UpSlide's All-in-One PowerPoint Automation Tool
Microsoft Solutions Partner
98% renewal rate
Eliminate Manual Tasks and Focus on the Real Work at Hand
Eliminate Inefficiences
Enable teams to cut document creation time by 75% in PowerPoint with instant access to templates and best-practice slides.
Strengthen Brand Identity
Guarantee documents remain brand consistent and compliant across your organization, helping you win more business and client trust.
Ensure Content Accuracy
Reduce the risk of human error with automated data retrieval and updates, ensuring all client-facing deliverables are accurate.
End-to-End Automation to Help You Build Better PowerPoint Decks Faster
1. Build Your Presentation in a Few Clicks
Get started with a selection of PowerPoint Templates at your fingertips, pre-built to your brand requirements. Or use the Template Generator to automatically build a deck tailored to your brand, department and language. Templates are managed by your internal UpSlide administrator.
Then, structure your presentation in one click with our automated Table of Contents. This will update across the deck whenever you add, delete or move sections and sub-sections.
2. Source Up-to-Date Content With Ease
Access pre-approved slides, images and text disclaimers from the shared Content Library within PowerPoint. The structure can be tailored to your team’s workflow for easy navigation.
Select and insert pre-formatted credentials (sourced from your CRM or a dedicated Excel file) from within PowerPoint with the Dynamic Tombstone Library.
Your admins can enjoy easy management of credentials and deployment of company-wide formatting updates.
3. Retrieve and Update Data in Seconds
Link tables, charts and text from Excel to PowerPoint to guarantee your data is up-to-date with every presentation. Update linked items in one click without ever leaving PowerPoint.
Plus, access and filter your Power BI dashboards directly within PowerPoint. Link selected visuals or whole pages from Power BI to PowerPoint and update them instantly.
To create recurring reports, simply duplicate your deck and hit the Update button to accurately pull through the most current data.
4. Perfect Pour Presentation and Prepare it to Share
Proof your presentation in minutes, not hours, with Slide Check. Identify and fix easily-missed errors such as empty placeholders, misaligned shapes, incorrect branding and out-of-date content.
Congratulations! Your flawless PowerPoint deck is now ready to share.
The Excel to PowerPoint Link enables our bankers to amend figures in an Excel spreadsheet and then update all linked tables and charts in PowerPoint in one click. This guaranteed accuracy is key when working in financial services.
Joanna Osborne, Head of Marketing,
Singer Capital Markets
There are always expectations for high-quality output in our work. UpSlide’s Content Library helps junior bankers find the ‘latest and greatest’ best-practice templates from within PowerPoint, to ensure this level of quality is maintained across all deliverables.
Ruari Sinclair, Vice President, BDA Partners
Benton Sturt, Director, Meridian Capital
Even More PowerPoint Automation Tools to Save Your Employees Up to 33h/month
Want to Guarantee All Slide Elements Are Perfectly Formatted and Aligned in One Click?
Going Through a Rebrand and Want to Avoid Manually Updating all Your Slides?
Frequently Asked Questions
How Does UpSlide's PowerPoint Automation Solution Compare to Native PowerPoint Features?
We built UpSlide features to answer the specific needs of professionals working heavily in Microsoft 365. While Microsoft offers an array of brilliant native functionality in PowerPoint, we offer more specialist features that are tailored to the finance industry.
Does UpSlide Offer Excel Automation Tools Too?
Yes, UpSlide is an all-in-one add-in for the Microsoft 365 suite of programmes, including PowerPoint, Power BI, Word, Excel and Outlook.
Specifically, our Excel automation tools are designed to help you build financial models and reports faster thanks to intuitive features such as automated data updates, formatting, complex charts, and advanced formulas.
How Easy is UpSlide to Use?
Our user interface is designed for simplicity, seamlessly integrating into your existing workflows. Access features via a user-friendly ribbon within Microsoft 365 apps, and take advantage of customized training, in-app prompts, and tutorials to maximize your use of UpSlide from day one.
How Long Does it Take to Deploy UpSlide?
UpSlide’s implementation involves four main steps: kick-off, setup, user acceptance testing and rollout. Its length will then depend on the level of customization needed, the number of users to train, and the options you choose.
On average this process lasts less than six weeks, during which our in-house team will be on-hand to answer any questions and ensure the deployment is a success.
How Much Does UpSlide Cost?
UpSlide prices depend on the number of licenses you require, the options you want and your setup model. If you want to know how much UpSlide would cost for you, please get in touch with us and our team will be happy to give you a personalized quotation.
How Secure is UpSlide?
Leading financial firms trust UpSlide thanks to our stringent security measures. We successfully completed a System and Organization Controls (SOC) 2 Type II audit, reflecting our commitment to the highest standards of security, availability, processing integrity and confidentiality.
We perform a security audit of our code before every release, use automated and manual testing to ensure each version meets strict quality and security standards, and integrate vulnerability management tightly within our development processes. UpSlide also integrates within your infrastructure, enabling you to keep full control of it. Even if you choose to use a cloud source for your library content, we still have zero visibility of your data.
Talk to One of Our Experts to Learn More About How to Automate Your PowerPoint Workflow
