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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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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)
1 out of 60
Workiva Sync
Workiva, Inc.
+1
Applicable to:
Excel
Workiva Sync enables Workiva account users to synchronize data from Excel to a Workiva spreadsheet.
2 out of 60
Drill Down Graph PRO (Filter) 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.
4.9
(14 ratings)
3 out of 60
Ultimate Venn Diagram
Samuel Gratzl
+1
Applicable to:
Power BI visuals
Explore Set Intersection using Venn or Euler Diagrams
5.0
(1 ratings)
4 out of 60
Power PDF Filler
Appsense Inc.
+1
Applicable to:
Excel
A powerful tool that automates the accurate filling of thousands of PDF forms within minutes.
4.9
(15 ratings)
5 out of 60
Composed Line Area Bar Chart by Devlup Funnels
Devlup Funnels
+1
Applicable to:
Power BI visuals
The Composed Line Area Bar Chart is a visually engaging data visualization that combines the feature
6 out of 60
SankeyArt Diagram Creator
SankeyArt
+2
Applicable to:
Excel
PowerPoint
Turn financial statements into beautiful Sankey diagrams.
7 out of 60
Formula Editor
Matrix Lead
+1
Applicable to:
Excel
A modern code editor for Excel functions and formulas.
3.7
(7 ratings)
8 out of 60
Advanced Trellis / Small Multiples - xViz
xViz LLC
+1
Applicable to:
Power BI visuals
xViz Advanced Trellis visual is a group of similar charts having a common axis and value fields
3.0
(6 ratings)
9 out of 60
Syft Analytics
Syft Analytics
+1
Applicable to:
Excel
The interactive & collaborative financial reporting tool
4.7
(47 ratings)
10 out of 60
Ablebits Text Toolkit
Ablebits.com
+1
Applicable to:
Excel
Quick utilities to tidy up your text cells in Microsoft Excel.
4.5
(11 ratings)
11 out of 60
Erlang Calculator
CCmath B.V.
+1
Applicable to:
Excel
The Erlang Calculator with custom functions including Erlang X, Chat, Blending and more!
5.0
(2 ratings)
12 out of 60
Overlapping Bar Chart
Acorn Hill
+1
Applicable to:
Power BI visuals
Horizontal bar chart allowing overlapping of bars and extensive customization.
2.7
(3 ratings)
13 out of 60
swOrgChart
上北智信
+1
Applicable to:
Power BI visuals
该可视化可以应用于公司组织结构、家族族谱等业务场景。
14 out of 60
Untap Text Box
Untap
+1
Applicable to:
Power BI visuals
Input and justify text in reports with Untap Text Box for enhanced, aesthetically pleasing data narr
15 out of 60
Traqplan Timeline Pro
Traqplan
+1
Applicable to:
Power BI visuals
Creates a plan on a page or gantt timeline for multiple projects with edge-wrap and change tracking.
16 out of 60
Drill Down Network PRO (Pin) by ZoomCharts
ZoomCharts
+1
Applicable to:
Power BI visuals
Create beautiful, easy to explore networks from category-based data.
5.0
(7 ratings)
17 out of 60
Employee On-boarding 365
HR 365
+1
Applicable to:
SharePoint
Automate end-to-end employee onboarding and offboarding process in Microsoft 365 SharePoint
5.0
(1 ratings)
18 out of 60
ParaTimeLine
Paradigm BI
+1
Applicable to:
Power BI visuals
ParaTimeLine is an intuitive filter designed for filtering data with dates
3.5
(6 ratings)
19 out of 60
Drill Down Combo PRO (Filter) by ZoomCharts
ZoomCharts
+1
Applicable to:
Power BI visuals
Combine columns, lines and areas in one chart. Enjoy interactive drilldowns and beautiful design.
5.0
(10 ratings)
20 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。
21 out of 60
Drill Down Timeline PRO (Pin) by ZoomCharts
ZoomCharts
+1
Applicable to:
Power BI visuals
Explore time-based data using columns or measures and multiple chart types: line, column, area.
22 out of 60
Tegus Add-in for Excel
Tegus Inc.
