Financial Modeling Tools

Build, navigate, and review even the most complex financial models in half the time.

Build financial models faster

Instantly add formulas, track precedents, and solve errors with our intuitive modeling tools.

Easily audit complex models

Quickly navigate and review your teammates’ financial models.

Ensure quality and data accuracy

Ensure financial models are consistent, error-free and

The best financial modeling tools in Excel


Clean and Prepare

Crop workbooks, reset zoom levels and replace formulas to prepare your workbook before sending.

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Quickly add formulas, such as CAGR, IfError or Fast Fill, to your model in a single click.

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Smart Track

Audit cells by tracking precedents and dependents. Solve errors by navigating to their origin anywhere in the workbook.

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Quickly understand and audit your model by applying temporary formatting to distinguish between different cell types.

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Advanced Paste

Avoid Excel’s native limitations with our Preserve and Duplicate Formulas tools.

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Navigate through multiple tabs in your open workbooks with ease.

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Our Microsoft 365 expertise

13+ years

helping teams work better in Microsoft 365


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Frequently asked questions

How does this compare to native Microsoft functionality?

We built UpSlide features to answer the needs of finance professionals working heavily in Microsoft 365. While Microsoft offers an array of brilliant native functionality, we offer more specialist features that are tailored to the finance industry. Our Financial Modeling Tools enable you to avoid Excel’s native limitations, particularly when it comes to copy and pasting data.

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. Our Financial Modeling Tools are 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.

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