Find the right app | Microsoft AppSource

Theta Lake Archiving + AI-Compliance for Microsoft TeamsTheta Lake

+1

17a-4, WORM Archive, Archive Connectors, Compliance, AI-based Supervision & DLP for Microsoft Teams

1 out of 60

Multi-Entity Management (AU/NZ)Binary Stream Software Inc.

+1

Advanced intercompany transactions, real-time consolidated reporting, centralized entity management.

2 out of 60

LexorSepteo Lawyer Solutions

+3

Smart Time Tracker to generate automated timesheets for Word, Excel & Powerpoint activities

3 out of 60

OfficeExpert TrueDEM (Digital Experience Monitoring)panagenda Inc.

+1

Digital Experience Monitoring with Actionable Insights for Microsoft 365

4 out of 60

Risk Assessment PlatformArctic Intelligence

+1

Fully configurable financial crime risk assessment platform designed for larger enterprises.

5 out of 60

ASC Recording Insights – Compliance for Financial ServicesASC Technologies AG

+3

Compliant recording & AI insights for financial services – secure, auditable & fully integrated

6 out of 60

LexCheck CopilotLexCheck

+1

Accelerate contract workflows with LexCheck’s AI proofreading tool.

7 out of 60

Envestnet CRMTamarac Inc.

+1

Web-based client relationship management system designed specifically for independent advisors.

8 out of 60

AnyVisionAnyvision Interactive technologies, LTD

+1

A plug & Play AI software based on deep neural nets for Face, Body and Object Recognition.

9 out of 60

Bank Automation SuiteInway Systems GMBH

+4

Optimize your banking processes with the Bank Automation Suite

10 out of 60

Business Central Stripe IntegrationVenn Technology

+1

Sync invoices to Stripe to collect payments via credit card or other Stripe-supported payment method

11 out of 60

Stock 365Apps 365 & HR365

+1

Display Stock Prices on Your SharePoint Page with Apps365

12 out of 60

Insurance Claims Process OptimisationCharles Taylor InsureTech Limited

+1

London Market Claims Solution

13 out of 60

自動書籤生成器 Auto Bookmark Generator網資科技股份有限公司

+1

本系統透過人工智慧學習專業人士邏輯，再依照經訓練後所判讀出因果關聯及事實，自動生成摘要、重點、論點、段落等功能，並加入手動編輯內容及格式，增加使用者彈性，提高產業附加價值。

14 out of 60

VeriPark Next Best ActionVeriPark

+1

NBA prepares and presents offers relevant to customer needs based on Azure ML predictive analytics

15 out of 60

Companyweb Business InformationDynavision

+1

Empower your business with financial health information and other essential B2B insights.

16 out of 60

FintechX Open Banking & Open Finance API PlatformFintechX Technologies PLC

+1

Open Banking & Open Finance platform to build an API ecosystem, monetize and comply with regulations

17 out of 60

FinanceGPT for TeamsFinanceGPT Labs

+1

FinanceGPT is an AI-powered platform that lets teams to collaborate on investment strategies.

18 out of 60

Wipro's Netoxygen Loan Origination Solution (LOS) on SaaSWipro Ltd

+1

Wipro empowering today’s lender with a powerful and innovative, digital origination solution

19 out of 60

Fusion OpicsFinastra

+1

Fusion Opics - Efficient Treasury Operations

20 out of 60

XLAudit Spreadsheet Auditing and Error Analysis SoftwareCIMCON Software llc

+1

Visual error checks, auditing, lineage and documentation in seconds for your spreadsheet

21 out of 60

Expense Tracker 365Apps 365 and HR 365

+1

Simplified Expense Management within Microsoft 365

22 out of 60

Drivepoint 2.0Bainbridge Growth

+1

Use the new Add-In to communicate faster between Drivepoint and your Excel based SmartModel™ Plans.

23 out of 60

Aprimo Digital Asset ManagementAprimo

+1

Aprimo Digital Asset Management (DAM) manages end to end content creation for all marketing needs.

24 out of 60

Orchestra - Insurance Pricing and Portfolio Management PlatformSYMFOS LIMITED

+1

A cloud-based platform offering underwriting, exposure management, portfolio management, etc.

25 out of 60

Workflows, Ticketing and Approvals by JetdocsJetdocs

+1

Custom Workflows, Forms, and Ticketing for Seamless Operations

26 out of 60

Cisco CTI Connector for Microsoft DynamicsExpertflow

+3

Cisco (UCCX,UCCE,PCCE) CTI Connector for integrating voice inside Unified Service Desk and Web CRM

27 out of 60

Fusion Digital Banking powered by MalauzaiFinastra

+1

The future of digital banking is here

28 out of 60

ZyLAB ONEZyLAB

+1

An eDiscovery solution that bundles over three decades of development, innovation and expertise.

