Rollstack
Rollstack turns Tableau, Power BI, Looker, Omni, Lightdash and spreadsheet data into scheduled PowerPoint, Word and PDF reports.
If recurring BI-to-deck reporting eats analyst hours every month, Rollstack is one of the few tools that covers connection, templating, AI-written analysis and distribution in one place — and the Omni (December 2025) and Lightdash (February 2026) connectors show it is still widening BI coverage. The Standard floor of $1,250 per month billed yearly means you need real reporting volume to justify it; a 12-hours-a-week saving claim is roughly three analyst-days, so the math only works at team scale. Small teams making occasional decks should look at a PowerPoint add-in instead.
Verified 4d ago · liveness 69/100 · cite: rightaichoice.com/tools/rollstack
- Data analytics teams producing recurring reports from BI dashboards
- Finance teams automating QBRs, financial decks and executive reporting
- Customer success teams generating client scorecards at scale
- Marketing operations automating campaign performance reports
- Ad-hoc one-off presentations where templating and scheduling add no value
- Teams without a BI tool or structured data source to connect
- Workflows needing interactive dashboards, embedded analytics, video or other non-document output
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Skip Rollstack if you only build a handful of decks a year from one source — the $1,250/mo billed-yearly Standard floor and the scheduling layer only pay off when you regenerate the same report on a recurring basis.
Standard is billed yearly with credits granted upfront, so the $1,250/mo figure is an annual commitment rather than a monthly one you can stop.
Rollstack's pricing fits mid-market and enterprise teams with a recurring reporting cadence: the Standard tier starts at $1,250 per month billed yearly with credits granted upfront. That puts it above single-source reporting add-ins like Coefficient, which start far lower, and roughly in line with other enterprise reporting-automation platforms that bundle BI connections with scheduling and distribution. Premium and Enterprise are quote-based for organizations pushing reports across many
In short
Rollstack — Rollstack turns Tableau, Power BI, Looker, Omni, Lightdash and spreadsheet data into scheduled PowerPoint, Word and PDF reports. Best for Data analytics teams producing recurring reports from BI dashboards, Finance teams automating QBRs, financial decks and executive reporting, Customer success teams generating client scorecards at scale. Plans from $1,250/mo.
What's new in Rollstack
Checked 5 days agoAcross the latest 2 updates: 2 feature updates.
Rollstack + Lightdash integration announced
Rollstack announced a Lightdash integration, connecting the BI tool to automated report and presentation workflows.
Rollstack + Omni integration announced
Rollstack announced an Omni integration for syncing Omni BI data into scheduled reports and presentations.
Viability Score
How well maintained and how widely used is Rollstack? Built from what the vendor actually publishes (docs, changelog, tutorials, integrations, pricing), whether the site is live, and how much real users discuss it. How we calculate this
Last calculated: October 2026
How we score →Key Features
- Connect Tableau dashboards to PowerPoint, Word and Google Workspace templates
- Pull Power BI data and visualizations into scheduled decks and docs
- Sync Looker data into automated report templates
- Pipe Omni dashboard data into presentations and documents
- Connect Lightdash as a BI data source for automated reports
- Use Metabase, Google Sheets and Microsoft Excel as data sources
- Schedule automatic updates so decks and docs refresh without manual rebuilds
- AI-powered insights that generate written analysis from visualizations and report data
- Collections: generate many report variants from a single template
- Map live data fields directly to slides, charts and paragraphs
- Distribute finished reports via email and other channels
- Output formats: PowerPoint, Word and PDF
- No-code template setup for business users
- Role-based access control for content governance
- Version control and audit logs for compliance tracking
About Rollstack
Rollstack connects your BI tools and spreadsheets to PowerPoint, Word or Google Workspace templates, maps live data fields to specific slides, charts and paragraphs, then regenerates and distributes those files on a schedule. Documented data sources are Tableau, Power BI, Looker, Omni, Lightdash, Metabase, Microsoft Excel and Google Sheets — with Omni added in December 2025 and Lightdash in February 2026, alongside long-standing Tableau, Power BI and Looker connectors. The workflow is deliberately no-code: a business user builds the template once, binds fields to BI visualizations, and scheduled updates keep the numbers current without an analyst touching the file. AI-powered insights read the visualizations and report data and produce written analysis next to the charts. Collections generates many variants from a single template, so one scorecard design can fan out across hundreds of client or department reports. Finished documents ship through email and other channels, with governance covering role-based access control, version control and audit logs. Rollstack publishes 12 hours saved per week, an 82% reduction in reporting time and +511% ROI, and holds Google Cloud, Microsoft and Tableau partner status. Against single-source tools like Coefficient, the multi-BI breadth is the differentiator; against a plain PowerPoint add-in, it is the scheduling and distribution layer. The catch is commitment: Standard starts at $1,250 per month billed yearly with all credits granted upfront, and Premium and Enterprise are scoped with sales. The product also assumes you have structured, recurring reporting — one-off decks and data trapped in Word docs or CSVs are a poor fit.
