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

UpSlide for document automation

Fuel your efficiency with automated document creation

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Streamline document workflows with automation in Microsoft 365, freeing your teams to work on more rewarding, higher-value tasks.

4.9/5 client satisfaction

G2 High Performer

98% renewal rate

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Innovative businesses automate document workflows with UpSlide

Boost productivity with the best document workflow automation tool

Efficiently build pitchbooks, proposals and reports

Say goodbye to manually searching for up-to-date templates, building a table of contents and updating page numbers. UpSlide cuts document creation time in half. 

Access automated, branded templates directly within your favorite Microsoft 365 applications.

Automatically structure PowerPoint presentations in one click. Even when changes occur, guarantee the table of contents, sections and page numbers are up-to-date.

Create perfectly branded documents every time

Forget spending hours sourcing on-brand content and formatting slides. UpSlide makes it easy to remain brand compliant.

Access the latest slides, logos, tombstones, disclaimers and more from a centralized PowerPoint, Word or Excel library.

Guarantee elements within pitchbooks, proposals, and reports are perfectly formatted and positioned correctly with automated formatting tools.

Investment Banking Software 2024: Challenges, Trends and Strategies

Gain exclusive access to insights about how global investment banks are approaching their software spending in 2024 and beyond.

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Automatically update all data points in reports with one click

Manually exporting and updating data in deliverables is a time-consuming, error-prone process. UpSlide ensures teams efficiently produce accurate documents.

Say goodbye to fiddly copy and pasting; easily export high resolution charts, tables, figures and text into your report in seconds.

Safely update all chosen data points in seconds, thanks to our unbreakable link. Edit slicer values from within PowerPoint/Word to create duplicate reports.

Proof and perfect documents in half 
the time

Put the time spent manually fine-tuning your documents to better use with UpSlide’s automated proofing tools.

Quickly identify and fix outdated content, non-compliant fonts and misaligned shapes to guarantee high-quality documents.

Finalize reports faster by cleaning up notes and comments on a deck in seconds, plus optimize the file size before sharing.

Trusted by financial and professional services teams for over a decade​

Trusted by financial and professional services teams for over a decade

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Best-in-class technical support

Our in-house support team is always on hand to provide technical assistance to you and your users; 80% of tickets are responded to in under an hour. 

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In-house adoption experts

Our global in-house change and project management team will guide you through every step of your UpSlide project and ensure high adoption and ROI.

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Enterprise-level security

UpSlide completely integrates with your infrastructure, enabling you to keep full control of your access rights and content storage.

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Industry-focused innovation

We are always eager to explore how new technology could help our clients and we work alongside them to develop intuitive features tailored to their needs. 

Use document workflow automation across your entire business.

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