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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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iTimekeep
Aderant
+1
Applicable to:
Outlook
Track your time by quickly converting calendar events and email into compliant timecards
4.8
(11 ratings)
1 out of 60
Approvals
Microsoft Corporation
+1
Applicable to:
Word
Create, send, and manage approval requests
2 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)
3 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)
4 out of 60
Code Generator
C Centric Solutions Pvt Ltd
+1
Applicable to:
Sales
Create & Customize your QR/Bar Code on any CRM Entity dynamically as per your organizational needs
2.5
(2 ratings)
5 out of 60
Import Financials & Models - ValueInvesting.io
ValueInvesting.io
+1
Applicable to:
Excel
Import financials and compute fair-value estimates for any company globally with a click of a button
6 out of 60
MacroView Mail
MacroView
+1
Applicable to:
Outlook
Save email and attachments to SharePoint, Microsoft Teams and OneDrive
4.9
(8 ratings)
7 out of 60
Board Connect
Engage Squared
+1
Applicable to:
Teams
View package options
/staticstorage/a2b1fad/assets/web-apps_a73225cc7579f3b9084d.svg
Board Connect brings documentation and meeting details relating to board meetings into one location.
5.0
(1 ratings)
8 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)
9 out of 60
FormulAI
Mosaique, LLC
+1
Applicable to:
Excel
FormulAI is a powerful Microsoft Excel formula assistant using AI.
5.0
(2 ratings)
10 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.
11 out of 60
HumanSoft - HR Solution built on Power Apps
Genbil Software
+1
Applicable to:
Power Apps
Human Resource Management software built entirely on Power Platform with Dataverse
12 out of 60
Dynamo
Dynamo Software
+1
Applicable to:
Outlook
The Dynamo Software integration with Outlook lets you experience Dynamo in Outlook.
4.2
(11 ratings)
13 out of 60
Acterys Planning & Analytics For Power BI & Excel
Managility
+1
Applicable to:
SaaS
Acterys: data model automation, consolidation, planning and write-back for Power BI
4.9
(54 ratings)
14 out of 60
My Links
Dalikoo Inc.
+1
Applicable to:
SharePoint
View package options
/staticstorage/a2b1fad/assets/web-apps_a73225cc7579f3b9084d.svg
Your central links repository, available anywhere in SharePoint and Microsoft Teams.
5.0
(3 ratings)
15 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
16 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)
17 out of 60
Cryptofinance
Kraken Exchange
+1
Applicable to:
Excel
Returns the exchange rate and other data for over 1,000 cryptocurrencies.
18 out of 60
Xakia
Xakia Technologies
+1
Applicable to:
Outlook
Xakia is an in-house legal department matter management platform.
5.0
(2 ratings)
19 out of 60
Blue Prism Intelligent Automation
BLUE PRISM LIMITED
+1
Applicable to:
SaaS
Blue Prism is an enterprise-grade intelligent robotic process automation (RPA) platform.
5.0
(1 ratings)
20 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)
21 out of 60
Forbury
Forbury Property
+1
Applicable to:
Excel
Input data into Forbury and process calculations with the Forbury cloud engine.
5.0
(1 ratings)
22 out of 60
KYC for Microsoft Dynamics 365
CRM Partners MembersLife
+3
Applicable to:
Sales
Customer Service
Power Apps
Mpower Finance KYC provides al the data you need to onboard customers. UBO and compliance research.
5.0
(1 ratings)
23 out of 60
Purchase Invoice Import
Lighthouse Experts Group
+1
Applicable to:
Business Central
Bulk import of invoices and credit memos from an Excel file
5.0
(1 ratings)
24 out of 60
73 Strings addin for Excel
73STRINGS AI INDIA PRIVATE LIMITED
+1
Applicable to:
Excel
73 Strings addin for Excel is a solution for our clients to pull the data from 73 Strings products.
25 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)
26 out of 60
Dynamics 365 for Wealth Management
Xpedition
+2
Applicable to:
Sales
Customer Service
Connect intelligence throughout your firm with tailored business applications for Wealth Management.
27 out of 60
Affinity for Outlook
Project Affinity
+1
Applicable to:
Outlook
Manage and Close Deals Faster with Affinity for Outlook
28 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
29 out of 60
Formula Forge
Stage One Software
+1
Applicable to:
Excel
Easily examine, analyze, and debug complicated spreadsheet formulas
4.3
(4 ratings)
30 out of 60
SOFT4Lessee for IFRS 16/ AASB 16
SOFT4
+1
Applicable to:
Business Central
Lease accounting software designed specifically to support IFRS 16/ AASB 16 standards.
5.0
(2 ratings)
31 out of 60
Commodity Prices Ticker
SharePinPöint Apps and IT Services
+1
Applicable to:
SharePoint
Provides the capability to add scrolling tickers for Commodity Prices around the world
4.8
(58 ratings)
32 out of 60
Workiro for Outlook
GetBusy
+1
Applicable to:
Outlook
Capture email conversations in Workiro. Automatically...