+1
Applicable to:
Excel
Build custom analyses and enrich your models with Tegus fundamental data
23 out of 60
Employee Directory 365
HR 365
+1
Applicable to:
SharePoint
Reshape your digital office with Intelligent & Employee directory - SharePoint & Microsoft Teams
5.0
(36 ratings)
24 out of 60
Microsoft 365 Email & Calendar Integration for Salesforce - Groove
Groove Labs Inc
+1
Applicable to:
Outlook
#1 Sales Engagement Platform for Salesforce and Microsoft 365 Users - Groove
5.0
(1 ratings)
25 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
26 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)
27 out of 60
FactSet 365
FactSet
+1
Applicable to:
Excel
Leverage the power and intelligence of FactSet's Excel add-in anytime, anywhere
5.0
(1 ratings)
28 out of 60
WeWrite Table
SOLVED
+1
Applicable to:
Power BI visuals
A custom table visual with write-back capabilities
29 out of 60
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)
30 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)
31 out of 60
Seasonality Chart
Envarco
+1
Applicable to:
Power BI visuals
Plot time-series data, identify patterns, and compare year-over-year trends with ease
32 out of 60
KPI CircleCard
Communicatie in Bedrijf
+1
Applicable to:
Power BI visuals
Display your KPI's using Circles
4.7
(3 ratings)
33 out of 60
Plotly Waterfall Chart
Communicatie in Bedrijf
+1
Applicable to:
Power BI visuals
This visual uses the Plotly JS Waterfall Chart.
34 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)
35 out of 60
Adobe Acrobat Sign for Microsoft 365
Adobe
+1
Applicable to:
SaaS
+included add-ins
+3
Get more done by sending and signing documents all from within M365 apps.
4.5
(591 ratings)
36 out of 60
Acterys Variance
Managility
+1
Applicable to:
Power BI visuals
Acterys Variance KPI Cards Small Multiples Variance Analysis Write Back Planning in Power BI
4.9
(57 ratings)
37 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。
38 out of 60
SQCDP
Umlaut SE
+1
Applicable to:
SharePoint
Manage Safety, Quality, Cost, Delivery and People with the popular Lean-Method SQCDP
39 out of 60
TrackingTime
TrackingTime
+1
Applicable to:
Teams
Time Tracker for Productive People. Track tasks, projects and clients.
4.6
(85 ratings)
40 out of 60
Drill Down Waterfall PRO (Filter) by ZoomCharts
ZoomCharts
+1
Applicable to:
Power BI visuals
Control column sequence, add subtotals and drill down into each category.
5.0
(11 ratings)
41 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)
42 out of 60
Innofalls Charts
Innofalls GmbH
+1
Applicable to:
Power BI visuals
Waterfall and bar charts with new comparison features. Stacked, deviations, grouping and more!
5.0
(2 ratings)
43 out of 60
MeaningCloud Text Analytics for Excel
MeaningCloud
+1
Applicable to:
Excel
Perform text analytics directly on your Excel spreadsheet
4.7
(11 ratings)
44 out of 60
PackedBubbleChart
Qatar Financial Centre Regulatory Authority
+1
Applicable to:
Power BI visuals
Packed Bubble Chart
4.7
(3 ratings)
45 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)
46 out of 60
Drill Down Pie PRO (Filter) by ZoomCharts
ZoomCharts
+1
Applicable to:
Power BI visuals
Enjoy interactive drilldowns, user friendly navigation and beautiful design.
4.9
(13 ratings)
47 out of 60
Control Chart
Nova Silva
+1
Applicable to:
Power BI visuals
The most useful way to see true signals of change in your KPI is to use a ControlChart (XmR chart)
3.5
(8 ratings)
48 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)
49 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)
50 out of 60
Ultimate Stacked
dataviz.boutique GmbH
+1
Applicable to:
Power BI visuals
The Ultimate Stacked Chart can show bars, columns, lines and small multiples.
4.4
(7 ratings)
51 out of 60
ti&m places
ti&m AG
+1
Applicable to:
Teams
View package options
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Implement your hybrid workplace strategy easily with our innovative desk & room booking tool.
4.2
(160 ratings)
52 out of 60
WeWrite Matrix
SOLVED
+1
Applicable to:
Power BI visuals
A custom matrix visual with write-back capabilities
53 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
54 out of 60
SmartLife
Smartstatz Solutions LLP
+4
Applicable to:
Sales
Customer Service
Power Automate
Power Apps
Underwriting, Life Insurance, Proposal, Quotes, Benefits illustrations, Claims, Unit Linked
55 out of 60
Enlighten Storyteller
ENLIGHTEN DESIGNS
+1
Applicable to:
Power BI visuals
Transform your data into compelling narratives with Enlighten Storyteller!
56 out of 60
Zebra BI Charts for Office
Zebra BI
+2
Applicable to:
Excel
PowerPoint
The most powerful charting visual in Excel & PowerPoint with a complete set of advanced charts!
4.9
(7 ratings)
57 out of 60
Stacked Column Chart by Akvelon
Akvelon
+1
Applicable to:
Power BI visuals
Stacked Column Chart by Akvelon is enhanced by rectangle selection of bars
3.7
(6 ratings)
58 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
59 out of 60
AI-Powered Reply Generator
EMAILTREE AI
+1
Applicable to:
Outlook
View package options
/staticstorage/5610156/assets/web-apps_a73225cc7579f3b9084d.svg
Answer customers' questions in seconds using AI
3.0
(2 ratings)
60 out of 60
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