UpSlide is the all-in-one document automation solution for Excel, PowerPoint, Power BI, Word, and Outlook.

We empower teams to create more accurate and consistent documents in less time. Each feature is accessible via a user-friendly ribbon seamlessly integrated into Microsoft 365 applications.

UpSlide automates core financial services workflows across four areas:

• Document automation

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

• Reporting automation

  Efficiently create impactful, accurate reports. Eliminate manual data updates to avoid the risk of human error and free up time for better analysis.

• Brand compliance

  Strengthen brand identity and guarantee teams create high-quality, brand-compliant client deliverables.

• Content enablement

  Optimize content workflows so front office teams can instantly find quality, marketing-approved materials.

Discover our top time-saving features:

• Excel to PowerPoint and Word Link

  Link tables, charts or text in PowerPoint and Word to your Excel workbook, and update in a single click.

• Content Library

  Give teams instant access to corporate documents, assets and templates, from within Microsoft 365.

• Automated Table of Contents

  Automate the summary, sections and appendices to better structure your presentations.

• PowerPoint Formatting

  Build perfectly formatted slides in PowerPoint with intuitive formatting features.

• Excel charts

  Create stacked Waterfall, Marimekko charts and more, all in your company branding.

For the last 13+ years, UpSlide has been supporting clients like KPMG, UniCredit, BNP Paribas, Citi, and many more toboost efficiency and empower teams to focus on more rewarding tasks. More than 850 teams in over 60 countries have already adopted UpSlide to revolutionize their use of Microsoft 365.

Start building better documents faster today.