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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
Word een vertrouwde partner van uw klanten en onderscheid uw financiële instelling van die van concurrenten. Verken de aanbiedingen voor financiële services die u helpen nieuwe waarde te creëren met innovatieve technologie.
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Apps resultaten voor Financiële dienstverlening
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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.
1 out of 60
MacroView Mail
MacroView
+1
Applicable to:
Outlook
Save email and attachments to SharePoint, Microsoft Teams and OneDrive
4.9
(8 classificaties)
2 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 classificaties)
3 out of 60
Board Connect
Engage Squared
+1
Applicable to:
Teams
Pakketopties weergeven
/staticstorage/a4a6681/assets/web-apps_a73225cc7579f3b9084d.svg
Board Connect brings documentation and meeting details relating to board meetings into one location.
5.0
(1 classificaties)
4 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 classificaties)
5 out of 60
SIEVERS DATEV
SIEVERS-GROUP
+1
Applicable to:
Business Central
Transfer in the correct format for your tax advisor.
5.0
(1 classificaties)
6 out of 60
LockSelf
LockSelf365
+1
Applicable to:
Outlook
Transfert de fichiers sécurisés LockTransfer.
7 out of 60
Qvidian for Microsoft Office (US)
Upland Software Inc.
+2
Applicable to:
Excel
Word
RFP and questionnaire response with Qvidian library access and answer recommendations.
5.0
(3 classificaties)
8 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 classificaties)
9 out of 60
Landis Contact Center for Microsoft Teams
Landis Technologies LLC
+1
Applicable to:
Teams
A Call Center Designed for Office 365 Phone System that brings advanced queuing & analytics to Teams
3.5
(366 classificaties)
10 out of 60
Cisco Webex Video Integration for Microsoft Teams (CVI)
Cisco Systems, Inc.
+1
Applicable to:
SaaS
Cisco & standard SIP video room devices join Microsoft Teams meetings via Webex-hosted CVI service
11 out of 60
ezTeam
Enterprizid
+1
Applicable to:
Teams
Secure, comply, and govern without ever leaving your Microsoft Teams workspace
5.0
(4 classificaties)
12 out of 60
Autopilot
Autopilot Workflow Solutions
+1
Applicable to:
SaaS
+invoegtoepassingen inbegrepen
+1
Get tasks approved efficiently whilst maintaining enterprise-standard controls.
4.5
(544 classificaties)
13 out of 60
OneView
OneNebula (Pty) Ltd
+1
Applicable to:
SaaS
OneView - Technology Expense Management
5.0
(2 classificaties)
14 out of 60
Cryptofinance
Kraken Exchange
+1
Applicable to:
Excel
Returns the exchange rate and other data for over 1,000 cryptocurrencies.
15 out of 60
VeriChannel Omni-Channel Banking on Microsoft Cloud for Financial Services
VeriPark
+2
Applicable to:
Sales
Customer Service
Empowering bank tellers, sellers and advisors to efficiently execute financial transactions
16 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 classificaties)
17 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 classificaties)
18 out of 60
IT Service Management on Azure
ServiceNow
+1
Applicable to:
SaaS
ServiceNow IT Service Management on Azure for Regulated Markets
4.5
(791 classificaties)
19 out of 60
Fusion Phoenix Cloud for Financial Services
Finastra
The Core Choice
20 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 classificaties)
21 out of 60
TOConline Connector
ORDEM DOS CONTABILISTAS CERTIFICADOS
+1
Applicable to:
Excel
Increase your productivity and insert in an Excel file your company's real time data.
22 out of 60
Access Ledger Add-in for Excel
Access Group
+1
Applicable to:
Excel
Access Ledger Add-in for Excel provides users the ability to import a TB directly from Excel.
23 out of 60
LexCheck Copilot Proofreader
LexCheck
+1
Applicable to:
Word
Accelerate contract workflows with LexCheck’s AI proofreading tool.
5.0
(2 classificaties)
24 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
(482 classificaties)
25 out of 60
Planyway Calendar for Trello
Rubius Group LLC
+1
Applicable to:
Teams
Visual project management and time tracking for Trello to deliver work on time
4.4
(18 classificaties)
26 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 classificaties)
27 out of 60
SimCorp Dimension as a Service
SimCorp A/S
+1
Applicable to:
SaaS
SimCorp Dimension as a Service
4.5
(20 classificaties)
28 out of 60
My Links
Dalikoo Inc.
