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What UpSlide is, in one sentence
A Microsoft 365 add in for finance and advisory teams: Excel to Microsoft PowerPoint and Word links, brand templates, a content library, waterfall and Marimekko charts, an AI consistency check and change tracking.
What it is used for
- Linking Excel tables and charts into PowerPoint and Word
- Brand template management and a library of approved slides, icons and disclaimers
- Pitchbook production in banks and advisory firms
- Consistency checks across numbers, narrative and formatting
Who typically runs it: investment banks, advisory and audit firms; teams with a brand function.
What it costs
Not published. Per user annual licensing with a minimum of 5 licenses, a setup fee, and no single user licenses; the price depends on license count, options and setup model. Available through the Microsoft Azure Marketplace (MACC).
Source: upslide.com, pricing page, read 20 September 2026. Prices change; check the vendor's page before deciding.
Side by side
| UpSlide | INSYNCR | |
|---|---|---|
| Where it runs | On the user's PC in Microsoft 365, Windows 10 and 11 | On the user's PC, inside PowerPoint. Nothing uploaded. |
| Data sources | Excel; Power BI is listed among supported apps | Excel, Excel Online, SharePoint, Google Sheets, Access, JSON, XML, MySQL, SQL Server, PostgreSQL, Oracle, Salesforce, Dynamics, ODBC, OData, OPC, text and files, by plan |
| Binds text boxes and tables, not only charts | Excel tables and charts link into PowerPoint and Word | Yes: text boxes, tables and charts bind to a cell, column or query |
| One deck or file per record | No: one deck at a time from the workbook | Yes: Snapshot, one slide or one file per record (PowerPoint, PDF, MP4) |
| Rules by value (color, hide a slide) | Formatting checks, not data rules | Yes: conditional formatting and slide inclusion by value |
| Refresh for the next cycle | Update linked Excel objects | One click, on demand, by any Viewer |
| Chart drawing and layout | Waterfall and Marimekko in company branding | Native PowerPoint charts, your template's formatting |
| Brand templates and libraries | Yes, the core of the product | No library to adopt: it works inside the template you already use |
| Price, as published | Not published; minimum 5 users plus setup fee | €99.99 to €333.33 a month per Automator, billed annually; Viewer €27 a month. Billed yearly that is €1,199.90 to €3,999.90 and €324. |
| Minimum seats | 5 | 1 |
| Trial | Not mentioned | 7 days, full access, no card |
| Does report data leave the building? | No | No |
What it lacks for a recurring report
- Sources beyond the workbook: SQL Server, Salesforce, SharePoint lists, ODBC and OData feeds bound directly
- One deck or one file per client, company or student from one template (Snapshot)
- Rules by value on the slide
- A Viewer seat for the people who only refresh
- A single user or small team start: five licenses and a setup fee is the entry
Where UpSlide is better than INSYNCR
- Brand and template governance, the library, disclaimers: this is what UpSlide is built for
- Pitchbook workflow and change tracking
- The consistency check between narrative and numbers
Which to pick
If your source is always one Excel workbook and your pain is brand and pitchbook speed, UpSlide. If the deck recurs from a system, needs one version per client, or has to be refreshed by people who did not build it, INSYNCR. Teams that have both keep UpSlide for the brand layer and bind the recurring decks with INSYNCR.
We describe UpSlide from its own website and public documentation, dated above, and say nothing about it we have not read there. If something is out of date or unfair, write to info@insyncr.com and we will fix it.