29 out of 60

Events ServiceMove Digital AG

+1

Financial market event detection service to empower wealth managers

30 out of 60

Autopilot Customer OnboardingAutopilot Workflow Solutions

+1

Looking to sign up new customers faster?

31 out of 60

Revenue Inbox for SalesforceRevenue Grid

+1

#1 Salesforce integration solution for Outlook that actually works. Salesforce Inbox alternative

32 out of 60

FynapseAPTITUDE SOFTWARE GROUP

+1

Better Finance automation, agility and insights with Aptitude Fynapse for Dynamics 365 Finance

33 out of 60

Hive PerformHive Learning

+1

Sales Execution Without Disruption - AI That Works Where You Do

34 out of 60

ShipIntelMaritimeOptima AS

+3

A maritime copilot based on high-quality AIS and other maritime data, AI, and industry knowledge

35 out of 60

XRM® Banking®E-Consulting

+4

Helps to optimize the process of issuing and maintaining loans, as well as selling all loan products

36 out of 60

eformity | Signature Managereformity document solutions

+1

Consistent & professional email signatures, centrally managed with eformity

37 out of 60

Klevr ContractsKlevr Apps

+6

Contract management, approval, renewal, and supplier portal with Stripe payment on Dynamics 365

38 out of 60

Enterprise VDI Platform - Hybrid Multi-CloudWorkspot

+1

Stream virtual desktops and apps from your datacenter, Azure and other public clouds to any device.

39 out of 60

SpreadsheetWebPagos

+1

A no-code platform that helps businesses translate their Excel expertise into web applications

40 out of 60

Corpay One IntegrationsCorpay One ApS

+1

Corpay One for Dynamics 365 Business Central: Integrate, automate, and manage expenses with ease

41 out of 60

Vitta - AI Powered Insights From Your Invoice Into ExcelDrevol

+1

Convert PDFs or images to Excel using AI converter - Vitta

42 out of 60

Devart Connector for SQL Server from ExcelDevart s.r.o.

+1

Connect to SQL Directly from Excel

43 out of 60

C2 Transfer for OutlookSynology C2

+1

Goodbye attachments. Use C2 Transfer to share large files as safe, trackable, and manageable links.

44 out of 60

Inventory ManagementTechnomaX Systems DWC LLC

+1

Easily track your assets across location, expense, cost, usage, renewals and expiry from any device.

45 out of 60

Fieldguide for WordFieldguide

+1

Fieldguide Connect transforms how advisory and audit firms manage and interact with client data.

46 out of 60

Intel® Trust AuthorityIntel

+1

Intel® Trust Authority for Confidential Computing - Try it now for free!

47 out of 60

ArborchatSpeechless Financial Technology Company Limited

+1

AI insights, streamlining stock analysis, financial modeling, and data comparison within Excel.

48 out of 60

Power Portal: Instantly Share Dashboards Using Power BITecknoworks Europe SRL

+1

Share with internal and external users, via browser or mobile app.

49 out of 60

EasiShare - Enterprise File SecurityINSPIRE-TECH PTE. LTD.

+1

Digital Workplace Governance | Cyber Resilience | Data Sovereignty Compliance

50 out of 60

Centific Flow – AI-Driven Localization OptimizationCentific Global Solutions Inc.

+1

Flow is an AI-driven localization tool that automates translation workflows reducing costs

51 out of 60

Enteract - CRM for BankingFiserv

+2

Enteract from Fiserv is a comprehensive sales & service solution for retail & commercial banking.

52 out of 60

myCRM for Insurance Relationship ManagementmyPartner - Consultoria Informática, S.A.

+5

myCRM for Insurance is a vertical app for the insurance industry, built on top of Microsoft Dynamics

53 out of 60

DealCloudIntapp

+1

Empower Your Firm To Source More Deals Through The Power Of Networks And Relationships.

54 out of 60

Bulk Email to customers and vendorsEOS Solutions

+1

Send bulk email to customers, vendors and contacts in Microsoft Dynamics 365 Business Central

55 out of 60

SAS® Model Risk ManagementSAS Institute Inc.

+1

MRM software manages, validates, and enforces model risk policies, ensuring compliance and reducing

56 out of 60

Global Oil PricesSharePinPoint

+1

Adds a beautiful webpart to showcase Oil prices from markets/indexes around the world

57 out of 60

deepKPI by RevelataRevelata Inc

+1

Directly pull hard-to-find KPIs from SEC filings into your models.

58 out of 60

ClearMash AI Knowledge ManagementClearMash

+1

ClearMash is a leading innovative knowledge discovery and management solutions provider.

59 out of 60

desk.lydesk.ly GmbH

+1

For the digital management & organisation of office workplaces in Flex Offices.

60 out of 60

Financial Services

Apps results for Financial Services