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Rollstack

Rollstack

Data Infrastructure and Analytics

Automate your slide decks and documents with data & AI.

About us

Rollstack automates slide decks and document reporting using AI and data integrations. Leading organizations like SoFi and Whirlpool use Rollstack to automate leadership reporting, client presentations, financial reporting, and all types of data-driven PowerPoints, documents, and newsletters. Stop manually building critical business and client reports. Rollstack integrates with leading business intelligence tools like Tableau and PowerBI, mapping them to PowerPoint, Word, and Google Slides for automated report generation and distribution. Build reports in minutes, saving days or even weeks of manual work and distribute them to your stakeholders or clients and stakeholders automatically. Book a demo at Rollstack.com – the leading solution for enterprise data reporting.

Website
https://www.rollstack.com
Industry
Data Infrastructure and Analytics
Company size
51-200 employees
Headquarters
New York
Type
Privately Held
Founded
2022
Specialties
saas, software, data, analytics, slides, presentations, charts, visualizations, documents, docs, powerpoint, businessintelligence, BI, dataviz, automation, Tableau, Power BI, Looker, AI, Business Intelligence, Data Visualization, Business Reporting, Customer Success, Finance, Reporting Automation, Tableau to PowerPoint, artificial intelligence, integrations, and snowflake

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Updates

  • Rollstack reposted this

    94% of CS teams now own a revenue metric. Almost none of them got more headcount to go with it. So "do more with less" in 2026 means deciding what your team stops doing - and the manual QBR deck is first on the list. The hours spent assembling slides are hours not spent on the strategic work CS is now measured on. Next Wednesday, Genevieve Jooste (Director, Strategic CS at Fullstory) sits down with Nabil Jallouli (Co-Founder & CEO at Rollstack) for a candid 25 minutes on what reporting automation actually looks like in practice - including where AI over-reaches and produces generic, soulless reports at scale. Come with a number in mind: how many hours a week does your team spend building customer decks? We're asking in the comments. 📅 Wednesday, June 10, 12pm ET 📍 LinkedIn Live Register: https://lnkd.in/gTyAYBK3

    View organization page for Women of Customer Success

    22,700 followers

    How many hours a week does your team spend building customer decks and QBRs? Pulling usage data from one tool. Health scores from another. Support history from a third. Then copy-pasting it all into slides - for every account, every quarter. That's not strategic customer success. That's data entry with a deadline. And the worst part: by the time the deck is "done," half the numbers are stale, the recommendation got cut for time, and the customer walks away with a backward-looking status read-out instead of a forward-looking plan. On June 10 at 12pm ET, we're hosting a 25-minute LinkedIn Live with Rollstack on what's actually changing - and what CS leaders should do about it Monday morning: The Death of the Manual QBR: How AI & Automation Are Rewiring Customer Reporting Hosted by Genevieve Jooste, Director of Strategic Customer Success at Fullstory in conversation with Nabil Jallouli, Co-Founder & CEO of Rollstack (formerly data & revenue strategy at Deel, Pinterest, and Groupon). We're getting specific: - What actually gets automated, and what should stay human - How the QBR shifts from "report what happened" to "shape what happens next" - What the new CS hiring profile looks like when slide-assembly stamina stops mattering - Where AI overreaches, and how to keep reporting strategic and personal - One thing every CS leader should stop doing in their reporting this week If you run a large book - or lead a team that does - this is 25 minutes that pays itself back the same week. Save your spot below.

