UpSlide Reviews & Product Details

UpSlide is a document production solution specifically designed for the financial services sector, enabling firms to create and manage high-stakes documents within the Microsoft 365 environment. With over 15 years of experience, UpSlide focuses on enhancing the accuracy, consistency, and control of document creation, ensuring that financial professionals can deliver polished and compliant materials efficiently. Targeted primarily at finance firms, UpSlide caters to a diverse audience that includes investment banks, asset managers, and consulting firms. The platform is particularly beneficial for teams involved in the production of pitchbooks, investment memorandums (IMs), and financial reports. By streamlining the document creation process, UpSlide allows users to focus on the content and strategy rather than the formatting and compliance aspects, which are critical in the financial industry. One of the standout features of UpSlide is its ability to bridge the gap between AI-generated drafts and client-ready documents. The solution integrates AI agents with Microsoft 365, enabling seamless orchestration and deterministic workflows. This ensures that all documents remain on-brand and are thoroughly verified from the initial draft to the final version. The platform's robust capabilities help finance teams maintain high standards of quality while reducing the time spent on document production. UpSlide is trusted by over 900 teams, including prominent firms such as KPMG, Deloitte, PwC, and Rothschild & Co. The platform boasts a remarkable 98% renewal rate, reflecting its effectiveness and reliability in the industry. Additionally, UpSlide has earned a reputation as a Leader on G2, underscoring its strong market presence. The in-house implementation team provides comprehensive support throughout the rollout process, ensuring a smooth transition for new users. With an impressive customer satisfaction score of 4.9 out of 5 and an average deployment time of under six weeks, UpSlide demonstrates its commitment to delivering value to its clients. In summary, UpSlide stands out in the document production landscape for financial services by offering a powerful combination of AI integration, workflow automation, and dedicated support. This enables finance professionals to produce high-quality documents that meet the rigorous demands of their industry while enhancing overall productivity and efficiency.

Seller

UpSlide

Discussions

UpSlide Community

Languages Supported

German, English, French, Italian, Dutch, Polish, Portuguese, Russian, Spanish

Solution Type

All-in-One

Used by KPMG and 3 others

Beta

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

View More Pricing Information

UpSlide Integrations

(6)

Verified by UpSlide

G2 reviews are authentic and verified.

Here's how.

Mirca R.

Director Global Syndicate & Capital Markets

Mid-Market (51-1000 emp.)

3/23/2026

"UpSlide Makes Corporate-Style Decks Fast with Smart Linking and Slide Libraries"

5/5

What do you like best about UpSlide?

1. The Office layout solutions. UpSlide makes it extremely easy to convert tables and charts into full corporate design with a single click, automatically applying the correct colours, fonts, and styles. This saves so much time when creating client or management presentations.

2. The linking solutions. This includes text links, which allow PowerPoint and Word documents to update automatically from an Excel source. In addition, our department updates thousands of league tables in PowerPoint every month. These are connected to the league-table Excel file in a very smart way, because UpSlide’s linking remains intact regardless of the file name or the file location. This makes sharing files seamless and ensures all links stay functional.

3. The PowerPoint library solutions. Here you can pick and choose single slides or standard decks available for all or for a predefined group of licence holders; private library sections for sensitive data are also possible. My clear favourite is the easy access to our tombstone database, which was set up with support from the UpSlide team. Everyone in the bank with an UpSlide licence can quickly browse, filter, and select tombstones across all products, countries, and sectors. Review collected by and hosted on G2.com.

What do you dislike about UpSlide?

This is hard to answer, as there are no real pain points. However, I would appreciate it if links from Excel to another Excel file (not only from Excel to PowerPoint or Word) were also possible. This would be extremely helpful, as such links – when created without any UpSlide functionality – are still sensitive to file location and file name changes. Review collected by and hosted on G2.com.

What problems is UpSlide solving and how is that benefiting you?

UpSlide has helped solve several long-standing issues in my professional life at the bank.

In former times, when I worked in Marketing & Communications, we for example had a long-running internal project to build an automated tombstone database to showcase our investment banking deals in a consistent format with logos and key details. Because of the bank’s long history of mergers, our tombstone requirements were extremely complex across different products, which is why that internal project never really succeeded. For many years, we continued to create our tombstones manually in PowerPoint.

