Boost productivity within financial reporting teams
4.9/5 customer satisfaction
G2 High Performer
One solution for all your reporting needs
Save time across your reporting workflows
Spend more time on analysis and commentary with intuitive reporting tools.
Standardize all report formatting
Automate routine formatting and deliver clear and consistent reports every time.
Guarantee data accuracy in all reports
Prevent human error and missed data updates entering your reports.
Gain full visibility on data updates
Efficiently audit your reports to see where your data comes from, and who edits it.
Helping financial reporting teams work more
efficiently in Microsoft 365
Intuitive tools that save you 12h+ per report
Guarantee data accuracy across all deliverables
Effortlessly link data from Excel to your reports
Link tables, charts, and text directly to PowerPoint or Word. Keep your file light and easily shareable with the option to export data as text links, dynamic images, or editable tables.
Link Power BI data directly into your reports
Import Power BI pages and visuals without leaving PowerPoint or Word. Leverage high-quality data visualization without weighing down your presentations.
Update data from multiple sources in seconds
Update data points from both Excel and Power BI without ever leaving PowerPoint. Refresh all linked data in one click, or select specific figures via the integrated Power BI and Excel link managers.
The smoothest way to automate regular reporting
Refresh recurring reports with ease
Get full transparency over data updates
Prepare data more efficiently in Excel
Automate financial chart creation
Build on-brand waterfall, stacked waterfall, and Marimekko charts in one click.
Format Excel tables and charts to perfection
Automatically format tables and charts in seconds to make your reporting flows more efficient.
Build complex financial models with ease
Leverage intuitive modeling tools to efficiently navigate your workbooks, identify formula errors, distinguish between different data types, and more.
Automate formatting across all reports
Start every report with a pre-built structure
Whether it’s a quarterly sales report, P&L statement, or due diligence report, trust that you have the right template for your team.
Save countless clicks on formatting in PowerPoint
Arrange shapes, swap text, and apply pre-set company styles to elements across your presentation with our intuitive PowerPoint formatting features.
Ensure reports are always error free
Identify and fix misalignments, formatting errors and out-of-date content in one click with Slide Check.
Trusted by financial and professional services 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 and professional services 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 document automation to streamline workflows across your entire business
