, power users who want to write their own queries will feel constrained. Compared to Gamma or Beautiful.ai, Coreworks wins on auditability and data integration but loses on creative design flexibility. The pricing is straightforward: Free gets you 50 credits to test, Plus is $99/seat/month for 200 credits with carryover — a fair deal for teams that ship multiple decks per month. One caveat: the free plan trains on anonymized data, so sensitive data should use Plus or Enterprise. In practice, we've seen it shine for RevOps teams building pipeline reviews and for VCs cranking out investment memos from data rooms. If your pain is manual deck assembly from spreadsheets, Coreworks is worth a trial.
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Real-world workflow fit
Concrete scenarios for the personas Coreworks actually fits — and what changes day-one when you adopt it.
Upload CRM and financial data, let Coreworks auto-generate a deck with traceable metrics, then edit layout and design.
Outcome: Board-ready investor deck in under an hour instead of 2-3 days.
Connect product usage and CRM data, choose a QBR template, review auto-detected health scores and renewal risks, customize slides.
Outcome: Comprehensive QBR presentation with verifiable numbers, ready for client meeting.
Import pipeline and quota data from CRM, let Coreworks flag trends and anomalies, then restructure sections as needed.
Outcome: Quarterly review deck that execs can trust, with full data lineage.
Use Cases
- Generate a quarterly finance review deck from your ERP and CRM data in minutes.
- Create an investor pitch deck with a metrics slide that auto-updates from live financial data.
- Build a customer QBR using product usage and CRM data, with traceable numbers.
- Automate a pipeline and forecast review for revenue ops from CRM and quota data.
- Produce a paid media performance report with spend, return, and scaling recommendations.
Models Under the Hood
as of 2026-07-17
Limitations
- Free plan limits to 50 credits/month and uses lower-tier AI models; Plus and above required for custom branding and zero data training.
- Credits may restrict heavy usage on lower plans.
- The platform currently focuses on report/deck generation and does not offer real-time dashboards or deep ad-hoc analytics.
as of 2026-07-03
12-month cost
Project the real annual outlay, including the implied monthly cost when only an annual tier is published.
Vendor list price only. Add-on usage, seat overages, and contract minimums are surfaced under Hidden costs & gotchas.
Plans compared
For each published Coreworks tier: who it actually fits, and what it adds vs. the previous tier. Cross-reference the cost calculator above for projected annual outlay.
Free
$0/mo
Ideal for
Solo users or small teams wanting to test Coreworks with real data before committing.
What this tier adds
Starting tier at $0/mo with 50 credits/month, basic themes, and data may be used for model training.
Plus
$99/seat/mo
Ideal for
Professionals and growing teams needing custom branding, higher AI models, and zero data training.
What this tier adds
Adds 200 credits/month, credit carryover, custom design, Google Drive import, higher-tier AI, and no Coreworks branding.
Enterprise
Custom
Ideal for
Large organizations requiring custom credit bundles, SSO/SAML, and dedicated support.
What this tier adds
Everything in Plus plus custom integration, guest editors, SSO, and dedicated onboarding.
Where the pricing makes sense
The company stage and team size where Coreworks's pricing actually pencils out — and where peers do it cheaper.
Coreworks' free tier is generous for small teams testing the waters. At $99/seat/month, Plus is competitive with AI presentation tools like Gamma and Beautiful.ai, while offering superior auditability. Enterprise pricing is custom and likely suited for mid-market and above.
Setup time & first value
How long it actually takes to get something useful out of Coreworks — broken out by persona, not the marketing-page minute.
See your first finished deck in under 5 minutes: upload your data (Excel or CSV), pick a template, and receive an editable presentation. Pro users can connect Google Drive and customize branding within one session.
Switching to or from Coreworks
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From manual slide building (PowerPoint/Google Slides): upload your data and let Coreworks generate the first draft, then edit in the canvas.
- →From traditional BI tools (Tableau, Looker): export your data as CSV/Excel and import into Coreworks for narrative-ready reports.
- →From AI chatbots (ChatGPT, Claude): use Coreworks' structured output and traceability instead of prompt-based drafts.
- ↗To PowerPoint: export your Coreworks presentation as PDF or slide deck (export to slide decks mentioned in features).
- ↗To Google Slides: export as PDF and re-upload to Slides, but you lose traceability.
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Official links
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