Rollstack vs Slideform:Generated decks vs decks that stay current

Where the numbers come from

Both tools connect to a wide range of sources; the difference is how each source stays current. Slideform queries warehouses directly, but an Excel file has to be uploaded again when it changes, HubSpot dashboards arrive once a day as an emailed set of images, and Looker Studio data needs a manual refresh.

Rollstack connects directly to every source and refreshes them together, so the warehouse table, the Tableau view and the spreadsheet in one deck all show the same point in time.

Next month's version

In Slideform, each scheduled run creates a new file. You can point runs at the same Google Slides or OneDrive file instead, but Slideform's help center warns that this "will overwrite ALL content in the slide deck", including comments and edits made after it was generated.

In Rollstack, next month is a refresh of the same deck. Only the numbers and charts change; your commentary, layout and slide order stay as you left them.

Checking the numbers

In Slideform, each tag maps to a source, a formula or a manual entry, and you check the output in a preview before it goes out. A reviewer has no view of where each figure came from or which filters were applied.

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 them before the deck goes out: the original and the edited slide side by side, with all changes highlighted.

Your template, then your edits

Both tools work in your own template. In Slideform, you add a tag such as a chart or KPI placeholder to each slide, by hand or with its AI, map every tag to a source, and then edit the generated file in Google Slides or PowerPoint.

Rollstack keeps your template as it is. Upload your PowerPoint file, or import it from Google Slides or OneDrive, and it becomes a reusable template with your masters, placeholders, fonts and footer intact. Pick a dashboard, table or sheet as the source, and Rollstack builds the deck in that template, with native charts connected directly to your data. You keep working on the deck in Rollstack, and your edits carry into every refresh.

One template, every audience

Both tools turn one template into a version per client, region or account. In Slideform, Bulk Mode generates a new set of files on each run, and every version draws on the same shared connection.

Rollstack Bursts keep every version current: data and template changes reach each one in place, people's edits stay, and each version holds only the data its audience is allowed to see.

Rollstack customers already run their reporting this way:

• Equality Health changes one master template and produces about 2,000 decks a month for its 800+ 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

Slideform is SOC 2 Type II, with SAML SSO and governed data access on its Enterprise plan. It connects to a warehouse through one Slideform user, and access inside Slideform comes from its own Editor and Admin roles. You can pick the AI model in chat, and bring your own OpenAI, Gemini or Anthropic key on Enterprise.

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

1. Follows the roles and permissions in your BI tools and warehouse, including row-level security, so each version contains only its audience's data.
2. Supports HIPAA and connects to on-premise BI over VPN.
3. Logs every update and keeps every deck as it was sent, so you can show what a stakeholder saw and when. Rollstack's model providers don't train on your data.

Here's a common scenario: an agency sends 40 clients a monthly performance report. The data sits in BigQuery and a Looker dashboard, and each account manager adds a few lines of commentary before the report goes out.

With Slideform, you tag the template, map each tag to the data and run Bulk Mode by client. Each month brings a new set of 40 files, so account managers write their commentary again, or you overwrite last month's files and lose what they wrote.

With Rollstack, you build the template once against the Looker dashboard, add a client filter and schedule the run. Next month, the same 40 decks refresh in place, every account manager's commentary is still there, and any number a client questions traces back to its source in a click.