Automate Presentations, Docs, and Reports Directly from Data with AI

Automate financial presentations, documents, and reports - turning your numbers into clear, consistent, stakeholder-ready narratives
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The Power of Matik

12
Days to implement
Case study
34.4%
Increase in customer adoption
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98%
Renewal with QBR
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22%
Increase in renewal rate
Case study

How it works

Basic Automation

Matik automates text, visuals, and tables from your data sources, generating ready-to-share content in slides, documents, spreadsheets, and emails.

AI-Powered Automation

Matik’s AI generates insights, executive summaries, talk tracks, and new templates - automating impactful storytelling and smarter content creation.

Smart Automation

Automatically tailor content with Matik’s if-then logic and slide looping, ensuring each deck fits its audience and context perfectly.

Workflow Automation

Matik streamlines content delivery: schedule, bulk or trigger generation, generate from Salesforce, and send personalized attachments via email automatically.

Content Management

Manage content efficiently with Matik’s slide library, custom templates by user, analytics, and custom save locations for easy, organized access.

Use Matik to Automate

Recurring Presentations
Always have up-to-date metrics at your fingertips for weekly, monthly, or quarterly team meetings.
Internal Reports
Share the latest metrics with your team without having to manually copy and paste information.
Team Updates
Instantly refresh metrics for leadership updates with live data embedded directly in decks or sheets.

What Our Customers Say

“An internal solution is great if you have one template with no variation - basically just one story for all customers. But if you have anything beyond that, then you need a tool like Matik."
Sara Bonanno
Revenue Operations at Zapier
“Matik is shifting the bulk of Business Review prep from ‘creating slides’ to ‘creating meaningful outcomes.’”
James Miller
Manager, Client Success at Bazaarvoice
“One of our largest initiatives is value selling. With Matik, we’re able to enable CSMs to provide tactical feedback on how customers can uplevel their ROI with Samsara, which means that they have more confidence in building relationships with customers. Without it, the insights would not be nearly as powerful.
Salim Salha
Sr. Sales Operations and Strategy Analyst at Samsara

FAQ

How can a Finance professional automate content with Matik?

Matik’s AI automates charts, tables, text, and visuals from finance systems, spreadsheets, and dashboards, helping finance teams create reports, decks, and documents faster.

How can a Finance professional personalize content for different stakeholders?

Matik uses if-then logic and AI insights to automatically tailor financial reports, presentations, and decks for executives, managers, or other stakeholders.

How can a Finance professional scale content creation for multiple reports or teams?

Matik enables bulk generation, triggered workflows, and automated delivery, allowing finance teams to produce consistent, personalized content at scale.

Can a Finance professional use AI to generate insights or summaries?

Yes, Matik’s AI generates executive summaries, trend analyses, and key metrics from your data, helping finance professionals surface actionable insights quickly.

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Platform
How It WorksAISecurity
Features
Basic AutomationAI-Powered AutomationSmart AutomationWorkflow AutomationContent Management
Data Sources
BI ToolsCRMsData WarehousesAppsSpreadsheetsREST API
Formats
PresentationsDocumentsSpreadsheetsPDFEmail
Integrations
HighspotSalesforce
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