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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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Employee Directory 365
HR 365
+1
Applicable to:
SharePoint
Reshape your digital office with Intelligent & Employee directory - SharePoint & Microsoft Teams
5.0
(39 ratings)
1 out of 60
Custom tree view with bar chart
Office Solution
+1
Applicable to:
Power BI visuals
Chart with the combination of Bar and Tree map in which width and height of column can be managed
5.0
(6 ratings)
2 out of 60
Syft Analytics
Syft Analytics
+1
Applicable to:
Excel
The interactive & collaborative financial reporting tool
4.8
(68 ratings)
3 out of 60
Jedox Add-in for Excel 365
Jedox AG
+1
Applicable to:
Excel
Access Jedox, and increase planning collaboration, by connecting the Jedox Add-in for Excel 365
5.0
(2 ratings)
4 out of 60
Microsoft 365 Email & Calendar Integration for Salesforce - Groove
Groove Labs Inc
+1
Applicable to:
Outlook
#1 Sales Engagement Platform for Salesforce and Microsoft 365 Users - Groove
5.0
(1 ratings)
5 out of 60
swOrgChart
上北智信
+1
Applicable to:
Power BI visuals
该可视化可以应用于公司组织结构、家族族谱等业务场景。
6 out of 60
Formula Editor
Matrix Lead
+1
Applicable to:
Excel
A modern code editor for Excel functions and formulas.
3.7
(7 ratings)
7 out of 60
Analytic Solver
Frontline Systems Inc.
+1
Applicable to:
Excel
Analyze risk, find the best way to allocate resources using Monte Carlo Simulation and Optimization
2.0
(12 ratings)
8 out of 60
Beeswarm Chart
Excelnaccess.com
+1
Applicable to:
Power BI visuals
Visualize distribution of data across different categories
9 out of 60
Composed Line Area Bar Chart by Devlup Funnels
Devlup Funnels
+1
Applicable to:
Power BI visuals
The Composed Line Area Bar Chart is a visually engaging data visualization that combines the feature
10 out of 60
Ablebits Text Toolkit
Ablebits.com
+1
Applicable to:
Excel
Quick utilities to tidy up your text cells in Microsoft Excel.
4.5
(11 ratings)
11 out of 60
Overlapping Bar Chart
Acorn Hill
+1
Applicable to:
Power BI visuals
Horizontal bar chart allowing overlapping of bars and extensive customization.
2.7
(3 ratings)
12 out of 60
Traqplan Timeline Pro
Traqplan
+1
Applicable to:
Power BI visuals
Creates a plan on a page or gantt timeline for multiple projects with edge-wrap and change tracking.
13 out of 60
Drill Down Combo PRO (Filter) by ZoomCharts
ZoomCharts
+1
Applicable to:
Power BI visuals
Combine columns, lines and areas in one chart. Enjoy interactive drilldowns and beautiful design.
5.0
(10 ratings)
14 out of 60
ParaTimeLine
Paradigm BI
+1
Applicable to:
Power BI visuals
ParaTimeLine is an intuitive filter designed for filtering data with dates
3.5
(6 ratings)
15 out of 60
Employee Onboarding 365
HR 365
+1
Applicable to:
SharePoint
Automate end-to-end employee onboarding and offboarding process in Microsoft 365 SharePoint
5.0
(1 ratings)
16 out of 60
Inforiver Writeback Matrix
xViz LLC
+1
Applicable to:
Power BI visuals
The fastest way to writeback, comment, collaborate, and schedule reports
5.0
(1 ratings)
17 out of 60
Advanced Trellis / Small Multiples - xViz
xViz LLC
+1
Applicable to:
Power BI visuals
xViz Advanced Trellis visual is a group of similar charts having a common axis and value fields
3.0
(6 ratings)
18 out of 60
DealCloud for Outlook (Financial Services)
Intapp Office Store
+1
Applicable to:
Outlook
Experience the power of DealCloud's all-inclusive financial services software directly from Outlook.
5.0
(4 ratings)
19 out of 60
Ultimate Venn Diagram
Samuel Gratzl
+1
Applicable to:
Power BI visuals
Explore Set Intersection using Venn or Euler Diagrams
5.0
(1 ratings)
20 out of 60
Adobe Document Generation
Adobe Inc.
