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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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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)
1 out of 60
FMath Editor
FMath Inc.
+3
Applicable to:
Excel
PowerPoint
Word
Allow users to insert equations into documents.
1.8
(10 ratings)
2 out of 60
ANNA Admin | Free VAT filing Add-in for Excel
ABSOLUTELY NO NONSENSE ADMIN LTD
+1
Applicable to:
Excel
File VAT via Excel with ANNA’s MTD VAT Filer Excel Add-in – Totally Free And No Registration Needed
5.0
(45 ratings)
3 out of 60
Bar Chart with Export Data Feature
Office Solution
+1
Applicable to:
Power BI visuals
Bar Chart with Export Data Feature
5.0
(11 ratings)
4 out of 60
Gaia Workspace
GaiaDigits Inc.
+1
Applicable to:
Teams
Gaia Workspace makes your space & visitor management easier and more efficient.
4.3
(22 ratings)
5 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)
6 out of 60
swUniaxialScatterPlot
上北智信
+1
Applicable to:
Power BI visuals
单轴散点图可以直观展示数据的分布和聚合情况以及辅助制图等功能
7 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)
8 out of 60
Sparta for Excel
Sparta Commodities SA
+1
Applicable to:
Excel
Sparta's live pricing data, including swaps, physical premiums and freight; delivered to Excel.
5.0
(7 ratings)
9 out of 60
Atlas for Dynamics 365
insightsoftware
+1
Applicable to:
Operations
Tackle all your Dynamics 365 financial and operational reporting needs.
4.2
(23 ratings)
10 out of 60
Spark Assistant
Coherent
+1
Applicable to:
Excel
Excel add-in that can help you with configuring, reviewing, and uploading your files to Spark
5.0
(1 ratings)
11 out of 60
QuickFS Add-in for Excel
QuickFS.net
+1
Applicable to:
Excel
Historical financial data for U.S. and international stocks embedded in your spreadsheet.
5.0
(2 ratings)
12 out of 60
MIPA - My Intelligent Personal Assistant
iGlobe
+1
Applicable to:
SaaS
+included add-ins
+2
MIPA is what we all dream about having, a Personal Assistant that will help you through your day.
4.0
(2 ratings)
13 out of 60
Woodpecker Legal Document Automation
Affinipay
+1
Applicable to:
Word
Makes drafting and assembling documents the easiest part of your job.
3.8
(24 ratings)
14 out of 60
Rows for Excel add-in
Scope Solutions
+1
Applicable to:
Excel
Connect Xero and QuickBooks Online to your Excel for efficient reporting and bulk upload with Rows.
4.0
(4 ratings)
15 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)
16 out of 60
Investment & Portfolio Management
Dynamic Netsoft
+2
Applicable to:
Operations
Finance
Robust solution to manage Investments and Portfolios
5.0
(1 ratings)
17 out of 60
Sally Suite
深圳市识途管理咨询有限公司
+2
Applicable to:
Excel
Word
A GPT-based Copilot that helps you write formulas, create charts, data analysis, or writing
18 out of 60
Rave
Flutterwave Inc
+1
Applicable to:
SaaS
The easy way to collect payments from customers anywhere in the world.
4.7
(7 ratings)
19 out of 60
Live Stock Quotes Ticker - Classic
SharePinPöint Apps and IT Services
+1
Applicable to:
SharePoint
Displays stock quotes from all major world exchanges with price ranges and short company profile
5.0
(172 ratings)
20 out of 60
NICE CXone Agent for Microsoft Teams
NICE
+1
Applicable to:
SaaS
Pre-built CXone and Teams integration that enables company-wide collaboration for faster service
4.5
(999 ratings)
21 out of 60
Risk Register
HG Technology
+1
Applicable to:
SaaS
Register to manage and report risks .
22 out of 60
ExploreTheData
ExploreTheData
+2
Applicable to:
Excel
PowerPoint
Visualize and explore your data with interactive, cross-linked charts and tables.
3.0
(2 ratings)
23 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)
24 out of 60
LinkPoint Blade
LinkPoint
+1
Applicable to:
Outlook
#1 integration alternative to Salesforce tools. 1-Click to View/Edit/Sync records from any device.
25 out of 60
Yavrio Open Banking
Yavrio
+1
Applicable to:
Business Central
Live Bank feeds, connectivity and payments functionality for Microsoft Dynamics 365 Business Central
5.0
(7 ratings)
26 out of 60
Autopilot
Autopilot Workflow Solutions
+1
Applicable to:
SaaS
+included add-ins
+1
Get tasks approved efficiently whilst maintaining enterprise-standard controls.
4.5
(542 ratings)
27 out of 60
AMC Banking 365 Business
AMC Banking
+1
Applicable to:
Business Central
Secure and efficient integration between your bank and Microsoft Dynamics 365 Business Central.
