Discover our latest report Investment Banking Software 2024: Challenges, Trends and Strategies

Guarantee Brand Compliance with UpSlide's Formatting Features in Excel

Instantly format charts, tables, and cells in Excel to fit your corporate brand guidelines.

Save Time Building Reports

Automate all table and chart formatting in Excel with a
single click.

Tell Better Stories with your Data

Leverage on-brand data visualization to make reports and models as comprehensive
as possible.

Maintain Brand Consistency

Guarantee every table and chart is built per your company’s standard dimensions and color scheme.

Format Excel Charts in One Click

Say goodbye to manual formatting in Excel. Apply consistent branding and dimensions to waterfall charts, pie charts, pivot tables and more.

Customize Workbooks to Enhance Your Messaging

Highlight selected rows in your tables thanks to pre-set background colors, borders and fonts. Build impactful charts and well-structured tables to make information much clearer for your clients.

Make Reporting Even Easier for Your Teams

Exporting Your Formatted Charts to PowerPoint?

excel modeling

Regularly Building Financial Models?

Discover Our Complete Guide to Reporting Automation in 2024

Our Microsoft 365 Expertise

13+ years

helping teams work better in Microsoft 365

98%

average renewal rate

Frequently Asked Questions

Can I Get Support on this Feature?

Yes. With every UpSlide roll-out we offer a dedicated program of adoption training and support. We also publish technical guidelines for all of our features on our support site.

How Does this Compare to Native Microsoft Functionality?

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 to help format tables and charts in Excel, UpSlide’s Excel Formatting Features offer an enterprise-wide solution to build brand-compliant tables and charts in just a few clicks.

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. 

 

How Much Does UpSlide Cost?

UpSlide prices depend on the number of licenses you require, the options you want and your setup model. The Power BI Link is an optional module and isn’t part of our standard offer. 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 quote.

Can I Get an UpSlide Trial?

As UpSlide is a completely customized solution, we tailor our technology to your unique needs and brand, so you get a high ROI. Therefore, we don’t typically offer free trials. However, we do recommend having a chat with one of our experts to discuss your challenges in Microsoft 365 to see how we can help you achieve your strategic goals.

Enhance your teams' use of Microsoft 365