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DigitaldocuMail_Ofimática Digital Soluciones S.L.

+1

Add-in for saving and organizing documents in Digitaldocu from Microsoft Outlook.

1 out of 60

Intapp Walls for Copilot - Flat RateIntapp

+1

Confidently deploy Microsoft Copilot and maintain client confidentiality and trust

2 out of 60

Vinya Download TCMB Exchange RatesVinya

+1

Automatically fetch and update daily foreign exchange rates from the Central Bank of Turkey

3 out of 60

Industrial AI Workforce PlatformExpertOps AI

+1

Digital employees that run operations, boost productivity, and engage customer — at 10x efficiency.

4 out of 60

Dori for OutlookMetanous BVBA

+1

Intégration intelligente entre Outlook et la plateforme Dori pour les courtiers.

5 out of 60

IntelligenceBank Content Risk ReviewsIntelligenceBank

+1

Automate compliance checks, identify regulatory risks, and send files to IntelligenceBank approvals.

6 out of 60

Back Office BursatilIngematica SA

+1

Plataforma integral de gestión de ALyCS

7 out of 60

Backoffice BursatilIngematica

+1

El BOB – Solución SaaS para la gestión integral de ALyCs

8 out of 60

AI-driven CRM for BrokersTT Solutions

+1

ICRM is an AI-driven automation and CRM solution for the Insurance and Finance Industry.

9 out of 60

AI antwoordservice voor uw bedrijfKollie.ai

+1

Uw persoonlijke antwoordservice om telefoongesprekken aan te nemen wanneer u niet beschikbaar bent.

10 out of 60

KI-Telefonantwortdienst für KMUKollie.ai

+1

KI-Telefonantwortdienst optimiert Anrufverwaltung für KMU.

11 out of 60

Financial ContractsARQUICONSULT SA

+1

Management and Calculation of Financial Contracts

12 out of 60

Huamei 365® Data Migration SolutionXi'an Huamei Soft Co., Ltd.

+6

Streamline Data migration process and time with Huamei 365® Data migration solution

13 out of 60

Real-Time Subscription Rules EngineLATINIA INTERACTIVE BUSINESS, S.A.

+1

Let your customer decide WHEN, WHAT and HOW to be notified

14 out of 60

FIS Treasury and Risk Manager - Integrity EditionFIS

+1

FIS Treasury and Risk manager - Integrity Edition: A Cloud-Based Treasury Management Platform

15 out of 60

LITS PDC MANAGEMENTLITS SERVICES

+1

LITS Post Dated Cheques Management Extension For Business Central

16 out of 60

GenasysGenasys Technologies

+1

A modern feature-rich, full-cycle insurance policy administration, claims and billing system

17 out of 60

Implicit for Outlook - SuiteCRM and SugarCRMImplicit Inc

+1

Seamless and intuitive Outlook integration with powerful AI-powered customer engagement insights

18 out of 60

lendmantra : Lending management suiteSoluzione IT Services Pvt. Ltd.

+1

Lending management suite with Loan Origination System and Loan Management System

19 out of 60

sieveSieve Data Inc.

+1

sieve extracts clean, analysis-ready data with a single formula - as easily as =SIEVE.GET_DATA(...)

20 out of 60

xlagentROGERX LTD

+1

Agentic AI in Excel for professionals

21 out of 60

Call Journey Ci Uncover Automated QACall Journey

+1

Automatically score each call to measure agent performance. Automatically score each call b

22 out of 60

Koncilia SaaS StandardKONCILIA

+1

Conciliación, compensación y cuadre de transacciones, movimientos, recaudos y pagos.

23 out of 60

ReluTech IT Divest Management PortalReluTech

+1

Our IT Divest services enabled through the portal help you turn your on-premises IT assets into cash

24 out of 60

Alert & Notification Apps for Dynamics 365 CRM Sales HubMindQuad Solutions Private Limited

+1

Alert & Notification App for Dynamics 365 CRM delivers real-time alerts across the Sales Hub module

25 out of 60

Catapult Purchase RequisitionCatapult ERP

+1

Add a dedicated purchase requisition layer to Business Central to streamline procurement.

26 out of 60

TEK HrPayrollTek Headquarters Inc.

+1

Payroll App is a robust and intelligent payroll management solution built as an extension for MS BC

27 out of 60

CloudExpat Production PlatformAZdev Ontario Limited

+1

Optimize AWS/Azure/GCP costs with intelligent insights & recommendations

28 out of 60

Baltic Bank ConnectOIXIO Estonia

+1

Connect Microsoft Dynamics 365 Business Central with your bank (Swedbank, SEB, COOP, LHV)

29 out of 60

Sanctions ScreeningEffiya Technologies Private Limited

+1

Intelligent solution that makes Sanctions screening process more efficient.