5.0
(1 ratings)
28 out of 60
IT Service Management on Azure
ServiceNow
+1
Applicable to:
SaaS
ServiceNow IT Service Management on Azure for Regulated Markets
4.5
(787 ratings)
29 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)
30 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)
31 out of 60
Approvals Center
Ivero
+1
Applicable to:
SharePoint
Comprehensive Approval Management Solution
4.9
(25 ratings)
32 out of 60
timegpt
Nixtla
+1
Applicable to:
Excel
Nixtla’s TimeGPT add-in is a generative pre-trained forecasting model for time series data
33 out of 60
Connector for GMail and Microsoft Dynamics 365
iEnterprises Holdings, LLC.
+1
Applicable to:
SaaS
Integrate Gmail and the Google Calendar and Microsoft Dynamics 365 CRM
5.0
(1 ratings)
34 out of 60
TOConline Addin for Excel
Cloudware, S.A.
+1
Applicable to:
Excel
Addin for integrating invoice and management software TOConline with Excel.
35 out of 60
Demand forecasting Dashboard
Bit Peak sp. z o.o.
+1
Applicable to:
Power BI apps
Demand forecasting for your products/services backed by machine learning
36 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
37 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
38 out of 60
Adobe Acrobat Sign
Adobe
+1
Applicable to:
SaaS
Save time by sending, signing, and tracking documents – all from your favorite Microsoft apps.
39 out of 60
Leapwork Automation Platform
LEAPWORK
+6
Applicable to:
Commerce
Supply Chain Management
Operations
Finance
Project Operations
Human Resources
Build, maintain, and scale automation faster with our AI-powered visual test automation platform.
4.7
(44 ratings)
40 out of 60
Provance ServiceTeam ITSM Enterprise
Provance
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Conceived in Power Apps, ServiceTeam is designed for Microsoft Customers and MSPs.
4.1
(11 ratings)
41 out of 60
TimeTracker
365 Software LLP
+1
Applicable to:
SharePoint
TimeTracker for SharePoint which allows team members to log attendance via SharePoint Modern WebPart
3.5
(2 ratings)
42 out of 60
Beagle GPT
Decision Point Analytics Inc
+1
Applicable to:
SaaS
+included add-ins
+1
Powered by GPT, the Beagle conversation analytical tool provides real-time insights into your data
43 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)
44 out of 60
Dimension Manager
Business Central Addins
+1
Applicable to:
Business Central
Correct and Manage Dimensions - A must for all orgs that rely on accurate and timely reports.
5.0
(5 ratings)
45 out of 60
Power PRM by Netwise - Partner Relationship Management (PRM) for Dynamics 365
Netwise S.A.
+3
Applicable to:
Marketing
Sales
Power Apps
Power PRM is a stand-alone Partner Relationship Management solution built on Power Platform
5.0
(4 ratings)
46 out of 60
Bjorn's Word Clouds
Bjorn Backlund
+3
Applicable to:
Excel
PowerPoint
Word
Create and insert cool word clouds, even animated (GIF) ones.
4.2
(5 ratings)
47 out of 60
iManage
iManage, LLC
+1
Applicable to:
Teams
View package options
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Collaborate freely while your content is saved and governed in iManage.
5.0
(2 ratings)
48 out of 60
Nintex Promapp®
Nintex
+1
Applicable to:
SaaS
Complete business process mapping
4.6
(127 ratings)
49 out of 60
Atominvest for Excel
Atominvest Software
+1
Applicable to:
Excel
Pull and analyze your Atominvest portfolio, cashflow and ESG data from within Excel in real time
50 out of 60
acterystableedit-ad
Managility
+1
Applicable to:
Power BI visuals
Acterys Table Edit Visual with AAD Support
51 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.
52 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.
53 out of 60
SNC DATEV
SIEVERS-GROUP
+1
Applicable to:
Business Central
Transfer in the correct format for your tax advisor.
5.0
(1 ratings)
54 out of 60
Forbury
Forbury Property
+1
Applicable to:
Excel
Input data into Forbury and process calculations with the Forbury cloud engine.
5.0
(1 ratings)
55 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.
56 out of 60
X0PA AI Recruiter
X0PA AI
+1
Applicable to:
SaaS
Intelligent Talent Selection Platform using AI, ML, RPA & Analytics for Objective Hiring at Scale
5.0
(31 ratings)
57 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.
58 out of 60
Board Connect
Engage Squared
+1
Applicable to:
Teams
View package options
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Board Connect brings documentation and meeting details relating to board meetings into one location.
5.0
(1 ratings)
59 out of 60
Dynamics 365 CRM Solution for Insurance
WaveAccess
+1
Applicable to:
SaaS
Unified workplace for insurance companies, an omnichannel business app interface
5.0
(1 ratings)
60 out of 60
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