+1
Applicable to:
SharePoint
Pakketopties weergeven
/staticstorage/a4a6681/assets/web-apps_a73225cc7579f3b9084d.svg
Your central links repository, available anywhere in SharePoint and Microsoft Teams.
5.0
(4 classificaties)
29 out of 60
Wipro GenAI Investor Onboarding
Wipro Ltd
+1
Applicable to:
SaaS
An Azure OpenAI based virtual assistant to simplify the onboarding process for new investors.
30 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 classificaties)
31 out of 60
ASC Recording Insights
ASC Technologies AG
+1
Applicable to:
Teams
Pakketopties weergeven
/staticstorage/a4a6681/assets/web-apps_a73225cc7579f3b9084d.svg
Legally compliant call recording, archiving and analytics in a certified Microsoft Teams app
3.2
(326 classificaties)
32 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
33 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 classificaties)
34 out of 60
Atradius Flow 2.0
RelateIT A/S
+1
Applicable to:
Business Central
Integrate your Credit Insurance administration into Microsoft Dynamics 365 Business Central
5.0
(1 classificaties)
35 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 classificaties)
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 classificaties)
37 out of 60
Dayforce Payroll
Dayforce
+1
Applicable to:
SaaS
Dayforce Payroll integrates seamlessly with Microsoft Dynamics D365 HR to support global payroll
38 out of 60
DataFinder
Knoema
+2
Applicable to:
Excel
Word
Automatically find, visualize, and integrate relevant global data and charts into your workflow.
3.9
(12 classificaties)
39 out of 60
Affinity for Outlook
Project Affinity
+1
Applicable to:
Outlook
Manage and Close Deals Faster with Affinity for Outlook
40 out of 60
Cisco CTI Connector for Microsoft Dynamics
Expertflow
+3
Applicable to:
Sales
Customer Service
Field Service
Cisco (UCCX,UCCE,PCCE) CTI Connector for integrating voice inside Unified Service Desk and Web CRM
41 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 classificaties)
42 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 classificaties)
43 out of 60
Anywhere365® WebAgent
Workstreampeople BV
+1
Applicable to:
SaaS
Anywhere365® WebAgent is a fully featured Teams Contact Center platform to embed within any CRM
4.3
(3 classificaties)
44 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 classificaties)
45 out of 60
WhatsApp Archiver
TeleMessage
+1
Applicable to:
SaaS
Regular WhatsApp capturing all calls, chats, attachments and deleted messages in Microsoft 365
46 out of 60
Adrenalin Max
Adrenalin eSystems Limited
+1
Applicable to:
SaaS
Adrenalin Global HR Software, Payroll, Talent Management, Leave & Attendance, Performance Management
47 out of 60
Stratosphere.io Financial Data
Stratosphere Technology Inc.
+1
Applicable to:
Excel
Pulls clean historical financial data, ratios, segments and company-specific KPIs for stocks.
5.0
(1 classificaties)
48 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 classificaties)
49 out of 60
MIPA - My Intelligent Personal Assistant
iGlobe
+1
Applicable to:
SaaS
+invoegtoepassingen inbegrepen
+2
MIPA is what we all dream about having, a Personal Assistant that will help you through your day.
4.0
(2 classificaties)
50 out of 60
IntelliMatch MRS
FIS Global
+1
Applicable to:
SaaS
IntelliMatch Managed Reconciliation Service
51 out of 60
Mergers and Acquisitions Deal Tracker
Definity First
+1
Applicable to:
Sales
Automate and track your M&A pipeline process.
52 out of 60
Zenduty - Incident management platform
YellowAnt
+1
Applicable to:
Teams
Manage your critical incidents, infrastructure alerts, and support tickets
5.0
(1 classificaties)
53 out of 60
BioCatch for FSI Cloud
BioCatch
+1
Applicable to:
SaaS
BioCatch for FSI Cloud
3.5
(2 classificaties)
54 out of 60
Risk Register
HG Technology
+1
Applicable to:
SaaS
Register to manage and report risks .
55 out of 60
VerifAI for Microsoft Word
SpotDraft
+1
Applicable to:
Word
VerifAI is a generative AI powered MS-Word add-in which helps save 15+ hours/week in contract review
5.0
(1 classificaties)
56 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
57 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 classificaties)
58 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
59 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
60 out of 60
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