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Copilot extensions
Discover apps that work with Microsoft Copilot. Currently only showing Teams apps that work with Copilot, but more to come soon.
Financial Services
Become a trusted partner to your customers and differentiate your financial institution from competitors. Explore financial services offerings that help you create new value with innovative technology.
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Apps results for Financial Services
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ExploreTheData
ExploreTheData
+2
Applicable to:
Excel
PowerPoint
Visualize and explore your data with interactive, cross-linked charts and tables.
3.0
(2 ratings)
1 out of 60
Bar Chart with Dynamic Range Creation
Office Solution
+1
Applicable to:
Power BI visuals
Bar Chart with Dynamic Range Creation
5.0
(10 ratings)
2 out of 60
Nasdaq IR Insight: Office Add-In
NASDAQ, Inc.
+1
Applicable to:
Excel
IR Insight® content in the convenience of an Add-in. Use our templates or customize for your needs
3 out of 60
FormulAI
Mosaique, LLC
+1
Applicable to:
Excel
FormulAI is a powerful Microsoft Excel formula assistant using AI.
5.0
(2 ratings)
4 out of 60
Purchase Invoice Import
Lighthouse Experts Group
+1
Applicable to:
Business Central
Bulk import of invoices and credit memos from an Excel file
5.0
(1 ratings)
5 out of 60
CoffeePals
CoffeePals Technologies Inc.
+1
Applicable to:
Teams
Connect with colleagues through spontaneous coffee chats and watercooler discussions!
4.9
(12 ratings)
6 out of 60
Solved WeWrite Service
SOLVED
+1
Applicable to:
Power BI visuals
A visual that seamlessly integrates with other visuals, providing automatic report updates.
7 out of 60
Social Squared Forums
Lightning Tools
+2
Applicable to:
SharePoint
Viva
Lightning Tools Social Squared Forums is a Discussion Board tool for SharePoint and Microsoft Teams.
5.0
(1 ratings)
8 out of 60
OneView
OneNebula (Pty) Ltd
+1
Applicable to:
SaaS
OneView - Technology Expense Management
5.0
(2 ratings)
9 out of 60
Country Map
Addinly
+1
Applicable to:
PowerPoint
A powerful tool for displaying countries, regions or counties on 70+ different maps.
1.0
(1 ratings)
10 out of 60
Backstop for Outlook
Backstop Solutions Group, LLC
+1
Applicable to:
Outlook
Bring key Backstop Research Management and Business Development functionality to the user’s inbox.
5.0
(1 ratings)
11 out of 60
EDS Add-In for Excel
EQUITY DATA SCIENCE, INC.
+1
Applicable to:
Excel
The EDS Add-In for Excel allows EDS users to transfer data back and forth between EDS and Excel.
12 out of 60
Intento Translator for Word and Excel
Intento, Inc.
+2
Applicable to:
Excel
Word
Read any document in your language using the best Machine Translation engines for every language.
5.0
(1 ratings)
13 out of 60
Invoice Manager (Lite)
Uniform Software Limited
+1
Applicable to:
Excel
Invoicing add-in that helps you create professional invoices with hundreds of free invoice templates
14 out of 60
Affinity for Outlook
Project Affinity
+1
Applicable to:
Outlook
Manage and Close Deals Faster with Affinity for Outlook
15 out of 60
MacroView Mail
MacroView
+1
Applicable to:
Outlook
Save email and attachments to SharePoint, Microsoft Teams and OneDrive
4.9
(8 ratings)
16 out of 60
PSP Connect
N3 Vision AB
+1
Applicable to:
Business Central
PSP Connect integrates with multiple Payment Providers such as Klarna, Adyen, Walley, PayPal & more.
17 out of 60
Qvidian for Microsoft Office (US)
Upland Software Inc.
+2
Applicable to:
Excel
Word
RFP and questionnaire response with Qvidian library access and answer recommendations.
5.0
(3 ratings)
18 out of 60
Nintex Promapp®
Nintex
+1
Applicable to:
SaaS
Complete business process mapping
4.6
(127 ratings)
19 out of 60
ACSISS Connect
SISS Data Services
+1
Applicable to:
Business Central
Australian bank data feeds – powered by Open Banking (Consumer Data Right - CDR)
20 out of 60
iManage
iManage, LLC
+1
Applicable to:
Teams
View package options
/staticstorage/23fd3d2/assets/web-apps_a73225cc7579f3b9084d.svg
Collaborate freely while your content is saved and governed in iManage.
