POWERPOINT AND EXCEL FORMATTING
Automated Branding and Formatting for PowerPoint and Excel
UpSlide’s formatting tools bring automated branding to Excel spreadsheets and PowerPoint presentations. Arrange, resize and align elements in just a few clicks, so your team focuses on analysis, not formatting.
Reclaim Formatting Time
One click applies perfect formatting and automated branding across slides, tables, and charts. So you can focus on the work itself – not how it’s presented.
Present With Confidence
Every deliverable reflects the high standards of your firm. Clients remember the insights, not misaligned shapes or mismatched fonts.
Get Faster Sign-Off
Anyone can build a slide, chart, or table like a seasoned professional. Materials are perfectly presented by default – no formatting feedback needed.
Automated Formatting. Faster Delivery. Flawless Quality.
Achieve Perfect Formatting 50% Faster
Use UpSlide’s Excel formatting tools, including Smart Format, to adjust number styles, column widths, and line heights in seconds across an entire Excel table or a single line.
Use UpSlide’s PowerPoint formatting tools to automatically arrange text boxes or icons, adjust textbox margins, redirect overflowing text to selected placeholders, or use our table formatting tool to apply brand styles to tables.
Apply Branding With One Click
Apply marketing-approved colours, fonts, and dimensions to waterfall charts, pie charts, and pivot tables across your financial models and projections instantly.
In PowerPoint, match formatting between elements, and apply brand styles to tables in seconds, across your slides.
Build Polished, Review-Ready Deliverables First Time
Once your slides are built and formatted, use AI reviewing tools to scan for misaligned shapes, off-brand fonts, narrative inconsistencies or miscalculations in tables. With a clear, actionable list of issues to address, you’ll reduce review rounds and speed up deliverable sign-off.
End-to-End PowerPoint and Excel Formatting Features
Brand compliance
Make On-Brand the Default for Everyone
UpSlide’s automated branding solutions are built into every template, checked automatically, and enforced across PowerPoint, Excel, Word, and Outlook. Teams create faster, and the brand police get a day off.
Excellence, Made Repeatable
UpSlide has so many features that help me produce flawless, on-brand deliverables, whilst working more productively in Microsoft 365 – Templates, Smart Painter and Arrange are just a few of these.
Ignacio Iglesias de Ussel,
IB Associate,
Clearwater International
The ability to format the line styles and numbers according to our branding and specific needs is very helpful. UpSlide makes it easier to maintain consistency between different reports.
Erin Sutton,
Operations Manager,
PKF Australia
Before UpSlide, we’d have to painstakingly update graphs and tables to comply with our brand guidelines. With UpSlide’s Smart Format, we can apply our brand formatting to any graph or table with a single click. I love it!
Jennifer Bailey,
Operations Manager,
Colliers Valuation & Advisory Services
Don’t Lose Business to Poor Formatting
Make room for better insights, accelerate deliverable creation, and guarantee flawless formatting in every deliverable.
FAQs
How Does this Compare to Native Microsoft Functionality?
We built UpSlide features to answer the specific needs of finance professionals working heavily in Microsoft 365. While Microsoft offers an array of brilliant native functionality for formatting tables, charts, and objects in Excel and PowerPoint, we provide a much more extensive range of formatting features, structured for the needs of financial services teams creating client-facing deliverables at scale. Our formatting capabilities are also constantly evolving based on client feedback in the field.
UpSlide’s PowerPoint and Excel formatting tools offer an enterprise-wide solution to build brand-compliant, high-quality tables, charts, and slides in just a few clicks. Unlike generic formatting software, they’re built specifically for financial services teams working at scale in Microsoft 365.
Can UpSlide Be Customized to our Firm's Brand Guidelines?
Yes. During implementation, our consultants configure UpSlide to your firm’s exact brand standards, including colors, fonts, table styles, and custom shapes. That means automated branding is applied to every deliverable your team produces.
What Excel Formatting Tasks Can UpSlide Automate?
UpSlide helps automate many of the repetitive formatting tasks that professionals perform in Excel every day. With just a few clicks, users can standardize fonts, colors, and number formats across a spreadsheet, align tables and columns, and apply corporate styles consistently. As an Excel formatting tool, UpSlide can also help structure financial tables and automatically format charts so that spreadsheets are clear, professional, and aligned with company standards.
What PowerPoint Formatting Tools Does UpSlide Offer?
UpSlide provides a range of formatting tools that make it faster and easier to build PowerPoint slides.
Users can quickly align and distribute objects, resize and position elements precisely, and apply consistent formatting across slides. The add-in also makes it simple to insert branded shapes, icons, and other visual elements, helping teams create polished, on-brand presentations more efficiently.
What Is Automated Document Formatting?
Automated document formatting uses purpose-built tools to apply consistent formatting across PowerPoint slides and Excel spreadsheets, without the manual clicks that come with native Microsoft functionality. UpSlide’s Smart Format applies branded number styles, column widths, and line heights to Excel tables in a single click, and Smart Painter copies the exact format or position of one PowerPoint element and applies it to another instantly.
For finance teams producing client-ready decks and reports at scale, automated document formatting tools like these cut formatting time by 50%.
Do Users Need Training to Use UpSlide?
Most users can start using UpSlide immediately. The tools are built into the Office ribbon and designed to be intuitive. However, we also provide onboarding and regular training sessions to help teams adopt best practices.
How Much Does UpSlide Cost?
UpSlide prices depend on the number of licenses you require, the options you want and your setup model. If you want to know how much UpSlide would cost for you, please get in touch with us, and our team will be happy to give you a personalized quote.
How is UpSlide Deployed Across an Organization?
UpSlide can be deployed centrally by IT teams using common enterprise software distribution tools. Because it installs as a Microsoft 365 add-in, it integrates directly into Excel, PowerPoint, Outlook and Word without requiring users to change their existing workflow. Organizations can deploy UpSlide across entire departments or gradually roll it out to specific teams.
What Support Is Available During and After Implementation?
UpSlide provides support throughout the implementation process and beyond. This typically includes configuration guidance, onboarding assistance, and training resources to help teams adopt the tools quickly. Ongoing support is also available to address technical questions and help organizations get the most value from the platform.