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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.

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PDF to Excel

See every edit across text, tables, charts and linked data in one review pane. Accept or reject in a click, all within PowerPoint.

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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.

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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.

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Dynamic Libraries

Insert pre-formatted tombstones, transaction profiles and team bios into pitchbooks in seconds.

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AI Consistency Check

Scan your entire deck for mismatched figures, contradictory data, formatting errors and conflicting terminology before it reaches the client.

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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.

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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.

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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.

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Excel and PowerPoint Formatting

Apply your firm's brand guidelines - fonts, colors, spacing - to any slide, shape or workbook in one click.

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Outlook Signature Manager

Deploy standardized, on-brand signatures with correct legal disclaimers across your entire firm in one action.

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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.

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Content Library

Access every approved slide, credential and asset directly from your PowerPoint, Word or Excel ribbon - no shared drives, no hunting.

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Insights Powering Better Document Workflows

Explore our latest insights, articles, and company news.

Flowchart: PDF document extraction to a table format.
  • How to Guides-Product News-Technology and AI
  • 3 minutes

How to Convert PDF to Excel: A Guide for Finance Professionals

You’ve just received the client’s statutory accounts. All 15 entities. All in PDF. Your financial model is half-built, the deadline is tomorrow, and you need those numbers in Excel immediately. While the phrase “convert PDF to Excel” might sound like a five-second task, anyone who works with complex financial documents knows the reality is messier. […]

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Draft to Polished logo with arrow pointing up
  • Branding and Design-Finance Insights-Product News-Technology and AI
  • 5 minutes

UpSlide: From AI Drafts to Client-Ready Documents in Financial Services

The AI-powered stack for financial services is starting to take shape. AI is already changing how teams build presentations, reports, and models. What used to take hours can now take minutes. A first draft can be produced more quickly and developed with far less friction than before. That shift is real, and it matters. But […]

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Microsoft Office icons showing data flow for AI solutions for financial services.
  • 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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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.

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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.

The missing layer in your AI document workflow

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