UpSlide

Streamline Document Creation Across Your Business with AI-Powered Automation

Create polished, on-brand documents in less time with UpSlide’s AI-driven add-in for Microsoft 365.

Each feature is accessible via a user-friendly ribbon seamlessly integrated into Excel, PowerPoint, Power BI, Word, and Outlook.

UpSlide automates core financial services workflows across four areas:

• Document automation: Streamline document workflows with automation in Microsoft 365, freeing your teams to work on more rewarding, higher-value tasks.
• Reporting automation: Efficiently create impactful, accurate reports. Eliminate manual data updates to avoid the risk of human error and free up time for better analysis.
• Brand compliance: Strengthen brand identity and guarantee teams create high-quality, brand-compliant client deliverables.
• Content enablement: Optimize content workflows so front office teams can instantly find quality, marketing-approved materials.

Discover our top time-saving features:

• Excel to PowerPoint and Word Link: Link tables, charts or text in PowerPoint and Word to your Excel workbook, and update in a single click.
• Content Library: Give teams instant access to corporate documents, assets and templates, from within Microsoft 365.
• Automated Table of Contents: Automate the summary, sections and appendices to better structure your presentations.
• PowerPoint Formatting: Build perfectly formatted slides in PowerPoint with intuitive formatting features.
• Excel charts: Create stacked Waterfall, Marimekko charts and more, all in your company branding.

For the last 13+ years, UpSlide has been supporting clients like KPMG, UniCredit, BNP Paribas, Citi, and many more to boost efficiency and empower teams to focus on more rewarding tasks. More than 850 teams in over 60 countries have already adopted UpSlide to revolutionize their use of Microsoft 365.

Start building better documents faster today.