Behind the Verdict
Rollstack's real differentiator is breadth of connection combined with a distribution layer, not the templating itself. Plenty of tools can bind a Tableau chart to a slide; far fewer can pull from Tableau, Power BI, Looker, Omni, Lightdash, Metabase, Google Sheets and Excel in the same workspace and then schedule the output into an email or a shared drive. Omni arrived in December 2025 and Lightdash in February 2026, which matters if you run a modern data stack — Lightdash and Omni users have had very few reporting-automation options that treat them as first-class sources.\n\nStrengths: the no-code template model genuinely removes the analyst from the monthly cycle, because a business user builds the template once and binds fields to visualizations. AI-powered insights generate written analysis alongside the charts, which is the part of a QBR deck that usually takes the longest to draft. Collections turns a single template into hundreds of report variants, which is the feature that matters most to customer success teams running client scorecards. Governance covers role-based access control, version control and audit trails, and Rollstack holds Google Cloud, Microsoft and Tableau partner status plus a trust center with published certifications.\n\nWeaknesses: output is static documents — PowerPoint, Word, PDF — so this is not a dashboard or embedded analytics replacement, and anyone wanting interactive exploration should stay in the BI tool. Pricing is enterprise-shaped: Standard starts at $1,250 per month billed yearly with credits granted upfront, Premium and Enterprise are quote-scoped, so there is no low-commitment entry point for a five-person team making twelve decks a year. The vendor publishes no named underlying AI model, so you cannot evaluate the analysis quality by model reputation before a trial.\n\nWhere it fits: data and analytics teams, finance groups producing QBRs and executive decks, customer success teams generating scorecards at volume, and regulated industries that need audit logs and RBAC on report distribution. Case studies from Equality Health, Tripadvisor and Rinsed point at healthcare, travel and fintech-adjacent operations. Where it does not fit: ad-hoc one-off presentations, teams with no BI tool or structured source to connect, anyone needing video or non-document output, and small teams that cannot justify the annual Standard commitment.
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Real-world workflow fit
Concrete scenarios for the personas Rollstack actually fits — and what changes day-one when you adopt it.
You connect Tableau or Looker once, build a QBR template in PowerPoint that binds dashboard charts to specific slides, and set a monthly schedule so the deck regenerates and emails itself to stakeholders before the meeting.
Outcome: The 12-hours-a-week figure the vendor publishes maps to roughly three analyst-days freed per cycle, and the numbers in the deck match the dashboard without a manual copy-paste pass.
You design one client scorecard template, then use Collections to fan it out across your whole book of business, with each client's Metabase or Google Sheets data filling in the same layout on a recurring schedule.
Outcome: Client-facing reports scale with headcount instead of against it, and version control plus audit logs show what was sent and when.
You map Power BI and Excel financial data into a Word or PowerPoint template, add AI-powered written commentary over the visuals, and distribute the finished file to each business unit on a monthly cadence.
Outcome: Executive and board materials are assembled from live data rather than rebuilt by hand, and RBAC keeps unit-level content restricted to the right readers.
Use Cases
- Automate weekly or monthly reporting from BI dashboards into executive slide decks.
- Create standardized client-facing reports by mapping data to branded templates.
- Sync KPI updates across multiple marketing performance decks.
- Distribute personalized financial summaries to different business units.
- Generate recurring board meeting materials with live data from Looker or Tableau.
- Scale customer success scorecards for a large client base using Collections.
- Produce compliance audit reports with version control and audit logs.
- Automate commercial reporting for retail teams, as seen with Coolblue.
Limitations
- Rollstack outputs static documents — PowerPoint, Word and PDF — so it complements rather than replaces an interactive BI dashboard.
- Pricing is enterprise-shaped: Standard starts at $1,250 per month billed yearly with all credits granted upfront, and Premium and Enterprise are scoped with sales, so there is no cheap entry point for a small team making a handful of decks a year.
- The scrape names no underlying AI model, so the quality of the AI-powered written insights cannot be judged from the vendor's published material.
- Governance is described at the feature level (role-based access control, version control, audit logs) rather than with named certifications in the scraped pages.
- The platform assumes structured, recurring reporting — ad-hoc decks and data sitting in Word documents or CSVs will not benefit.
as of 2026-10-04
Verification history
We have re-verified Rollstack 9 times since . Each pass re-reads the vendor's own pages and re-checks every listed field against that evidence; passes where nothing had changed are marked as such.
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
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- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
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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 Rollstack tier: who it actually fits, and what it adds vs. the previous tier. Cross-reference the cost calculator above for projected annual outlay.
Standard
Starts at $1,250/mo billed yearly
Ideal for
Mid-market data, finance or customer success teams running a recurring monthly or weekly reporting cadence on one or more BI sources.
