For finance teams
How finance teams use AI for board packs, monthly reporting and budget decks: Excel in, waterfall bridges drawn, numbers linked to cells, models built.
Free plan, no card needed
Step by step
Attach the Excel reporting sheets or model and last period's pack. Name the period, the comparison, the units and the rounding.
Write the cause of each variance into the brief and ask the AI to name only the causes you give, so every page carries your explanation.
On a new document the AI shows a page plan with a “What I assumed” list. Check periods, units and comparisons there, then click “Let’s go”.
Compare each figure, sign and unit with the workbook and check that bridges add up. The render check covers layout and images.
“Use as template” copies pages, page format and images with no credits. Attach the new workbook; the first request keeps look and structure and rewrites the content.
Examples
Finished examples with invented companies and figures. Open one to see its structure slide by slide.
Spec sheet
Taken from the product and its help center.
Checked 22 October 2026
Security and privacy at SlaideA finance team needs a presentation tool that moves numbers, not one that writes them. The AI reads your workbook, builds the pages, draws the charts and can build the Excel model itself. This page says what works today.
Four decks return on every finance calendar. Each template page gives a sample structure and a brief; replace the periods, units and comparisons with your own.
| Deliverable | What you attach | Template |
|---|---|---|
| Quarterly board pack | Management accounts as Excel, the last pack, a KPI list | Board presentation |
| Budget round | Budget model as Excel, last year's budget, assumptions | Budget presentation |
| Investor update | Monthly KPIs, cash and runway as Excel | Investor update |
| Management summary | The model or report it summarizes | Executive summary |
A monthly management report fits the board and summary structures: attach the month's workbook and say which comparison you report against. For a written report as a Word document, see the AI report generator.
Attach the workbook and last period's pack. The AI reads the values of every sheet in a file up to 30 MB, so attach the reporting sheets and it works from the numbers you chose. The page on Excel to PowerPoint covers this route.
Last period's pack gives the structure. If it is already a document in your library, choose “Use as template”: it copies pages, page format and images with no credits, and the first request keeps look and structure and rewrites the content. If it is a PowerPoint file, open it with “Open PowerPoint, PDF or Word”. The import keeps speaker notes and slide size and uses no credits. It takes the first 12 slides on Plus and the whole file, up to 150 slides, on Pro and Max.
Then give the frame: which period, which comparison, which units and which rounding apply. Name missing values instead of leaving them blank, so none silently becomes zero. Write the cause of each variance into the brief and ask the AI to name only the causes you give. Ask for action titles, as in “Margin expansion came mostly from volume and better network utilization”, so each page states its conclusion. Our guide to action titles shows how.
On a new document the AI asks up to four questions where the brief leaves gaps and shows a page plan first, with a “What I assumed” list. Check periods, units and comparisons there; it is the cheapest place to fix them. If the CFO presents the pack, ask for speaker notes. They go into the notes pane of the PowerPoint file.
Ask for it like any chart: give the start value, the drivers with their signs and the end value, then check that they add up. In the example below, 4.8 plus 1.6, 0.7 and 1.3, minus 0.6 and 0.9, gives 6.9.
The AI draws the chart from the values you give; when a number changes, ask the AI for an update. The entry on the waterfall chart explains the form, and the guide to choosing the right chart helps with the rest.
A deck or report that uses a calculation gets pages plus a workbook. Numbers on pages that the AI linked to cells update when the workbook changes. In a budget round you can change a growth input in the grid and read the linked numbers on the pages.
For the model itself, the AI builds Excel workbooks for budgets, forecasts, price calculators and financial plans. Only inputs are typed numbers; everything derived is a formula, such as SUM, SUMIFS, XLOOKUP, NPV, IRR or PMT. It checks formulas while building and labels missing inputs as assumptions. A workbook holds up to 24 sheets, each with up to 10,000 rows and 256 columns.
If you upload a workbook of your own, the AI edits values and formulas in place, so the file's charts and PivotTables stay; a new layout becomes a separate workbook next to it. The .xlsx downloads from the workbook chip (Options, Download).
The render check on every page covers layout: overflowing text, broken images, weak contrast. The AI is told not to fill gaps with invented figures, to keep your numbers and to label assumptions. Before the pack goes out, compare every figure with your workbook.
Unreleased results are among the most sensitive files you handle. Accounts, documents and uploads are stored with Supabase in the EU, and AI requests go through OpenRouter to language-model providers in the USA; training use is excluded by contract with the providers. First check whether your policy allows processing in the USA.
Send board material as an export through your usual channel. Slaide saves up to 50 versions per document, and restoring a version uses no credits. Slaide has contracts under Art. 28 GDPR with its own service providers; for the contract with you, ask info@slaide.de, and for team rollouts see slaide.de/team.
Credits depend on length and complexity. The usage page shows what each document used, so build one real pack and read the number. As of October 2026, Plus costs €7.99 a month (€5.99 billed yearly) and builds up to 12 pages per document. Pro costs €17.99 (€14.99 billed yearly) and builds up to 500 pages per document. Hand edits, exports, imports and restoring versions use no credits. The pricing page has the current plans, and a team plan for 3 or more people is on request via slaide.de/team; credits and billing are confirmed in the offer.
To start, open last period's pack with “Use as template”, attach the new workbook and build this period's pack from it.
Brief
Copy it or open it in the editor. Replace the highlighted parts, or attach your files and the facts come from them.
Create a [12]-slide quarterly report for the [supervisory board] of [company, industry]. Period: [Q3 2026], compared with [budget and prior year]; amounts in [EUR thousand], rounded to [one decimal]. Structure: summary with the three messages and the decision we request, [four] KPIs against budget and prior year, revenue by [segment], an EBITDA waterfall from [Q3 2025] to [Q3 2026] with [five] drivers, cash and net debt, the main variances with the causes below, risks and opportunities, outlook for [next quarter], decisions requested. Use only figures from the attached [Excel workbook]; if a figure is missing, ask me instead of estimating. Causes: [cause 1], [cause 2]; name only these causes. Design: our board template, 16:9. Language: [English].
FAQ
Yes. It reads the values of every sheet in a file up to 30 MB. Attach the reporting sheets and last period's pack, and name the period, the comparison, the units and the rounding.
Yes. Give the start value, the drivers with their signs and the end value, and the AI draws the waterfall as a chart on the page. Check that the start plus the drivers equals the end. When a number changes, ask the AI for an update.
Yes, for numbers the AI linked to cells. They update when the workbook changes; in a budget round, change a growth input in the grid and read the linked numbers on the pages.
Yes. It builds Excel workbooks for budgets, forecasts, price calculators and financial plans. Only the inputs are typed numbers; everything derived is a formula, and missing inputs are labeled as assumptions.
Compare each figure, sign and unit with your workbook, as you would with any first draft. The AI is told not to fill gaps with invented figures, to keep your numbers and to label assumptions, and the closing chat message names material assumptions.
It depends on your policy. Files are stored in the EU, AI requests go to language-model providers in the USA, and training use is excluded by contract with the providers. Check whether your policy allows processing in the USA, and send board material as an export through your usual channel.
The free plan includes one document with its first three pages built, no card needed. The AI plans, writes and designs it; you edit and export.
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