Boost efficiency in financial advisory teams

Create and update high-impact pitchbooks, due diligence and status reports much faster with UpSlide.
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Enhance productivity

Cut document generation time by automating heavily manual tasks

Guarantee consistency

Ensure clients receive homogeneous, on-brand reports from you every time

Maintain quality

Empower teams to build high-impact, accurate deliverables for clients, with ease

Save 8h+ each month with document creation software

Creating impactful pitchbooks and status reports can be challenging; manually updating data, ensuring charts are brand compliant, and handling multiple revisions takes time. That’s why 12,000+ financial advisory professionals trust UpSlide to streamline their document management in Microsoft.

Ensure tables and charts are brand compliant in one click

Instantly apply your graphic charter to Excel tables and charts.

Every new chart created will automatically comply with your company’s brand guidelines.

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Update report data in seconds

Export your charts, tables and text, from Excel to PowerPoint or Word with our robust Link.


No matter how many links you have in your pitchbook and report, you can update them all in a single click.

Discover the Excel to PowerPoint Link

Using Power BI? Link your visuals to PowerPoint and update data instantly.

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Structure your presentations with ease

Instantly add an automated Table of Contents to your report or pitchbook.

Rearrange and update your sections, subsections or breadcrumbs and your Table of Contents will update automatically.

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Access best practice, on-brand content in seconds

Store the latest brand-compliant materials, such as slides, logos and market commentaries centrally, and make them accessible within PowerPoint, Word and Excel.

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  • KPMG
  • We save considerable amounts of time creating our documents. UpSlide has become so important in our daily lives that we can’t even imagine how we would work without it.

    Read Mazars' story
    Firas Abou Merhi
    Head of Financial Advisory Services France, Mazars
  • Our users are saving a significant amount of time on document creation.


    Over the first three months, they estimate UpSlide is saving them 23% of the usual time spent per month on creating these documents.

    Read FRP Advisory's story
    Laura West
    National Marketing Director, FRP Advisory
  • Our Corporate Finance team rely on UpSlide on a daily basis, linking their Excel data to their PowerPoint reports to ensure they contain up-to-the-minute information. And what’s more, it’s easier than ever to make sure all our documents look consistent and on-brand.

    Read PKF's story
    Erin Sutton, PKF Australia
    Erin Sutton
    Operations Manager, PKF Corporate Finance (Australia)

Hear how Mazars retains talented employees with UpSlide

Find out how Mazars boosts employee job satisfaction with UpSlide by automating the heavily manual tasks of  document creation. 

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