5.0
(2 ratings)
21 out of 60
Acterys Planning & Analytics For Power BI & Excel
Managility
+1
Applicable to:
SaaS
Acterys: data model automation, consolidation, planning and write-back for Power BI
4.9
(64 ratings)
22 out of 60
Dynamo
Dynamo Software
+1
Applicable to:
Outlook
The Dynamo Software integration with Outlook lets you experience Dynamo in Outlook.
4.2
(11 ratings)
23 out of 60
Sage Intacct
Sage Software, Inc.
+1
Applicable to:
SaaS
+included add-ins
+1
Sage Intacct: The Leader in Accounting and Financial Management Software
24 out of 60
MarketXLS Select 5: Excel Your Investments with Premium Data & Analytics for US Stocks, Mutual Funds, ETFs, Options, and Cryptocurrencies (Up to 5 Symbols)
MarketXLS
+1
Applicable to:
Excel
Institutional Grade Stock Data in Excel for Stocks, Mutual Funds, Options, ETFs & Cryptocurrencies
5.0
(5 ratings)
25 out of 60
Atlas Intelligent Knowledge Platform for Microsoft 365
ClearPeople
+1
Applicable to:
SaaS
Combining intranet, collaboration and knowledge management into a single AI-powered platform
4.8
(14 ratings)
26 out of 60
Jet Analytics for Business Central
Jet Global Data Technologies
+1
Applicable to:
Business Central
Deliver a Single Source of Truth for Fast, Flexible Enterprise-Wide BI and Analytics
4.6
(17 ratings)
27 out of 60
NetDocuments for Microsoft Word
NetDocuments Inc
+1
Applicable to:
Word
Use NetDocuments to build automations that generate document sets and streamline internal workflows.
28 out of 60
ASC Recording Insights
ASC Technologies AG
+1
Applicable to:
Teams
View package options
/staticstorage/23fd3d2/assets/web-apps_a73225cc7579f3b9084d.svg
Legally compliant call recording, archiving and analytics in a certified Microsoft Teams app
3.2
(361 ratings)
29 out of 60
Access Ledger Add-in for Excel
Access Group
+1
Applicable to:
Excel
Access Ledger Add-in for Excel provides users the ability to import a TB directly from Excel.
30 out of 60
Blue Prism Intelligent Automation
BLUE PRISM LIMITED
+1
Applicable to:
SaaS
Blue Prism is an enterprise-grade intelligent robotic process automation (RPA) platform.
5.0
(1 ratings)
31 out of 60
Dayforce Payroll
Dayforce
+1
Applicable to:
SaaS
Dayforce Payroll integrates seamlessly with Microsoft Dynamics D365 HR to support global payroll
32 out of 60
IT Service Management on Azure
ServiceNow
+1
Applicable to:
SaaS
ServiceNow IT Service Management on Azure for Regulated Markets
4.5
(793 ratings)
33 out of 60
Willis Towers Watson Radar Live
Towers Watson Software Limited
+1
Applicable to:
SaaS
Industry leading point-of-quote insurance rating software delivered as a service
34 out of 60
iTimekeep
Aderant
+1
Applicable to:
Outlook
Track your time by quickly converting calendar events and email into compliant timecards
4.8
(11 ratings)
35 out of 60
Juniper Square for Outlook
Juniper Square, Inc.
+1
Applicable to:
Outlook
Juniper Square is the leading provider of investment management software for commercial real estate.
4.9
(88 ratings)
36 out of 60
Landis Contact Center for Microsoft Teams
Landis Technologies LLC
+1
Applicable to:
Teams
A Call Center Designed for Office 365 Phone System that brings advanced queuing & analytics to Teams
3.5
(399 ratings)
37 out of 60
Charturo Interactive Line Chart
Mi4 Corporation
+1
Applicable to:
Power BI visuals
Line chart that allows end users to select log or linear axis scale, also supports inverted Y axis.
38 out of 60
acterystableedit-ad
Managility
+1
Applicable to:
Power BI visuals
Acterys Table Edit Visual with AAD Support
39 out of 60
价值大师Excel工具
Gurufocus. LLC
+1
Applicable to:
Excel
快速下载股票的实时信息和历史财务数据,涵盖美股、沪深股等多个地区,实现高度定制化的投资研究。
40 out of 60
LexCheck Copilot Proofreader
LexCheck
+1
Applicable to:
Word
Accelerate contract workflows with LexCheck’s AI proofreading tool.
5.0
(2 ratings)
41 out of 60
Team Papers
Pervasent Software Inc.
