UpSlide is an AI-enabled document automation add-in for Microsoft 365 that helps teams across your firm produce exceptional documents in less time.
With innovative, intuitive features across PowerPoint, Excel, Power BI, Outlook, and Word, UpSlide streamlines the entire document workflow, from...
Use UpSlide to ensure data accuracy in your pitchbooks and reports, by eliminating painful, repetitive manual data updates. Easily link high resolution tables, charts and text from your Excel or Power BI workbooks to PowerPoint or Word - in just one click.
As your data or report version chang...
Equip your teams with AI-powered automation which will transform their daily workflows.
Ask our AI Assistant to shorten, translate, and refine your presentation commentary and analysis to ensure maximum impact.
Automatically detect any abbreviations within your deck and build a pre-formatte...
Build, navigate, and review complex financial models faster with UpSlide's smart financial modeling tools. Spend less time auditing and more time impressing investors.
Quickly add formulas, track precedents, and solve errors to ensure all financial models are consistent, error-free, and well-s...
Showcase the most relevant, up-to-date credentials in your pitchbooks and proposals by giving teams access to your firm’s tombstones, bios, and case studies within PowerPoint.
Easily filter and search for credentials - based on customizable criteria - select the pre-branded format and insert t...
Significantly reduce reviewing time and ensure accuracy by keeping track of all changes to your deck in PowerPoint, even when collaborating with a large team. Quickly identify all edits made to your presentation across tables, charts, text, and linked Excel Data through an integrated pane.
Onc...
Learn why financial services companies in over 60 countries have been trusting UpSlide to help them achieve their goals for the past 12 years.
Discover 65+ automation features, built for finance workflows in Microsoft 365.
How UpSlide helped Singer Capital Markets rebrand all client-facing deliverables to achieve long-term brand consistency.
How the marketing team at world-leading shipping firm, Clarksons, achieves brand consistency and improves collaboration with UpSlide.