Financial Modeling Tools
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
well-structured.
The best financial modeling tools in Excel
Popular
Clean and Prepare
Crop workbooks, reset zoom levels and replace formulas to prepare your workbook before sending.
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New
Formulas
Quickly add formulas, such as CAGR, IfError or Fast Fill, to your model in a single click.
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Popular
Smart Track
Audit cells by tracking precedents and dependents. Solve errors by navigating to their origin anywhere in the workbook.
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New
Autocolor
Quickly understand and audit your model by applying temporary formatting to distinguish between different cell types.
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Popular
Advanced Paste
Avoid Excel’s native limitations with our Preserve and Duplicate Formulas tools.
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The time saved with UpSlide is immense, on average it’s in excess of six hours per
report we create. Colliers creates and issues over 500 valuation reports nationally per quarter, so the value-add for our business is unbelievable.
Jennifer Bailey, Operations Manager, Colliers
This is the best all-in-one tool on the market for increasing productivity and enabling bankers to produce higher quality presentations more efficiently.
Claus Hansen-Damm, COO, BDA Partners
UpSlide is a game-changer for us. Especially the Modeling Tools, which help us build and audit our clients’ models much faster. It accelerates all the recurring tasks, like formatting tables, adding IfErrors, and deleting unused ranges.
Corentin Bedetti, Director, F31
Build reports faster with automation
Our Microsoft 365 expertise
13+ years
helping teams work better in Microsoft 365
98%
average renewal rate
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 to calculate CAGR in Excel with UpSlide?
With UpSlide’s Excel modeling software you can automatically calculate the CAGR value and add one or more CAGR arrows to a given table.
What is financial modeling?
UpSlide’s fianncial modeling software automates a number of routine tasks involved in the typical financial modeling workflow including: auditing cells, calculating CAGR in Excel, tracking precedents and dependents and more.
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.