30 out of 60

Trending Neurons SaaS OfferTRENDING NEURONS LLC

+1

AI-powered market predictions for Stocks, ETFs, Forex & Commodity. Know what, why, and when to trade

31 out of 60

EQL Add-in for ExcelEQL Global AB

+1

This Add-in fetches financial data from a backend API based on selected companies and time period

32 out of 60

Alert & Notification Apps for Dynamics 365 Customer ServiceMindQuad Solutions Private Limited

+1

Alert & Notification App for Dynamics 365 Customer Service delivers real-time notifications

33 out of 60

AIMS Appraisal Management Platform - Mortgage Collateral Valuation Operations Technology - Contact UsAIMSdashboard

+1

Appraisal Independence Management System (AIMS) providing direct appraiser engagement workflow.

34 out of 60

Merge UtilityBinary Stream Software Inc.

+1

Instantly merge duplicate customers, vendors, G/L accounts, and more.

35 out of 60

FinAnalyticsPERSISTENT SYSTEMS LIMITED

+1

Enhance financial workflows with Copilot Agentic AI-driven intelligence

36 out of 60

ContractAssistPERSISTENT SYSTEMS LIMITED

+1

Streamline contract management with Copilot-driven intelligence and automation

37 out of 60

NoNighter CopilotNoNighter Inc

+1

Excel-native copilot designed for Wall Street experts, offering AI-powered financial modeling tools

38 out of 60

Exactera ExactReportEXACTERA

+1

A Transfer Pricing Assistant in Microsoft Word

39 out of 60

Puritas - Investor PortalPuritas

+1

Efficiently manage investor communication and correspondence

40 out of 60

D4ESQLCaratrel Consultants Pty Ltd

+1

Run SQL queries in Excel using files, ranges, and databases — no coding required.

41 out of 60

iusUp: el complemento ideal para abogados que usan OutlookiusUp

+1

Asociar correos a expedientes, registrar actuaciones, agendar citas y gestionar la documentación

42 out of 60

ekyc for stock brokersPrism Cybersoft Pvt Limited

+1

ekyc for India stock brokers BSE NSE

43 out of 60

iPaS-RevOpsDSeT Consulting Private Limited

+1

AI-powered revenue operations tool for Zoho that automates payment reminders to reduce late payments

44 out of 60

CleverTap for Microsoft Dynamics 365 Customer InsightsCleverTap

+2

CleverTap for Microsoft Dynamics 365 Customer Insights – Real-Time Customer Activation

45 out of 60

Contours SaaSKiteEdge

+1

Contours is an advanced AI financial research assistant with tailored workflows to suit every need

46 out of 60

DocuSenZeZerone Consulting Private Limited

+1

AI-Powered Tool Transforming Document Interaction with Insights from Single Files or Collections

47 out of 60

ContractzLab Donna-Rachel-JessicaContractzlab

+1

The AI edge in contract managment and compliance

48 out of 60

Segic ProSegic Inc

+5

SegicPro automates and enhances pre-sales processes in the group benefits industry through AI-driven

49 out of 60

Call Journey Automated QACall Journey

+1

Customizable scorecard to automatically measure agent performance on each call.

50 out of 60

Xceed365 Agentic HRTalPro

+1

Streamline HR processes with Xceed365 Agentic HR for enhanced workforce management.

51 out of 60

Nintex DocumentsNintex USA LLC.

+1

Tag document templates ready for use with Nintex DocGen (subscription required)

52 out of 60

FintechOS Platform for Loan ManagementFintechOS

+1

Improve your end-to-end borrower experience and capture borrowers with personalized lending offers

53 out of 60

IntegraTestReitigh Software Limited

+1

Ensure reliable performance of your cloud apps with IntegraTest testing solutions.

54 out of 60

Corridor GenGuardXCorridor Platforms

+1

Powering responsible GenAI pipelines with robust governance, risk management, and compliance.

55 out of 60

Condour for ExcelSailvest

+1

Excel Add-In for Condour, an AI Copilot for Financial Services.

56 out of 60

Imagicle Call RecordingImagicle

+1

Imagicle Call Recording for Microsoft Teams lets users record calls.

57 out of 60

KYB/AML and Business OnboardingItransition

+1

KYB/AML and business onboarding process automation

58 out of 60

EBT MRA ConnectorEBT Middle East LLC

+1

The EBT MRA (Mauritius Revenue Authority – Tax) Connector for Business Central.

59 out of 60

Invector for XBRLTogglecampus

+1

Invector XBRL로 재무제표와 주석 공시 업무를 간편하게!

60 out of 60

Financial Services

Apps results for Financial Services