Rollstack
Rollstack is a SaaS platform that automates data-driven slide decks and documents by connecting BI tools like Tableau, Power BI, and Looker to Microsoft 365 and Google Workspace, serving enterprise customers in financial services, healthcare, retail, and technology.
- Company typePrivate
- Founded2023
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Rollstack does
Rollstack is a cloud-based SaaS platform, founded in 2023 and headquartered in New York, that automates the creation, updating, and distribution of data-driven slide decks and documents. The platform connects business intelligence tools including Tableau, Power BI, Looker, Omni, Lightdash, and Metabase, as well as spreadsheets (Google Sheets, Excel), to Microsoft 365 (PowerPoint, Word) and Google Workspace (Google Slides, Docs), allowing organizations to keep presentations synchronized with live data on a scheduled or real-time basis without manual copy-paste work. AI capabilities evaluate visualizations and report data to generate insights, and the platform explicitly does not store customer data, keeping content within users' own drives.
The product addresses what the company calls the "last mile" of analytics, where dashboard insights must be translated into board-ready decks and recurring reports. The platform supports template-based scalable content generation, automated distribution via email and Slack, and enterprise governance with version control. Rollstack is SOC 2 Type II certified, HIPAA compliant, and GDPR compliant, making it suitable for regulated industries. Its named customer base spans financial services (SoFi, Monzo, T. Rowe Price), real estate (Zillow), travel (TripAdvisor), manufacturing (Whirlpool), retail (Coolblue, Just Eat Takeaway), media (The Orchard, Kargo), and technology (1Password, Klaviyo, Cribl, CB Insights), demonstrating enterprise traction across multiple verticals.
Rollstack operates a hybrid go-to-market combining product-led growth via self-serve onboarding and demos with enterprise field sales targeting Fortune 500 companies. Revenue is generated through SaaS subscriptions on per-seat and usage-based pricing tiers, with both monthly and annual billing options; pricing is not publicly disclosed. The company has raised approximately $12.9 million across three rounds: an early Y Combinator round, a $1.8M seed in September 2023 led by Y Combinator with UpHonest Capital, Kima Ventures, and Monte Carlo Capital, and an $11M Series A in October 2024 led by Insight Partners with Y Combinator participation.
Rollstack firmographics
Firmographics- Name
- Rollstack
- Legal name
- Rollstack Inc.
- Website
- https://rollstack.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Rollstack is a SaaS platform that automates data-driven slide decks and documents by connecting BI tools like Tableau, Power BI, and Looker to Microsoft 365 and Google Workspace, serving enterprise customers in financial services, healthcare, retail, and technology.
- Ownership category
- akta.pro rank
Rollstack industry classification
Industry- Product category
- Data-Driven Presentation and Reporting Automation Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Healthcare Data Lakes, Lakehouses & Cloud Warehouses (HLACAIAA)
Keywords
Where Rollstack is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Rollstack business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription: Cloud-based SaaS platform with subscription pricing tiers. The company offers per-seat and usage-based billing models with monthly and annual billing options. Payment is handled through Stripe for processing.
- Enterprise Licensing: Enterprise-tier subscriptions with additional features and support for large organizations including dedicated account management and higher usage limits
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Enterprise plan with advanced features and support |
| Subscription | Monthly | Standard plan for teams |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
Rollstack product offering
Product offeringCore offering
Rollstack is a cloud-based SaaS platform that automatically creates and updates data-driven slide decks and documents by connecting business intelligence tools (Tableau, Power BI, Looker, Omni, Lightdash, Metabase) and spreadsheets (Google Sheets, Excel) directly to presentation and document templates in Microsoft 365 (PowerPoint, Word) and Google Workspace (Google Slides, Google Docs). The platform schedules or triggers real-time refreshes of data inside presentations, uses AI to evaluate visualizations and generate insights, distributes reports through email and Slack, and provides enterprise governance and security controls (SOC 2 Type II, HIPAA, GDPR) without storing customer data.
Product overview
Rollstack is a cloud-based SaaS platform providing data integrations and data-driven content automation. The core product enables enterprises to automate the creation, updating, and distribution of data-driven slide decks and documents by connecting data sources directly to templates. The platform supports connecting to various BI tools (Tableau, Power BI, Looker, Omni, Lightdash, Metabase) and spreadsheets (Google Sheets, Excel), then automatically updating presentations and documents in Microsoft 365 (PowerPoint, Word) and Google Workspace (Google Slides, Docs) with scheduled or real-time data syncs. Key features include AI-powered data analysis for generating insights, scalable content generation using templates, automated report distribution via email and Slack, and enterprise-grade governance and security controls.
Differentiator
Problem solved
Functional benefit
Products and services
- Rollstack Platform Cloud-based SaaS platform that automates the creation, scheduled and real-time updating, and distribution of data-driven slide decks and documents by connecting BI tools (Tableau, Power BI, Looker, Omni, Lightdash, Metabase) and spreadsheets (Google Sheets, Microsoft Excel) to presentation and document templates in Microsoft 365 (PowerPoint, Word) and Google Workspace (Google Slides, Google Docs). Includes AI-powered insights, template-based scalable content generation, automated distribution via email and Slack, enterprise governance, and SOC 2 Type II, HIPAA, and GDPR-compliant security. Sold to enterprises such as SoFi, Coolblue, The Orchard, Monzo, Octopus Energy, CarGurus, Zillow, T. Rowe Price, Whirlpool, and Just Eat Takeaway, and to mid-market data and analytics teams via a self-serve PLG motion.
