About UpSlide
UpSlide is a document production add-in for Microsoft 365, designed for finance professionals. It helps teams create accurate, on-brand, and consistent reports and presentations by linking Excel, PowerPoint, and Word, and providing tools for formatting, content management, and AI-powered quality checks.
UpSlide is a productivity and brand compliance platform that operates as an add-in within Microsoft 365, specifically tailored for finance-focused industries like investment banking, private equity, and asset management. The core functionality revolves around streamlining the creation of complex, data-heavy documents. Its Excel to PowerPoint & Word Link feature allows for seamless updating of charts and tables, ensuring data consistency across files. The platform includes a centralized Content Library for approved slides, templates, and brand assets, enforcing brand compliance automatically. Additional tools include AI-powered consistency checks to review numbers and formatting, advanced charting capabilities, and Excel modeling tools to accelerate financial model creation and auditing. UpSlide does not publish its pricing, requiring potential customers to book a demo for a quote. Support is available through a help center and dedicated account management.
Pros & Cons
- Significantly reduces time spent on formatting and updating financial reports and presentations.
- Enforces brand consistency across all documents created within Microsoft 365.
- Seamlessly links data between Excel, PowerPoint, and Word, reducing the risk of manual errors.
- Provides AI-powered checks to help ensure the quality and accuracy of high-stakes deliverables.
- Pricing is not publicly available and requires contacting the sales team for a quote.
- Primarily focused on the finance industry, which may limit its applicability for other sectors.
Features
Key features
Instantly link and update Excel tables and charts within PowerPoint or Word to ensure data consistency and reduce manual updates.
Stress-test documents for numerical, narrative, and formatting consistency using AI-powered reviews before finalizing.
Access a centralized repository of approved documents, slides, icons, and disclaimers directly within Microsoft 365 to ensure brand compliance.
Automatically track, review, and manage edits in presentations, providing a version control feature similar to Microsoft Word.
Enforce brand and structure consistency with automated templates built directly into Microsoft 365 applications.
Utilize a suite of tools to build, navigate, and review complex financial models more quickly and accurately.
Additional features
Apply brand-compliant formatting to slides, charts, and tables with one-click tools to save time.
Create complex, on-brand charts like stacked Waterfalls and Marimekkos in a single click.
Maintain and insert up-to-date, formatted company credentials and employee bios into presentations from a central source.
Pricing
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About UpSlide
UpSlide is a document production add-in for Microsoft 365, designed for finance professionals. It helps teams create accurate, on-brand, and consistent reports and presentations by linking Excel, PowerPoint, and Word, and providing tools for formatting, content management, and AI-powered quality checks.
UpSlide Details
UpSlide's In-App Market Place
Does UpSlide have an in-app market place?
No
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
Pros & Cons
- Significantly reduces time spent on formatting and updating financial reports and presentations.
- Enforces brand consistency across all documents created within Microsoft 365.
- Seamlessly links data between Excel, PowerPoint, and Word, reducing the risk of manual errors.
- Provides AI-powered checks to help ensure the quality and accuracy of high-stakes deliverables.
- Pricing is not publicly available and requires contacting the sales team for a quote.
- Primarily focused on the finance industry, which may limit its applicability for other sectors.
UpSlide's Support Options
Email Address
support@upslide.comDocumentation
https://support.upslide.com/hc/en-usUpSlide's Alternatives
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