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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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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)
1 out of 60
WeWrite Table
SOLVED
+1
Applicable to:
Power BI visuals
A custom table visual with write-back capabilities
2 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)
3 out of 60
Drill Down Graph PRO (Pin) by ZoomCharts
ZoomCharts
+1
Applicable to:
Power BI visuals
Build networks and explore relations within them with the first true graph visual for Power BI.
4 out of 60
Bink
Bink
+1
Applicable to:
SaaS
Bink
5 out of 60
PackedBubbleChart
Qatar Financial Centre Regulatory Authority
+1
Applicable to:
Power BI visuals
Packed Bubble Chart
4.8
(4 ratings)
6 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)
7 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)
8 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)
9 out of 60
ValQ-Plan
xViz LLC
+1
Applicable to:
Power BI visuals
ValQ for planning, budgeting, forecasting, what-if simulations, scenario analysis and reporting
10 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。
11 out of 60
TrackingTime
TrackingTime
+1
Applicable to:
Teams
Time Tracker for Productive People. Track tasks, projects and clients.
4.6
(85 ratings)
12 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。
13 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
14 out of 60
SQCDP
Umlaut SE
+1
Applicable to:
SharePoint
Manage Safety, Quality, Cost, Delivery and People with the popular Lean-Method SQCDP
15 out of 60
Plotly Waterfall Chart
Communicatie in Bedrijf
+1
Applicable to:
Power BI visuals
This visual uses the Plotly JS Waterfall Chart.
16 out of 60
KPI CircleCard
Communicatie in Bedrijf
+1
Applicable to:
Power BI visuals
Display your KPI's using Circles
4.7
(3 ratings)
17 out of 60
Tracxn
Tracxn
+1
Applicable to:
Excel
Get company information from Tracxn directly into Microsoft Excel
18 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
19 out of 60
Chart Flare
C&F S.A.
+1
Applicable to:
Power BI visuals
Ring Chart Custom Visual for Power BI.
20 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)
21 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
(90 ratings)
22 out of 60
Rowsie AI
Rowsie AI
+1
Applicable to:
Excel
Rowsie is your AI assistant for Excel modeling
5.0
(4 ratings)
23 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)
24 out of 60
Performance Management 365
HR 365
+1
Applicable to:
SharePoint
Align strategy & results with HR365 Performance Management. Fuel growth with supercharged employees
25 out of 60
Drill Down Network PRO (Filter) by ZoomCharts
ZoomCharts
+1
Applicable to:
Power BI visuals
Create beautiful, easy to explore networks from category-based data.
26 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)
27 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
28 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
(546 ratings)
29 out of 60
Enlighten Storyteller
ENLIGHTEN DESIGNS
+1
Applicable to:
Power BI visuals
Transform your data into compelling narratives with Enlighten Storyteller!
30 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)
31 out of 60
ZingHR
Zinghr
+1
Applicable to:
SaaS
ZingHR Product Corporate Brochure
4.4
(71 ratings)
32 out of 60
Signeasy for Microsoft Teams
Glykka LLC
+1
Applicable to:
Teams
Signeasy: Collaborate with your team members to sign or send documents for signatures
3.1
(8 ratings)
33 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)
34 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)
35 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)
36 out of 60
WeWrite Matrix
SOLVED
+1
Applicable to:
Power BI visuals
A custom matrix visual with write-back capabilities
37 out of 60
StackedTrends Visual
PeopleTree
+1
Applicable to:
Power BI visuals
StackedTrends is a versatile and comprehensive tool designed to enhance data visualisation,
38 out of 60
ti&m places
ti&m AG
+1
Applicable to:
Teams
View package options
/staticstorage/23fd3d2/assets/web-apps_a73225cc7579f3b9084d.svg
Implement your hybrid workplace strategy easily with our innovative desk & room booking tool.
4.3
(185 ratings)
39 out of 60
Drill Down Pie PRO (Pin) by ZoomCharts
ZoomCharts
+1
Applicable to:
Power BI visuals
Enjoy interactive drilldowns, user friendly navigation and beautiful design.
