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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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My Links
Dalikoo Inc.
+1
Applicable to:
SharePoint
View package options
/staticstorage/5610156/assets/web-apps_a73225cc7579f3b9084d.svg
Your central links repository, available anywhere in SharePoint and Microsoft Teams.
5.0
(3 ratings)
1 out of 60
Backstop for Outlook
Backstop Solutions Group, LLC
+1
Applicable to:
Outlook
Bring key Backstop Research Management and Business Development functionality to the user’s inbox.
5.0
(1 ratings)
2 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
3 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.
4 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.
4.1
(11 ratings)
5 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)
6 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)
7 out of 60
Dimension Manager
Business Central Addins
+1
Applicable to:
Business Central
Correct and Manage Dimensions - A must for all orgs that rely on accurate and timely reports.
5.0
(5 ratings)
8 out of 60
NetDocuments for Outlook
NetDocuments Inc
+1
Applicable to:
Outlook
Use NetDocuments for Outlook on any device for NetDocuments Email Management.
9 out of 60
iManage
iManage, LLC
+1
Applicable to:
Teams
View package options
/staticstorage/5610156/assets/web-apps_a73225cc7579f3b9084d.svg
Collaborate freely while your content is saved and governed in iManage.
5.0
(2 ratings)
10 out of 60
Atominvest for Excel
Atominvest Software
+1
Applicable to:
Excel
Pull and analyze your Atominvest portfolio, cashflow and ESG data from within Excel in real time
11 out of 60
Connector for GMail and Microsoft Dynamics 365
iEnterprises Holdings, LLC.
+1
Applicable to:
SaaS
Integrate Gmail and the Google Calendar and Microsoft Dynamics 365 CRM
5.0
(1 ratings)
12 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)
13 out of 60
Finastra ESG Service
Finastra
+1
Applicable to:
SaaS
Making ESG and sustainability-linked lending simple
14 out of 60
SimCorp Dimension as a Service
SimCorp A/S
+1
Applicable to:
SaaS
SimCorp Dimension as a Service
4.5
(20 ratings)
15 out of 60
Formula Forge
Stage One Software
+1
Applicable to:
Excel
Easily examine, analyze, and debug complicated spreadsheet formulas
4.3
(4 ratings)
16 out of 60
TOConline Addin for Excel
Cloudware, S.A.
+1
Applicable to:
Excel
Addin for integrating invoice and management software TOConline with Excel.
17 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)
18 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)
19 out of 60
Board Connect
Engage Squared
+1
Applicable to:
Teams
View package options
/staticstorage/5610156/assets/web-apps_a73225cc7579f3b9084d.svg
Board Connect brings documentation and meeting details relating to board meetings into one location.
5.0
(1 ratings)
20 out of 60
Dynamics 365 CRM Solution for Insurance
WaveAccess
+1
Applicable to:
SaaS
Unified workplace for insurance companies, an omnichannel business app interface
5.0
(1 ratings)
21 out of 60
Advanced Recycling Bin
The Trustee for Devpoint Family Trust
+1
Applicable to:
SharePoint
Easily & quickly search through SharePoint recycling bin
22 out of 60
IQ Banking Core
InnoQubit Software
+1
Applicable to:
Business Central
Automatiza tus procesos bancarios dentro de Microsoft Dynamics 365 Business Central
23 out of 60
ezTeam
Enterprizid
+1
Applicable to:
Teams
Secure, comply, and govern without ever leaving your Microsoft Teams workspace
5.0
(4 ratings)
24 out of 60
SmartOffice
Ebix Inc.
+1
Applicable to:
Outlook
Post email messages and manage your SmartOffice contacts without leaving Outlook
5.0
(1 ratings)
25 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
26 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.
27 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
(384 ratings)
28 out of 60
Rippling Workflows
Rippling
+1
Applicable to:
Teams
Build workflows and automations across all of your systems with Rippling Unity.
4.8
(1000 ratings)
29 out of 60
Ichicraft Boards: Your Digital Workplace
ichicraft b.v.
+1
Applicable to:
SharePoint
View package options
/staticstorage/5610156/assets/web-apps_a73225cc7579f3b9084d.svg
Optimize your workday with a personalized workplace, uniting tools in a user-friendly dashboard.
5.0
(28 ratings)
30 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
31 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)
32 out of 60
Affinity for Outlook
Project Affinity
+1
Applicable to:
Outlook
Manage and Close Deals Faster with Affinity for Outlook
33 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
34 out of 60
SteadyPoint Help Desk
SteadyPoint Solutions
+1
Applicable to:
SharePoint
ITSM Ticketing System to help Service Desk manage IT and Non-IT trouble tickets.
4.8
(6 ratings)
35 out of 60
iTimekeep
Aderant
+1
Applicable to:
Outlook
Track your time by quickly converting calendar events and email into compliant timecards
4.8
(11 ratings)
36 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)
37 out of 60
FormulAI
Mosaique, LLC
+1
Applicable to:
Excel
FormulAI is a powerful Microsoft Excel formula assistant using AI.
5.0
(2 ratings)
38 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)
39 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)
40 out of 60
Active Ledger & Reporting
Business Fitness
+1
Applicable to:
Excel
View package options
/staticstorage/5610156/assets/web-apps_a73225cc7579f3b9084d.svg
Next-generation general ledger that connects your clients data and builds reports with ease
5.0
(1 ratings)
41 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
(466 ratings)
42 out of 60
Mergers and Acquisitions Deal Tracker
Definity First
+1
Applicable to:
Sales
Automate and track your M&A pipeline process.
43 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
44 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
45 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
46 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.
47 out of 60
Advanced Subscription Management for D365 Finance
Binary Stream Software Inc.
+1
Applicable to:
Operations
Extend your Dynamics 365 for Finance and Operations with Advanced Subscription Management
5.0
(3 ratings)
48 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)
49 out of 60
IntelliMatch MRS
FIS Global
+1
Applicable to:
SaaS
IntelliMatch Managed Reconciliation Service
50 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)
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
Australian bank data feeds – powered by Open Banking (Consumer Data Right - CDR)
53 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)
54 out of 60
ALVAO
ALVAO s.r.o.
+3
Applicable to:
Office app
Outlook
Teams
View package options
/staticstorage/5610156/assets/web-apps_a73225cc7579f3b9084d.svg
Connect agents and users within one workspace with ALVAO for Microsoft Teams.
5.0
(3 ratings)
55 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)
56 out of 60
WhatsApp Archiver
TeleMessage
+1
Applicable to:
SaaS
Regular WhatsApp capturing all calls, chats, attachments and deleted messages in Microsoft 365
57 out of 60
SafeToOpen for Outlook
SafeToOpen
+1
Applicable to:
Outlook
SafeToOpen add-in for Microsoft Outlook protects you against phishing attacks.
5.0
(1 ratings)
58 out of 60
Beagle GPT
Decision Point Analytics Inc
+1
Applicable to:
SaaS
+included add-ins
+1
Powered by GPT, the Beagle conversation analytical tool provides real-time insights into your data
59 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)
60 out of 60
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