Building slides is history

Board level reporting,
ready in a split second.

A state-of-the-art interactive report for your board, investors, and leadership team, opened in any browser. Connect your MCP to the dashboard or upload one Excel template and your report is ready immediately.

Demo runs on fictional data, everything is clickable.

vantix, monthly report · live demo
The Vantix monthly board report

The live demo is best on a bigger screen, it's a full interactive board report.

Open the live demo
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Answer three questions, optionally upload your board deck, and your fully customized dashboard is live in less than 10 minutes. Say goodbye to hours of preparing slides.

Trusted by teams at

sendcloudSOUSOrbisk

How it works

Four easy steps, and your branded dashboard is ready within ten minutes.

1

Install the skill

You receive a .skill file. Open it in Claude, press Save, done. No code, no setup, no IT ticket.

2

Rebrand it to your company

Answer three questions: your website, a password, and what your business grows (units, seats, merchants). Claude applies your branding and makes the whole report speak your language.

3

Customize it to your organisation

Upload your current board deck and Claude adopts your P&L structure and the KPIs your board already knows. Or answer three quick questions. Rename, drop, reorder, all by asking.

4

Feed it, generate the report

Fill the included Excel template, or connect sections straight to your systems via MCP. Export one password-protected HTML file for your board.

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A closer look

Charts your investors already understand.

P&L · CASH FLOW

P&L and cash flow

Full monthly P&L, rolling forecast, and a cash flow statement with runway, always current.

13-MONTH ROLLING

13-month rolling trends

ARR, NRR, and renewal on a rolling window, the lines every board meeting starts with.

BRIDGE · COHORTS

Revenue bridge & cohorts

What moved the number, decomposed, plus retention heatmaps by customer cohort.

MCP · EXCEL

MCP-connected or Excel

Map sections to your systems via Claude's connectors, or upload the template. Mix per section.

What's inside

Everything a board expects. Nothing they have to install.

Fifteen sections, all interactive, fed by one Excel template or your systems via MCP. Collapse what you don't need, or ask Claude to remove it entirely.

Executive Summary
13-Month P&L
ARR & NRR Trends
Unit Growth
Revenue Bridge
Revenue Cohort Analysis
NRR Deep-Dive
CAC & Unit Economics
Cash Flow
Budget vs Actual
Rolling Forecast — P&L
Regional Performance
Subscription Revenue Breakdown
MRR Movement
Monthly Data, the editable source

Your data, two ways in

Excel upload, MCP connection, or both.

Simplest

The Excel template

A pre-structured workbook ships inside the report. Your controller fills the monthly numbers, drops the file in, done. Works for every company, every plan, no setup.

or
Automated

Connected via MCP

Map sections to your systems through Claude's connectors: CRM, billing, accounting, spreadsheets. Say "refresh my report" and the numbers pull themselves, sanity-checked.

Mix freely, per section. ARR from Stripe while P&L comes from Excel? Exactly how it's meant to work: Excel uploads only update sections without an MCP connection, never the connected ones.

Fifteen sections. Ten minutes to yours.
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100+ hrs of build and days of slide prep in return

€250 once. Every board meeting after that.

Building this yourself is 100+ hours of finance-reporting craft: metric definitions, chart design, Excel plumbing, cohort math, the one-file export. At consultant rates, a €10–15k build. Here, that work is done: you pay once and skip straight past it.

Then it pays you back every single cycle: no more days of preparing slides before each board meeting. Update the Excel or refresh via MCP, press export, done. Over a year that's weeks of your finance team's time back, and Claude keeps every change one sentence away.

€250launch-month price (€499 founding, €999 regular), vs a €10–15k build
100+ hrsof build time you don't spend
Daysof slide prep saved, every board meeting
Made for B2B SaaS

Every metric a software board asks about, ARR, NRR, renewal, unit economics, pre-built and connected.

Adjustable for everyone else

Rename metrics, drop sections, reshape charts, by asking Claude, not by coding.

Included

Everything included. Nothing to maintain.

Excel in & out, or your stack via MCP

Fill the included template, or map each section to your own systems through Claude's connectors: CRM, billing, accounting. One "refresh my report" and the numbers are current.

