Use Cases
Ensure every high-stakes deck is accurate, consistent, and client-ready.
Build and audit models, create charts instantly, and update linked data, faster.
Prevent off-brand deliverables before they’re created and verify before sharing.
Ensure teams create on-brand, high-quality content – in Microsoft 365.
Industries
Win more mandates with faster, flawless due diligence, valuations and more.
Execute deals faster, manage portfolios efficiently and showcase your brand.
Deliver investment-grade materials that win and retain investors.
Prepare, update and review pitchbooks and IMs faster with built-in AI.
Teams
Standardize and automate pitchbook, IMs, and investor material creation.
No more brand policing. Empower teams to create consistent, on-brand content.
Take the scramble out of reporting with automated data, modeling, and AI reviews.
Secure, scalable enterprise AI for finance with fast, seamless rollout.
Webinar: Transforming Due Diligence Review with AI
Discover how UpSlide AI can boost consistency and confidence, and cut review times in half.
top features
Airtight Reviews for Every Deck
Stress-test numbers and narrative with AI-powered review for complex finance deliverables.
The AI Paradox in M&A: The Review Squeeze
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14 years with UpSlide
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Mazarians value using innovative and modern tools such as UpSlide. It contributes to our working environment which aims to give teams out-of-the-ordinary tools.
Firas Abou Merhi, Head of Financial Advisory,
Forvis Mazars, France
Link and update Excel tables and charts to PowerPoint or Word instantly.
Give teams instant access to branded documents, assets and templates within Microsoft 365.
Instantly apply company branding to tables and charts in PowerPoint.
The digital revolution continues to push accounting and consulting firms to modernize. Employees are one of the driving forces behind this digitalization, demanding more and more innovation in their daily lives.
Forvis Mazars, the leading independent player in the sector in France, has focused on the optimization and improvement of tools already used by their staff, starting with the Microsoft Office software suite: PowerPoint, Excel and Word.
The UpSlide solution, which allows you to create flawless documents in record time on the Office suite, therefore appeared the most relevant choice for Forvis Mazars.
Rather than increasing the number of platforms, we have chosen to streamline the use of our current tools to bring immediate benefits to our employees and therefore ensure a good adoption rate.
Firas Abou Merhi, Head of Financial Advisory, Forvis Mazars, France
Winning the competition for talent: attracting and retaining employees who are increasingly interested in new technologies and innovative tools to make their daily lives easier.
“Professionals expect a company like Forvis Mazars to provide them with the latest tools to help them work more efficiently”, says Firas, an UpSlide user since 2011.
Forvis Mazars was one of UpSlide’s first clients in 2011. Over ten years later, Forvis Mazars still trusts us, and its staff – who are based in over 50 countries – benefit from UpSlide every day.
Today, UpSlide supports Forvis Mazars with training videos focused on the tool and provides its expertise on Power BI in order to help create the financial reports of the future.
The advantage of UpSlide is that it is completely integrated in Word, Excel and PowerPoint in the form of a tab. UpSlide is useful for eliminating low value-added tasks, allowing users to concentrate on their core business.
Firas Abou Merhi, Head of Financial Advisory, Forvis Mazars, France
“We save considerable amounts of time creating our documents. UpSlide has become so important in our daily lives that we can’t even imagine how we would work without it.”
“UpSlide helps us manage the international aspects of our business by providing consistency in the way we work, making sure that the structure of our presentations and our brand image are the same all around the world.”
“We use UpSlide as a tool to share best practices. We believe that this way of working makes us efficient, consistent and agile.”