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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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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)
1 out of 60
Zenduty - Incident management platform
YellowAnt
+1
Applicable to:
Teams
Manage your critical incidents, infrastructure alerts, and support tickets
5.0
(1 ratings)
2 out of 60
Dealbase
TrickyLeaf
+1
Applicable to:
Excel
Automate everything from customer file and P&L analysis to data requests - right in Excel.
5.0
(2 ratings)
3 out of 60
RPA Bot Migration Assistant to Power Automate
Blueprint Software Systems Inc.
+1
Applicable to:
SaaS
Quickly & securely migrate existing automation portfolios from other RPA tools into Power Automate
4 out of 60
Bulk VIES VAT Number Check
EOS Solutions
+1
Applicable to:
Business Central
Massively check VAT Numbers in Microsoft Dynamics 365 Business Central
5 out of 60
SimCorp Dimension as a Service
SimCorp A/S
+1
Applicable to:
SaaS
SimCorp Dimension as a Service
4.5
(21 ratings)
6 out of 60
MSCI Real Capital Analytics Add-In for Excel
MSCI Inc.
+1
Applicable to:
Excel
Use MSCI’s RCAnalytics Trend Tracker & pull aggregated real estate trends into your spreadsheet
7 out of 60
Advanced Subscription Management for D365 Finance
Binary Stream Software Inc.
+1
Applicable to:
Operations
Extend your Dynamics 365 for Finance and Operations with Advanced Subscription Management
5.0
(4 ratings)
8 out of 60
Conga X-Author for Contracts Advanced
APTTUS CORP
+1
Applicable to:
Word
Conga X-Author for Contracts Advanced is a Microsoft Word add-in that lets you work on contracts
9 out of 60
InGenius - Computer Telephony Integration (CTI)
InGenius
+2
Applicable to:
Sales
Customer Service
Fuel new efficiencies with a seamless connection between your phone system & Microsoft Dynamics 365.
5.0
(3 ratings)
10 out of 60
Mergers and Acquisitions Deal Tracker
Definity First
+1
Applicable to:
Sales
Automate and track your M&A pipeline process.
11 out of 60
Loan Vision for Dynamics 365 Business Central
Bestborn Business Solutions, LLC
+1
Applicable to:
Business Central
Mortgage Industry Finance System
5.0
(2 ratings)
12 out of 60
Cryptofinance
Kraken Exchange
+1
Applicable to:
Excel
Returns the exchange rate and other data for over 1,000 cryptocurrencies.
13 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)
14 out of 60
Market Lens for Power BI
Nasdaq
+1
Applicable to:
Power BI apps
Market Lens for Power BI
15 out of 60
CoupaMessenger
Coupa
+1
Applicable to:
Teams
The cloud platform for business spend.
16 out of 60
Stratosphere.io Financial Data
Stratosphere Technology Inc.
+1
Applicable to:
Excel
Pulls clean historical financial data, ratios, segments and company-specific KPIs for stocks.
5.0
(1 ratings)
17 out of 60
Reflexis Workforce Scheduler
Zebra Technologies Corporation
+1
Applicable to:
SaaS
Optimize Labor Budgeting, Forecasting, and Scheduling with AI-Powered Workforce Management
4.1
(7 ratings)
18 out of 60
VMware Horizon Cloud on Microsoft Azure
VMware Inc.
+1
Applicable to:
SaaS
Simplify Virtual Desktop and Application delivery on Azure
4.5
(14 ratings)
19 out of 60
Stock Market Index Ticker
SharePinPöint Apps and IT Services
+1
Applicable to:
SharePoint
Provides the capability to add scrolling tickers for Stock markets around the world
4.9
(55 ratings)
20 out of 60
Escrow as a Service
NCC Group plc
+1
Applicable to:
SaaS
Embrace the cloud with confidence with EaaS from NCC Group. Business continuity made simple.
21 out of 60
Petty Cash Management App
Data Semantics Pvt Ltd
+1
Applicable to:
Power Apps
Real- Time Expense Tracking on Petty Cash App
5.0
(1 ratings)
22 out of 60
UPI payments and Banking
R&M Tech
+6
Applicable to:
Commerce
Supply Chain Management
Operations
Finance
Project Operations
Human Resources
UPI banking application enables seamless fund transfers, payment integration and Bank reconciliation
23 out of 60
Xe Currency Data
Dandelion Payments, Inc., DBA Xe
+1
Applicable to:
Business Central
Consume real time currency data in Dynamics 365 Business Central for all your accounting needs
24 out of 60
Infor Query and Analysis
Infor Global Solutions
+1
Applicable to:
Excel
The Infor Query and Analysis Addin can be used to extract and drill down on SunSystems data.
25 out of 60
Fyle
FYLE TECHNOLOGIES PRIVATE LIMITED
+1
Applicable to:
Teams
Expense management made simple. Track and approve business spend with Fyle.
4.7
(1000 ratings)
26 out of 60
Balanced Scorecard Software with Power BI
Corporater
+1
Applicable to:
SaaS
Balanced Scorecard Software with Embedded Power BI Analytics
1.0
(1 ratings)
27 out of 60
EmailFlow
getNEXT
+1
Applicable to:
Outlook
Collaborative email review and approval add-in for Outlook
4.3
(3 ratings)
28 out of 60
Jenny
GetJenny
+1
Applicable to:
SaaS
Jenny
29 out of 60
officeatwork | Smart Template for Office
officeatwork
+1
Applicable to:
Word
View package options
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One Corporate Template. Limitless Brand Documents.
