Case Study: PKF Australia achieves greater document accuracy and consistency with UpSlide

PKF Australia improves accuracy with UpSlide

PKF Australia, a top ten accounting and advisory firm, sought to automate manual processes involved in creating due diligence and valuation reports. Their Corporate Finance team wanted to reduce repetitive tasks, increase output quality, and ensure all documents were consistent with the company's brand guidelines. To address this, they implemented the UpSlide platform.

UpSlide was customized to PKF’s style guide and integrated into their workflow, with features like the Excel to PowerPoint link and an automated Table of Contents. This solution saved an estimated five hours per user each month, eliminated manual data checking to ensure accuracy, and streamlined the report creation process. By using UpSlide, PKF significantly improved efficiency and brand consistency across all deliverables.

PKF Australia

Alastair Richards

Director