Automates on-brand decks, reports, and documents from CRM and BI data for sales and customer-success teams.
Matik automates on-brand slide decks, documents, and reports by pulling live data from connected sources — Salesforce, BI dashboards, data warehouses, and spreadsheets — and applying if-then rules so the output matches a company's formatting and messaging instead of being freely generated. It's aimed at customer-success teams producing quarterly business reviews, sales teams building tailored proposals, and finance or operations teams automating recurring reports. Matik, Inc. is a US company; pricing is quote-based through a sales conversation rather than published tiers.
No self-serve price is published; the site routes every visitor to a sales conversation or a demo request.
Use tool ↗A fit for teams that already have data scattered across a CRM and BI tools and are tired of manually rebuilding the same deck or report every cycle. It's built for teams with existing data infrastructure and a sales process behind it, not a lightweight presentation tool for one person's occasional deck.
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