+1
Applicable to:
SharePoint
View package options
/staticstorage/23fd3d2/assets/web-apps_a73225cc7579f3b9084d.svg
Make meetings easy and paperless with Team Papers from Pervasent.
4.7
(3 ratings)
42 out of 60
Adrenalin Max
Adrenalin eSystems Limited
+1
Applicable to:
SaaS
Adrenalin Global HR Software, Payroll, Talent Management, Leave & Attendance, Performance Management
43 out of 60
Genius Sheets Inc
Genius Sheets Inc.
+1
Applicable to:
Excel
Genius Sheets is a financial tool to automate QuickBooks data directly to your existing worksheets
4.7
(3 ratings)
44 out of 60
Cisco Webex Video Integration for Microsoft Teams (CVI)
Cisco Systems, Inc.
+1
Applicable to:
SaaS
Cisco & standard SIP video room devices join Microsoft Teams meetings via Webex-hosted CVI service
45 out of 60
DataFinder
Knoema
+2
Applicable to:
Excel
Word
Automatically find, visualize, and integrate relevant global data and charts into your workflow.
3.9
(12 ratings)
46 out of 60
ADP Workforce Now® Connector for Microsoft D365FO
Guru Group LLC
+2
Applicable to:
Operations
Finance
Guru Group provides ADP Integration, a leading human capital management (HCM) platform, with D365FO
47 out of 60
Timesheet Plus - HR365
HR 365
+1
Applicable to:
SharePoint
Timesheets Plus – HR365 : Smart and modern way to manage timesheets for the employees
4.6
(13 ratings)
48 out of 60
Crossware Email Signature for Office 365
Crossware Ltd
+1
Applicable to:
SaaS
Looking to roll out company-wide email signatures with a centrally managed solution?
4.9
(14 ratings)
49 out of 60
KYC for Microsoft Dynamics 365
CRM Partners MembersLife
+3
Applicable to:
Sales
Customer Service
Power Apps
Mpower Finance KYC provides al the data you need to onboard customers. UBO and compliance research.
5.0
(1 ratings)
50 out of 60
UiPath Enterprise RPA Platform
UiPath
+1
Applicable to:
SaaS
Fast track your hyperautomation deployment
4.9
(1000 ratings)
51 out of 60
Intellosync AI
INTELLOSYNC TECHNOLOGIES PRIVATE LIMITED
+1
Applicable to:
Word
IntelloSync AI is an AI powered personal legal assistant that helps you draft and review contracts
4.9
(12 ratings)
52 out of 60
DATEV Datenservice für Microsoft Teams
DATEV_eG
+1
Applicable to:
Teams
Mit dem DATEV Datenservice für Microsoft Teams können Sie Dokumente von MS Teams an DATEV senden
5.0
(1 ratings)
53 out of 60
NICE CXone Agent for Microsoft Dynamics
NICE
+1
Applicable to:
SaaS
Integrate CRM and contact center controls for more efficient agents and exceptional experiences.
54 out of 60
VerifAI for Microsoft Word
SpotDraft
+1
Applicable to:
Word
VerifAI is a generative AI powered MS-Word add-in which helps save 15+ hours/week in contract review
5.0
(1 ratings)
55 out of 60
Anywhere365® WebAgent
Workstreampeople BV
+1
Applicable to:
SaaS
Anywhere365® WebAgent is a fully featured Teams Contact Center platform to embed within any CRM
4.3
(3 ratings)
56 out of 60
Celebrations
Dalikoo
+1
Applicable to:
Teams
View package options
/staticstorage/23fd3d2/assets/web-apps_a73225cc7579f3b9084d.svg
Celebrate your teammates’ birthdays and anniversaries!
4.9
(16 ratings)
57 out of 60
Array Assistant
Array Assistant
+1
Applicable to:
Excel
Your AI Excel Assistant, Helping You Work Smarter and Faster! Start Your 7-Day Free Trial Today!
5.0
(2 ratings)
58 out of 60
IEX Cloud Stock Data
IEX Cloud
+1
Applicable to:
Excel
Connect real-time and historical financial data for U.S. equities into Excel from IEX Cloud
3.5
(11 ratings)
59 out of 60
Backbase Engagement Banking for Cloud for FSI
Backbase
+4
Applicable to:
Customer Service
Power Automate
Power Virtual Agents
Power Apps
Backbase Engagement Banking, Backbase Digital Onboarding, Backbase Digital Banking
60 out of 60
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