What this tier adds
Starting tier — starts at $1,250/mo billed yearly with credits granted upfront, and covers BI/spreadsheet connections, template-based generation, scheduled updates, AI-generated insights, content distribution, and included user seats.
Premium
Custom
Ideal for
Organizations pushing the same reporting design across many clients or departments rather than a single internal audience.
What this tier adds
Adds the ability to expand reporting across clients and departments on top of everything in Standard, scoped with sales rather than listed publicly.
Enterprise
Custom
Ideal for
Large organizations — particularly regulated industries — that need governance controls alongside high-volume report distribution.
What this tier adds
Adds elite, custom-scoped solutions for large organizations on top of everything in Premium.
Where the pricing makes sense
The company stage and team size where Rollstack's pricing actually pencils out — and where peers do it cheaper.
Rollstack's pricing fits mid-market and enterprise teams with a recurring reporting cadence: the Standard tier starts at $1,250 per month billed yearly with credits granted upfront. That puts it above single-source reporting add-ins like Coefficient, which start far lower, and roughly in line with other enterprise reporting-automation platforms that bundle BI connections with scheduling and distribution. Premium and Enterprise are quote-based for organizations pushing reports across many
Setup time & first value
How long it actually takes to get something useful out of Rollstack — broken out by persona, not the marketing-page minute.
Expect a day or two of template work for one report: connecting your BI source is quick, but binding fields to slides, charts and paragraphs in your branded layout is the real setup cost. After that, each additional report template is faster because the connection is already in place. Teams running Collections across many client variants should budget extra time up front to get the master
Switching to or from Rollstack
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From manual PowerPoint assembly: Rebuild your recurring deck as a Rollstack template and bind BI fields to the existing slides rather than copying charts each cycle.
- →From a PowerPoint add-in: Add scheduling and distribution on top of your current template layout, plus connections to sources the add-in doesn't reach.
- →From single-source reporting tools like Coefficient: Keep the same presentation output but pull from multiple BI tools instead of one connector.
- →From BI-native subscriptions or email schedules: Move the finished file into PowerPoint, Word or PDF so recipients get a branded document rather than a dashboard link.
- ↗To a BI dashboard or embedded analytics tool: Move reporting consumers into interactive dashboards if they need to explore data rather than read a fixed document.
- ↗To a PowerPoint add-in: Accept a manual refresh step if your reporting is ad-hoc and the scheduling layer isn't earning its cost.
- ↗To a single-source reporting tool: Consolidate onto one connector if your data genuinely only lives in one BI platform.
Integrations
Resources & Guides
Tutorials & Learning
YouTube returned 6 videos for “Rollstack”, and we withheld 6: 6 could not be judged, because “Rollstack” is a single word that other videos use for other things. We are showing none, because we could not prove any of them are about Rollstack.
Official links
Tools that pair well with Rollstack
Common stack mates teams adopt alongside Rollstack, with the specific reason each pairing earns its keep.
Formula Bot
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Twistly
AI presentation maker that turns topics, PDFs, and Word docs into editable PowerPoint slides inside PowerPoint itself.
StreamAlive
StreamAlive turns Zoom, Teams and PowerPoint chat into live polls, word clouds and maps — no QR codes, no second screens.
Featured Head-to-Head Comparisons
Rollstack vs Persefoni
Rollstack and Persefoni are not direct competitors—they serve entirely different domains. Rollstack automates presentation generation from BI data for analytics teams, while Persefoni provides enterprise carbon accounting for regulatory compliance. Choose Rollstack if your pain point is manual slide creation; choose Persefoni if you need auditable emissions reporting under laws like SB 253 or CSRD.
Rollstack vs Nectar Energy
Choose Nectar Energy if you manage commercial buildings and need AI-driven HVAC/lighting control plus automated ESG compliance reporting (new in May 2026). Choose Rollstack if you need to eliminate manual copy-pasting from BI tools into recurring presentations and reports, with a minimum commitment of $1,250/month. They serve completely different domains—energy optimization vs. data reporting—so your decision hinges on whether your primary pain point is building energy waste or report generation overhead.
Rollstack vs Poke Interaction Co
Rollstack and Poke serve entirely different needs. Rollstack is a team-focused enterprise tool for automating BI-to-slides workflows, starting at $1,250/month. Poke is a personal AI assistant for messaging apps, with a free tier for basic tasks. If you automate recurring reports from Tableau or Power BI, choose Rollstack. If you want an AI to manage your email and calendar via WhatsApp, choose Poke.
Alternatives to Rollstack
View allFormula Bot
Better Analyst — formerly Formula Bot — turns plain-English data questions into charts, dashboards, spreadsheets, and scheduled analytics workflows.
Twistly
AI presentation maker that turns topics, PDFs, and Word docs into editable PowerPoint slides inside PowerPoint itself.
StreamAlive
StreamAlive turns Zoom, Teams and PowerPoint chat into live polls, word clouds and maps — no QR codes, no second screens.
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