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Copilot extensions
Discover apps that work with Microsoft Copilot. Currently only showing Teams apps that work with Copilot, but more to come soon.
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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Balanced Scorecard Software with Power BI
Corporater
+1
Applicable to:
SaaS
Balanced Scorecard Software with Embedded Power BI Analytics
1.0
(1 ratings)
1 out of 60
Active Ledger & Reporting
Business Fitness
+1
Applicable to:
Excel
View package options
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Next-generation general ledger that connects your clients data and builds reports with ease
5.0
(1 ratings)
2 out of 60
Thread Software for Law Firms, Case Management Software built on Microsoft 365
Expd8 Ltd T/A Thread Software
+1
Applicable to:
SaaS
Intuitive Practice Management, created for Lawyers
3 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.
4 out of 60
CoupaMessenger
Coupa
+1
Applicable to:
Teams
The cloud platform for business spend.
5 out of 60
CloudCall
CloudCall
+1
Applicable to:
Teams
CloudCall integrates communications with Microsoft Teams and Dynamics 365, Salesforce and more.
4.2
(57 ratings)
6 out of 60
Doc2Sign
Datavision Digital S.A. de C.V.
+1
Applicable to:
SaaS
Cuenta con la capacidad de realizar firmas digitales de manera remota.
7 out of 60
ASC Recording Insights
ASC Technologies AG
+1
Applicable to:
Teams
View package options
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Legally compliant call recording, archiving and analytics in a certified Microsoft Teams app
3.2
(297 ratings)
8 out of 60
FormulAI
Mosaique, LLC
+1
Applicable to:
Excel
FormulAI is a powerful Microsoft Excel formula assistant using AI.
5.0
(2 ratings)
9 out of 60
Seismic Enablement Cloud™ for Dynamics 365
Seismic Software
+4
Applicable to:
Marketing
Sales
Customer Service
Field Service
Elevate data-driven buying experience at scale
4.8
(1004 ratings)
10 out of 60
FinnOne Neo CAS
Nucleus Software Exports Limited
+1
Applicable to:
SaaS
A work-flow driven module which automates the acquisition process for financial institutions.
11 out of 60
Spinify - Gamification and Recognition
Spinify
+1
Applicable to:
Teams
Gamification to motivate, engage and celebrate your team's performance.
4.4
(7 ratings)
12 out of 60
Reflexis Workforce Scheduler
Zebra Technologies Corporation
+1
Applicable to:
SaaS
Optimize Labor Budgeting, Forecasting, and Scheduling with AI-Powered Workforce Management
4.2
(6 ratings)
13 out of 60
Mergers and Acquisitions Deal Tracker
Definity First
+1
Applicable to:
Sales
Automate and track your M&A pipeline process.
14 out of 60
Export and Attach Dynamics 365 CRM Reports/Documents Templates to Email - Click2Export
Inogic
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
Export, Email & Download Dynamics 365 CRM Reports/CRM Views/Word/Excel Templates in just 1 Click
4.8
(13 ratings)
15 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)
16 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.
17 out of 60
AzureSimple
SoftwareOne
+1
Applicable to:
SaaS
Accelerate your Microsoft Azure Adoption with AzureSimple
18 out of 60
ePay Credit Card & ACH Payments
Dynamics eShop Inc.
+1
Applicable to:
Business Central
All-In-One Payment Processing Solution for Dynamics 365 Business Central
5.0
(9 ratings)
19 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
20 out of 60
EmailNotes for Outlook
Standss (South Pacific) Ltd
+1
Applicable to:
SaaS
Add personal notes to your emails in Outlook
5.0
(2 ratings)
21 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)
22 out of 60
Kyriba Open Reports Studio - Opal
Kyriba App
+1
Applicable to:
Excel
Embed Kyriba Into Excel for Unprecedented Flexibility and Usability
23 out of 60
Xakia
Xakia Technologies
+1
Applicable to:
Outlook
Xakia is an in-house legal department matter management platform.
5.0
(2 ratings)
24 out of 60
Dubber Unified Call Recording for Microsoft Teams
Dubber Corp
+1
Applicable to:
SaaS
The World’s #1 Unified Cloud Call Recording & Voice AI for compliance, sales & service performance
25 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)
26 out of 60
Suralink Secure File Sharing
Suralink, Inc.
+1
Applicable to:
Outlook
Send and request files natively using the Suralink Secure File Sharing Add-In for Outlook.
27 out of 60
Checkbox
Checkbox Technology
+1
Applicable to:
Word
The Checkbox Word Add-In makes document automation easy on the Checkbox workflow automation platform
28 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)
29 out of 60
PowerMyAnalytics
Power My Analytics
+1
Applicable to:
Excel
Automatically integrate marketing metrics from popular sources in Excel
4.8
(76 ratings)
30 out of 60
Subscription and Recurring Billing Management within Dynamics 365 CRM
Inogic
+1
Applicable to:
Sales
Automate Subscriptions, Recurring Billing Process & Tax Calculations in Microsoft Dynamics 365 CRM
31 out of 60
Ramp
Ramp Business Corp.
