Streamlined document creation in financial and professional services

Boost productivity and ensure firm-wide brand compliance in Microsoft Office with a single solution.
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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

Achieve your missions more efficiently

Mission
Retain control of your brand and ensure clients receive compliant, high-quality materials, no matter which department they are dealing with.

Teams are now producing brand-compliant, homogeneous documents, whilst still maintaining the freedom to customize their content within clear parameters.

Quote author picture
Laura West
National Marketing Director, FRP Advisory
Read FRP Advisory's story
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

Use one central source to store and distribute approved, brand-compliant content, throughout Microsoft Office
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Proposal Wizard

Automate document creation so teams can build consistent, high-impact proposals in seconds
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Slide Check

Enable users to review and fix errors like incorrect fonts, outdated content and misaligned shapes, in one click
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Mission
Win new clients and keep existing ones happy by providing the best quality services and products on the market.

UpSlide is mainly designed for teams who frequently use the Microsoft Office suite, and in particular investment banking teams. Most of their time focuses on creating PowerPoint presentations featuring complex Excel models.

Quote author picture
Julien Polenne
Julien Polenne, Head of IB Transformation, BNP Paribas
Read BNP Paribas' story
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 templates and formatting tools
Top features

Excel to PowerPoint Link

Link all of your tables, charts and commentary from Excel to PowerPoint and instantly update as data changes
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Dynamic Tombstone Library

Filter and insert relevant deals then insert perfectly formatted tombstones - all within PowerPoint
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Smart Format

Apply your corporate branding to any table or chart to save hours manually applying the correct fonts and colours
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Mission
Report on financial results in an accurate and timely way to enable better decision-making.

Thanks to UpSlide’s Excel to PowerPoint Link, we can finally spend more time on reporting and analysis instead of collecting and checking figures.

Quote author picture
Thibaut de Clerk
Head of Management Control, BNP Paribas
Read BNP Paribas' story
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 Link

Link your charts and tables from Excel to PowerPoint then duplicate your reports each reporting cycle to save time
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Power BI to PowerPoint Link

Accelerate the creation and maintenance of reports; refresh Power BI visuals and modify slicer values within PowerPoint
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Modelling tools

Easily build and audit your financial models with features such as Advanced Paste, Explorer and Fast Fill formulas
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Just some of our enterprise clients

  • Deloitte

Built to handle 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.

More about UpSlide

  • 10 years

    helping teams work better

  • 600+

    teams trust us every day