33 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
34 out of 60
Invoice Automation for Dynamics 365
Bottomline Technologies
+3
Applicable to:
Supply Chain Management
Operations
Finance
Achieve seamless accounts payable automation within Dynamics 365
35 out of 60
AzureSimple
SoftwareOne
+1
Applicable to:
SaaS
Accelerate your Microsoft Azure Adoption with AzureSimple
36 out of 60
Nasdaq IR Insight: Office Add-In
NASDAQ, Inc.
+1
Applicable to:
Excel
IR Insight® content in the convenience of an Add-in. Use our templates or customize for your needs
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
Genius Sheets Inc
Genius Sheets Inc.
+1
Applicable to:
Excel
Genius Sheets is a financial tool to automate QuickBooks data directly to your existing worksheets
4.7
(3 ratings)
39 out of 60
Intento Translator for Word and Excel
Intento, Inc.
+2
Applicable to:
Excel
Word
Read any document in your language using the best Machine Translation engines for every language.
5.0
(1 ratings)
40 out of 60
Cloud SFTP / MFT for SharePoint and Azure Storage
Couchdrop
+1
Applicable to:
SaaS
Cloud SaaS managed SFTP/MFT platform that works with SharePoint and Azure.
5.0
(19 ratings)
41 out of 60
CardioLog Analytics for SharePoint & Microsoft 365
Intlock Ltd.
+1
Applicable to:
SharePoint
SharePoint reports that boost adoption, usability, collaboration, engagement and productivity
42 out of 60
CoffeePals
CoffeePals Technologies Inc.
+1
Applicable to:
Teams
Connect with colleagues through spontaneous coffee chats and watercooler discussions!
4.9
(12 ratings)
43 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)
44 out of 60
Ticket Desk 365 - Your Support Ticketing System
Osmosys Software Solutions UK Limited
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Easy-to-use support ticketing system, integrated with Microsoft D365 & Microsoft Power App Platforms
45 out of 60
NetDocuments for Microsoft Word
NetDocuments Inc
+1
Applicable to:
Word
Use NetDocuments to build automations that generate document sets and streamline internal workflows.
46 out of 60
Succession Planning - Dynamics 365 HR
FourVision
+1
Applicable to:
SaaS
Identify & develope future leaders with the Web App Succession Planning for Dynamics 365 HR
47 out of 60
Loan Vision for Dynamics 365 Business Central
Bestborn Business Solutions, LLC
+1
Applicable to:
Business Central
Mortgage Industry Finance System
5.0
(2 ratings)
48 out of 60
IQ Banking Core
InnoQubit Software
+1
Applicable to:
Business Central
Automatiza tus procesos bancarios dentro de Microsoft Dynamics 365 Business Central
49 out of 60
Active Ledger & Reporting
Business Fitness
+1
Applicable to:
Excel
Next-generation general ledger that connects your clients data and builds reports with ease
5.0
(1 ratings)
50 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.
51 out of 60
OneView
OneNebula (Pty) Ltd
+1
Applicable to:
SaaS
OneView - Technology Expense Management
5.0
(2 ratings)
52 out of 60
ACSISS Connect
SISS Data Services
+1
Applicable to:
Business Central
Connect Australian bank accounts & their transactions to Microsoft Dynamics 365 Business Central
53 out of 60
Celebrations
Dalikoo
+1
Applicable to:
Teams
View package options
/staticstorage/a2b1fad/assets/web-apps_a73225cc7579f3b9084d.svg
Celebrate your teammates’ birthdays and anniversaries!
4.8
(11 ratings)
54 out of 60
WalkMe for Dynamics
WalkMe, Inc.
+3
Applicable to:
Sales
Customer Service
Field Service
Achieve True Digital Adoption & Value Realization on Dynamics
4.7
(377 ratings)
55 out of 60
ASC Recording Insights
ASC Technologies AG
+1
Applicable to:
Teams
View package options
/staticstorage/a2b1fad/assets/web-apps_a73225cc7579f3b9084d.svg
Legally compliant call recording, archiving and analytics in a certified Microsoft Teams app
3.2
(278 ratings)
56 out of 60
UiPath Enterprise RPA Platform
UiPath
+1
Applicable to:
SaaS
Fast track your hyperautomation deployment
4.9
(1000 ratings)
57 out of 60
Atlas Intelligent Knowledge Platform for Microsoft 365
ClearPeople
+1
Applicable to:
SaaS
Combining intranet, collaboration and knowledge management into a single AI-powered platform
4.8
(14 ratings)
58 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)
59 out of 60
Genesys Gplus Adapter for Dynamics 365
Genesys
+1
Applicable to:
SaaS
Unify your contact center and CRM system to deliver a personalized customer experience.
60 out of 60
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