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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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Spinify - Gamification and Recognition
Spinify
+1
Applicable to:
Teams
Gamification to motivate, engage and celebrate your team's performance.
4.4
(7 ratings)
1 out of 60
HumanSoft - HR Solution built on Power Apps
Genbil Software
+1
Applicable to:
Power Apps
Human Resource Management software built entirely on Power Platform with Dataverse
2 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
(3 ratings)
3 out of 60
AlphaSense
Alphasense
+1
Applicable to:
Excel
AlphaSense for Excel: Realtime analysis, data-rich models, dynamic tools and comprehensive templates
4 out of 60
Willis Towers Watson Radar Live
Towers Watson Software Limited
+1
Applicable to:
SaaS
Industry leading point-of-quote insurance rating software delivered as a service
5 out of 60
Nasdaq IR Insight: Office Add-In
NASDAQ, Inc.
+1
Applicable to:
Excel
IR Insight® content in the convenience of an Add-in. Use our templates or customize for your needs
6 out of 60
Timesheet Plus - HR365
HR 365
+1
Applicable to:
SharePoint
Timesheets Plus – HR365 : Smart and modern way to manage timesheets for the employees
4.6
(13 ratings)
7 out of 60
Mergers and Acquisitions Deal Tracker
Definity First
+1
Applicable to:
Sales
Automate and track your M&A pipeline process.
8 out of 60
Preqin for Excel
Preqin Ltd
+1
Applicable to:
Excel
Focus your time on analyzing the data, not pasting it into Excel
4.0
(2 ratings)
9 out of 60
Genesys Gplus Adapter for Dynamics 365
Genesys
+1
Applicable to:
SaaS
Unify your contact center and CRM system to deliver a personalized customer experience.
10 out of 60
ACSISS Connect
SISS Data Services
+1
Applicable to:
Business Central
Australian bank data feeds – powered by Open Banking (Consumer Data Right - CDR)
11 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)
12 out of 60
Doc2Sign
Datavision Digital S.A. de C.V.
+1
Applicable to:
SaaS
Cuenta con la capacidad de realizar firmas digitales de manera remota.
13 out of 60
CardioLog Analytics for SharePoint & Microsoft 365
Intlock Ltd.
+1
Applicable to:
SharePoint
SharePoint reports that boost adoption, usability, collaboration, engagement and productivity
14 out of 60
价值大师Excel工具
Gurufocus. LLC
+1
Applicable to:
Excel
快速下载股票的实时信息和历史财务数据,涵盖美股、沪深股等多个地区,实现高度定制化的投资研究。
15 out of 60
Infront Add-in for Excel
Infront Norway
+1
Applicable to:
Excel
Infront market data gateway for Excel. Easy, quick and complete access to Infront market data.
5.0
(2 ratings)
16 out of 60
Suralink Secure File Sharing
Suralink, Inc.
+1
Applicable to:
Outlook
Send and request files natively using the Suralink Secure File Sharing Add-In for Outlook.
17 out of 60
Konnect eMail SharePoint Explorer for Outlook
Konnect eMail
+1
Applicable to:
Outlook
Save emails & attachments, edit metadata, attach and search SharePoint files all within Outlook.
18 out of 60
Active Ledger & Reporting
Business Fitness
+1
Applicable to:
Excel
View package options
/staticstorage/5610156/assets/web-apps_a73225cc7579f3b9084d.svg
Next-generation general ledger that connects your clients data and builds reports with ease
5.0
(1 ratings)
19 out of 60
Dynamics Telephony
Dynamics Telephony
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Apps
Telephony integration for Dynamics 365 - Avaya, Cisco, Ringcentral, Asterisk, 8x8, Mitel, FreePBX
4.5
(2 ratings)
20 out of 60
Cryptofinance
Kraken Exchange
+1
Applicable to:
Excel
Returns the exchange rate and other data for over 1,000 cryptocurrencies.
21 out of 60
XPR365 Peppol by Billit
Scapta
+1
Applicable to:
Business Central
Send and receive electronic invoices safely through Peppol by Billit
22 out of 60
Succession Planning - Dynamics 365 HR
FourVision
+1
Applicable to:
SaaS
Identify & develope future leaders with the Web App Succession Planning for Dynamics 365 HR
23 out of 60
Xakia
Xakia Technologies
+1
Applicable to:
Outlook
Xakia is an in-house legal department matter management platform.
5.0
(2 ratings)
24 out of 60
EDS Add-In for Excel
EQUITY DATA SCIENCE, INC.
+1
Applicable to:
Excel
The EDS Add-In for Excel allows EDS users to transfer data back and forth between EDS and Excel.
25 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
26 out of 60
TOConline Connector
ORDEM DOS CONTABILISTAS CERTIFICADOS
+1
Applicable to:
Excel
Increase your productivity and insert in an Excel file your company's real time data.
27 out of 60
SOFTSTORE Localization Pack for Portugal
Softstore SA
+1
Applicable to:
Business Central
This app is compliant with local laws and regulations for Portugal.
4.3
(6 ratings)
28 out of 60
ePay Credit Card & ACH Payments
Dynamics eShop Inc.