Three ways to share, password-protected

The full interactive report as one HTML file, a mobile version that opens in any phone preview, and a print-ready PDF. You set the password; shared reports stay confidential.

Commentary & snapshots

Write board commentary inline. Save monthly snapshots and compare.

Your deck, adopted

Upload your existing board or management deck. Claude reads your P&L lines, groupings, and headline KPIs and rebuilds the report to match, so your board sees a better version of what it already knows.

Branding by Claude

Your logo, colors, and fonts, extracted from your website during onboarding. Customized dashboard live in ~10 minutes.

Yours to change

The code is yours. Ask Claude for any adjustment, forever. No subscription, no lock-in.

What early users say

Built with founders and finance leads.

"This report revolutionized my life."

Anastasia DellisCEO, Orbisk

"It's a blessing that the team can spend time on the strategic advice rather than building sheets."

Teun CastelijnsCFOO, Orbisk

Pricing

One license. Yours for good.

Single-company license

LAUNCH MONTH · 75% OFF

€999€499

€499 after the launch month · €999 regular price

one-time · no subscription · excl. VAT

  • The complete report, powered by Claude (delivered as a .skill file)
  • Guided onboarding, your customized dashboard typically live in about 10 minutes
  • Excel data template included
  • Interactive HTML board export, password-protected
  • Unlimited adjustments through Claude
Get the skill

Delivered instantly as a .skill file · requires a Claude account
By purchasing you agree to the terms & license · single-company license, no resale or redistribution
Setup times are typical and vary with your Claude model, connectors, and customization

Your data stays in your files, no serversPassword-protected sharingNo tracking or analytics

FAQ

Good questions.

Do I need to be technical?

No. Installing is one click in Claude, and every customization afterwards happens by asking Claude in plain language. You never open the code unless you want to.

We're not a SaaS company, will it fit?

The report ships with SaaS metrics because that's where it started, but Claude reshapes it during onboarding: rename "Units" to whatever you sell, remove sections you don't need, adjust metrics to your model.

Can board members open it without accounts or software?

Yes. The export is one HTML file that opens in any browser, online or offline. They enter the password you set, that's it.

Can I share it with another company or resell it?

No, each purchase is a single-company license: use it and modify it freely inside your own organisation, forever, but the skill and its code may not be resold or passed on to other companies. Sharing the reports it produces with your board and investors is of course fine. Groups and agencies wanting multiple deployments can contact us for a multi-company arrangement.

Our board is used to our own format. Will this feel foreign?

No. Upload your current board or management deck during setup and Claude adopts your P&L structure, your groupings, the KPIs on your summary slide, and your section order. You get two versions side by side, the Slidesaway default and the one shaped by your deck, and you choose which to keep working on. Labels, groupings, and emphasis follow your deck; the metric definitions underneath stay rigorous.

Where does my data live? Is this secure?

On your side, only. Nothing is uploaded to Slidesaway: there is no Slidesaway server, database, or account behind the product. Your numbers stay in your Excel file, in your own Claude workspace, and in the report file you export, which runs entirely inside the browser of whoever opens it. Every exported report is password-protected, and only people you send it to can open it. In short: we never see your data, and there is nothing of yours stored anywhere that could leak.

Is the exported report a fixed file, or does it keep changing?

Fixed. Every Interactive HTML export is a real, self-contained file with the numbers and commentary frozen at that moment, like a PDF but interactive. Save it, archive it, and it will look exactly the same in five years: nothing inside it updates, and it never depends on Slidesaway or the internet. Your board can always look back at Q2's report as it was presented. Next month you export a new file from your dashboard, so you build a clean archive of board reports over time.

Can it pull data from our systems automatically?

Yes. If your Claude has connectors (Google Sheets, Stripe, HubSpot, your accounting tool, or any MCP server), you define once, per section, where its data comes from. From then on, "refresh my report" makes Claude pull the numbers, sanity-check them, and hand you an updated report. The Excel template remains the fallback, and you can mix both.

What exactly do I receive?

A .skill file for Claude containing the full report template and the guided onboarding, plus the Excel data template (generated from inside the report). The code is included and yours.

Want to see it in action?

Request the demo video: the full flow from install to a board-ready report, in a few minutes.

No trackingNo newsletter unless you askOne email, that's it
Your board deserves better than slides.
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