Streamline enterprise document creation
Productivity
Free your team to work on higher-value tasks by automating heavily manual ones
Consistency
Clients will always receive homogenous reports, no matter which team they are dealing with
Compliance
Turn teams into brand ambassadors, able to build on-brand, accurate documents with ease
Help all your teams achieve their mission
Mission
Teams are now producing brand-compliant, homogeneous documents, whilst still maintaining the freedom to customize their content within clear parameters.
Jenna Gadhavi
National Marketing and Communications Senior Manager, FRP Advisory
How UpSlide helps
- Make it easy for teams to comply with brand guidelines, with automated formatting features and templates
- Ensure teams use only best practice content, with easy access to an up-to-date, centralized library
- Empower users to build flawless presentations, with smart auditing and formatting tools
Top features
Content Library
Template Management
Slide Check
Mission
How UpSlide helps
- Eliminate heavily manual tasks, such as sourcing content and formatting, to free up time for client relationships
- Guarantee accurate data in your reports, by linking your Excel charts to PowerPoint and updating with a single click
- Ensure presentations like pitchbooks and IMs are flawless with easy-to-access document creation software
Top features
Excel to PowerPoint or Word Link
Dynamic Tombstone Library
Excel Formatting Features
Mission
How UpSlide helps
- Streamline report processes by linking data from multiple sources and updating with a single click
- Apply corporate branding to your tables and charts and build complex, formatted charts in seconds
- Easily create and audit complex financial models with intuitive Excel modeling tools
Top features
Excel to PowerPoint or Word Link
Power BI to PowerPoint Link
Modeling Tools
Swipe
Recommended by finance firms
System and Organization Controls (SOC) 2
UpSlide’s SOC 2 information security audit reflects our commitment to the highest standards of security, availability, processing integrity and confidentiality.
Built to handle global enterprise projects
Expert implementation
Our teams are experts at understanding all types of organizations. We’ll support your business to plan and execute even the most complex implementation projects.
In-house specialists
We don’t outsource anything. In fact, we have internal experts in project management, design, communication, development and IT support, to name just a few.
Adoption support
Our communication and change management specialists can construct a bespoke adoption plan to ensure usage and guarantee you get maximum ROI from your investment.
Built to handle global enterprise projects
12+
years helping teams work better
850+
teams trust us every day
