Streamline Document Creation Across Your Business with
AI-Powered Automation

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.

One Solution for all Your Document Creation Needs

Document Automation

Fuel Your Efficiency with Automated Document Creation

Give your teams the tools to easily create high-quality presentations, proposals, and pitchbooks using Excel, PowerPoint, Word and Power BI.

Brand Compliance

Make it Easier Than Ever for Teams to Stay On-Brand

Maintain brand compliance globally by embedding your brand guidelines and templates within 365 and enabling effortless access to the latest, marketing-approved content and email signatures.

Reporting Automation

Streamline Reporting Processes for Better Decision-Making

Create professional and consistent reports all the time, in half the time, with automated data updates and formatting - empowering your teams to focus on higher-value data analysis.

Content Enablement

Boost Business Growth with Easy Access to Compelling Documents

Simplify your internal content management process and enable your teams to quickly create winning pitchbooks and reports using the latest best-practice, high-performing content.

Accounting and Advisory 2025 Report: Forces Shaping the Competitive Landscape

Find out how your peers – from boutiques to bigger players – are staying competitive, from building a stronger brand to intelligent investments in AI and automation.

Say Goodbye to Manual, Repetitive Work and Inconsistent Documents

Guarantee Accurate Reports with Automated Data Linking and Updating

Reliably link and update thousands of data points between Excel and PowerPoint, or Word, in seconds.

Give Your Team Easy Access to the Latest On-Brand Corporate Assets

Ensure Clients Always Receive Polished, Error-Free Documents

Accelerate Report Creation and Updates with Linked Power BI Data

Easily Insert Perfectly Formatted, Up-to-Date Deal Data Into Your Presentations

Say goodbye to manual, repetitive work and inconsistent documents

Guarantee accurate reports with automated data linking and updating

Give your team easy access to the latest on-brand corporate assets

Ensure clients always receive polished, error-free documents

Accelerate report creation and updates with linked Power BI data

Easily insert perfectly formatted, up-to-date deal data into your presentations

Discover our Client Stories

Investment Banking

"UpSlide is by far the best software that we’ve experienced; not only is it so user-friendly, but the sophistication of the software is far beyond what we’ve come across previously. It’s refreshing to use features that are so bespoke to financial services.”

Joanna Osborne

Head of Marketing, Singer Capital Markets

Advisory

We save considerable amounts of time creating our documents. UpSlide has become so important in our daily lives that we can’t even imagine how we would work without it.

Firas Abou Merhi

Head of Financial Advisory Services France, Forvis Mazars

Investment Banking

Investment banking

UpSlide eliminates the time spent organising the pitch, checking and proofing – you can rest assured that part is done correctly and instead concentrate on idea generation and adding value.

Peter Dieler

Associate Director, DCM, UniCredit

Reporting Teams

UpSlide has undoubtedly streamlined my reporting processes. Whenever data changes in my Excel workbook, I can ensure that all linked graphs in my presentation are up-to-date in one click.

Market Analyst

Clarksons

Private Equity

We have numerous slides that contain market data which is added to multiple presentations. UpSlide allows us to easily update and upload them all in the Library. Sharing information within the firm has become so much easier!

Rachel Cormican

Marketing Manager, Coller Capital

Real Estate

UpSlide provided tailored training, an array of onboarding materials, and how-to articles to ensure we felt comfortable using the software from day one. It’s perfectly ingrained into our workflows; we can’t imagine life without it!

Tim Miles

National Director, Cushman & Wakefield

Trusted by financial and professional services teams for over a decade

Best-in-class technical support

Our in-house support team is always on hand to provide technical assistance to you and your users; 80% of tickets are responded to within an hour.

In-house adoption experts

Our global in-house change and project management team will guide you through every step of your UpSlide project and ensure high adoption and ROI.

Enterprise-level
security

UpSlide completely integrates with your infrastructure, enabling you to keep full control of your access rights and content storage.

Industry-focused innovation

We are always eager to explore how new technology could help our clients and we work alongside them to develop intuitive features tailored to their needs.

Trusted by Financial and Professional Services Teams for Over a Decade

Best-in-Class Technical Support