Solutions
Find out how we can help your teams get more from Microsoft 365.
Use cases
Document automation
Fuel your efficiency with automated document creation.
Brand compliance
Turn every employee into a brand ambassador to guarantee compliant and consistent deliverables.
Reporting automation
Streamline report creation and tell more compelling stories with data.
Content enablement
Enable sales and consulting teams to instantly find best-in-class materials.
Industries
Investment banking
Produce top quality, accurate pitchbooks, reports, and IMs.
Advisory
Deliver accurate due diligence questionnaires and pitchbooks.
Asset management
Save time building best-practice portfolio reports and RFPs.
Private equity
Create best-practice IMs, fund reports, and due diligence reports.
Corporates
Streamline document creation company-wide in Microsoft 365.
Services
Implementation
Design studio
Enhance your UpSlide project with the support of a dedicated team of design experts.
Top features
UpSlide gives you access to 65+ intuitive features to transform their use of PowerPoint, Excel and Word.
Excel to PowerPoint/Word Link
Link and update Excel tables and charts to PowerPoint or Word instantly.
Content Library
Give teams access to corporate materials in PowerPoint, Word or Excel.
Table of Contents
Structure documents around our automated Table of Contents.
Power BI to PowerPoint/Word Link
Link and update Power BI visuals or pages to PowerPoint or Word instantly.
Template Management
Easily manage automated, branded templates company-wide.
Slide Check
Audit and correct your presentation with a single click.
Financial Modeling Tools
Build, navigate, and review complex financial models quickly.
PowerPoint Formatting
Save countless clicks and build perfectly formatted slides.
Excel Charts
Create stacked Waterfall, Marimekko charts, all in your company branding.
Resources
Expert advice, press news and user resources to help you make the most of UpSlide.
Learn
Knowledge hub
Discover product updates, insights and efficiency tips for Microsoft 365!
Press
User resources
UpSlide Portal
Access the UpSlide Portal to manage your licenses.
Help center
Discover everything you need to know about our features with FAQs and tutorial videos.
UpSlide, Copilot and generative AI
About us
We’re a global firm on a mission to help people work better whilst enjoying what we do.
Our company
About UpSlide
There are 140+ UpSliders delivering excellent service to all our clients.
Sustainability
We are committed to building a better future for our teams, clients, communities and the planet.
Contact
Get in touch and our team will be happy to answer all your questions.
Join our journey
Partners
We collaborate with leading firms to help our clients work better.
Careers
Explore our flexible, exciting opportunities and join us to become part of a vibrant global team.
Discover how we achieved our B Corp Certification
Discover the latest UpSlide news, product updates, industry insights and efficiency tips for Microsoft 365!
Category
20 minutes
It’s time for our latest quarterly feature round-up: summer 2023. In this edition, we’re bringing you some…
Read more
Finance teams are constantly seeking more efficient ways to boost productivity when building recurring reports...
PowerPoint is the cornerstone of business communication strategy and collaboration with most of us spending...
Financial charts and graphs are the foundation of every pitchbook and report in the industry...
Embarking on the journey to SOC 2 compliance marks a significant milestone for any organization...
Welcome to our first round up of 2024 In this edition we ll share exciting...
For finance and professional services firms in particular PowerPoint templates are the backbone of a...
In the fast paced landscape of financial services the way your team builds documents has...
Excel s latest version comes with some exciting new features and enhancements In this blog...
Did you know a staggering nbsp 30 of finance professionals spend 4 hours in Excel...
Building high quality reports under tight deadlines is a familiar challenge for any reporting team...
Producing high quality reports within strict deadlines is a familiar challenge for many finance teams...
What do you think of when you hear the term brand compliance For many people...
Ever wondered what the Microsoft Office add in Power Query is and how it works...
Content is at the core of your business It s how your teams highlight your...
Sixty two percent nbsp of businesses have identified three or more significant inefficiencies or bottlenecks...
It s been an exciting year for Microsoft firstly becoming OpenAI s biggest investor then...