30 out of 60
PA PEOPLE
PHONE APPLI
+1
Applicable to:
Teams
人の検索を効率化・従業員同士のつながりを広げます
3.3
(992 ratings)
31 out of 60
Electronic Banking Base App
IT.integro sp. z o.o.
+1
Applicable to:
Business Central
Standardized electronic banking processes for global companies with support for local banks
5.0
(1 ratings)
32 out of 60
Avanade AI Transformation Studio
Avanade, Inc.
+1
Applicable to:
SaaS
Scale AI with Avanade’s AI Transformation Studio
33 out of 60
QR Mark
Trycon Technologies Private Limited
+3
Applicable to:
Excel
PowerPoint
Word
Using QR Mark prevent document counterfeiting by adding a layer of QR Code verification.
34 out of 60
KNOWLER
NTT DATA EMEAL
+1
Applicable to:
SaaS
Making your Digital Workplace Smarter
35 out of 60
Formula Forge
Stage One Software
+1
Applicable to:
Excel
Easily examine, analyze, and debug complicated spreadsheet formulas
4.0
(5 ratings)
36 out of 60
DraftMate
SpotDraft
+1
Applicable to:
Word
DraftMate is the easiest way to draft and assemble your legal documents
5.0
(2 ratings)
37 out of 60
Export and Attach Dynamics 365 CRM Reports/Documents Templates to Email - Click2Export
Inogic
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Export, Email & Download Dynamics 365 CRM Reports/CRM Views/Word/Excel Templates in just 1 Click
4.8
(13 ratings)
38 out of 60
eVestment Market Intelligence
Nasdaq
+1
Applicable to:
Power BI apps
eVestment Market Intelligence
4.7
(3 ratings)
39 out of 60
Bulk Email to customers and vendors
EOS Solutions
+1
Applicable to:
Business Central
Send bulk email to customers, vendors and contacts in Microsoft Dynamics 365 Business Central
3.7
(3 ratings)
40 out of 60
LiveFlow - Advanced Reporting & Consolidation for Microsoft Excel
LiveFlow
+1
Applicable to:
Excel
Connect, analyze, and share QuickBooks Online data seamlessly and securely
5.0
(3 ratings)
41 out of 60
Board Connect
Engage Squared
+1
Applicable to:
Teams
View package options
/staticstorage/23fd3d2/assets/web-apps_a73225cc7579f3b9084d.svg
Board Connect brings documentation and meeting details relating to board meetings into one location.
5.0
(1 ratings)
42 out of 60
Twelve Data
Twelve Data Pte. Ltd.
+1
Applicable to:
Excel
Access real-time and historical financial data directly into Excel using Twelve Data.
1.0
(2 ratings)
43 out of 60
Board Papers
Pervasent Software Inc.
+1
Applicable to:
SharePoint
View package options
/staticstorage/23fd3d2/assets/web-apps_a73225cc7579f3b9084d.svg
Make meetings easy and paperless with Board Papers from Pervasent.
5.0
(2 ratings)
44 out of 60
Coherent Assistant
Coherent
+1
Applicable to:
Excel
Revolutionize Excel workflows with our AI-powered add-in, enhancing integration and productivity.
45 out of 60
desk.ly
desk.ly GmbH
+1
Applicable to:
Teams
For the digital management & organisation of office workplaces in Flex Offices.
3.7
(133 ratings)
46 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.
4.2
(12 ratings)
47 out of 60
Thread Software for Law Firms, Case Management Software built on Microsoft 365
Expd8 Ltd T/A Thread Software
+1
Applicable to:
SaaS
Intuitive Practice Management, created for Lawyers
48 out of 60
Kyriba Payments Network for Microsoft Dynamics 365
Kyriba
+1
Applicable to:
Operations
Simplified Integration to Kyriba Payments Network for payment automation and bank connectivity.
49 out of 60
PowerMyAnalytics
Power My Analytics
+1
Applicable to:
Excel
Automatically integrate marketing metrics from popular sources in Excel
4.8
(77 ratings)
50 out of 60
Spinify - Gamification and Recognition
Spinify
+1
Applicable to:
Teams
Gamification to motivate, engage and celebrate your team's performance.
4.4
(7 ratings)
51 out of 60
BMC Helix on Microsoft Azure
BMC Software
+1
Applicable to:
SaaS
BMC Helix delivers cognitive service management that is fast, accurate, cost effective
4.4
(15 ratings)
52 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)
53 out of 60
FIS Memento Enterprise Fraud
FIS
+1
Applicable to:
SaaS
FIS Memento is an award-winning banking and payments fraud prevention and management system.
54 out of 60
Daloopa Add-in
Daloopa
+1
Applicable to:
Excel
Daloopa Add-in updates your existing financial models in one click! No model changes needed.
55 out of 60
InRule
InRule Technology
+1
Applicable to:
SaaS
InRule automates decisions and places rule management with those who best understand the business.
4.6
(69 ratings)
56 out of 60
maya.ai
CRAYON DATA PTE. LTD.
+1
Applicable to:
SaaS
maya.ai - The AI platform powering the age of relevance
57 out of 60
Advanced Recycling Bin
The Trustee for Devpoint Family Trust
+1
Applicable to:
SharePoint
Easily & quickly search through SharePoint recycling bin
58 out of 60
Subscription and Recurring Billing Management within Dynamics 365 CRM
Inogic
+1
Applicable to:
Sales
Automate Subscriptions, Recurring Billing Process & Tax Calculations in Microsoft Dynamics 365 CRM
59 out of 60
Parloa
Parloa GmbH
+1
Applicable to:
SaaS
Conversational AI platform to automate phone calls, on-site chats, WhatsApp chats or Teams chats.
60 out of 60
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