Financial & Insurance Reporting

Your Excel data understood, analyzed, presented

Epsilane understands the structure of your workbooks and generates native PowerPoint presentations true to your corporate branding.

From Excel analysis to PowerPoint presentation

From data analysis to final presentation, every step is covered.

psychologyAI Analyst

Ask questions, get data-backed answers

An AI analyst that understands the structure of your workbooks. Ask natural language questions, get precise answers with charts and formulas.

  • check_circleReal-time answers with embedded charts
  • check_circleModify your Excel data and formulas via chat
  • check_circleAdvanced reasoning for complex analyses
Interface Epsilane — assistant IA analysant un classeur Excel financierGénération automatique de présentation PowerPoint depuis des données ExcelVue d'ensemble du tableau de bord Epsilane avec analyse de classeur
auto_awesome3 generation modes

Generate presentations your way

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From your Excel data

Import your workbook, the AI analyzes the structure and generates a complete deck.

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From a text prompt

Describe your presentation in a few sentences, no Excel file required.

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Automatic update

Import last quarter's deck with new data. It updates itself.

slideshowSlide Editor

Refine every slide visually

A visual editor to customize your presentations after generation. Reorder, edit, adjust.

  • check_circle12+ slide types: charts, tables, timelines, formulas
  • check_circleDrag-and-drop to reorganize slides
  • check_circleTargeted regeneration with feedback
color_lensTemplates & StyleDNA

Your brand identity, automatically extracted

Upload your corporate PowerPoint template. Epsilane extracts colors, fonts, styles, and layouts for presentations true to your identity.

  • check_circleAutomatic extraction of colors, fonts, and styles
  • check_circleLayout assignment to slide roles
  • check_circleChart palette aligned with your brand

From workbook to presentation, without friction

No training required. Web app or Excel Add-in. Import, describe, export.

1

Import your workbook

Excel files (.xlsx, .xls, .xlsm) and CSV supported. Multi-entity P&Ls, loss tables, valuation models: the complete structure is analyzed. Formulas, cross-sheet references, and named ranges included.

2

Describe what you want to show

Describe the insights to highlight. Epsilane identifies relevant data from the structure and formulas of your workbook.

3

Get a native .pptx, ready to present

Fully editable PowerPoint file, true to your corporate template. Native charts, formatted tables, adaptive layout. No screenshots.

Every quarter, the same scenario

According to the FP&A Trends Survey 2024, only 35% of FP&A teams' time goes to analysis — the rest is consumed by data collection and formatting. Epsilane automates the entire chain.

ProcessTodayWith Epsilane
Understanding a multi-sheet workbookOpening sheets one by one, following formulas to understand how the data flowscheck_circleEvery cross-sheet link automatically identified and mapped
Locating the figures to presentBrowsing through tabs, cross-referencing with the previous deck to find the right figurescheck_circleYou describe what you need, Epsilane locates the source cells in the workbook
Creating charts and tablesCopy-paste into PowerPoint, reformat axes, legends, and unitscheck_circleNative PPT charts generated directly from source data
Maintaining corporate brandingAdjusting fonts, colors, and margins on each slide to match the firm's templatecheck_circleTemplate analyzed automatically: colors, fonts, bullets, and geometry replicated
Updating last quarter's deckReworking each slide manually with new datacheck_circleImport the new file, the existing deck updates itself

Ԑpsilane speaks your financial language

Whatever your KPIs, models, or industry, Epsilane understands the business logic behind your data.

EBITDAROESCRBSCRBest EstimateIBNRLoss RatioCombined RatioSolvency IIChain LadderTechnical ProvisionsNet CombinedP&LFree Cash FlowValuationNAVIRRXIRRLTVChurn RateGross MarginOPEXCAPEXWorking CapitalNet CashSolvency RatioLapse RateEarned PremiumLoss ExperienceReservesRun-offSettlement PaceBudget vs ActualForecastVarianceYTDQoQBalance SheetNet AssetsLiabilitiesEquityTier 1DurationALMYieldCoverageDeltaVaRStress TestS/P RatioWritten PremiumTechnical ResultSolvency MarginCost of RiskROICTEV/MCEVPERDividend YieldBetaSpreadRisk-Free RateDepreciationAmortizationCash FlowLeverageDiscountPremiumDevelopment TrianglesProfit/LossNet S/CIBNR ReserveGeneral LedgerTrial BalanceJournal EntriesIncome StatementAccrued ExpensesDeferred RevenueFixed AssetsProvision ChargesBank ReconciliationAccount MatchingChart of AccountsSubsidiary LedgerOutput VATInput VATOperating IncomeExtraordinary ItemsNotes to Accounts

Built for finance and insurance

Epsilane adapts to the specifics of each industry.

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Insurance

Solvency II reporting, loss triangles, technical provisions, and combined ratios.

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Investment Banking

Valuation models, pitch decks, performance analysis, and sector comparables.

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Private Equity

Investor reporting, portfolio analysis, performance tracking, and value creation.

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Corporate Finance

Management control, budgets, forecasts, variance analysis, and dashboards.

Why reporting teams choose Epsilane

Generic tools read your workbook as text. Epsilane understands its complete structure and how your data connects.

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Structural understanding of your workbooks

Every formula, every cross-sheet reference, every dependency link is traced. The data presented comes directly from the source cells, with no recopying or reformulation.

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Deterministic analysis, reliable results

Loading and analyzing your workbook is 100% deterministic. Your financial structure is understood with precision. No hallucination on your figures.

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Your branding, pixel-perfect

Colors, fonts, bullet styles, and geometry from your template are extracted and replicated automatically. The native .pptx is fully editable, indistinguishable from manual work.

Security by Design

We combine confidentiality, security and performance

Financial data demands structural protection. No file leaves your local environment. Only the strict minimum is sent anonymously for each slide generation. Sovereign European hosting (OVHcloud, France), compliant with GDPR Articles 28 and 32.

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Data encryption at rest and in transit

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File storage 100% local, no external transmission

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Only necessary and anonymized data is processed

HOSTED IN EUROPE

Your next report, in minutes

Join the teams that have automated their PPT presentations.

Your Excel understood, your presentation ready before coffee ☕

Have a question ?

Our team is available to answer your questions and support you.