40 out of 60
NetDocuments for Outlook
NetDocuments Inc
+1
Applicable to:
Outlook
Use NetDocuments for Outlook on any device for NetDocuments Email Management.
41 out of 60
Adobe Acrobat Sign for Microsoft SharePoint Online
ADOBE INC.
+1
Applicable to:
SharePoint
Streamline your e-signature workflows with Adobe Acrobat Sign for SharePoint.
2.9
(41 ratings)
42 out of 60
Writer for outlook
Writer.com
+1
Applicable to:
Outlook
Writer helps everyone at a company write with the same brand voice, style, and terminology.
5.0
(1 ratings)
43 out of 60
AI-Powered Reply Generator
EMAILTREE AI
+1
Applicable to:
Outlook
View package options
/staticstorage/23fd3d2/assets/web-apps_a73225cc7579f3b9084d.svg
Answer customers' questions in seconds using AI
3.0
(2 ratings)
44 out of 60
Green Street Add-In
Green Street
+1
Applicable to:
Excel
Enhance your investment analyses with Green Street's industry leading commercial real estate data
5.0
(5 ratings)
45 out of 60
iPlanner Office 365 Planner Add-in for Outlook
iGlobe
+1
Applicable to:
Outlook
iPlanner Outlook Add-in gives you access to see your Office 365 Planner task directly from Outlook.
2.6
(117 ratings)
46 out of 60
Excalibur
IQZ Systems, LLC
+1
Applicable to:
Power BI visuals
Track patterns, classify data, work on clusters and perform many other types of analysis.
47 out of 60
Multilevel Matrix Xerppa
Gestión y Finanzas 365 SL
+1
Applicable to:
Power BI visuals
Es un visual de Power BI que ofrece personalización avanzada y manejo detallado de datos jerárquicos
48 out of 60
Coefficient: Salesforce, Hubspot Data Connector
Coefficient Works Inc.
+1
Applicable to:
Excel
Connect any data source to Excel and pull data in a single click!
4.9
(59 ratings)
49 out of 60
Multi-Entity Management (NA)
Binary Stream Software Inc.
+1
Applicable to:
Business Central
Enhance your Dynamics 365 Business Central with Multi-Entity Management - available in North America
5.0
(15 ratings)
50 out of 60
AskHR Employee Support Chatbot
Audseb
+1
Applicable to:
SaaS
Provide self-service HR support to employees using AI
51 out of 60
Power Slicer 高级切片器
上北智信
+1
Applicable to:
Power BI visuals
通过该组件可实现Power BI可视化的多种复杂数据筛选。
2.0
(1 ratings)
52 out of 60
Line with Bubble Chart
Office Solution
+1
Applicable to:
Power BI visuals
Chart with combination of Line & bubble in which both objects can be derive with a numerical measure
5.0
(7 ratings)
53 out of 60
Drill Down Waterfall PRO (Pin) by ZoomCharts
ZoomCharts
+1
Applicable to:
Power BI visuals
Control column sequence, add subtotals and drill down into each category.
54 out of 60
DoubleYaxis
上北智信
+1
Applicable to:
Power BI visuals
双Y轴的折线柱状图
1.0
(1 ratings)
55 out of 60
Social Advocacy
Oktopost
+1
Applicable to:
Teams
Enhance internal communication and streamline employee advocacy.
4.8
(10 ratings)
56 out of 60
Zabbix Webhook
Zabbix
+1
Applicable to:
Teams
React faster to monitoring alerts by integrating Zabbix with Microsoft Teams
4.5
(190 ratings)
57 out of 60
GuruFocus Add-in for Excel
Gurufocus. LLC
+1
Applicable to:
Excel
Fully customizable investing research and analysis tools
2.3
(4 ratings)
58 out of 60
Continia OPplus
Continia Software
+1
Applicable to:
Business Central
Continia OPplus offers an extended Payment Import and Export with an automated application
5.0
(3 ratings)
59 out of 60
Active Workpapers
Business Fitness
+1
Applicable to:
Excel
View package options
/staticstorage/23fd3d2/assets/web-apps_a73225cc7579f3b9084d.svg
An Excel add-in to enable accounting firms to leverage all functionality of Active Workpapers.
60 out of 60
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