Motley for Customer Success...
Focus your time on customer retention and growth by letting Motley generate regular presentations and documents for you:
- QBRs
- Monthly Check-Ins
- Onboarding Updates
...and more.
Generate data-rich presentations at scale
No more copying charts or wrangling spreadsheets.
Save 80% of your time writing presentations and reports with Motley
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Key Features
Motley, the data agent for your reports
01
Motley sources for you
No more copy and paste
Motley integrates with your systems, instantly pulling data into any reporting format you need.
- Connect your data: CSVs, BI tools, database, CRM
- Create queries, chart natively
- Surface relevant business status
02
Motley generates for you
No more data wrangling
Create masters in Motley so you can instantly generate live, up to date decks with
- Any charts including yoy comparison
- Variable and queries, including joined data, calculations
- Dynamics slides based on events you define
- AI generated analysis and tables from your data
02
Motley generates for you
No more blank pages
Generate unlimited personalised decks from a single master template – in seconds.
- Create variations for any audience, team, or client
- Swap parameters (time period, region, owner, product) without touching design
- Produce fully populated decks at scale with consistent branding
- Automate recurring reports with fresh data every time
03
Motley remembers for you
No more searching for the answer (coming soon)
Motley surfaces the context you need, so you’ll always be prepared when you present.
- Surface key events related to the report
- Drill down to cited sources
- Analyse sentiment
Integrations
Use Cases
From data to decks in minutes, not weeks.
Motley for Product Managers...
Get ahead of your product reporting routine and ask Motley to generate your regular reports for you, ahead of time:
- Team Check-Ins
- Monthly Updates
- Product Reviews
Motley for Strategy and Operations...
Circulate knowledge at speed and at scale, as Motley automatically generates presentations and documents for your:
- Team Check-ins
- Monthly Investor Reports
- Deep Dives
- Business Reviews
"Our challenge is that none of the existing AI tools seems to do the data crunch, visualisation and consistent report building at the same time. ChatGPT is awfully inconsistent, Gamma can't crunch the data and Julius doesn't have a repeatable process"
Erik Beentjes
Motley for developers...
Embed smart reporting capabilities in your product. Reach out to discuss our SDK.
FAQs
What is Motley?
Motley is an AI-powered reporting platform that helps business teams go from data to documents in minutes instead of weeks. It automates the collection of report-ready information, generates presentations and documents, and surfaces the business context you need, when you need it.
How does Motley work?
Motley connects to your systems, pulls the right data, and drafts reports, presentations, reviews, or updates so your team can focus on insights, not writing. It also remembers past context and surfaces relevant events when you need them.
How does Motley handle security and data?
Motley follows industry best practices and is on track for SOC 2 Type 2 compliance in 2026. Any data shared with AI vendors is strictly limited, never used for training, and only to generate reports you ask for.
Who is Motley for?
Teams that run recurring reports, such as Customer Success teams producing QBRs, EBRs, and value updates.
How much does Motley cost?
Pricing scales with workflows and reports. Contact us for a tailored plan.
What makes Motley different?
Motley goes beyond reporting automation: our AI platform creates business narratives, automates analysis, and adds context so reports actually drive decisions.