+1
Applicable to:
Word
Create templates for dynamic Word and PDF output using Adobe Document Generation API
5.0
(5 ratings)
21 out of 60
PackedBubbleChart
Qatar Financial Centre Regulatory Authority
+1
Applicable to:
Power BI visuals
Packed Bubble Chart
4.8
(4 ratings)
22 out of 60
Bink
Bink
+1
Applicable to:
SaaS
Bink
23 out of 60
Tegus Add-in for Excel
Tegus Inc.
+1
Applicable to:
Excel
Build custom analyses and enrich your models with Tegus fundamental data
24 out of 60
Stacked Bar Chart With Top N
Office Solution
+1
Applicable to:
Power BI visuals
Stacked bar chart with feature of selected top n number of values to filter out others
5.0
(10 ratings)
25 out of 60
Erlang Calculator
CCmath B.V.
+1
Applicable to:
Excel
The Erlang Calculator with custom functions including Erlang X, Chat, Blending and more!
5.0
(2 ratings)
26 out of 60
TrackingTime
TrackingTime
+1
Applicable to:
Teams
Time Tracker for Productive People. Track tasks, projects and clients.
4.6
(85 ratings)
27 out of 60
Workspace Lite Add-in
Refinitiv
+2
Applicable to:
Excel
PowerPoint
Build your models in Excel using LSEG’s unique content and analytics
3.3
(7 ratings)
28 out of 60
PlotlyJS Visual by Akvelon
Akvelon
+1
Applicable to:
Power BI visuals
Plotly.js visual by Akvelon combines Plotly.js, react-chart-editor and Power BI together.
5.0
(4 ratings)
29 out of 60
SmartLife
Smartstatz Solutions LLP
+4
Applicable to:
Sales
Customer Service
Power Automate
Power Apps
Underwriting, Life Insurance, Proposal, Quotes, Benefits illustrations, Claims, Unit Linked
30 out of 60
swTable
上北智信
+1
Applicable to:
Power BI visuals
表格是一种可视化交流模式,又是一种组织整理数据的手段。人们在通讯交流、科学研究以及数据分析活动当中广泛采 用着形形色色的表格。
31 out of 60
Plotly Waterfall Chart
Communicatie in Bedrijf
+1
Applicable to:
Power BI visuals
This visual uses the Plotly JS Waterfall Chart.
32 out of 60
SQCDP
Umlaut SE
+1
Applicable to:
SharePoint
Manage Safety, Quality, Cost, Delivery and People with the popular Lean-Method SQCDP
33 out of 60
KPI CircleCard
Communicatie in Bedrijf
+1
Applicable to:
Power BI visuals
Display your KPI's using Circles
4.7
(3 ratings)
34 out of 60
swColorMap
上北智信
+1
Applicable to:
Power BI visuals
中国色块地图下钻,可支持下钻到省县级,可根据数据展示色块分布。
35 out of 60
ti&m places
ti&m AG
+1
Applicable to:
Teams
View package options
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Implement your hybrid workplace strategy easily with our innovative desk & room booking tool.
4.3
(184 ratings)
36 out of 60
iFinD 365
杭州同花顺数据开发有限公司
+1
Applicable to:
Excel
iFinD 365 是iFinD金融终端 基于office 365 开发的EXCEL数据接口,覆盖股票、债券、基金、期货、外汇等各金融品种,包括基础数据指标、丰富的经济数据指标和国内外市场行情数据。
5.0
(1 ratings)
37 out of 60
ZingHR
Zinghr
+1
Applicable to:
SaaS
ZingHR Product Corporate Brochure
4.4
(71 ratings)
38 out of 60
PitchBook for Excel
Pitchbook Data, Inc.
+1
Applicable to:
Excel
Strengthen your analysis and build better financial models using PitchBook’s data.
4.5
(89 ratings)
39 out of 60
sw3D_StackedBarDiagram
上北智信
+1
Applicable to:
Power BI visuals
3D堆叠图,可渲染多层数据
40 out of 60
Adobe Acrobat Sign for Microsoft Dynamics 365
Adobe
+3
Applicable to:
Sales
Customer Service
Field Service
Get deals done faster with Adobe Acrobat Sign for Dynamics 365.
