Materi builds yourmonthly business reviewthe way you build it.

Strategy and operations agents that pull together research, build the analysis and draft the materials behind every decision

We've spent years building products and documents at

Materi does the work behind the decision. Agents research, analyse and draft. Your team reviews the evidence and makes the call.

Knows your business

Bring your data, previous work and company context into the task.

Work in the same place

Agents and teammates contribute directly to your models and materials.

Builds on your feedback

Review the work and give feedback your agent applies next time.

1.0 SOLUTIONS

How customers use Materi

Agents do the work. They handle the research and preparation so your team can move from question to decision faster.

Context, research, analysis and outputs in one space. Numbers and story stay in sync, so nothing gets lost moving between tools.

Trust every number. Each figure traces to its source, with who changed it, when and why.

Work side by side. Comments, review and shared presence, agents and teammates under your direction.

It remembers how you work. Conventions, assumptions and rationale kept and versioned by person, output and team.

One workspace, from question to decision.
Research, model and create with your agents.

2.0 PLATFORM

Where teams and agents get work done

Workers

Teach agents how you work and hand over recurring tasks.

Teach it

Complete the task together once. Show it your process, preferences and standards.

Refine it

Review the output and give feedback. It applies what it learns next time.

Review its work

Hand over the recurring task. Your agent prepares it for you to review.

Spreadsheets

Build proper models without the spreadsheet busywork.

Start with your data

Bring in Excel, CSV or Google Sheets and work from the numbers you already trust.

Model the drivers

Build formulas, scenarios and charts in a fully functional spreadsheet.

Trace every number

Follow any figure back to its source cell, formula and assumptions.

Slides

Turn finished analysis into decks that are ready for the room.

Build from the analysis

Create the story directly from the model, without copying figures between tools.

Keep numbers connected

Link figures and charts to their source, then update them with a single click.

Make it yours

Apply your layouts, themes and visual style. Refine every element or export to PowerPoint.

Documents

Write reports where every number has somewhere to point.

Ground the narrative

Draft from your analysis and company context, not generic starting points.

Link the evidence

Connect figures, tables and charts directly to their spreadsheet sources.

Refine the details

Change a sentence or reshape a section without rebuilding the entire document.

3.0 CONTEXT

Leverage all of your existing tools & context

Materi natively embeds all of your current tools and company context you need for any material creation, right at your fingertips.

1,500+ tools, from company knowledge to customer data. More connections available on request.

4.0 TEAMS

Built for high-growth teams that drive company decisions

Strategy & Operations

Monthly business review
Market expansion assessment
Headcount & budget planning

Chiefs of Staff

Quarterly board pack
Weekly leadership briefing
Quarterly priorities review

Strategic Finance

Cohort & retention analysis
LTV:CAC & payback modelling
Cash flow & runway planning

RevOps

Weekly pipeline review
Revenue forecast update
Territory & quota planning