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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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iPlanner Office 365 Planner Add-in for Outlook
iGlobe
+1
Applicable to:
Outlook
iPlanner Outlook Add-in gives you access to see your Office 365 Planner task directly from Outlook.
2.6
(117 ratings)
1 out of 60
Acterys Reporting
Managility
+1
Applicable to:
Power BI visuals
Professional financial reports with custom calculations, comments & visualizations according to IBCS
4.9
(60 ratings)
2 out of 60
Drill Down TimeSeries PRO (Filter) by ZoomCharts
ZoomCharts
+1
Applicable to:
Power BI visuals
Explore time-based data down to each millisecond with interactive drilldown and scrolling.
4.6
(12 ratings)
3 out of 60
Financial Modeling Prep
Financial Modeling Prep SAS
+1
Applicable to:
Excel
Access Real-time stock price, fundamentals data and also historical data of all US public companies.
4.7
(7 ratings)
4 out of 60
Power Slicer 高级切片器
上北智信
+1
Applicable to:
Power BI visuals
通过该组件可实现Power BI可视化的多种复杂数据筛选。
2.0
(1 ratings)
5 out of 60
X-Author™ Contracts
APTTUS CORP
+1
Applicable to:
Word
X-Author for Contracts is a cloud-based Word add-in that lets you work on contracts and templates.
5.0
(1 ratings)
6 out of 60
Process Mining with Power BI
AppSphere AG
+1
Applicable to:
Power BI visuals
Power BI Visual to visualize processes
3.7
(3 ratings)
7 out of 60
Signeasy for Microsoft Teams
Glykka LLC
+1
Applicable to:
Teams
Signeasy: Collaborate with your team members to sign or send documents for signatures
3.1
(8 ratings)
8 out of 60
Adobe Acrobat Sign for Microsoft SharePoint Online
Adobe Inc.
+1
Applicable to:
SharePoint
Streamline your e-signature workflows with Adobe Acrobat Sign for SharePoint.
2.9
(41 ratings)
9 out of 60
NoteSmart for Word
ConnectSmart
+1
Applicable to:
Word
NoteSmart: Real-time dictation for Word & Outlook, tailored for professionals.
1.0
(1 ratings)
10 out of 60
Candlestick (Light Edition)
北京敏捷艾科数据技术有限公司
+1
Applicable to:
Power BI visuals
A candlestick chart for analysis history data of the stock market
4.3
(3 ratings)
11 out of 60
PitchBook for Excel
Pitchbook Data, Inc.
+1
Applicable to:
Excel
Strengthen your analysis and build better financial models using PitchBook’s data.
4.3
(52 ratings)
12 out of 60
graphomate bubbles
graphomate
+1
Applicable to:
Power BI visuals
Meaningful portfolio analyses with up to 5 key figures and two value axes also as scatterplot
5.0
(1 ratings)
13 out of 60
Income Statement Table
RYCO Insight AS
+1
Applicable to:
Power BI visuals
Simplify income statement visualization with built-in margin calculations
14 out of 60
Jedox Add-in for Excel 365
Jedox AG
+1
Applicable to:
Excel
Access Jedox, and increase planning collaboration, by connecting the Jedox Add-in for Excel 365
5.0
(2 ratings)
15 out of 60
Remail
Devanalytic365
+1
Applicable to:
Outlook
Save hours of email writing by using Remail
16 out of 60
Rowsie AI
Rowsie AI
+1
Applicable to:
Excel
Rowsie is your AI assistant for Excel modeling
5.0
(4 ratings)
17 out of 60
GuruFocus Add-in for Excel
Gurufocus. LLC
+1
Applicable to:
Excel
Fully customizable investing research and analysis tools
2.3
(4 ratings)
18 out of 60
Drill Down Network PRO (Filter) by ZoomCharts
ZoomCharts
+1
Applicable to:
Power BI visuals
Create beautiful, easy to explore networks from category-based data.
