UpSlide is an AI-enabled document automation add-in for Microsoft 365. Our software helps financial services firms improve efficiency and ensure brand compliance. With easy-to-use features in PowerPoint, Excel, Word, Power BI, and Outlook, our solution automates manual, repetitive tasks, helping teams create perfectly formatted, high-quality reports faster. UpSlide solves the complex needs of financial advisory, investment banking, and asset management firms. From structuring reports and finding approved content to auditing complex Excel models and linking this data to PowerPoint, our features save time and fix errors within report creation. Deploying UpSlide will allow your teams to collaborate efficiently, achieve global consistency, and increase firm-wide productivity. Firms such as KPMG, Rothschild & Co, and Apollo choose—and stay—with us thanks to our exemplary product, high-quality adoption support, and continuous innovation. 98% of firms re-sign with us each year.