Discover UpSlide
Top Features
UpSlide is the automation and AI solution built for financial services teams: every feature eliminates low-value work and help you deliver flawless documents – directly inside Microsoft 365.
PDF to Excel
Turn your PDF documents into clean, structured Excel data in seconds.
Template Management + TOC
Distribute brand-compliant templates centrally across PowerPoint, Word and Excel, with a dynamic Table of Contents that updates automatically as sections change.
Financial Modeling Tool
Build, navigate, audit and stress-test complex LBO, M&A and fund performance models. Trace precedents and surface errors before clients and internal stakeholders do.
Dynamic Libraries
Insert pre-formatted tombstones, transaction profiles and team bios into pitchbooks in seconds.
AI Consistency Check
Scan your entire deck for mismatched figures, contradictory data, formatting errors and conflicting terminology before it reaches the client.
Excel to PowerPoint and Word Link
Link tables, charts and figures from Excel and Power BI directly into PowerPoint and Word. When the model changes, one click refreshes every data point across your deck.
Excel Charts
Build Waterfall, Marimekko, Stacked Waterfall and CAGR charts in a single click, formatted to your brand and linked to your model so they update automatically.
PowerPoint Logo Finder
Find and insert high-resolution logos directly inside PowerPoint - no browser, no image search, no last-minute fixes before a client meeting.
Excel and PowerPoint Formatting
Apply your firm's brand guidelines - fonts, colors, spacing - to any slide, shape or workbook in one click.
Outlook Signature Manager
Deploy standardized, on-brand signatures with correct legal disclaimers across your entire firm in one action.
PowerPoint Track Changes
See every edit across text, tables, charts and linked data in one review pane. Accept or reject in a click, all within PowerPoint.
Content Library
Access every approved slide, credential and asset directly from your PowerPoint, Word or Excel ribbon - no shared drives, no hunting.
Ready to reclaim time for the work that matters?
Discover how UpSlide helps financial services teams build accurate, on-brand, client-ready documents, faster, directly inside Microsoft 365.
FAQs
Is This All of UpSlide's Features?
No, this page highlights our most-used features. UpSlide offers many more AI and automation features across Microsoft 365. Get in touch and we’ll walk you through everything relevant to your team.
Which Microsoft 365 Applications Does UpSlide Work With?
UpSlide works across PowerPoint, Excel, Word, Outlook and Power BI, so your teams stay in the tools they already use every day, with no new software to learn.
Is UpSlide Built Specifically for Financial Services?
Yes. Every feature is designed around the workflows of financial services professionals, from pitchbook production to model auditing to compliancesensitive client communications.
Is My Data Safe When Using UpSlide's AI Features?
Yes. UpSlide’s AI features are built to financial services security standards. Your data is never used to train models, and everything stays within your Microsoft 365 environment.
How Does UpSlide Work Alongside Generative AI Tools?
UpSlide is the precision layer that makes AI output actually usable. Where generative AI accelerates drafting, UpSlide handles consistency checking, brand compliance, data linking and structured reviewing, so documents are client-ready, not just fast.
How Long Does Implementation Take?
Most firms are up and running within six weeks. Our team handles onboarding, template setup and training, and we stay involved as your needs evolve.
Is UpSlide SOC 2 Certified?
Yes. UpSlide is SOC 2 Type II certified, and our security practices are designed to meet the standards of regulated financial services environments.
Do You Offer Onboarding and Training Support?
Yes. We offer dedicated onboarding, with training tailored to your teams and use cases. We also provide ongoing support and a customer success team to help you get the most out of UpSlide.