Previously Windward Studios
Fluent: Empower Business Users to Create Reports and Templates in Microsoft Office
Fluent is a unique solution that simplifies the creation of reports and templates at scale with minimal coding required. The SDK and Microsoft Office plugin enable developers to meet reporting needs efficiently, while empowering admins to design and populate data-driven documents from multiple data sources.
Set it and forget it
Free your backlog from internal report development with a template creation solution.
Total Control
Quick to deploy and flexible enough to meet the organization's needs by easily integrating any data source.
Infinite Scalability
Regulatory requirements seem to grow in volume and complexity each year. You won’t outgrow a solution built for the organization’s specific needs.
Indisputable Productivity Impact
Quit wasting precious time on manual, repetitive tasks, data collection, and data entry. Drastically reduce time spent on these tasks while minimizing errors and increasing focus on high-value work.
Microsoft Office Plug-in
End-users can independently generate reports and documents in Word, PowerPoint, and Excel. Insert powerful tags into your template and apply conditional logic.
Centralized Template Manager
Centralize template administration for easy access, version control, a valuable addition to this solution.
Microsoft Template SDK
Effortlessly embed automated reporting into your application with minimal code. Deploy a Java or .NET Engine in your environment, with RESTful API wrappers. Secure by design, your data never leaves your servers.
Microsoft Office Template Use Cases
The reporting capabilities are endless.
Batch reporting in Word – accurate and on-time
Generate consistent, brand-compliant reports at scale for internal stakeholders, partners, or third parties.
Forecasting in Excel – dynamic and collaborative
Create complex, data-rich Excel files, and let users tailor it to their needs. From sales forecasts to financial models, Fluent simplifies it all.
Proposals in Word or PowerPoint – elegant and precise
Craft compelling proposal templates in Word or PowerPoint. Impress prospects and keep your team on brand.
What our customers say
Fluent's Template Designer (AutoTag) is the most user-friendly report automation tool I've worked with so far. They integrated a robust UI into Microsoft Word making every step of the process straight forward. Fluent's support team is responsive and will help you step by step if need be.
G2 Reviewer
It's very easy to use, It doesn't have a very steep learning curve. It's not difficult, for people who know Microsoft Office well, to start using the AutoTag tool. The most valuable feature is that it provides genuine, dynamic document-generation performance and the documents are being generated reliably
G2 Reviewer
Fluent just made creating documents a cinch for us whether it is contract generation or document sharing....we have wasted thousands of hours every year just creating documents and making changes to them manually....and now all that's gone
G2 Reviewer
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Leaders in Document Generation Technology
Supported File Formats & Data Sources
File Type Input
Bring your own templates or create them from scratch within desktop Microsoft Office applications.
File Type Output
Meet accessibility and archiving compliance requirements with outputs including native Microsoft files, PDF, PDF/A, PDF/UA, HTML, RTF, and images.
Supported Data Sources
Fluent supports 100’s of data sources including, JSON, XML, SQL Server, MySQL, PostgreSQL, Oracle, MS Dynamics, OData, Salesforce, SharePoint, DB2, and more.
Looking for additional PDF document generation solutions?
Check out our Web SDK for client-side document generation
Template Creation
Create your template once before sending it to the Web SDK for quick and reliable output.
Simple input, smart output
JSON data directly affects the structure of your report with automatic reflow of content or dynamic addition of table rows and columns
Custom viewer application
Work beyond document generation with a custom viewer application that supports over 30+ file formats and hundreds of features
Fluent FAQ
Not all document generation tools are the same, so you’ll want to choose one based on the type and complexity of your documents, the number of data sources, and the frequency of changes needed. For example, if you work in Microsoft Office to create templates and make them accessible to multiple parties, Fluent is a great option.
Fluent reporting and template creation can be applied to virtually any type of document. For example, in the finance industry, invoices, compliance reporting, and bank statements are common. In Architecture, Engineering, and Construction (AEC), project proposals, regulatory reports, and contracts are commonly automated.
According to an IBM estimate, bad data costs approximately $3 billion per year in the US alone. This can happen due to manual errors like misplaced decimal points, transposed digits, or failure to record activity in a ledger. Using document generation technology with pre-defined Microsoft templates to automate the process significantly reduces the likelihood of human-caused errors in financial reporting and documents like tax forms. This means less time spent on rework, better data integrity, and a lower chance of fines or penalties.
