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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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Dynamics 365 for Private Equity
Xpedition
+1
Applicable to:
Sales
Connect intelligence across your firm with tailored business applications for Private Equity.
1 out of 60
Mergers and Acquisitions Deal Tracker
Definity First
+1
Applicable to:
Sales
Automate and track your M&A pipeline process.
2 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)
3 out of 60
LAB3 Dr Migrate
LAB3 Solutions
+1
Applicable to:
SaaS
Comprehensive auditing of application and server environments to prepare for migration to Azure
4 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
5 out of 60
KNOWLER
NTT DATA EMEAL
+1
Applicable to:
SaaS
Making your Digital Workplace Smarter
6 out of 60
Market Lens for Power BI
Nasdaq
+1
Applicable to:
Power BI apps
Market Lens for Power BI
7 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
4.3
(21 ratings)
8 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.
9 out of 60
EmailFlow
getNEXT
+1
Applicable to:
Outlook
Collaborative email review and approval add-in for Outlook
4.3
(3 ratings)
10 out of 60
Ai-DBA
Fard Solutions Sdn. Bhd.
+1
Applicable to:
SaaS
Preventive database administration via artificial intelligence methods and practices.
5.0
(1 ratings)
11 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.
12 out of 60
PowerMyAnalytics
Power My Analytics
+1
Applicable to:
Excel
Automatically integrate marketing metrics from popular sources in Excel
4.8
(77 ratings)
13 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)
14 out of 60
Docubird for Outlook
Xblox B.V.
+1
Applicable to:
Outlook
Docubird is the Microsoft 365 add-in for smart document management
5.0
(8 ratings)
15 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
16 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)
17 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.
18 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)
19 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)
20 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.
21 out of 60
DeepBrain AI
DeepBrain Inc
+1
Applicable to:
SaaS
Humanize your digital interactions & engagements with DeepBrain AI
22 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)
23 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)
24 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.
25 out of 60
Jenny
GetJenny
+1
Applicable to:
SaaS
Jenny
26 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.
27 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
28 out of 60
WhatsApp Archiver
TeleMessage
+1
Applicable to:
SaaS
Regular WhatsApp capturing all calls, chats, attachments and deleted messages in Microsoft 365
29 out of 60
Deepbrain AI Inc.
DeepBrain AI INC.
+1
Applicable to:
SaaS
Humanize your digital interactions & engagements with DeepBrain AI
30 out of 60
AzureSimple
SoftwareOne
+1
Applicable to:
SaaS
Accelerate your Microsoft Azure Adoption with AzureSimple
31 out of 60
FreshBooks for Outlook
FreshBooks.
+1
Applicable to:
Outlook
FreshBooks Invoicing Add-on is the fastest & easiest way to invoice your clients right from Outlook
4.6
(679 ratings)
32 out of 60
Xakia
Xakia Technologies
+1
Applicable to:
Outlook
Xakia is an in-house legal department matter management platform.
5.0
(3 ratings)
33 out of 60
Active Ledger & Reporting
Business Fitness
+1
Applicable to:
Excel
View package options
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Next-generation general ledger that connects your clients data and builds reports with ease
5.0
(1 ratings)
34 out of 60
Cisco CTI Connector for Microsoft Dynamics
Expertflow
+3
Applicable to:
Sales
Customer Service
Field Service
Cisco (UCCX,UCCE,PCCE) CTI Connector for integrating voice inside Unified Service Desk and Web CRM
35 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.
5.0
(1 ratings)
36 out of 60
UpSlide Signatures Add-in for Outlook
UpSlide
+1
Applicable to:
Outlook
View package options
/staticstorage/23fd3d2/assets/web-apps_a73225cc7579f3b9084d.svg
Produce on-brand, impactful emails company-wide with UpSlide Signatures Add-in for Outlook
5.0
(1 ratings)
37 out of 60
GCC Excel Visualization Add-ins
Garden City Consultants
+1
Applicable to:
Excel
GCC Visualization Add-ins are a collection of visualization tools used in Excel for data analysis.
5.0
(1 ratings)
38 out of 60
ALVAO
ALVAO s.r.o.
+3
Applicable to:
Office app
Outlook
Teams
View package options
/staticstorage/23fd3d2/assets/web-apps_a73225cc7579f3b9084d.svg
Connect agents and users within one workspace with ALVAO for Microsoft Teams.
5.0
(3 ratings)
39 out of 60
AnalyticsGate 365 for Qlik Sense
akquinet finance & controlling GmbH
+1
Applicable to:
Excel
Load Data to create tables/charts/calcs from Qlik Sense Apps within Excel
5.0
(1 ratings)
40 out of 60
FactSet for Teams
FactSet
+2
Applicable to:
Outlook
Teams
Leverage the power and intelligence of FactSet anytime, anywhere.
5.0
(3 ratings)
41 out of 60
Fellowmind Anonymization
CRM Partners MembersLife
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Apps
Anonymize customer data or scramble your test database (GDPR/other privacy legislation)
5.0
(2 ratings)
42 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)
43 out of 60
desk.ly
desk.ly GmbH
+1
Applicable to:
Teams
For the digital management & organisation of office workplaces in Flex Offices.
3.6
(128 ratings)
44 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)
45 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
46 out of 60
Ramp
Ramp Business Corp.
+2
Applicable to:
Outlook
Teams
Effortless expense management with Ramp and Microsoft Teams
47 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)
48 out of 60
MYOB for Excel
MYOB PTY LTD
+1
Applicable to:
Excel
Connect Excel directly to the data in your MYOB software
3.7
(34 ratings)
49 out of 60
Thread for Email
Expd8 Ltd T/A Thread Software
+1
Applicable to:
Outlook
Thread for Email - Outlook Add-in for Outlook for Windows / Mac / Web -Requires Thread Legal Product
50 out of 60
eVestment Market Intelligence
Nasdaq
+1
Applicable to:
Power BI apps
eVestment Market Intelligence
4.7
(3 ratings)
51 out of 60
FisCalc
ZX81.
+1
Applicable to:
Excel
Bibliothèques de fonctions fiscales pour Excel
52 out of 60
TeamOrgChart
TeamImprover
+1
Applicable to:
SaaS
Allows you to View, Create, Search & Print organisation charts from Office 365 & SharePoint Online.
5.0
(1 ratings)
53 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)
54 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)
55 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)
56 out of 60
Multiple RSS Viewer
BEYOND KEY SYSTEMS
+1
Applicable to:
SharePoint
Multiple RSS Feeds Viewer
4.9
(16 ratings)
57 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.
58 out of 60
Mambu SaaS Cloud Banking Platform
Mambu Tech B.V.
+1
Applicable to:
SaaS
Mambu provides best in class core banking solution as a service to financial institutions
59 out of 60
TimeSense
Blueprint Intelligence Inc
+1
Applicable to:
Outlook
Making it easier to schedule meetings across time zones and internationally for multiple contacts
5.0
(2 ratings)
60 out of 60
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