FactBox.AI

FactBox.AI is a platform for finance professionals to create, customize, and share financial factsheets. It provides an intuitive drag-and-drop editor, pre-built templates, and advanced widgets for interactive charts, tables, and visualizations. Users can import data via CSV, share factsheets via public URLs, and export them as PDFs.

Key Features

• Drag-and-drop layout editor with custom branding
• Library of expert-designed templates
• CSV data import
• Interactive charts and dynamic tables
• Public URL sharing
• PDF export

Use Cases

• Strategy factsheets for stakeholder communication
• Product factsheets for investment product overviews
• Portfolio factsheets for tracking holdings and performance

Who It’s For

• Financial analysts creating client reports
• Project managers distributing project summaries
• Any finance professional needing polished, shareable factsheets

Key Benefits

• Drag-and-drop layout customization
• Extensive template library designed by financial experts
• CSV data import for quick data integration
• Public URL sharing and PDF export for easy distribution