Find the right app | Microsoft AppSource

Xakia for Outlook (Legacy)Xakia Technologies

+1

Xakia is an in-house legal department matter management platform.

1 out of 60

Carta Waterfall Add-InEshares, Inc. (DBA Carta)

+1

The Carta Waterfall Add-In allows Carta users to query for live cap table & waterfall analysis data

2 out of 60

Export and Attach Dynamics 365 CRM Reports/Documents Templates to Email - Click2ExportInogic

+6

Export, Email & Download Dynamics 365 CRM Reports/CRM Views/Word/Excel Templates in just 1 Click

3 out of 60

Definely - Legal Documents Made SimpleDefinely Ltd

+1

Create, draft and review legal documents in one place, with one tool.

4 out of 60

Digital ClipboardDigital Clipboard

+1

Digital Client onboarding

5 out of 60

Volody CLMVolody

+1

Smart legal contract management system to draft, review and redline contracts with smart features.

6 out of 60

Atlas Intelligent Knowledge Platform for AI Assistant [Limited use]ClearPeople

+1

Secure and effective AI deployments - with powerful Knowledge Collections as trusted sources

7 out of 60

Connective eSignaturesNitro Software Belgium NV

+1

The complete solution for digital signatures, intuitive, compliant and secure!

8 out of 60

Contact Center | ROGER365.ioROGER365.io

+1

Omnichannel Contact Center with Agent, Supervisor an Reporting functionalities.

9 out of 60

Snorkel FlowSnorkel AI

+1

Adapt ML models to your enterprise data, tasks, and domain with data-centric AI

10 out of 60

Audit Intelligence TestThomson Reuters Incorporated

+1

Streamlines audits by matching and documenting samples with supporting evidence.

11 out of 60

Tranxfer Secure File SharingTRANXFER SOFTWARE COMPANY SL

+1

The safest and easiest to use business solution for sending and receiving files

12 out of 60

Esgaia - Export for OutlookEsgaia AB

+1

If you have an Esgaia account, use our Add-in for Outlook to send emails/meetings directly to Esgaia

13 out of 60

Cyberbank CoreTechnisys

+1

Cyberbank Core is the next generation core banking platform

14 out of 60

WINN.AI - AI Sales AssistantWINN.AI

+1

AI Assistant for Sales Meetings - Automate CRM Updates and Real-Time Guidance

15 out of 60

Credit TrackGlobal Wave Group

+1

Commercial lending and CRE loan origination and credit workflow system for banks and credit unions.

16 out of 60

TCS CUBOTCS - Azure

+1

Innovative Solution that offers Integrated Marketplace & API powered Workspace

17 out of 60

Marketing CreatioCreatio

+1

Omnichannel marketing platform to orchestrate customer journey and accelerate lead-to-revenue

18 out of 60

VerityRMS for OutlookVerity Platform

+1

VerityRMS Add-ins allow users to deposit documents and create notes from within Microsoft Outlook

19 out of 60

PowerCentral - Financial & trade analytics for Dynamics 365 Business CentralNprogression

+1

Solution provides financial reporting and analysis tools for Microsoft Dynamics 365 Business Central

20 out of 60

AskdataInnaas

+1

AI Driven Personal Data Assistant

21 out of 60

Custom SlicerOffice Solution

+1

Custom slicer for power bi visuals

22 out of 60

Contracts CenterIvero

+1

Streamline and automate the entire contract lifecycle

23 out of 60

Advanced Subscription Management for Dynamics 365 OperationsBinary Stream Software Inc.

+1

Enhance Dynamics 365 with automated subscription billing, invoicing, and compliance management.

24 out of 60

T4A GeneratorWebSan Solutions Inc.

+1

Generate and send T4A documents for payee's that can be automatically submitted directly to the CRA

25 out of 60

Drill Down Combo PRO (Filter) by ZoomChartsZoomCharts

+1

Combine columns, lines and areas in one chart. Enjoy interactive drilldowns and beautiful design.

26 out of 60

BDS Smart ToolsBDS Data Solution

+1

Disponibilização de dados do mercado financeiro do Brasil e do mundo.

27 out of 60

Vendor Contract MaintenanceWebSan Solutions Inc.

+1

This app allows companies to track any contractual agreements they have with their Vendors

28 out of 60

Drill Down Timeline PRO (Filter) by ZoomChartsZoomCharts

+1

Explore time-based data using columns or measures and multiple chart types: line, column, area.

29 out of 60

Drill Down Combo Bar PRO (Filter) by ZoomChartsZoomCharts

+1

Combine columns, lines, areas. Have multiple stacking options. Enjoy interactive drilldowns.