19 out of 60
Clerk SMS
Clerk Chat
+1
Applicable to:
Teams
Send and receive text messages (SMS / MMS) and WhatsApp in Microsoft Teams
4.5
(374 ratings)
20 out of 60
Drill Down Combo Bar PRO (Filter) by ZoomCharts
ZoomCharts
+1
Applicable to:
Power BI visuals
Combine columns, lines, areas. Have multiple stacking options. Enjoy interactive drilldowns.
5.0
(9 ratings)
21 out of 60
Drill Down Graph PRO (Pin) 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.
22 out of 60
Zabbix Webhook
Zabbix
+1
Applicable to:
Teams
React faster to monitoring alerts by integrating Zabbix with Microsoft Teams
4.5
(189 ratings)
23 out of 60
Excalibur
IQZ Systems, LLC
+1
Applicable to:
Power BI visuals
Track patterns, classify data, work on clusters and perform many other types of analysis.
24 out of 60
Velixo NX
Velixo
+1
Applicable to:
Excel
Excel-based reporting for your ERP. Build your own reports in less than 5 minutes!
5.0
(81 ratings)
25 out of 60
Tracxn
Tracxn
+1
Applicable to:
Excel
Get company information from Tracxn directly into Microsoft Excel
26 out of 60
Stacked Bar Chart by Akvelon
Akvelon
+1
Applicable to:
Power BI visuals
Stacked Bar Chart by Akvelon is enhanced by rectangle selection of bars
5.0
(3 ratings)
27 out of 60
Bink
Bink
+1
Applicable to:
SaaS
Bink
28 out of 60
UpSlide
UpSlide
+1
Applicable to:
SaaS
+included add-ins
+1
Build better, on-brand deliverables faster in Microsoft 365 with UpSlide
4.7
(15 ratings)
29 out of 60
Excel To Latex
Focus Universal Inc.
+1
Applicable to:
Excel
This tool helps you create a list of Latex format friendly variables in a sheet.
30 out of 60
Scatter Chart by Akvelon
Akvelon
+1
Applicable to:
Power BI visuals
Visualize your data with Scatter Chart with rectangle selection support
2.9
(16 ratings)
31 out of 60
Contract Lifecycle Management for Dynamics 365 CE
CRMFIRST GmbH
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Apps
A CLM system that's more than eSignature and document storage. Get clarity on all your contracts.
4.3
(6 ratings)
32 out of 60
Adobe Acrobat Sign for Microsoft Dynamics 365
Adobe
+3
Applicable to:
Sales
Customer Service
Field Service
Get deals done faster with Adobe Acrobat Sign for Dynamics 365.
4.5
(613 ratings)
33 out of 60
Pagero E-invoicing
Pagero AB
+1
Applicable to:
Business Central
E-invoice smoothly and compliantly in several countries with real-time statuses.
5.0
(3 ratings)
34 out of 60
Dynamics 365 Workflow Tools
Axazure
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Apps
Dynamics 365 Workflow Tools
4.2
(6 ratings)
35 out of 60
Drill Down Pie PRO (Pin) by ZoomCharts
ZoomCharts
+1
Applicable to:
Power BI visuals
Enjoy interactive drilldowns, user friendly navigation and beautiful design.
36 out of 60
Contract Management 365
HR 365
+1
Applicable to:
SharePoint
Contract management centralizes the contracts to enhance efficiency & accuracy - SharePoint & Teams
37 out of 60
Drill Down Combo PRO (Pin) by ZoomCharts
ZoomCharts
+1
Applicable to:
Power BI visuals
Combine columns, lines and areas in one chart. Enjoy interactive drilldowns and beautiful design.
38 out of 60
Performance Management 365
HR 365
+1
Applicable to:
SharePoint
Align strategy & results with HR365 Performance Management. Fuel growth with supercharged employees
39 out of 60
verticalText by sio2Graphs
sio2Graphs
+1
Applicable to:
Power BI visuals
Place text vertically on visual to use as a Header for a logotype or title.
