UpSlide

Create polished, on-brand investment banking, advisory, or private equity documents faster with UpSlide - an AI-driven add-in for Microsoft 365.

Each feature is accessible via a user-friendly ribbon seamlessly integrated into Excel, PowerPoint, Power BI, Word, and Outlook.

UpSlide automates core financial services workflows across four areas:

• Access top-tier slides, content, and tombstones within PowerPoint.
• Connect complex Excel models and charts to PowerPoint decks with an unbreakable link.
• Embed brand guidelines across Microsoft 365.
• Compare versions in seconds with Track Changes and use UpSlide’s AI tools to catch inconsistencies and off-brand elements – no more “pls fix” at 2am.
  

Top 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.

• 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.
• PowerPoint Track Changes: Track, review, and manage changes in your presentations, just as you do in Word.
• Content Library: Give teams instant access to corporate documents, assets and templates, 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.
• Dynamic Tombstone Library: Insert pre-formatted, up-to-date tombstones and case studies into PowerPoint with ease.
• Excel Charts and Financial Modeling Tools: Audit and perfect your model, then build on-brand charts in one click.
• AI tools: Use AI Glossary to generate perfectly formatted, alphabetical glossary slides, and AI Assistant for shortening, translating, and refining presentation commentary and analysis.

For 14+ years, UpSlide has been supporting clients like KPMG, UniCredit, BNP Paribas, Citi, and many more to boost productivity while improving brand consistency across their corporate documents.

UpSlide’s global in-house support team also deliver customized training and change management for every client – maximizing ROI and adoption. Those results have earned UpSlide a 4.5/5 G2 score and a 98% retention rate.

Start building better documents faster today.