Empowering Finance Teams to Do Their Best Work
UpSlide helps finance professionals create accurate, consistent documents faster in Microsoft 365. Our team builds tools that remove friction from everyday work.
Our Values
Excellence
We believe every detail matters. From product design to customer support, we strive for the highest standards.
Trust
We build long-term partnerships with our clients and foster a culture of transparency, ownership, and collaboration.
Happiness at Work
We build tools that remove frustration for finance teams and create an environment where UpSliders can thrive.
The People, Expertise,
and Vision Behind UpSlide
Founded by Finance Professionals, for Finance Professionals
UpSlide was founded in 2009 by Antoine Vettes and Philippe Chazalon after seeing how much time financial consultants lost to repetitive work in Microsoft 365. They built a solution directly within Microsoft 365, launching the first version in 2011.
Today, over 900 teams worldwide use our AI-powered automation to standardize documents, improve accuracy, and scale best practices.
Expertise You Can Trust
UpSlide combines deep financial services expertise with AI-powered automation and enterprise implementation to help teams work more effectively in Microsoft 365.
We bring together three specialist areas: finance, technology, and design to give finance professionals time back for analysis, judgment, and high-value work.
Work With Us
Be part of a team improving how financial professionals work in Microsoft 365.
Every UpSlider is enthusiastic, passionate and driven. We’re proud to hold a 4.8 rating on Glassdoor, with 98% of employees recommending UpSlide as a place to work.
Collaborate with experts in finance, technology, and AI to build and deliver solutions trusted by leading finance firms worldwide.
Trusted by Leading Finance Firms
This is the best all-in-one tool ont he market for increasing productivity and enabling bankers to produce higher quality presentations more efficiently.
Claus Hansen-Damm, COO
BDA Partners
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
15+
in Microsoft 365
98%
Average renewal rate
900+
Teams trust us with their deliverables
Enterprise-Grade Security for Finance Firms
Security and data protection are fundamental to how we build and deliver UpSlide. Our platform is designed to meet the high standards expected by financial and professional services firms.
Committed to Sustainable
and Purpose-Driven Growth
Upholding B Corp Values
UpSlide has been B Corp Certified since 2022, reflecting our commitment to long-term value for employees, clients, communities, and the environment.
Supporting NGOs and B Corps
Our Discount Levels for Clients with Positive Impact Projects (DISCO Project) offers a 15% discount to clients who hold a B Corp label, and a 30% discount to international non-profit and public organizations.
Committing to Gender Equality
We believe in and uphold gender equality in the workforce. We are proud to hold a 98/100 score in the Egapro index, the mandatory annual tool in France for companies with at least 50 employees to measure and publish their gender pay equality.