The all-in-one Microsoft 365 add-in that automates reporting, enforces brand compliance, and saves your team hours every week — right inside PowerPoint, Excel, and Word.
Why Deck
Your teams shouldn’t spend hours copy-pasting data, re-formatting charts, or fixing logos. Deck automates the busywork so you can focus on insights, strategy, and client impact.
Approved slides, templates, images, charts, and reusable assets are managed in one shared library—providing a single source of truth across teams and regions.
Built-in standards help maintain consistent formatting, content, and presentation quality throughout the workflow—not just at the final review.
Connect data sources directly to your slides. One-click refresh eliminates copy-paste errors and version drift.
Deck brings these capabilities directly into PowerPoint, Excel, and Word, allowing users to work efficiently within the tools they already know.
Benefits
Deck gives every team — from investment banking to marketing — the tools to produce accurate, on-brand, client-ready documents in a fraction of the usual time.
Feature Highlights
Four core workflows — data linking, content management, smart formatting, and deal credentials — that eliminate the most time-consuming parts of document production.
Excel Integration
Connect your Excel models directly to PowerPoint and Word. Update every table, chart, and figure across the entire deck with a single click — no copy-paste, no reconciliation, no late nights before a client send.
Link cells, ranges,
tables, and
charts
One-click refresh
across every slide
Detect and fix broken
links before sharing
Content & Template Library
Centralize approved slides, templates, logos, and disclaimers in one searchable library accessible directly from the PowerPoint ribbon. Your team always starts from the right foundation — without hunting through shared drives.
Searchable by tag,
type, or keyword
Locked slides prevent
unauthorized edits
Role-based access for
every team
Smart Formatting
Deck automatically applies your firm's font, color, margin, and layout rules to every slide in one click. Stop fixing formatting inconsistencies manually — let Deck enforce your brand standards before anything leaves the building.
Apply brand styles to
any selection
Auto-fix charts,
tables, and layouts
Catch off-brand
elements before sharing
Tombstone & Deal Automation
Maintain a centralized library of deal tombstones, transaction profiles, and team bios. Insert polished, up-to-date credentials into any pitch book instantly — and update them globally across every presentation when deal details change.
Filter by deal type,
sector, or value
Multiple layout formats
per tombstone
Global updates push to
every presentation
Simple Setup
Up and running inside your Microsoft 365 environment in minutes — no new tools,
no new workflows.
Link Excel models, Power BI dashboards, or any data source directly to your slides. Set up takes minutes.
Choose from your firm's approved templates and content library. Brand rules are enforced automatically.
Refresh data, run a quality check, and share — all from within PowerPoint. No switching apps.
Join the leading financial and professional services firms already using Deck to build better documents faster inside Microsoft 365.
