UpSlide

by UpSlideMicrosoft 365Paid

Create and review finance documents in Microsoft 365 using firm templates, live Excel data, change tracking, and review agents.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
UpSlide — screenshot from the Microsoft Marketplace listing

What it does

UpSlide works with Excel, PowerPoint, Word, Power BI, and Outlook. It applies approved templates and branding, and retrieves firm materials such as logos, tombstones, and disclaimers. Excel figures can remain linked to live data, while models and PowerPoint revisions can be checked.

Key capabilities

from the Microsoft Marketplace listing

Template branding application

Applies approved templates and branding to documents.

Firm material retrieval

Retrieves firm materials such as logos, tombstones, and disclaimers.

Live Excel connections

Keeps document figures connected to live Excel data.

Model checking

Audits models for integrity.

PowerPoint revision tracking

Displays changes and their reasons in PowerPoint.

Who it's for

The vendor names investment banking, advisory, and private equity teams.

How it compares

UpSlide has a paid pricing model, while Slide Generator: AI-Powered Presentation Creator and Excel-to-Word Document Automation have unknown pricing models. All three listings use cloud deployment. UpSlide was updated on Jul 2026, compared with Feb 2025 for Slide Generator: AI-Powered Presentation Creator and Aug 2026 for Excel-to-Word Document Automation.

NamePricingDeploymentUpdated
UpSlidethis pluginPaidCloud
Slide Generator: AI-Powered Presentation CreatorPrice not publishedCloud
Excel-to-Word Document AutomationPrice not publishedCloud

In the catalog

1,811 plugins in Power BI · Analytics

Price distribution: 96 free, 139 freemium, 757 paid, 819 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Power BI
Deployment
Cloud
Pricing
Paid

More from UpSlide

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What the vendor says

«UpSlide is the document production layer for financial services, helping teams turn AI-generated content into polished, on-brand, client-ready deliverables directly within Microsoft 365. AI can get you to a first draft quickly. But in investment banking, advisory, and private equity, “good enough” isn’t good enough …»

Official marketplace listing

Publisher
UpSlide
Updated on marketplace
Facts verified

Tags

productivitybrandingautomationupslide