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Welcome to the UpSlide Knowledge Hub​

Discover the latest UpSlide blogs, news, product updates, financial services insights and efficiency tips for Microsoft 365.

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  • Finance Insights-How to Guides-Technology and AI
  • 7 minutes

The Ultimate Guide to the Best AI Solutions for Financial Services

Artificial intelligence has moved from experimentation to expectation across financial services. Teams in investment banking, advisory, private equity, and asset management are under pressure to deliver more, faster, with fewer mistakes. Meanwhile, regulators, clients, and internal leadership expect airtight accuracy and clear audit trails in every interaction. This shift is driving firms to invest in […]

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  • Finance Insights-How to Guides-Technology and AI
  • 7 minutes

Best AI Document Review Tools for Financial Services: Choosing the Right Solution in 2026

Financial services teams live in a world of perpetual document production. Whether it’s pitch decks for investor meetings, quarterly reports for stakeholders, or investment memos for decision-makers, the volume is relentless. These documents don’t just need to be created – they evolve rapidly, often going through dozens of iterations as deals progress, numbers update, and […]

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Microsoft Office suite icons: Excel, PowerPoint, and Link
  • Product News
  • 5 minutes

New Feature Round-Up: Edition #14

Welcome to the 2025 Q3 feature round-up. We’re thrilled to share our latest product updates with you. From two new features that will transform the way you work in Excel to the improved Logo Finder and updated Smart Track, your Q4 just got a whole lot more productive. New Features Instantly Generate a Complete, Organized […]

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Dark-themed graphic showing icons for PowerPoint, Excel, Word, and a document with a checkmark labeled 'AI VISION,' suggesting AI integration across Microsoft Office tools.
  • Finance Insights-Product News-Technology and AI
  • 5 minutes

UpSlide AI: Ending the Reviewing Bottleneck in Microsoft 365

Since ChatGPT’s launch, financial and professional services firms have been embracing AI to accelerate research, modelling, and drafting of pitchbooks, due diligence reports, investment memos, and more. Financial regulators are reporting a 29% increase in AI adoption since 2022, with 75% of firms now using it and another 10% planning to within three years. But here’s […]

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UpSlide Track Changes in PowerPoint. New feature with checkmark and 'P' logo.
  • Branding and Design-Efficiency Tips-How to Guides-Product News
  • 5 minutes

How to Track Changes in PowerPoint: Introducing UpSlide Track Changes

If you’ve ever asked, “Can you track changes in PowerPoint?”, you’re not alone. Unlike Word, PowerPoint lacks any true “track changes” functionality. That’s a significant efficiency and collaboration challenge, especially for high-stakes teams in investment banking, private equity, or professional services. Review cycles are time-consuming, versions get lost, and comments pile up. That’s without even […]

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Diagram showing challenges in Accounting and Advisory: Branding, Processes, and AI/Automation.
  • Finance Insights
  • 4 minutes

Growing Pains in Accounting and Advisory: Challenges and Solutions Across the Sector

Accounting and Advisory firms face a number of challenges today: fiercer competition on deals, quicker turnarounds expected on RFPs, and higher expectations on document quality. Strategic growth fuelled by mergers is reshaping the landscape, and as a result, the Big Four (EY, KPMG, Deloitte, and PwC) are moving aggressively into the middle market, meaning smaller […]

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PowerPoint icon with a gear, representing PowerPoint automation.
  • How to Guides
  • 4 minutes

PowerPoint Automation: The Ultimate Guide to Building Better Presentations

Spending too much time aligning slide elements and applying corporate branding to shapes and text in PowerPoint? Discover how PowerPoint automation – from external automation software to writing commands in Microsoft VBA – can help you save time and build better documents faster. The Basics of PowerPoint Automation Let’s start with the basics – what […]

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  • How to Guides
  • 6 minutes

Best Document Automation Software for Maximizing ROI in 2025

Struggling to find the best document automation software for your company? This guide breaks down the top tools for the financial services and legal sectors, covering affordability, ease of use, and enterprise scalability to help you boost productivity company-wide. Looking to dive deeper? Check out our ultimate guide to document automation. How to Choose the […]

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  • Finance Insights
  • 3 minutes

The Pitchbook Evolved: 3 Tips to Help Investment Banks Beat the Competition in 2025

The competition landscape in investment banking is tougher than ever before. In the wake of reduced capital markets activity post-pandemic, firms of all sizes found themselves going head-to-head on mandates and RFPs, with bulge brackets facing competition from boutiques and even financial advisory firms. However, with M&A activity predicted to rise 10% in the year […]

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Gantt chart in PowerPoint with timeline and task bars. Create Gantt chart in PowerPoint.
  • How to Guides

How to Create Beautiful Gantt Charts in PowerPoint: Step-by-Step Guide

Learn how to build beautiful Gantt charts in PowerPoint—manually or in a fraction of the time with automation—to ensure project success from day one. Gantt Charts in Financial and Professional Services What is a Gantt Chart? A Gantt chart is a type of bar chart used to visualize a project schedule. It displays tasks along […]

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75%

Average reduction in pitchbook creation time

15+

Years supporting finance firms

98%

Retention rate

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