+2
Applicable to:
Outlook
Teams
Effortless expense management with Ramp and Microsoft Teams
32 out of 60
Cryptofinance
Kraken Exchange
+1
Applicable to:
Excel
Returns the exchange rate and other data for over 1,000 cryptocurrencies.
33 out of 60
价值大师Excel工具
Gurufocus. LLC
+1
Applicable to:
Excel
快速下载股票的实时信息和历史财务数据,涵盖美股、沪深股等多个地区,实现高度定制化的投资研究。
34 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)
35 out of 60
XPR365 Peppol by Billit
Scapta
+1
Applicable to:
Business Central
Send and receive electronic invoices safely through Peppol by Billit
36 out of 60
officeatwork | Smart Template for Office
officeatwork
+1
Applicable to:
Word
View package options
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Keeping Office templates on brand and compliant made simple.
37 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)
38 out of 60
Excel Send to Trello
Kryl Solutions
+1
Applicable to:
Excel
This Excel add-in makes it easy to bulk create cards in Trello from a table.
39 out of 60
Backbase Engagement Banking for Cloud for FSI
Backbase
+4
Applicable to:
Customer Service
Power Automate
Power Virtual Agents
Power Apps
Backbase Engagement Banking, Backbase Digital Onboarding, Backbase Digital Banking
40 out of 60
PA PEOPLE
PHONE APPLI
+1
Applicable to:
Teams
人の検索を効率化・従業員同士のつながりを広げます
3.3
(628 ratings)
41 out of 60
Entrust Verified Mark Certificates
Entrust
+1
Applicable to:
SaaS
Enhance email engagement and brand visibility while improving email security with VMC by Entrust
42 out of 60
Trade Insights - Investment Performance
International Economics Consulting Ltd
+1
Applicable to:
Power BI apps
Trade Insights - Investment Performance Dashboards
4.9
(11 ratings)
43 out of 60
Konnect eMail SharePoint Explorer for Outlook
Konnect eMail
+1
Applicable to:
Outlook
Save emails & attachments, edit metadata, attach and search SharePoint files all within Outlook.
44 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
45 out of 60
Infront Add-in for Excel
Infront Norway
+1
Applicable to:
Excel
Infront market data gateway for Excel. Easy, quick and complete access to Infront market data.
5.0
(2 ratings)
46 out of 60
On Demand Migration for Active Directory
Quest
+1
Applicable to:
SaaS
Migrate your Active Directory with one comprehensive Office 365 tenant-to-tenant migration solution.
47 out of 60
Events Calendar
Dotsquares
+1
Applicable to:
Power Apps
Manage your tasks, appointments and phone calls from a single page.
5.0
(1 ratings)
48 out of 60
Petty Cash Management App
Data Semantics Pvt Ltd
+1
Applicable to:
Power Apps
Real- Time Expense Tracking on Petty Cash App
5.0
(1 ratings)
49 out of 60
OwnBackup for Dynamics 365
Own
+11
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Customer Voice
Project Operations
Mixed Reality
Power Automate
Power Virtual Agents
Power Apps
The premiere Azure SaaS solution proven to mitigate risk of data loss within D365 & Power Platform
4.8
(276 ratings)
50 out of 60
Xe Currency Data for Dynamics 365 Business Central
Dandelion Payments, Inc., DBA Xe
+1
Applicable to:
Business Central
Consume real time currency data in Dynamics 365 Business Central for all your accounting needs
5.0
(1 ratings)
51 out of 60
MERP MINSURE360
Merp Systems Inc
+1
Applicable to:
SaaS
mInsure360 leverages Power Apps and Power Automate to streamline workers' insurance claims.
52 out of 60
ERP Power Control
Qcompany
+1
Applicable to:
Power BI apps
Oracle ERP Analytics
53 out of 60
Time And Billing
MTC
+1
Applicable to:
Sales
Track projects, resources and tasks for accurate billing.
54 out of 60
Adobe Experience Manager
Adobe
+1
Applicable to:
SaaS
Get personalized, content-led experiences to market faster in any channel.
4.3
(259 ratings)
55 out of 60
Deepbrain AI Inc.
DeepBrain AI INC.
+1
Applicable to:
SaaS
Humanize your digital interactions & engagements with DeepBrain AI
56 out of 60
Adobe Commerce
Adobe
+1
Applicable to:
SaaS
Integrate digital and physical shopping experiences with an expandable platform.
57 out of 60
FIS Memento Enterprise Fraud
FIS
+1
Applicable to:
SaaS
FIS Memento is an award-winning banking and payments fraud prevention and management system.
58 out of 60
Click2Mail - Send postal mail quick and easy!
C2M LLC
+1
Applicable to:
Word
We print and mail your documents the next business day via First-Class, Certified or Priority Mail.
2.6
(5 ratings)
59 out of 60
Vendor Contract Maintenance
WebSan Solutions Inc.
+1
Applicable to:
Business Central
This app allows companies to track any contractual agreements they have with their Vendors
5.0
(13 ratings)
60 out of 60
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