Discover 65+ Automation Features, Built for Finance Workflows in Microsoft 365
UpSlide is the all-in-one solution for document automation in Microsoft 365. Discover some of our most-loved features below, or reach out to us to hear about all of them.
Our Top Features Tailored to Your Industry Needs
Financial Advisory
Investment Banking
Asset Management
Private Equity
Financial Reporting
Discover Our Top Features
Popular
Excel to PowerPoint or Word Link
Link tables, charts or text in PowerPoint or Word to Excel files, and update in a single click.
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New
Power BI to PowerPoint or Word Link
Link visuals or pages from your Power BI report to PowerPoint and update them instantly.
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New
Table of Contents
Automate the summary, sections and appendices to better structure your presentations.
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New
Slide Check
Audit and correct your presentation with a single click.
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Popular
Content Library
Give teams instant access to corporate documents, assets and templates, from within Microsoft 365.
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New
Template Management
Easily manage automated, branded templates company-wide.
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New
Logo Finder
Insert high-quality company logos, without ever leaving PowerPoint.
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New
PowerPoint Formatting
formatting features.
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New
Excel Formatting
Instantly apply company branding to tables and charts in Excel.
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New
Excel Charts
company branding.
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New
Financial Modeling Tools
Build, navigate, and review even the most complex financial models quickly and easily.
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New
PowerPoint Slide Converter
The easiest way to convert slides and templates from one brand to another.
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New
Outlook Signature Manager
Guarantee your entire business delivers on-brand, impactful emails.
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New
Dynamic Tombstone Library
Insert perfectly formatted, up-to-date credentials into your pitchbooks and proposals.
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New
Send and Finalize
Ensure PowerPoint presentations are client-ready in a few clicks.
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