Rollstack vs Matik:compare data sources, AI drafting and reporting at scale

Where the numbers come from

For Matik, home is the CRM as decks can be built around an account record in Salesforce or HubSpot. Reps can also generate them from inside Salesforce.

Rollstack treats every trusted source as home, whether that's warehouse tables, spreadsheets, CRMs, PDFs and documents, or your BI views and visuals with the same filters your analysts certified. You don't need to rebuild metrics in a second tool, so the deck stays current with its source on every refresh.

How a deck gets built

In Matik, admins build templates and configures queries, calculations or conditions behind each dynamic element. Reps can then either generate decks by choosing the pre-defined template and an account, or by asking from Slack, their CRM or an AI assistant.

In Rollstack, the deck starts from the analysis. You can start with a prompt like: "a quarterly business review for Acme from the customer health dashboard, in our QBR template" and data agents build the deck from analysis through takeaways. If you already have a deck, you can bring it into Rollstack and map each chart to its source. Both options give you a template that your team refresh and scale delivery.

Checking the numbers

Matik's agents will flag problems and propose fixes. It also keeps a before and after of every deck it generates, but it does not show a reviewer each figure's source, filters and last update. This limits traceability.

In Rollstack, every figure on a slide can be traced back to the raw data and each transformation applied to it. Reviewers can check numbers without rebuilding anything.

When Rollstack's AI makes changes, you can review it before the deck gets sent out: here, you can see the original and the edited slide side by side, with all changes highlighted.

Scale

Either option can produce tailored variants of a deck for every account, region or product line; the difference is what happens after, in the reporting workflow.

Rollstack keeps every version live, so new data and template changes reach all of them in place and the edits people made stay. For example, if you're running a quarterly review for North America, EMEA, LATAM and APAC and for every product line from one template, any change to that template reaches every existing version on the next run.

In contrast, Matik generates a new set of files from the template each time.

Rollstack customers already run their reporting this way:

• Equality Health changes one master template and updates the monthly review for all 800+ of its practices.
• The Orchard's five analysts deliver more than 6,500 tailored reports a quarter to 10K+ clients and labels.
• CarGurus gives its account managers tailored reporting for 30K+ dealer partners.

Permissions, security and your LLM

Matik is SOC 2 Type II and GDPR compliant, supports SSO and SCIM, and uses your existing permissions in connected sources such as Salesforce and Snowflake.

Rollstack matches these, and goes further than Matik in three places that matter to regulated and data-heavy teams:

1. Follows the roles and permissions in your BI tools as well as your warehouse, including row-level security, so a regional lead's version contains only that region's data.
2. Supports HIPAA and connects to on-premise BI over VPN.
3. Enables your choice of LLM model, whether that's Claude Opus 5.5, GPT 6.1 Sol, or your own Azure AI Foundry, or something else. And, our model providers don't train on your data.

Here's a pretty common scenario: your CS Ops team owns QBRs for more than 300 customers. Data on usage and adoption are in a Tableau dashboard, support data in a Snowflake table, and renewal dates from Salesforce are synced into Snowflake.

With Matik, an admin configures the QBR template and sets up the query behind each chart, connected to Salesforce and Snowflake. Account managers generate their respective customers' decks, or the admin can also run a bulk generation for all customers. Next quarter, you generate a new set from the template, straightforward but not fully automated.

With Rollstack, you start directly from the Tableau dashboard your team already uses for customer health and bring in your existing QBR template. Once you add an account filter, Rollstack builds 300 decks on the schedule you set, each with that customer's numbers. Account managers add their own edits. Next quarter, those same 300 decks refresh in place, any edits account managers made are still there, retaining that personalized feel.