UpSlide: The Best Create Alternative
Document Automation That Goes Beyond Templates
Create Presentation Solutions (Create) is a legacy PowerPoint tool with limited flexibility, designed to automate recurring reports. UpSlide goes further, helping financial services teams build and share client-ready deliverables across the whole Microsoft 365 suite.
Why Financial Services Teams Choose UpSlide
Enterprise Support and Adoption
In-house global experts ensure smooth rollout and ongoing success – whether you’re a team of 10 or 50,000+.
Innovation Built Hand-in-Hand With Industry Leaders
Leverage the latest functionality, including exclusive AI capabilities and advanced tools Create doesn’t offer.
Admin Flexibility
Stay in control of your content library. Admins are able to remove, add, and lock content without waiting for third-party updates.
UpSlide vs Create
Excel Links That Don't Weigh You Down
UpSlide’s Excel to PowerPoint Link is the best in the market for reliability, ease of use, and quality of outcomes. Our Excel-to-PPT/Word link uses vector graphics for fast, easy updates and lightweight, unbreakable files, all while maintaining excellent image resolution — so your deck’s charts and graphs won’t embarrass you in front of a client.
AI Functionality for Financial Services
Work smarter in PowerPoint with AI built for financial services. Generate due diligence glossaries, identify errors and inconsistencies across presentations with AI Consistency Check, and improve commentary while maintaining your firm’s tone of voice.
Built for the Full Document Life Cycle
UpSlide has always been built around the full lifecycle of financial deliverables, from Due Diligence and QoEs to Financial Models. We connect Excel models to presentations and reports so data flows accurately into polished, client-ready materials across PowerPoint, Word, Excel, Outlook, and Power BI.
A PPT Library That Evolves with Your Business
To ensure value from a library, content must be updated, removed, and added with ease and efficiency. Unlike Create, UpSlide’s support team is entirely in-house; our expert consultants build your library and then grant access to admins – saving you days and keeping you in control.
Adoption Is Planned, Not Assumed
Create’s challenging UX and a hands-off approach to adoption mean the effectiveness of its functionality is often limited. UpSlide combines intuitive UX with structured onboarding, training, and customer success programs that embed the platform into daily workflows across teams.
Close Faster Without Cutting Corners
From first draft to final sign-off, UpSlide supports faster, higher-quality deal materials.
UpSlide for Financial Advisory
Create automates a v1, but UpSlide powers your whole workflow. With automated branding, seamless data linking, and faster reviews, you spend less time formatting and more time winning mandates.
This is the best all-in-one tool on the market for increasing productivity and enabling bankers to produce higher quality presentations more efficiently.
Claus Hansen-Damm,
COO, BDA Partners
The time we save with UpSlide can now be spent on adding value and quality in other places – and that is so valuable. It’s like the perfect concierge – working hard to take care of things behind the scenes.
Anthea Cumming,
Head of Creative Services,
Campbell Lutyens
It’s not just about time saved; UpSlide allows us to maintain data integrity, as well as improve efficiency and consistency, thus making our lives easier.
Alastair Richards,
Director, PKF Australia
Functionality that Goes Beyond Create
Excel to PowerPoint Link
Generate and manage quality charts through robust links that don’t break when files move, duplicate, or change ownership – with visibility and control directly in PowerPoint.
AI Consistency Check
Automatically catch errors, inconsistencies, and outdated content across your presentations before they reach clients.
Exclusive
PowerPoint Track Changes
Effortlessly track, review, and manage changes in presentations – just like you would in Word. Approve faster and deliver every deck with confidence.
Exclusive
Financial Modeling Tools
Match the core modeling features analysts expect, with faster performance, editable formulas in-pane, and clear visual tracking.
Dynamic Libraries
Give your team instant access to branded templates, tombstones, and icons within PowerPoint, Word, and Excel using UpSlide’s Dynamic Library.
Content Library
Provide instant access to corporate documents and templates from within PowerPoint, Word, and Excel with the Library.
Data Pack
Build an organized, client-ready data pack containing every embedded Excel link from your deck in seconds.
A Solution for Every Team Involved in The Deal
Client and Deal Teams
UpSlide equips client and deal teams with the speed, branding, and data-linking tools to produce pitch-ready materials across Microsoft 365. From the first draft to the final deliverable.
Marketing and Communications
Create can help a team get to v1, but you’re on your own from there to vFinal. UpSlide stays with you the whole way. Brand control, locked slides, and dynamic content keep every external-facing asset consistent, compliant, and built to last.
IT and Operations
UpSlide integrates directly into Microsoft 365 – giving IT teams a scalable way to govern templates, enforce brand standards, and eliminate the overhead that comes with managing Create across the business.
Finance and Reporting
Accurate numbers deserve accurate documents. UpSlide connects live data directly to PowerPoint, Word, and Excel, so finance teams can move faster than Create allows, without the risk of manual errors.
Ready to See the
UpSlide Difference?
Get a tailored walkthrough of UpSlide with an expert who understands your workflows – and how teams like yours have made the switch.
FAQs
How is UpSlide different from Create?
Create focuses primarily on single-document generation. UpSlide supports the full lifecycle of IMs, Valuation Models, and Due Dils – helping teams build and update presentations and reports across PowerPoint, Excel, Word, Outlook, and Power BI.
Why do enterprise firms choose UpSlide over Create?
Enterprise firms choose UpSlide because it combines automation with governance, flexibility, and adoption support. Teams can maintain brand consistency, manage content internally, and scale workflows globally without relying on third-party providers for ongoing updates.
Is UpSlide Only for Finance Teams?
UpSlide is built for the complexity of financial services workflows, making it especially effective for teams using Microsoft 365 to create client-facing documents.
Can Teams Update Content and Libraries Themselves?
Yes. UpSlide gives admin teams direct control over libraries, templates, and branded content, allowing firms to quickly update materials without waiting on external providers.
Does UpSlide support AI features?
Yes. UpSlide AI is designed for financial services workflows, helping teams improve commentary, generate due diligence glossaries, and create higher-quality deliverables directly within PowerPoint.
What Makes UpSlide Better Suited to Advisory Teams?
UpSlide is designed for the fast-paced workflows of advisory teams from boutique firms to the Big 4. Unlike tools focused mainly on document generation, UpSlide helps teams create, update, brand, and format client-ready pitchbooks, valuation materials, and investment presentations directly within Microsoft 365.
Is UpSlide Easy to Adopt Across Large Teams?
UpSlide combines intuitive in-app tools with onboarding, training, and customer success support to help firms drive adoption across advisory, banking, and corporate teams globally.