4.5
(614 ratings)
41 out of 60
Stacked Column Chart by Akvelon
Akvelon
+1
Applicable to:
Power BI visuals
Stacked Column Chart by Akvelon is enhanced by rectangle selection of bars
3.7
(6 ratings)
42 out of 60
Control Chart
Nova Silva
+1
Applicable to:
Power BI visuals
The most useful way to see true signals of change in your KPI is to use a ControlChart (XmR chart)
3.5
(8 ratings)
43 out of 60
Tracxn
Tracxn
+1
Applicable to:
Excel
Get company information from Tracxn directly into Microsoft Excel
44 out of 60
Drill Down Pie PRO (Filter) by ZoomCharts
ZoomCharts
+1
Applicable to:
Power BI visuals
Enjoy interactive drilldowns, user friendly navigation and beautiful design.
4.9
(13 ratings)
45 out of 60
Acterys Variance
Managility
+1
Applicable to:
Power BI visuals
Acterys Variance KPI Cards Small Multiples Variance Analysis Write Back Planning in Power BI
4.9
(67 ratings)
46 out of 60
NoteSmart for Word
ConnectSmart
+1
Applicable to:
Word
NoteSmart: Real-time dictation for Word & Outlook, tailored for professionals.
1.0
(2 ratings)
47 out of 60
Performance Management 365
HR 365
+1
Applicable to:
SharePoint
Align strategy & results with HR365 Performance Management. Fuel growth with supercharged employees
48 out of 60
Drill Down Waterfall PRO (Filter) by ZoomCharts
ZoomCharts
+1
Applicable to:
Power BI visuals
Control column sequence, add subtotals and drill down into each category.
5.0
(11 ratings)
49 out of 60
Power Reconcile For Excel
Appsense Inc.
+1
Applicable to:
Excel
This Excel Add-In will help you create a reconciliation report automatically, with 3 easy steps.
4.4
(14 ratings)
50 out of 60
Ultimate Waterfall (API)
dataviz.boutique GmbH
+1
Applicable to:
Power BI visuals
Start Value, Chart Orientation, Small Multiples, Sub Totals, Deviation, IBCS (R) Table
51 out of 60
Adobe Acrobat Sign for Microsoft 365
Adobe
+1
Applicable to:
SaaS
+included add-ins
+3
Get more done by sending and signing documents all from within M365 apps.
4.5
(592 ratings)
52 out of 60
Cirrus Insight for Outlook
Cirruspath, Inc
+1
Applicable to:
Outlook
Be free from CRM friction and wasted opportunities.
3.4
(19 ratings)
53 out of 60
Clerk SMS
Clerk Chat
+1
Applicable to:
Teams
Send and receive text messages (SMS / MMS) and WhatsApp in Microsoft Teams
4.4
(535 ratings)
54 out of 60
Financial Modeling Prep
Financial Modeling Prep SAS
+1
Applicable to:
Excel
Access Real-time stock price, fundamentals data and also historical data of all US public companies.
4.7
(7 ratings)
55 out of 60
Acterys Reporting
Managility
+1
Applicable to:
Power BI visuals
Professional financial reports with custom calculations, comments & visualizations according to IBCS
4.9
(70 ratings)
56 out of 60
Velixo NX
Velixo
+1
Applicable to:
Excel
Excel-based reporting for your ERP. Build your own reports in less than 5 minutes!
5.0
(84 ratings)
57 out of 60
Rowsie AI
Rowsie AI
+1
Applicable to:
Excel
Rowsie is your AI assistant for Excel modeling
5.0
(4 ratings)
58 out of 60
Sally Suite
深圳市识途管理咨询有限公司
+3
Applicable to:
Excel
PowerPoint
Word
A GPT-based Copilot that helps you edit Excel, Word, and PPT effortlessly
59 out of 60
Power GPT
Appsense Inc.
+1
Applicable to:
Excel
With Power GPT, that’s like having an Excel expert by your side, 24/7!
5.0
(2 ratings)
60 out of 60
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