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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.
Learn more >
Apps results for Financial Services
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Loan IQ
Finastra
+1
Applicable to:
SaaS
The most trusted commercial and syndicated loan platform
1 out of 60
VerifAI for Microsoft Word
SpotDraft
+1
Applicable to:
Word
VerifAI is a generative AI powered MS-Word add-in which helps save 15+ hours/week in contract review
5.0
(1 ratings)
2 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
3 out of 60
NICE CXone Agent for Microsoft Dynamics
NICE
+1
Applicable to:
SaaS
Integrate CRM and contact center controls for more efficient agents and exceptional experiences.
4 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.
5 out of 60
SendGuard for Outlook (Microsoft 365)
Standss (South Pacific) Ltd
+1
Applicable to:
SaaS
Stop confidential information from getting emailed to unintended recipients
6 out of 60
My Links
Dalikoo Inc.
+1
Applicable to:
SharePoint
View package options
/staticstorage/23fd3d2/assets/web-apps_a73225cc7579f3b9084d.svg
Your central links repository, available anywhere in SharePoint and Microsoft Teams.
5.0
(4 ratings)
7 out of 60
Verizon Mobile for Microsoft Teams
VERIZON COMMUNICATIONS INC.
+1
Applicable to:
SaaS
Turns Verizon Wireless device into a Teams endpoint for a Teams mobile experience via native dialer
8 out of 60
UiPath Enterprise RPA Platform
UiPath
+1
Applicable to:
SaaS
Fast track your hyperautomation deployment
4.9
(1000 ratings)
9 out of 60
Divorcepath Pro Tools
Divorcepath Corp.
+1
Applicable to:
Word
Access Divorcepath Pro Tools within Word for desktop court forms and divorce financial statements.
10 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.
11 out of 60
IntelliMatch MRS
FIS Global
+1
Applicable to:
SaaS
IntelliMatch Managed Reconciliation Service
12 out of 60
Varicent
Varicent
+1
Applicable to:
Excel
Export Varicent data to Excel - Combine the power of Varicent with the flexibility of Excel
4.7
(484 ratings)
13 out of 60
Mural for PowerPoint
MURAL
+1
Applicable to:
PowerPoint
Send PowerPoint slides to Mural to present slides and/or collect feedback in Mural.
5.0
(1 ratings)
14 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)
15 out of 60
OneView
OneNebula (Pty) Ltd
+1
Applicable to:
SaaS
OneView - Technology Expense Management
5.0
(2 ratings)
16 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.
17 out of 60
SimCorp Dimension as a Service
SimCorp A/S
+1
Applicable to:
SaaS
SimCorp Dimension as a Service
4.5
(21 ratings)
18 out of 60
Woodpecker Legal Document Automation
Affinipay
+1
Applicable to:
Word
Makes drafting and assembling documents the easiest part of your job.
3.8
(24 ratings)
19 out of 60
Sage Intacct
Sage Software, Inc.
+1
Applicable to:
SaaS
+included add-ins
+1
Sage Intacct: The Leader in Accounting and Financial Management Software
20 out of 60
SIRO
Management Solutions
+1
Applicable to:
SaaS
Enterprise Governance, Risk Management and Compliance (GRC) Software
21 out of 60
TimeTracker
365 Software LLP
+1
Applicable to:
SharePoint
TimeTracker for SharePoint which allows team members to log attendance via SharePoint Modern WebPart
3.5
(2 ratings)
22 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。
23 out of 60
Formula Forge
Stage One Software
+1
Applicable to:
Excel
Easily examine, analyze, and debug complicated spreadsheet formulas
4.0
(5 ratings)
24 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
25 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.
26 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.
27 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)
28 out of 60
Cryptofinance
Kraken Exchange
+1
Applicable to:
Excel
Returns the exchange rate and other data for over 1,000 cryptocurrencies.
29 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
30 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
31 out of 60
CoupaMessenger
Coupa
+1
Applicable to:
Teams
The cloud platform for business spend.
32 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)
33 out of 60
PRISM Analytics
Datazoic Inc
+1
Applicable to:
SaaS
A Predictive Analytics Platform for Full Service Investment Banks and Asset Management Firms
34 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)
35 out of 60
CurinosConnect
Curinos
+1
Applicable to:
Excel
CurinosConnect provides access to Curinos data sources directly from Excel.
36 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)
37 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)
38 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)
39 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)
40 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)
41 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
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
Daloopa Add-in
Daloopa
+1
Applicable to:
Excel
Daloopa Add-in updates your existing financial models in one click! No model changes needed.
44 out of 60
Avanade AI Transformation Studio
Avanade, Inc.
+1
Applicable to:
SaaS
Scale AI with Avanade’s AI Transformation Studio
45 out of 60
KNOWLER
NTT DATA EMEAL
+1
Applicable to:
SaaS
Making your Digital Workplace Smarter
46 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)
47 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)
48 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.
49 out of 60
eShare Secure Data Collaboration Platform
e-Share
+1
Applicable to:
SaaS
+included add-ins
+3
Secure File Sharing, Data Rooms & Content Collaboration Optimized for M365
50 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)
51 out of 60
Jenny
GetJenny
+1
Applicable to:
SaaS
Jenny
52 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)
53 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)
54 out of 60
officeatwork | Smart Template for Office
officeatwork
+1
Applicable to:
Word
View package options
/staticstorage/23fd3d2/assets/web-apps_a73225cc7579f3b9084d.svg
One Corporate Template. Limitless Brand Documents.
55 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
(134 ratings)
56 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
57 out of 60
AMELKIS Add-in for Excel
AMELKIS
+1
Applicable to:
Excel
Retrieve and refresh your data in real time on Microsoft Excel from Amelkis OPERA
5.0
(1 ratings)
58 out of 60
X365 AMELKIS
AMELKIS
+1
Applicable to:
Excel
Retrieve and refresh your data in real time on Microsoft Excel from Amelkis EPM.
5.0
(1 ratings)
59 out of 60
eVestment Market Intelligence
Nasdaq
+1
Applicable to:
Power BI apps
eVestment Market Intelligence
4.7
(3 ratings)
60 out of 60
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