Welcome to our final round up of 2023 This quarter we re bringing some exciting...
Why do we need to link Excel to PowerPoint As a finance professional the majority...
Microsoft 365 released their highly awaited AI powered assistant Copilot on November 1st to companies...
Earlier this year we decided to embark on a new phase of our journey and...
It s time for our latest quarterly feature round up summer 2023 In this edition...
In the past few months we ve seen growing excitement around AI and its potential...
In today 8217 s digital world successful businesses must effectively and consistently present their brand...
This year s Microsoft Build was arguably one of the most awaited to date Just...
The Artificial Intelligence AI arms race is truly heating up nbsp As tech giants nbsp...
Welcome to UpSlide s latest feature round up spring 2023 We re expanding even further...
Your brand is your business s biggest asset Ensuring that you maintain an accurate view...
In case you missed it we officially became B Corp Certified at the end of...
More and more financial professionals have been adopting Power BI the Microsoft software that is...
Looking to become B Corp Certified You ve come to the right place In November...
Financial and professional services firms rely heavily on their front line teams to create impactful...
Welcome to UpSlide s winter feature round up We 8217 ve been working hard to...
We are proud to announce that UpSlide is now a Certified B Corporation In the...
Why do we need to export data from Power BI to Excel Power BI the...
Today s bankers are trying harder than ever to preserve their mental and physical well...
Welcome to UpSlide s new feature round up Here are some recent product updates that...
Power BI is an extremely powerful tool which can transform reporting across many different departments...
Maintaining high levels of security is of utmost priority for financial and professional services companies...
Power BI has revolutionized data visualization enabling finance teams to present their data in a...
Microsoft PowerPoint was launched in 1990 and has since become the number one presentation software...
Embarking on a rebrand is one thing making sure you have a successful launch is...
Investment banks are currently experiencing the busiest time the industry has ever seen bringing in...
At a time when working remotely has become both commonplace and necessary more than ever...
Welcome to UpSlide s winter round up We ve kickstarted 2022 with some great new...
When it comes to brand perception for many financial and professional services firms PowerPoint presentations...
Welcome to UpSlide s autumn round up We ve rolled out multiple feature improvements over...
It is in a company 8217 s best interest to nurture happiness at work A...
Microsoft Office is used widely across all areas of the banking and finance industry Investment...
Welcome to our summer feature round up Our developers have been working hard to bring...
Want to know what 8217 s new in the UpSlide V6 7 release We 8217...
The Microsoft Partner label means that a company is officially recognized by Microsoft as a...
It is no secret that financial analysts spend the majority of their working day on...
The never ending quest for performance and profitability coupled with increased competition is pushing companies...
More and more nbsp professionals are using BI nbsp Business Intelligence tools to make decisions...
UpSlide has a new look After having guided many of our customers through their rebranding...
Microsoft Excel is used by more than 750 million people around the world but only...
Big data data science data driven these phrases have become part of our everyday vocabulary...
Crises are not only pivotal moments for a company 8211 but also for their leaders...
When working in finance Excel is such a powerful tool for manipulating and displaying data...
Icons are everywhere in our daily lives applications software websites etc These pictograms or simple...
Today everyone has to adapt their working methods starting with enabling remote working within the...
With our brand new Excel features you will be able to nbsp format cells and...
This year UpSlide celebrated its nbsp 10th nbsp anniversary nbsp and we took this as...
It 8217 s been 10 years since UpSlide and the financial modeling company Finance 3...
We are proud to reach the 1st place in the HappyIndex® AtWork 2019 ranking 26+...
The dynamic and ultra competitive business environment of investment banking is being driven more than...
In the investment banking industry the quality of your pitchbooks can literally make or break...
In today s digital era a lot of investment bankers are relying on mobile devices...
PowerPoint presentations can be time consuming and stressful it is not always easy to bring...
Love it or hate it PowerPoint is essential when it comes to business presentations Whether...
Many associate the Microsoft tool with headaches from crunching numbers and tedious charts nbsp but...
More articles