40 out of 60
Line with Bubble Chart
Office Solution
+1
Applicable to:
Power BI visuals
Chart with combination of Line & bubble in which both objects can be derive with a numerical measure
5.0
(7 ratings)
41 out of 60
RMail for Outlook
RPost US Inc.
+1
Applicable to:
Outlook
View package options
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Easy email encryption, Track & Prove email delivery and opening, Email Eavesdropping™ notifications
4.8
(76 ratings)
42 out of 60
DoubleYaxis
上北智信
+1
Applicable to:
Power BI visuals
双Y轴的折线柱状图
1.0
(1 ratings)
43 out of 60
Continia OPplus
Continia Software
+1
Applicable to:
Business Central
Continia OPplus offers an extended Payment Import and Export with an automated application
5.0
(3 ratings)
44 out of 60
Social Advocacy
Oktopost
+1
Applicable to:
Teams
Enhance internal communication and streamline employee advocacy.
4.8
(9 ratings)
45 out of 60
swColorMap_twoLevels
上北智信
+1
Applicable to:
Power BI visuals
中国色块地图下钻,可支持下钻地级,根据数据以色块层级展示在地图块上。
3.0
(1 ratings)
46 out of 60
SharewinfoPowerSlicer
上北智信
+1
Applicable to:
Power BI visuals
通过该组件可实现Power BI可视化的多种复杂数据筛选。
47 out of 60
AskHR Employee Support Chatbot
Audseb
+1
Applicable to:
SaaS
Provide self-service HR support to employees using AI
48 out of 60
PyraCloud
SoftwareOne
+1
Applicable to:
SaaS
Optimize Your Cloud Environment
49 out of 60
Coefficient: Salesforce, Hubspot Data Connector
Coefficient Works Inc.
+1
Applicable to:
Excel
Connect any data source to Excel and pull data in a single click!
4.9
(40 ratings)
50 out of 60
Drill Down Waterfall PRO (Pin) by ZoomCharts
ZoomCharts
+1
Applicable to:
Power BI visuals
Control column sequence, add subtotals and drill down into each category.
51 out of 60
Cbonds Add-in
Cbonds
+1
Applicable to:
Excel
Bond and international bond parameters, stocks, quotes of trading systems and market participants
3.6
(5 ratings)
52 out of 60
Green Street Add-In
Green Street
+1
Applicable to:
Excel
Enhance your investment analyses with Green Street's industry leading commercial real estate data
5.0
(5 ratings)
53 out of 60
Office2SharePoint for Outlook & Office
iGlobe
+1
Applicable to:
SaaS
+included add-ins
+3
Office2SharePoint saving email & files to SharePoint and Microsoft Teams has never been easier.
4.7
(3 ratings)
54 out of 60
100% Stacked Bar Chart by Akvelon
Akvelon
+1
Applicable to:
Power BI visuals
100% Stacked Bar Chart by Akvelon is enhanced by rectangle selection of bars
4.7
(3 ratings)
55 out of 60
DealCloud
Intapp
+1
Applicable to:
SaaS
Empower Your Firm To Source More Deals Through The Power Of Networks And Relationships.
56 out of 60
AiCode | The Intelligent Medical Coding Platform Powered by Artificial Intelligence (AI)
Tachyhealth Inc.
+1
Applicable to:
SaaS
Medical Coder’s must-have clinical coding solution powered by Artificial Intelligence
5.0
(7 ratings)
57 out of 60
Lined Insights
Cloudserve Systems Pvt Ltd
+1
Applicable to:
Power BI visuals
Lined insights visual is a powerful tool designed to provide comprehensive insights into your data.
58 out of 60
Sally Suite
深圳市识途管理咨询有限公司
+2
Applicable to:
Excel
Word
A GPT-based Copilot that helps you write formulas, create charts, data analysis
59 out of 60
Inperly
Billennium_S_A
+1
Applicable to:
Teams
View package options
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Verify identity and electronic signature in Microsoft Teams
5.0
(3 ratings)
60 out of 60
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