30 out of 60

Acterys Reporting LightManagility

+1

Professional financial reports with custom calculations, comments & visualizations according to IBCS

31 out of 60

DewdropzDewdropz, Inc.

+1

Use Nudges to build team connection, shape culture and improve wellbeing for a happier workplace

32 out of 60

Premium Capacity Monitoring tool by Office SolutionOffice Solution

+1

Reduce your PBI premium cost by 25% and Performance up to 30%

33 out of 60

Magic Grid PBI Enterprise SolutionOffice Solution

+1

Magic Grid PBI Enterprise Solution

34 out of 60

Magic Grid Advanced Analytics ChatGPT SolutionOffice Solution

+1

Magic Grid Advanced Analytics ChatGPT Solution

35 out of 60

Stacked Bar Chart With Top NOffice Solution

+1

Stacked bar chart with feature of selected top n number of values to filter out others

36 out of 60

Travels HubIvero

+1

A comprehensive travel management solution for Microsoft 365.

37 out of 60

JunoOneDENEVY s.r.o.

+1

Agile Project Management, Task management, Issue management, Test Management

38 out of 60

Electronic BankingWebSan Solutions Inc.

+1

Electronic Banking is a bank data conversion tool that exports payment files supported by your bank.

39 out of 60

imDocShare OneKL Software Technologies

+3

imDocShare One app allows users to view, edit, or sync iManage Work content in Microsoft Teams

40 out of 60

VegaVega Minds

+1

Save an hour a day by putting your inbox on autopilot.

41 out of 60

ENVOICE - Expense and Purchase automationOIXIO Estonia

+1

Extract & Automate invoices and receipts. Expense & Travel reports, AI, OCR, mobile app

42 out of 60

SOFT4Lessee for IFRS 16/ AASB 16SOFT4

+1

Leave Excel behind - optimize your IFRS 16 / AASB 16 compliance and reporting with SOFT4Lessee.

43 out of 60

Acterys VarianceManagility

+1

Acterys Variance KPI Cards Small Multiples Variance Analysis Write Back Planning in Power BI

44 out of 60

Fin365 CRM for Financial ServicesFin365

+2

Fin365 is a cloud based business and customer management system for financial services professionals

45 out of 60

Subscription Billing SuiteBinary Stream Software Inc.

+1

A powerful, all-in-one solution to streamline recurring billing, revenue recognition, and financial.

46 out of 60

Line with Bubble ChartOffice Solution

+1

Chart with combination of Line & bubble in which both objects can be derive with a numerical measure

47 out of 60

Bar Chart With Top N SelectionOffice Solution

+1

Select Top N number of items to be displayed in chart and rest items will be clubbed as others

48 out of 60

VeriTouch Customer Engagement CRM for BankingVeriPark

+3

Customer Engagement CRM solution for the Financial Services Industry

49 out of 60

Custom tree view with bar chartOffice Solution

+1

Chart with the combination of Bar and Tree map in which width and height of column can be managed

50 out of 60

TeambleTeamble

+1

Teamble makes 360 feedback simple, continuous, and actionable

51 out of 60

Data Quality App for Financial ServicesTechdio ApS

+6

Eliminate duplicates and enforce data compliance with the Data Quality App for Financial Services

52 out of 60

EasySend Dynamic DocumentEasySend Inc

+1

Create and embed dynamic documents with EasySend Dynamic Document add-in for Microsoft Word

53 out of 60

AltavizeAltavize AI

+1

Process and analyze text data with AI directly in Excel with full transparency on every output.

54 out of 60

Revenue Inbox for SalesforceRevenue Grid

+1

#1 Salesforce integration solution for Outlook that actually works. Salesforce Inbox alternative

55 out of 60

VisualERPVisualsoft

+1

The Perfect ERP Cloud System for Your Business

56 out of 60

Historical ECB Exchange RatesEOS Solutions

+1

Direct access to the European Central Bank exchange rates in Microsoft Dynamics 365 Business Central

57 out of 60

VeriPark Next Best ActionVeriPark

+1

NBA prepares and presents offers relevant to customer needs based on Azure ML predictive analytics

58 out of 60

VeriChannel Omni-Channel Banking on AzureVeriPark

+1

Omni-Channel banking platform for delivering digital banking capabilities across multiple channels

59 out of 60

SOFTSTORE Fixed Asset Pack for PortugalSoftstore SA

+1

This app is compliant with local laws and regulations for Portugal.

60 out of 60

Financial Services

Apps results for Financial Services