Boost Productivity with Financial Reporting Automation Tools
analysis with UpSlide’s financial reporting automation tools.
G2 High Performer
98% renewal rate
98% renewal rate
Innovative businesses use financial reporting automation
Produce accurate financial reports, faster
Create time for more
valuable work
Ensure brand consistency every time
Build better documents faster with financial reporting automation tools
Efficiently prepare, clean and navigate Excel data
Perfecting the structure of a workbook, fixing errors and creating complex charts can take hours. UpSlide helps streamline valuation and market report creation.
Easily build, navigate and audit financial models
Leverage our pitchbook Excel plugin and intuitive modeling tools to build better quality, error-free financial models.
Generate and format on-brand, complex charts in one click
Present data as branded Stacked Waterfall or Marimekko in seconds.
Instantly apply company branding to all your tables and charts
Automatically apply pre-set company or client formatting, like cell colors, border width and fonts, to elements within Excel.
Guarantee report accuracy by easily exporting and refreshing data
Say goodbye to the error-prone, manual process of copy-pasting data into reports. UpSlide’s financial reporting automation tools enable teams to easily export, refresh and optimize data.
Quickly access and export Excel data from within PowerPoint and Word
Efficiently export data, version your report and update thousands of data points in seconds, thanks to UpSlide’s unbreakable Excel to PowerPoint Link.
Easily edit and duplicate reports containing Power BI data to save hours
Duplicate entire reports for different portfolios or time frames simply by editing Power BI slicers or updating Excel links in PowerPoint.
Using UpSlide enables Colliers to create quality valuation reports in a timely manner, allowing us to focus more on our business and clients’ needs. Now we can produce even more reports, which ultimately helps increase revenue.
Jennifer Bailey, Operations Manager, Valuation & Advisory Services, Colliers
Easily build reports with on-brand, embedded materials
Forget spending hours sourcing on-brand content and manually updating footnotes in your reports. UpSlide makes report creation easy.
Standardize templates and fonts across all your business deliverables
Embed automated, on-brand templates and styles across all Microsoft 365 applications so they always comply with brand guidelines.
Reduce the time spent manually structuring and updating reports
Automatically structure reports in one click, ensuring the table of contents, sections and page numbers are instantly updated whenever changes occur.
Proof and perfect your reports in half the time
Put the time spent manually fine-tuning your documents to better use with UpSlide’s automated proofing tools.
Automatically check for errors and inaccuracies
Quickly identify and fix outdated content, non-compliant fonts and misaligned shapes to guarantee high-quality documents.
Get documents client-ready in seconds, not hours
Finalize reports faster by cleaning up notes and comments on a deck in seconds, plus optimize the file size before sharing.
Trusted by financial reporting teams for over a decade
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.
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.
Enterprise-level
security
UpSlide completely integrates with your infrastructure, enabling you to keep full control of your access rights and content storage.
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.
Trusted by financial reporting teams for over a decade
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.
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.
Enterprise-level security
UpSlide completely integrates with your infrastructure, enabling you to keep full control of your access rights and content storage.
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 financial reporting automation tools to streamline workflows across your entire business.
