Talk to an Expert
Book a Demo

DATA MODELING and LINKING

Analyze, Link, and Present Data Faster

Streamline workflows from modelling to final delivery with Excel automation for finance. Build models faster, create charts instantly, and update linked data across Microsoft 365.

Talk to an Expert
Excel Link Manager showing data linking between a PowerPoint presentation and Excel files with an update button.
forvis mazars logo
Deloitte logo. UpSlide for BDA Partners uses Deloitte.
UniCredit logo. Outlook Signature Manager for banking.
Santander logo. Outlook Signature Manager.
PwC logo.
KPMG logo displayed against a background of vertical lines.
HSBC logo. UpSlide for Colliers report creation.
Permira logo. Branding for Permira, a private equity firm.
Nomura logo in dark maroon color against a black background.

From First Model to Final Update, Faster

Excel spreadsheet showing DCF analysis, tracked cells, and clean operations for data modeling and linking.

Build Strong Foundations for Models

Insert common formulas such as CAGR in one click, manage scenarios by preserving or duplicating formulas, and navigate large models with ease.

Audit Models Efficiently - AI Generated or Not

Trace assumptions and dependencies with Smart Track, and spot inconsistencies fast using Formula Audit. Autocolor identifies inputs, calculations, and outputs for faster review.

Prepare Data for Confident Sharing

Clean and finalize workbooks by cropping ranges, replacing formulas, and standardizing formatting so models are clear and ready for sign-off.

Create Complex Charts in Seconds

Build advanced financial charts like waterfalls, stacked waterfalls, and Marimekko directly from Excel data. Add elements such as CAGR arrows in one click – no manual formatting required.

Turn Data into Clear Insights

Use accurate, high-impact visualizations for cash flow bridges, market share analysis, and variance reporting, helping insights land clearly with clients and internal stakeholders.

Keep Every Chart On-Brand

Automatically apply your firm’s fonts, colors, and formatting to every chart. Custom automation tools enforce your graphic charter across Excel, PowerPoint, and Word – without manual checks.
Waterfall chart in Excel showing data modelling for new ARR targets and growth factors.
Excel Link Manager updating FY25 analysis in PowerPoint

Update Data in One Click

Link tables, charts, and text from Excel to PowerPoint or Word in seconds. When data changes, refresh selected items, or update hundreds of linked data points at once.

Stay in Control of Every Link

Use the Excel Link Manager to filter links by update status, type, or owner. Quickly spot outdated data or conflicting sources before issues reach clients or ICs.

Reuse Reports Without Rework

Duplicate existing reports and update selected Excel links for a new period in just a few clicks. Create recurring pitchbooks, board packs, or reports without rebuilding slides.

Power Every Team with One Platform

Four colored circles representing Excel, PowerPoint, and Word link.

Financial Modeling Tools

Build, audit, and prepare robust Excel models faster with tools designed for structure, accuracy, and scale.

Discover Financial Modeling Tools
Advanced Excel charts showing blue, red and green bars against a black background.

Complex Charts

Create advanced financial charts like waterfalls, Marimekkos, and bridges directly from Excel data. Instantly and on brand.

Discover Excel Charts
Excel and PowerPoint formatting icon with a chart and paintbrush.

Excel Formatting

Apply consistent, firm-approved formatting across Excel with one click, eliminating manual cleanup and inconsistencies.

Discover Excel Formatting
Green link icon, representing data modelling and linking.

Excel to PowerPoint / Word Link

Link Excel data to presentations and documents so updates flow automatically, no copy-paste, no rework.

Discover Excel to PowerPoint & Word

Built Your Deliverable? Now Make it Bulletproof

Discover how Slide Check and AI-enabled review tools like
Consistency Check catch deal-losing errors and inconsistencies in documents.​

Explore AI Consistency Check
Clarksons logo in dark red, featuring the company's name and a stylized wave design.

UpSlide acts as an additional member of our marketing team – one that we can trust to guarantee that our global teams will produce brand-compliant, high-quality deliverables.

Smiling woman in office setting. Managing an Outlook signature manager.

Samantha Cottle,
Head of Marketing, Clarksons

Read Clarksons' Story
UniCredit logo. Outlook Signature Manager for banking.

Now teams have easy access to content via the Library, and receive materials from colleagues in a consistent format, it will eliminate unnecessary email chains and the duplication of work.

Professional man in glasses and suit, smiling confidently.

Peter Dieler
Associate Director DCM, UniCredit

Read UniCredit's Story

Turn Data into Quality Deliverables

Move from initial analysis to final deliverables faster and with fewer errors with Excel automation for finance by UpSlide.

Get in Touch