UpSlide

UpSlide is an AI-powered productivity and document-automation platform that integrates with Microsoft 365 to help finance and professional services teams create accurate, branded pitchbooks, due diligence reports, investment committee memos, and financial reports faster. Its tools add functionality to Excel, PowerPoint, Word, Outlook, and Power BI, while supporting formatting, data updates, modeling, brand compliance, and AI-powered reviews. Founded by finance professionals, UpSlide serves more than 900 teams worldwide.