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UpSlide for Finance and Reporting Teams

Turn Days of Work Into Minutes

Take the scramble out of monthly, quarterly, and year-end reports, with automatic data updates, modeling tools, formatting, and AI-powered reviews.

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Focus on Analysis

Give teams more time for evaluation and commentary by automating recurring reporting tasks.

Bulletproof Your Numbers

Prevent human error and missed data updates from entering your reports – or reaching the board.

Deliver Consistent Reporting

Automate formatting and branding to create clear, consistent reports with fewer reviews.

Intuitive Tools Save You 12h+ Per Report

Leverage UpSlide financial reporting software, whether your team is working on revenue forecasts or updating monthly, quarterly, and yearly reports.

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Prepare Data More Efficiently in Excel

Teams can build and format complex financial models with ease, with intuitive modeling tools for navigating workbooks, identifying formula errors, and creating on-brand, perfectly formatted tables and charts.

Start every model with clean data: import financial tables directly from PDF into Excel in seconds, no manual re-entry required.

Discover Financial Modeling Tools

Build Board-Ready, Branded Charts in Seconds

Create Waterfall, Stacked Waterfall, Marimekko, Bridge, and CAGR charts directly in Excel in seconds, and formatted to your firm’s exact brand guidelines automatically.

Every chart your team produces is consistent, compliant, and presentation-ready. No manual formatting. No off-brand slides reaching the board.

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Monthly report showing revenue by region with updated links. UpSlide for Finance.

Build Reports Once. Update Them in a Few Clicks.

Assumptions, projections, and underlying models changing again? Update data from Excel and Power BI to PowerPoint and Word in seconds, with robust data links that never break across multiple versions.

Filter links by last update, link type, and who edited last. So you’ll always know that every number, on every slide, is accurate.

Discover Excel to PowerPoint & Word Link

Helping Financial Reporting Teams Work More Efficiently in Microsoft 365

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“UpSlide is a really intuitive reporting tool. Integrated into my PowerPoint ribbon, my entire reporting process can be automated: from data updates to formatting logos.”

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Salomé Knafo,
Partnerships and 

Roaming Manager, TotalEnergies

Read TotalEnergies' Story
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“When the numbers change with just minutes to a deadline, we can trust in UpSlide to keep them up-to-date for the final report.”

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Michael Bighinatti,
FP&A Manager,

American Tower

Read American Tower's Story
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“Thanks to UpSlide’s Excel to PowerPoint Link, we can finally spend more time on reporting and analysis instead of collecting and checking figures.”

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Thibaut de Clerck,
Head of Management Control, IFS,

BNP Paribas

Read BNP Paribas' Story
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The time saved with UpSlide is immense, on average it’s in excess of six hours per report we create.

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Jennifer Bailey,
Operations Manager,

Colliers

Read Colliers' Story

Finance and FP&A Reporting Automation, Directly in Microsoft 365

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Financial Modeling Tools

Build, audit, and prepare robust Excel models faster with tools designed for structure, accuracy, and scale.

Discover Financial Modeling Tools
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Complex Charts

Create advanced financial charts like waterfalls, Marimekkos, and bridges directly from Excel data. Instantly and on brand.

Discover Complex Charts
Turn your PDF documents into clean, structured Excel data in seconds with UpSlide

PDF to Excel

Turn your PDF documents into clean, structured Excel data in seconds – no manual copying or additional cleanup on standard tables.

Discover PDF to Excel
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Excel Formatting

Apply consistent, firm-approved formatting across Excel with one click, eliminating manual cleanup and inconsistencies.

Discover Excel Formatting
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Excel to PowerPoint / Word Link

Link Excel data to reports and update all figures in one click. Use the Excel Link Manager to filter and spot broken links easily.

Discover Excel to PowerPoint & Word Link
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AI Consistency Check

Stress-test numbers and narrative with AI-powered review for complex finance deliverables. Right inside PowerPoint.

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No More Late-Night, Last-Minute Reporting

Give your team some breathing room with financial reporting software that makes creating, updating, and reviewing reports effortless.

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FAQs

How Does UpSlide Help Automate Monthly and Quarterly FP&A Reporting Automation?

UpSlide’s monthly reporting tools are designed specifically for complex financial workflows, including FP&A workflows. Finance teams can set up reports once, then automatically update data, charts, and tables every month or quarter. This removes manual copy-paste, reduces rework, and significantly shortens each reporting cycle.

How Does UpSlide Help Reduce Review Rounds on Financial Reports?

By enforcing corporate standards and applying automated formatting, UpSlide ensures reports are consistent and presentation-ready before the first review. Built-in features like Formula Audit, Slide Check, and AI Consistency Check catch issues with numbers, formulas, or formatting early, before they reach senior teams. This reduces the need for rework – and avoids mistakes that undermine credibility from reaching board members.

How Does UpSlide Compare to Native Microsoft Functionality?

When they rely on native Microsoft functionality, finance teams still rely heavily on manual copy-paste, ad-hoc checks, and individual training to keep reports accurate and consistent. With many reports being updated every few months, this approach significantly increases the risk of error and wastes time.


We work closely with our clients to ensure our features are easy-to-use and solve these pain points – including automation for updating recurring reports, formatting and branding enforcement, visibility over changes to documents, and built-in checks to reduce errors and rounds of review.

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 quotation.

Does UpSlide work with tools like Anaplan, NetSuite, or Sage?

Yes. UpSlide doesn’t integrate directly with these tools, but, thanks to its Microsoft 365 integration, it can easily be used for analyzing and linking Excel outputs from leading FP&A, ERP, and finance systems, including Anaplan, NetSuite, Sage, and others. This makes it easy to integrate UpSlide into existing reporting processes without replacing core systems.

How Secure is UpSlide?

Leading firms trust UpSlide thanks to our stringent security measures. We successfully completed a System and Organization Controls (SOC) 2 Type II audit, reflecting our commitment to the highest standards of security, availability, processing integrity and confidentiality.

 

We perform a security audit of our code before every release, use automated and manual testing to ensure each version meets strict quality and security standards, and integrate vulnerability management tightly within our development processes. UpSlide also integrates within your infrastructure, enabling you to keep full control of it. Even if you choose to use a cloud source for your library content, we still have zero visibility of your data.

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