Quantifiable outcome
- 12 hours saved per week per user
- +4 more outcomes
Companies that use Rollstack
Customer profileNamed customers19 records
Segments12 records
Ideal customer profiles2 records
Rollstack technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability4 records
Feature6 records
Rollstack partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Google CloudcoreGoogle Cloud Partner status enabling Rollstack to work directly with the Google Cloud team to optimize connections to Google Workspace and Looker. Rollstack integrates Looker dashboards into Google Slides and Google Docs with native compatibility.
- MicrosoftcoreRollstack maps Power BI to PowerPoint, Word, and Google Workspace. Microsoft integration enables automated reporting from Power BI and Excel into Microsoft Office products including PowerPoint presentations and Word documents.
- TableaucoreTableau partnership enables Rollstack to send visualizations and data points from Tableau dashboards to Microsoft 365 tools and Google Workspace. This is one of Rollstack's primary integration partnerships as Tableau is a widely-used BI tool in enterprise environments.
Scale indicators6 records
Recent moves5 records
Expansion highlights6 records
Rollstack competitors and assessment
Company assessmentBroad incumbents
- Tableau: Enterprise BI platform with built-in PowerPoint export and Tableau GPT features; a key integration partner of Rollstack that could also disintermediate it by deepening native presentation output.
- Microsoft Power BI: Enterprise BI platform owned by Microsoft with native PowerPoint export and Copilot-driven narrative features; a broader incumbent whose native capabilities could absorb Rollstack's integration value proposition.
- Domo: Cloud BI and analytics platform with built-in content distribution and reporting; broader incumbent serving similar enterprise reporting and distribution use cases that Rollstack targets.
Direct peers
- Gamma: AI-powered presentation and document generator that creates slide decks from prompts and connected data — directly competing for the same use case of automated data-driven deck creation that Rollstack addresses.
- Tome: AI storytelling and presentation platform that generates narrative-driven decks; competes for the same end-user workflow of replacing manual slide production with automated, data-aware output.
- Beautiful.ai: Smart presentation software that automates layout and design for business decks, with data-aware slide creation features overlapping with Rollstack's template-driven automation.
- Plus AI: AI add-on for Google Slides and Google Docs that generates and edits presentations; overlaps with Rollstack's Google Workspace automation and AI-powered insights for slide decks.
- Coefficient: Spreadsheet-to-reporting automation tool that connects Google Sheets and Excel to BI/dashboards and exports to slides; highly comparable last-mile analytics automation product.
- Pitch: Collaborative presentation platform with data integrations and template-based deck creation, targeting business teams that produce recurring reports and presentations.
Emerging players
- SlidesAI: AI tool that generates Google Slides from text, focused on a narrower text-to-deck workflow; overlaps with Rollstack on AI-driven slide automation but lacks deep BI integrations.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Rollstack social profiles
Digital presenceRollstack compliance and trust
Trust signalCompliance3 records
Rollstack financial estimates
Financial estimateRevenue estimate
Valuation estimate
Rollstack leadership team
Management profileNumber of profiles
Profiles3 records
Rollstack funding detail
Funding detailFunding overview
Funding rounds3 records
Investors10 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Rollstack M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Rollstack
What does Rollstack do?
Rollstack is a cloud-based SaaS platform that automatically creates and updates data-driven slide decks and documents by connecting business intelligence tools (Tableau, Power BI, Looker, Omni, Lightdash, Metabase) and spreadsheets (Google Sheets, Excel) directly to presentation and document templates in Microsoft 365 (PowerPoint, Word) and Google Workspace (Google Slides, Google Docs). The platform schedules or triggers real-time refreshes of data inside presentations, uses AI to evaluate visualizations and generate insights, distributes reports through email and Slack, and provides enterprise governance and security controls (SOC 2 Type II, HIPAA, GDPR) without storing customer data.
Is Rollstack a public or private company?
Rollstack is a private company. It is classified as venture growth investor backed and is currently operating.
When was Rollstack founded?
Rollstack was founded in 2023. It employs 11 to 50 people.
Where is Rollstack based?
Rollstack is headquartered in New York, United States, in the North America region.
How does Rollstack make money?
Two revenue lines are on record. SaaS Subscription is the primary driver. The others are enterprise Licensing.
Who are Rollstack's main competitors?
Broad incumbents on record are Tableau, Microsoft Power BI and Domo. Direct peers are Gamma, Tome, Beautiful.ai, Plus AI, Coefficient and Pitch. SlidesAI is listed as an emerging player.
Does Rollstack have an API?
No public API is recorded for Rollstack.
What industry is Rollstack in?
Rollstack's product category is Data-Driven Presentation and Reporting Automation Software. Its primary akta.pro industry code is HLACAIAA, Healthcare Data Lakes, Lakehouses & Cloud Warehouses. Its NAICS code is 513210 and its SIC code is 7372.