    The Death Of The Manual QBR

    The Death Of The Manual QBR

    www.linkedin.com

  • Rollstack reposted this

    The first AI agents Customer Success teams deploy should not be generic productivity agents. They should be agents that automate client executive reporting. Why? Because every CS team says they want to be more strategic. But too many are spending hours every week manually pulling screenshots, updating decks, rewriting QBRs, chasing data, and packaging insights for executives. That is not strategic work. It is necessary work — but it should not be manual anymore. This was the core of our conversations at Gainsight Pulse in Vegas. I had the privilege of being on stage with Claire Nichols, Chief Product and Technology Officer at Equality Health, to talk about how her team automated client executive reporting at scale in a value-based care context with Rollstack. Claire is a force. Her team is operating at the intersection of product, technology, healthcare, and customer impact, and they are clearly leading the innovation front in value-based care. I also got to share the stage with Jennifer Mun, our Enterprise Account Executive, to talk about why client executive reporting is one of the highest-ROI agent use cases CS teams can deploy. And honestly, one of my favorite parts of the week was watching Jen present Rollstack with such confidence and ease. Seeing your team step on stage, own the story, and represent the company so well is a special founder moment. Huge thank you to Claire, Jen, the Gainsight team, and every CS leader who stopped by our booth! 💙 #Pulse2026 #CustomerSuccess #AI #agent

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  • Rollstack reposted this

    Excited to share that Rollstack will be speaking at Gainsight Pulse with Equality Health. I’ll be joined by Claire Nichols, Chief Product and Technology Officer at Equality Health, to talk about how their team scaled high-touch client reporting with automation and AI. This topic is very close to what we see every day: customer-facing teams are under pressure to deliver a great experience to every client. But so much of that experience still depends on manual reporting work behind the scenes: pulling data, updating slides, checking numbers, rewriting commentary, and making sure every report is polished and accurate. That work matters. But it does not scale well. At Gainsight Pulse, we’ll share how Equality Health approached this challenge, what they automated, where AI fits, and what it takes to make client reporting more consistent without losing the trust and context customers expect. Really grateful to Claire and the Equality Health team for joining us on stage and sharing their story. If you’re attending Pulse, come join us. #Pulse2026 #CustomerSuccess #AI #Gainsight

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  • Rollstack reposted this

    Dashboards are not where business decisions happen. They are where data teams organize information. But the actual decision-making often happens somewhere else: • In weekly business reviews • In board decks • In QBRs • In exec staff meetings • In PowerPoint and Google Slides That gap is one of the biggest blind spots in the modern data stack. We spent the last decade helping companies build better dashboards. But we underinvested in the last mile: turning trusted data into recurring business communication. That’s why analysts still spend hours every week copying charts, updating slides, checking numbers, and formatting decks. The problem is not that dashboards are bad. The problem is that dashboards were never designed to be the final artifact for leadership communication. #data #ai #tc26

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  • #TableauConference is a wrap, and as always we had a blast! Some highlights: - Waterfront dinner with a select group of amazing data leaders and customers. Thanks to all who came and enjoyed a San Diego sunset with us. - 3 sessions in front of jam-packed audiences. We explored with the Tableau team why executives just won't read your dashboards, and how Tripadvisor solved this challenge by automating the creation of data-driven slide decks. Session recordings to come soon. - A memorable Data Night Out spent with the team and some newfound friends. You might've caught our logo in the skies at around 6pm as well... Thank you again for the countless amazing conversations with everyone from the #DataFam. We'll see you again next year! #TC26

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  • Rollstack reposted this

    What a week we had at the Tableau Conference! We had 2 of the most attended sessions of the conference:  • From Dashboards to Executive Reporting with the Tripadvisor team — Tyler Danzey and Rachel Byers  • Why Executives Don’t Open Dashboards (& What To Do About It) with Peter Evans The sessions were packed and I'm really grateful for the amazing co-hosts we had in Tyler, Rachel, and Peter. But honestly, what stayed with me most wasn’t the numbers (for once...). It was seeing how little explanation was required for conversations to become deep and meaningful. Everyone faces the problem (literally everyone). Everyone is trying to solve it somehow. And no one has really figured it out yet. That “last mile” between data and executive-level reporting is exactly why we started Rollstack. I also left the week feeling really proud of the team. Conferences like these are exhausting behind the scenes: weeks of prep, rewriting decks until midnight, booth logistics, nonstop meetings, dinners, follow-ups, and fixing random issues on the fly. Really grateful to everyone who attended our sessions, stopped by the booth, or spent time with us in San Diego. Next stop: Gainsight Pulse (May 27)! #tc26 #data #ai

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Funding

Rollstack 3 total rounds

Last Round

Series A

US$ 11.0M

See more info on crunchbase