Many years later, after I moved into the business side, I had the opportunity to work closely with the UpSlide team — and they finally made this tombstone database a reality. Multiple users from different teams and locations can now input tombstone data, and the UpSlide team managed to transform all that data into standardised tombstone formats that meet all our complex requirements. Now everyone with an UpSlide licence has access to the full tombstone library across all products, countries, and sectors. You can search by year, client name, product features, and more. No need to ask around for updated tombstones before client or management presentations — everything is already there, centralised and consistent. After decades of manual production, this was (and still is) a huge relief. Review collected by and hosted on G2.com.

Moritz B.

Intern in DCM - FIG Origination

Enterprise (> 1000 emp.)

3/13/2026

"UpSlide Makes Excel-to-PPT Graph Updates as well as Tombstone creation fast and effortless"

5/5

What do you like best about UpSlide?

We currently use UpSlide extensively to upload graphs from Excel to PowerPoint. Our entire market pitch is built with UpSlide‑linked graphs, which makes updating extremely easy and saves us a significant amount of time.

In addition, I also used UpSlide at my former employer (a large German bank) to create Tombstones and to connect Excel graphs. For these use cases, it is one of the best tools I have worked with so far. Review collected by and hosted on G2.com.

What do you dislike about UpSlide?

I’m not a big fan of the fact that the graphs are uploaded in image format, as it makes it difficult to resize them properly afterward. We often change the slide layout and need the graph to be larger or smaller, so having to reupload it every time is not very convenient. Other than that, I have no negative comments about the tool. Review collected by and hosted on G2.com.

What problems is UpSlide solving and how is that benefiting you?

UpSlide generates precise Tombstones for our bank, which makes our daily work much easier and more convenient. We use these Tombstones to showcase our achievements, but until now the process required copying, pasting, and manually resizing them from a PPT presentation. With the new Tombstone library, we can insert the Tombstones directly into any pitch in the exact size and format we need. This not only saves time but also ensures that everyone uses a consistent layout. Review collected by and hosted on G2.com.

Idrees S.

Presentation Specialist

Mid-Market (51-1000 emp.)

7/28/2026

"UpSlide Makes PowerPoint Creation Fast and Seamless"

5/5

What do you like best about UpSlide?

UpSlide helps me create PowerPoints efficiently, which in turn gives me more time to focus on other daily tasks. I especially enjoy the library feature because it lets you store slides that are already branded and formatted the way you like, making the overall process seamless. Review collected by and hosted on G2.com.

What do you dislike about UpSlide?

Nothing much to add overall, I think it’s a great addition to PowerPoint. Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

9/25/2026

"AI Slide Consistency Checker Makes Report Reviews Smoother"

5/5

What do you like best about UpSlide?

The team are finding the AI slide consistency checker to be a valuable tool when reports are coming to review stages. Review collected by and hosted on G2.com.

What do you dislike about UpSlide?

There are a couple of simple features that were available in create that are not available in this system, such as a quick function for applying forecast shading to time series charts. Review collected by and hosted on G2.com.

Cade S.

Transaction Advisory Services Manager

Enterprise (> 1000 emp.)

3/16/2026

"Upslide feedback"

4.5/5

What do you like best about UpSlide?

Product is very easy to use and is explained very well by the customer service team. I appreciate that the team is always there to help with any questions / bring up new features. Review collected by and hosted on G2.com.

What do you dislike about UpSlide?

The least helpful features of Upslide based on feedback from our team would be the formatting features, mainly due to a lack of using it. I think this is something we could use a refresh / update as we work to use more tools in Upslide. Review collected by and hosted on G2.com.

What problems is UpSlide solving and how is that benefiting you?

UpSlide is helping us solve tombstone creation, which has been very manual in the past. It is benefitting us tremendously by housing all tombstones in a central location and helps us improve our process on gathering details needed to create tombstones. Shout out to the team for the ease of the process, even with staff changes occurring! Review collected by and hosted on G2.com.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

7/21/2026

"Time-Saving PowerPoint & Excel Shortcuts for Consistent, High-Quality Materials"

5/5

What do you like best about UpSlide?

The shortcuts and templates for PowerPoint and Excel are the most helpful for me. They save me a huge amount of time, make it much faster to produce high-quality, consistent materials, and eliminate a lot of the repetitive formatting I’d otherwise have to do manually. Review collected by and hosted on G2.com.

What do you dislike about UpSlide?

