Build and Review Faster with UpSlide's Financial Modeling Software

Build, navigate, and review even the most complex financial models in half the time with UpSlide's financial modeling software.

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
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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New

Explorer

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

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?

Financial modeling involves creating a summary of a company’s expenses and earnings, along with a projection if its future performance.

The main goal of financial modeling is to accurately project a company’s future financial performance. It can be useful for valuing companies, determining whether a company should raise capital or grow the business organically or through acquisitions.

Financial models are mostly created in Excel and exported to PowerPoint. They can be used to calculate the impact of a future event or decision. It combines accounting, finance, and business metrics to create a forecast of a company’s future results.

UpSlide’s financial modeling software automates a number of routine tasks in the 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.

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