Streamline enterprise document creation

Boost productivity and ensure brand compliance in Microsoft 365 with the leading solution for global financial and professional services firms.
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Free your team to work on higher-value tasks by automating heavily manual ones


Clients will always receive homogenous reports, no matter which team they are dealing with


Turn teams into brand ambassadors, able to build on-brand, accurate documents with ease

Help all your teams achieve their mission


Retain control of your brand and ensure clients receive compliant, high-quality materials, no matter which department they are dealing with.
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Teams are now producing brand-compliant, homogeneous documents, whilst still maintaining the freedom to customize their content within clear parameters.

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Jenna Gadhavi
National Marketing and Communications Senior Manager, FRP Advisory

How UpSlide helps

  • Make it easy for teams to comply with brand guidelines, with automated formatting features and templates
  • Ensure teams use only best practice content, with easy access to an up-to-date, centralized library
  • Empower users to build flawless presentations, with smart auditing and formatting tools

Top features

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Content Library

Use one central source to store and distribute approved, brand-compliant content, throughout Microsoft 365
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Template Management

Provide easy access to automated, branded templates from within your business’ most-used Microsoft 365 applications.
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Slide Check

Enable users to review and fix errors like incorrect fonts, outdated content and misaligned shapes, in one click


Use document automation to win new clients and keep existing ones happy, providing the best quality services and products on the market.
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UpSlide is mainly designed for teams who frequently use the Microsoft 365 suite, and in particular investment banking teams. Most of their time focuses on creating PowerPoint presentations featuring complex Excel models.

Julien Polenne

Head of IB Transformation, BNP Paribas

How UpSlide helps

  • Eliminate heavily manual tasks, such as sourcing content and formatting, to free up time for client relationships
  • Guarantee accurate data in your reports, by linking your Excel charts to PowerPoint and updating with a single click
  • Ensure presentations like pitchbooks and IMs are flawless with easy-to-access document creation software

Top features

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Excel to PowerPoint or Word Link

Link all of your tables, charts and commentary from Excel to PowerPoint and instantly update as data changes
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Dynamic Tombstone Library

Filter and insert relevant deals then insert perfectly formatted tombstones – all within PowerPoint
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Excel Formatting Features

Apply your corporate branding to any table or chart to save hours manually applying the correct fonts and colours


Report on financial results in an accurate and timely way to enable better decision-making.
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Thanks to UpSlide’s Excel to PowerPoint Link, we can finally spend more time on reporting and analysis instead of collecting and checking figures.

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Thibaut de Clerk
Head of Management Control, BNP Paribas

How UpSlide helps

  • Streamline report processes by linking data from multiple sources and updating with a single click
  • Apply corporate branding to your tables and charts and build complex, formatted charts in seconds
  • Easily create and audit complex financial models with intuitive Excel modeling tools

Top features

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Excel to PowerPoint or Word Link

Use Excel to PowerPoint automation to link your charts and tables then duplicate your reports each reporting cycle to save time
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Power BI to PowerPoint Link

Accelerate the creation and maintenance of reports; refresh Power BI visuals and modify slicer values within PowerPoint

Modeling Tools

Easily build and audit your financial models with features such as Advanced Paste, Explorer and Fast Fill formulas


Recommended by finance firms

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System and Organization Controls (SOC) 2

UpSlide’s SOC 2 information security audit reflects our commitment to the highest standards of security, availability, processing integrity and confidentiality.

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Built to handle global enterprise projects

Expert implementation

Our teams are experts at understanding all types of organizations. We’ll support your business to plan and execute even the most complex implementation projects.

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In-house specialists

We don’t outsource anything. In fact, we have internal experts in project management, design, communication, development and IT support, to name just a few.

Adoption support

Our communication and change management specialists can construct a bespoke adoption plan to ensure usage and guarantee you get maximum ROI from your investment.

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Built to handle global enterprise projects


years helping teams work better

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teams trust us every day

Boost productivity and create better documents with UpSlide