Octigen's co-founders ran our technical client & fund reporting setup for over a year - operations, error handling, continuous improvements, and even onboarding our own people. What stood out was the mix of real engineering skill, a genuine grasp of asset-management reporting, and how dependable everything was. Seeing that same expertise now built into Octigen, I've no doubt it solves a problem every reporting team knows too well.
AI Automated PowerPoint
for Fund Reporting
Ever struggled with reporting tools?
Octigen just leverages PowerPoint, a tool you might know well.
Connect your data in a secure environment, use AI for commentaries, schedule and produce
systematized reports, and much more.
All in one place.
What would your fund reporting cost on Octigen?
Use our interactive pricing calculator to estimate what running your reporting on Octigen would cost based on your slide volume, data connections, AI usage, and deployment options.
Connect your data sources
Deterministic reporting made easy.
Connect your data sources via Excel, CSV, SFTP, and more. Visualize the connections with your PowerPoint templates in a few clicks.
The output is a native PowerPoint file, open to be customized if needed.
Start with your branded PowerPoint templates
Octigen makes creating a new automated report a breeze.
Create a sample report in PowerPoint and upload it to your workspace.
From there, you can go to a
full systematic report
with injected data. For the narrative parts of your report, the
AI is ready to assist you.
It's your choice, you are in control.
Your Template
Final Result
Octigen vs other tools
Automate the last mile of financial reporting, without the compromises.
| OCTIGEN | OTHER TOOLS |
|---|
Built for scale, designed for compliance
Whether you need API-driven automation or strict data sovereignty, Octigen adapts to your technical and regulatory requirements.
JSON-to-PowerPoint API
Integrate reporting into your existing systems. Octigen exposes a RESTful API that treats PowerPoint templates as programmable objects.
Cloud-Agnostic Architecture
Deploy where your compliance requirements dictate. Your data never leaves your chosen environment in self-hosted scenarios.
Trusted by asset managers
Operators and investment leaders who've worked with us firsthand.
We brought in Octigen's founders to challenge our data and reporting architecture. In a short engagement they gave us more clarity than we had expected - combining deep asset-management operations know-how with a rare ability to make complex data topics tangible and actionable. Their input didn't just confirm our direction, it sharpened it.
Ready to automate your reporting?
Join fund managers and asset managers who've eliminated manual reporting bottlenecks. Tell us about your challenges and we'll show you what's possible.