Companies

Rollstack

rollstack.com

Rollstack automates data-driven slide decks, documents, and recurring reports using AI and analytics integrations.

HQNew York City, New York, United States
Employees11-50
Funding$26.2M
2 active roles
Profile 8mo agoJobs checked 4d ago
Specialization
Not classified
Business
Software Applications
Market
Cross Industry
Ecosystem
Applications
Customers
Enterprises
More details
Organization type
Commercial Company
Ecosystem
Applications
Business
Software Applications
Specialization
Not classified
Market
Cross Industry
Customers
Enterprises
Delivery models
Hosted Software
Revenue models
Subscription
Listing status
Not classified
Latest equity round
Series A
Reported funding amount
$10M-$50M

About

Rollstack builds AI-powered software that connects business-intelligence and analytics data to automated slide decks, documents, and recurring reports for companies such as SoFi, Zillow, and Tripadvisor. It differentiates through scalable reporting automation, scheduled updates, and enterprise-oriented security, including local document storage and SOC 2, HIPAA, and GDPR compliance.

Market

Rollstack competes in enterprise reporting automation and data-to-presentation/document software, connecting BI systems with Microsoft 365 and Google Workspace to generate, update, and distribute recurring business materials. Its differentiation is an operational automation layer—live data connections, scheduled updates, AI analysis, reusable templates, and one-click generation for recurring QBRs and client-facing reports—rather than primarily a general-purpose design or visualization tool.

Target Customers

Rollstack targets data-intensive mid-market and enterprise organizations, particularly B2B SaaS and teams in Data & Analytics, Finance, Business Operations, Customer Success, and Marketing. Typical users and buyers are analysts, finance or operations leaders, customer-success managers, and marketing teams responsible for recurring QBRs, financial decks, client scorecards, or campaign-performance reports.

At a Glance

Problem

Rollstack addresses the repetitive, error-prone work of turning business data into recurring presentations and documents. Data, finance, customer-success, marketing, and operations teams often spend hours or days refreshing charts, copying metrics, and rebuilding the same QBRs, financial decks, business reviews, and client reports instead of analyzing the information and making decisions. The company’s core use case is automating recurring reporting, with Rollstack claiming that it can reduce reporting time by more than 80%; one customer reported saving approximately 35 hours per month.

The economic pain is the cumulative cost of analyst and operator time, slow reporting cycles, inconsistent figures, and the risk of presenting stale or inaccurate information. Rollstack’s website specifically positions recurring QBRs, financial decks, and client scorecards as outputs that can be created in minutes with 100% accuracy, making high-volume, regularly refreshed reporting its killer use case.

Product / Service

Rollstack is an enterprise SaaS platform that connects business-intelligence and other data sources directly to presentation, document, and email workflows. It integrates with tools such as Tableau, Looker, Metabase, and Power BI, and delivers the resulting reports into familiar environments including Microsoft PowerPoint and Word, Google Slides and Docs, and email. Users can connect existing dashboards, map their data into templates, and schedule updates rather than manually rebuilding each report.

The delivery model is a cloud product sold for organizational and department-wide use, with pricing beginning at $1,249 per month for automated, scaled creation of slide decks and documents. Its benefit is not simply generating a one-off AI presentation: it maintains repeatable, governed reporting workflows, can update hundreds of presentations on a schedule, and is extending those workflows with generative AI to automate data-driven content and analysis.

Market

Rollstack competes in enterprise report automation, data-to-document software, and AI-assisted presentation automation. Its differentiation is a focus on deep BI integrations, recurring reporting, and governance rather than only general-purpose slide design. Adjacent alternatives identified in market listings include Data Studio, Canva, Visme, Prezi, Slideform, and Plus AI; the competitive set therefore spans presentation-design platforms, AI slide generators, and specialized client-reporting tools.

Rollstack is clearly not pre-revenue based on the available public evidence. It announced an $11 million Series A in October 2024 led by Insight Partners, with Y Combinator participating, and said its customers included mid-sized companies and Fortune 500 businesses such as SoFi and monday.com. The company also reported customers across financial services, healthcare, technology, industrials, retail, and the public sector. A third-party estimate put 2024 revenue at approximately $2 million, although no independently verified 2026 revenue or customer-count figure was found in the available evidence.

Founders & Leadership

Saad BahirFounder
Founder & CTO
Nabil JallouliFounder
CEO & Co-Founder
Younes JallouliFounder
Co-founder & CPO

Funding History

2023-09
Seed$1.8M

Y Combinator, UpHonest Capital, Kima Ventures, Monte Carlo Capital, Paul Forster, Avlok Kohli

2024-10
Series A$11M

Insight Partners, Y Combinator

Recent News

2026-10-08product_launch
Rollstack announces October product updates

In its October product update, Rollstack announced new nested folders with configurable permissions, an “Insight-only” visualization setting for AI Insights, and self-service Tableau credential management. The company said the updates were available to users.

2025-12-16partnership
Accelerating the Last Mile: Announcing the Rollstack + Omni Integration

Rollstack announced an integration with Omni’s governed AI analytics platform. The integration sends live, governed Omni data into Google Slides, PowerPoint presentations, and Google Docs while automating deck formatting, scheduling, and delivery.

Active Roles

2
Remote - Washington(US); California; Oregon (US); Utah (US); Arizona (US)/Sales/66d ago
Remote - United States; Canada/Sales/79d ago

Business Model

Rollstack sells recurring SaaS subscriptions to businesses. Its pricing page shows Starter/Standard plans at approximately $1,249–$1,250 per month with annual billing, while Premium and Enterprise offerings use custom pricing and sales-led plans.

Products

Automated recurring slide decks and business documentsBI-to-presentation and BI-to-document reporting integrationsScheduled report and presentation updatesAI-powered data analysis and reporting insightsTemplate-based scalable content generationAutomated distribution through email and other communication channels

Customers

RinsedCoolblueThe OrchardSoFiChannelSightOctopus Energymonday.comProMachJust Eat TakeawayAdAdapted

Tech Stack

Business-intelligence connectors for Tableau, Looker, and MetabaseMicrosoft 365 and Google Workspace integrationsGoogle Slides, PowerPoint, and Word document integrationsAI-powered data analysis and insightsScheduled data synchronization and automated report updatesTemplate-based content generation and multi-channel distribution

Competitors

Data Studio
Canva
Visme
Slideform
Zebra BI

Key Investors

Insight Partners, Y Combinator