Overall, it’s a great tool. My only criticism is that it can occasionally be a bit slow or unstable. For example, some of the auto-update features that synchronise an Excel back-up with a PPT can sometimes cause the PPT to crash Review collected by and hosted on G2.com.

Verified User in Investment Banking

Small-Business (50 or fewer emp.)

4/26/2026

"UpSlide Makes Excel-to-PowerPoint Updates Instant and Keeps Decks Consistent"

5/5

What do you like best about UpSlide?

UpSlide meaningfully improves how we work in PowerPoint and Excel.

The Excel‑to‑PowerPoint linking is the biggest value add, it lets us update charts and tables instantly without reformatting, which saves real time on every deck. The built‑in formatting and branded templates also ensure consistency across teams with minimal effort. An unexpected benefit has been how much it’s reduced last‑minute presentation clean‑ups before client meetings. Review collected by and hosted on G2.com.

What do you dislike about UpSlide?

Some Excel formatting actions applied via UpSlide can’t be undone using Excel’s native Undo function, which can interrupt workflow if changes need to be reversed. Improved Undo support or a preview step would significantly enhance usability. Review collected by and hosted on G2.com.

What problems is UpSlide solving and how is that benefiting you?

UpSlide solves the inefficiency and risk that come with heavy PowerPoint and Excel usage in a fast‑paced environment.

The tight Excel‑to‑PowerPoint integration removes manual updating and reformatting, which significantly reduces errors and saves time. The interface feels intuitive once set up, and the formatting tools and templates make it much easier to keep outputs consistent without slowing the workflow. Performance has been solid even with large, data‑heavy decks. From a cost perspective, the time saved across the team more than justifies the investment. Onboarding and support have also been strong, especially during setup and template customisation. While not positioned as an AI tool, the automation and rules‑based intelligence embedded in the product already deliver many of the efficiency gains users typically look for. Review collected by and hosted on G2.com.

Verified User in Investment Banking

Mid-Market (51-1000 emp.)

7/21/2026

"Intuitive, Powerful Excel-to-PowerPoint Linking with Excellent Support"

5/5

What do you like best about UpSlide?

Very intuitive interface.

From a functionality standpoint, the robust linkage between Excel and PowerPoint, along with the level of control over content and brand alignment, adds significant value to our business.

We also received excellent support from the team throughout onboarding and set-up, and they’ve continued to be responsive and helpful on an ongoing basis. Review collected by and hosted on G2.com.

What do you dislike about UpSlide?

To date, I have had no issues with the any aspect of the product. Review collected by and hosted on G2.com.

Nicola C.

Mid-Market (51-1000 emp.)

4/15/2026

"Essential for Reducing Errors with Linked Slides"

4.5/5

What do you like best about UpSlide?

I really appreciate UpSlide because it allows me to use the linked slides feature, which isn't available in PowerPoint otherwise. This feature is particularly valuable as it reduces the risk of errors because I only need to edit the slide once, not across all my decks. I also found the UpSlide team to be very responsive and helpful during the setup process, even though it involved a lot of back and forth. Review collected by and hosted on G2.com.

What do you dislike about UpSlide?

All PowerPoints using the linked slides feature must live in the UpSlide library. The initial setup was difficult with a lot of back and forth, but the UpSlide team was very responsive and helpful throughout the process. Review collected by and hosted on G2.com.

Verified User in Venture Capital & Private Equity

Enterprise (> 1000 emp.)

4/16/2026

"Powerful PowerPoint Shortcuts That Make Resizing and Swapping Shapes Effortless"

5/5

What do you like best about UpSlide?

I like the poweropint shortcuts the best, especially the ability to copy width and height with two simple shortcuts and the ability to swap shapes really easily Review collected by and hosted on G2.com.

What do you dislike about UpSlide?

I don't use the excel functionality as much and i have had issues with excel outputting in the past (i.e., it doesn't output correctly or when i hit refresh outputs it will crash my excel) Review collected by and hosted on G2.com.

What problems is UpSlide solving and how is that benefiting you?

It's allowing me to work more quickly in powerpoint especially with effective shortcuts and allowing me to format slides quickly and efficiently. It saves me a lot of time when I use it and allows me to create better presentation materials. I don't use it in excel as much, but some of the auto formatting functionality can be pretty good too. Review collected by and hosted on G2.com.