Tracelight PPT Add-in

AI add-in that builds and checks PowerPoint decks against your model.

Intermediate
Screenshot of Tracelight PPT Add-in, AI add-in that builds and checks PowerPoint decks against your model

What is Tracelight PPT Add-in?

Tracelight PPT Add-in is a document formatting tool. Tracelight's PPT and Word add-ins put an AI agent inside Office to build branded slides from your template, refresh decks from the latest model, and flag numbers that disagree across slides or drift from the source Excel file.

Tracelight's PPT and Word add-ins bring an AI agent into the documents where finance and strategy teams already work. Inside PowerPoint, the assistant reviews a deck, traces linked financial context, refreshes charts, rewrites slide narrative, and preserves the source trail so every change can be followed back to the model it came from. The same agent can pull context from SharePoint and Word, which means a board update can draw on the current operating model without a manual copy and paste pass. The add-in is aimed at teams that produce recurring, number heavy decks: investor relations, corporate development, FP&A, and consulting. Instead of starting from a blank slide, Tracelight builds each slide from the firm's template playbook, using the layouts, master slides, components, fonts, and colours that are already defined. The result is a deck that looks like it came from the same shop every time, which matters when several people contribute to the same presentation. A second workflow is quality control. Tracelight scans a deck for values that disagree between slides, formatting that has broken, and stray errors, and it can check every figure against the source Excel model. When a number has drifted, the tool shows both values and lets the user update the slide from the model rather than the other way around. That turns presentation review from a manual eyeball exercise into something closer to a reconciliation. Tracelight positions these add-ins as one part of a wider platform that also includes spreadsheet apps, an Excel add-in, model review, and a research workspace. Teams that live in Office get the benefit without changing tools, while the platform handles the heavier modelling and audit work in the background. Pricing is not published on this page, so buyers should expect to request a demo and scope a quote.

How do you use Tracelight PPT Add-in?

  1. 1Request a demo and confirm fit
    Start on the PPT and Word add-ins page, then use the request demo link to contact the team. This is where scope, template setup, and access to SharePoint or Word context get discussed.
  2. 2Connect your template and source files
    Once access is arranged, point Tracelight at your firm's template playbook (layouts, master slides, fonts, colours) and the Excel model or Word files that hold the source numbers.
  3. 3Generate or update a deck from the add-in
    Open PowerPoint and ask the agent to update a board deck with the latest model outputs. Tracelight reviews the presentation, refreshes charts and narrative, and keeps the source trail.
  4. 4Run a deck review for inconsistencies
    Use the review capability to scan for values that disagree between slides, broken formatting, and stray errors. The tool shows where the conflicting figures appear so they can be corrected.
  5. 5Reconcile the deck against the Excel model
    Check every number in the deck against the source model. Where a figure has drifted, update the slide from the model so the presentation stays in sync.
  6. 6Extend to the wider platform
    If the workflow grows, explore the spreadsheet apps and platform features for scenario modelling and research that feed the next round of decks.

Pros and cons

Pros

  • Builds every slide from the firm's own template, so decks stay on brand and consistent across authors.AI
  • Checks figures across slides and against the source Excel model, catching drift that manual review misses.AI
  • Traces each update back to its source context, which supports audit and review workflows.AI
  • Pulls context from SharePoint and Word, reducing manual copying between documents.AI
  • Works inside PowerPoint and Word, so teams keep their existing document workflow.AI

Cons

  • No public pricing, so cost has to be established through a demo and a custom quote.AI
  • The value depends on having a well structured Excel model and template; messy source files will limit accuracy.AI
  • Deep SharePoint and Word context is a selling point, but the page does not detail how setup or permissions work.AI
  • Features and integrations are described at a high level, with little technical documentation for IT review.AI
  • Best suited to finance style decks; teams without linked models get less from the reconciliation features.AI

How much does Tracelight PPT Add-in cost?

Support

Support is accessed through the contact page, where a demo request starts the conversation. No separate help centre or documentation is linked.

Learn more

Integrations

The add-ins work inside PowerPoint and Word, and the page states that context from SharePoint and Word can be leveraged. No other integrations are listed.

Features

The add-ins generate PowerPoint slides from your firm's template playbook, refresh charts and narrative from the latest model, review decks for cross-slide inconsistencies and formatting errors, reconcile deck figures against the source Excel model, and preserve a source trail for each update. Context can be drawn from SharePoint and Word.

Frequently asked questions about Tracelight PPT Add-in

  • How do you use Tracelight PPT Add-in?
    The walkthrough on this page covers 6 steps: 1. Request a demo and confirm fit 2. Connect your template and source files 3. Generate or update a deck from the add-in 4. Run a deck review for inconsistencies 5. Reconcile the deck against the Excel model 6. Extend to the wider platform.
  • What platforms does Tracelight PPT Add-in support?
    Tracelight PPT Add-in is available on Windows and MacOS.
  • What does Tracelight PPT Add-in integrate with?
    The add-ins work inside PowerPoint and Word, and the page states that context from SharePoint and Word can be leveraged. No other integrations are listed.
  • What are the limitations of Tracelight PPT Add-in?
    No public pricing, so cost has to be established through a demo and a custom quote. The value depends on having a well structured Excel model and template; messy source files will limit accuracy. Deep SharePoint and Word context is a selling point, but the page does not detail how setup or permissions work.