+1
Applicable to:
Business Central
All-In-One Payment Processing Solution for Dynamics 365 Business Central
5.0
(9 ratings)
29 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
30 out of 60
Dubber Unified Call Recording for Microsoft Teams
Dubber Corp
+1
Applicable to:
SaaS
The World’s #1 Unified Cloud Call Recording & Voice AI for compliance, sales & service performance
31 out of 60
ASC Recording Insights
ASC Technologies AG
+1
Applicable to:
Teams
View package options
/staticstorage/5610156/assets/web-apps_a73225cc7579f3b9084d.svg
Legally compliant call recording, archiving and analytics in a certified Microsoft Teams app
3.2
(292 ratings)
32 out of 60
Kyriba Open Reports Studio - Opal
Kyriba App
+1
Applicable to:
Excel
Embed Kyriba Into Excel for Unprecedented Flexibility and Usability
33 out of 60
UiPath Enterprise RPA Platform
UiPath
+1
Applicable to:
SaaS
Fast track your hyperautomation deployment
4.9
(1000 ratings)
34 out of 60
ERP Power Control
Qcompany
+1
Applicable to:
Power BI apps
Oracle ERP Analytics
35 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)
36 out of 60
IEX Cloud Stock Data
IEX Cloud
+1
Applicable to:
Excel
Connect real-time and historical financial data for U.S. equities into Excel from IEX Cloud
3.5
(11 ratings)
37 out of 60
Adobe Commerce
Adobe
+1
Applicable to:
SaaS
Integrate digital and physical shopping experiences with an expandable platform.
38 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)
39 out of 60
Dubber Unified Call Recording
Dubber Corp
+1
Applicable to:
Teams
View package options
/staticstorage/5610156/assets/web-apps_a73225cc7579f3b9084d.svg
Unified Cloud Call Recording & Voice AI for Compliance, Sales & Service Performance
3.3
(3 ratings)
40 out of 60
TCS CUBO
TCS - Azure
+1
Applicable to:
SaaS
Innovative Solution that offers Integrated Marketplace & API powered Workspace
41 out of 60
SOFT4Lessee for IFRS 16/ AASB 16
SOFT4
+1
Applicable to:
Business Central
Lease accounting software designed specifically to support IFRS 16/ AASB 16 standards.
5.0
(2 ratings)
42 out of 60
PowerMyAnalytics
Power My Analytics
+1
Applicable to:
Excel
Automatically integrate marketing metrics from popular sources in Excel
4.8
(76 ratings)
43 out of 60
Ichicraft Boards: Your Digital Workplace
ichicraft b.v.
+1
Applicable to:
SharePoint
View package options
/staticstorage/5610156/assets/web-apps_a73225cc7579f3b9084d.svg
Optimize your workday with a personalized workplace, uniting tools in a user-friendly dashboard.
5.0
(28 ratings)
44 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)
45 out of 60
maya.ai
CRAYON DATA PTE. LTD.
+1
Applicable to:
SaaS
maya.ai - The AI platform powering the age of relevance
46 out of 60
Adobe Experience Manager
Adobe
+1
Applicable to:
SaaS
Get personalized, content-led experiences to market faster in any channel.
4.3
(259 ratings)
47 out of 60
Trade Insights - Investment Performance
International Economics Consulting Ltd
+1
Applicable to:
Power BI apps
Trade Insights - Investment Performance Dashboards
4.9
(11 ratings)
48 out of 60
CloudCall
CloudCall
+1
Applicable to:
Teams
CloudCall integrates communications with Microsoft Teams and Dynamics 365, Salesforce and more.
4.2
(57 ratings)
49 out of 60
OwnBackup for Dynamics 365
Own
+11
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Customer Voice
Project Operations
Mixed Reality
Power Automate
Power Virtual Agents
Power Apps
The premiere Azure SaaS solution proven to mitigate risk of data loss within D365 & Power Platform
4.8
(276 ratings)
50 out of 60
Reflexis Workforce Scheduler
Zebra Technologies Corporation
+1
Applicable to:
SaaS
Optimize Labor Budgeting, Forecasting, and Scheduling with AI-Powered Workforce Management
4.2
(6 ratings)
51 out of 60
Xe Currency Data for Dynamics 365 Business Central
Continental Exchange Solutions Inc.
+1
Applicable to:
Business Central
Consume real time currency data in Dynamics 365 Business Central for all your accounting needs
5.0
(1 ratings)
52 out of 60
PBI Portal
DEVSCOPE
+1
Applicable to:
SaaS
PowerBI Portal hosts unlimited reports and dashboards, and lets you share them with anyone.
2.0
(2 ratings)
53 out of 60
Vena for Microsoft Dynamics 365 Business Central
Vena Solutions
+1
Applicable to:
Business Central
Import Your Microsoft Dynamics 365 Business Central Data into Vena
54 out of 60
FinnOne Neo CAS
Nucleus Software Exports Limited
+1
Applicable to:
SaaS
A work-flow driven module which automates the acquisition process for financial institutions.
55 out of 60
Workiro for Outlook
GetBusy
+1
Applicable to:
Outlook
Capture email conversations in Workiro. Automatically...
56 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)
57 out of 60
Planyway Calendar for Trello
Rubius Group LLC
+1
Applicable to:
Teams
Visual project management and time tracking for Trello to deliver work on time
4.4
(16 ratings)
58 out of 60
EmailNotes for Outlook
Standss (South Pacific) Ltd
+1
Applicable to:
SaaS
Add personal notes to your emails in Outlook
5.0
(2 ratings)
59 out of 60
EmailFlow
getNEXT
+1
Applicable to:
Outlook
Collaborative email review and approval add-in for Outlook
4.3
(3 ratings)
60 out of 60
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