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Financial Services
Torne-se um parceiro confiável para seus clientes e diferencie sua instituição financeira dos seus concorrentes. Explore as ofertas de serviços financeiros que ajudam a criar um novo valor com uma tecnologia inovadora.
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Juniper Square for Outlook
Juniper Square, Inc.
+1
Applicable to:
Outlook
Juniper Square is the leading provider of investment management software for commercial real estate.
4.9
(88 classificações)
1 out of 60
Timesheet Plus - HR365
HR 365
+1
Applicable to:
SharePoint
Timesheets Plus – HR365 : Smart and modern way to manage timesheets for the employees
4.6
(13 classificações)
2 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 classificações)
3 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 classificações)
4 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
(64 classificações)
5 out of 60
ASC Recording Insights
ASC Technologies AG
+1
Applicable to:
Teams
Exibir opções de pacote
/staticstorage/23fd3d2/assets/web-apps_a73225cc7579f3b9084d.svg
Legally compliant call recording, archiving and analytics in a certified Microsoft Teams app
3.2
(370 classificações)
6 out of 60
Charturo Interactive Line Chart
Mi4 Corporation
+1
Applicable to:
Power BI visuals
Line chart that allows end users to select log or linear axis scale, also supports inverted Y axis.
7 out of 60
MarketXLS Select 5: Excel Your Investments with Premium Data & Analytics for US Stocks, Mutual Funds, ETFs, Options, and Cryptocurrencies (Up to 5 Symbols)
MarketXLS
+1
Applicable to:
Excel
Institutional Grade Stock Data in Excel for Stocks, Mutual Funds, Options, ETFs & Cryptocurrencies
5.0
(5 classificações)
8 out of 60
Willis Towers Watson Radar Live
Towers Watson Software Limited
+1
Applicable to:
SaaS
Industry leading point-of-quote insurance rating software delivered as a service
9 out of 60
Tipalti Global Finance Automation
Tipalti
+1
Applicable to:
Business Central
Tipalti provides one end-to-end cloud-based solution for Dynamics 365 Business Central
10 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.
11 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
(407 classificações)
12 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.
13 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 classificações)
14 out of 60
SIEVERS DATEV
SIEVERS-GROUP
+1
Applicable to:
Business Central
Transfer in the correct format for your tax advisor.
5.0
(1 classificações)
15 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 classificações)
16 out of 60
OneView
OneNebula (Pty) Ltd
+1
Applicable to:
SaaS
OneView - Technology Expense Management
5.0
(2 classificações)
17 out of 60
Array Assistant
Array Assistant
+1
Applicable to:
Excel
Your AI Excel Assistant, Helping You Work Smarter and Faster! Start Your 7-Day Free Trial Today!
5.0
(2 classificações)
18 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 classificações)
19 out of 60
ADP Workforce Now® Connector for Microsoft D365FO
Guru Group LLC
+2
Applicable to:
Operations
Finance
Guru Group provides ADP Integration, a leading human capital management (HCM) platform, with D365FO
20 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 classificações)
21 out of 60
Risk Register
HG Technology
+1
Applicable to:
SaaS
Register to manage and report risks .
22 out of 60
IEX Cloud Stock Data
IEX Cloud
+1
Applicable to:
Excel
Connect real-time and historical financial data for U.S. equities into Excel from IEX Cloud
3.5
(11 classificações)
23 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。
24 out of 60
Xakia
Xakia Technologies
+1
Applicable to:
Outlook
Xakia is an in-house legal department matter management platform.
5.0
(3 classificações)
25 out of 60
Crossware Email Signature for Office 365
Crossware Ltd
+1
Applicable to:
SaaS
Looking to roll out company-wide email signatures with a centrally managed solution?
4.9
(14 classificações)
26 out of 60
LexCheck Copilot Proofreader
LexCheck
+1
Applicable to:
Word
Accelerate contract workflows with LexCheck’s AI proofreading tool.
5.0
(2 classificações)
27 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 classificações)
28 out of 60
UiPath Enterprise RPA Platform
UiPath
+1
Applicable to:
SaaS
Fast track your hyperautomation deployment
4.9
(1000 classificações)
29 out of 60
Power PRM by Netwise - Partner Relationship Management (PRM) for Dynamics 365
Netwise S.A.
+3
Applicable to:
Marketing
Sales
Power Apps
Power PRM is a stand-alone Partner Relationship Management solution built on Power Platform
5.0
(4 classificações)
30 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.
31 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 classificações)
32 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 classificações)
33 out of 60
Adrenalin Max
Adrenalin eSystems Limited
+1
Applicable to:
SaaS
Adrenalin Global HR Software, Payroll, Talent Management, Leave & Attendance, Performance Management
34 out of 60
acterystableedit-ad
Managility
+1
Applicable to:
Power BI visuals
Acterys Table Edit Visual with AAD Support
35 out of 60
SendGuard for Outlook (Microsoft 365)
Standss (South Pacific) Ltd
+1
Applicable to:
SaaS
Stop confidential information from getting emailed to unintended recipients
36 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 classificações)
37 out of 60
Sage Intacct
Sage Software, Inc.
+1
Applicable to:
SaaS
+ suplementos incluídos
+1
Sage Intacct: The Leader in Accounting and Financial Management Software
38 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
39 out of 60
PBI Portal
DEVSCOPE
+1
Applicable to:
SaaS
PowerBI Portal hosts unlimited reports and dashboards, and lets you share them with anyone.
2.0
(2 classificações)
40 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)
41 out of 60
DATEV Datenservice für Microsoft Teams
DATEV_eG
+1
Applicable to:
Teams
Mit dem DATEV Datenservice für Microsoft Teams können Sie Dokumente von MS Teams an DATEV senden
5.0
(1 classificações)
42 out of 60
Loan IQ
Finastra
+1
Applicable to:
SaaS
The most trusted commercial and syndicated loan platform
43 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
44 out of 60
PRISM Analytics
Datazoic Inc
+1
Applicable to:
SaaS
A Predictive Analytics Platform for Full Service Investment Banks and Asset Management Firms
45 out of 60
CoupaMessenger
Coupa
+1
Applicable to:
Teams
The cloud platform for business spend.
46 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
(483 classificações)
47 out of 60
Celebrations
Dalikoo
+1
Applicable to:
Teams
Exibir opções de pacote
/staticstorage/23fd3d2/assets/web-apps_a73225cc7579f3b9084d.svg
Celebrate your teammates’ birthdays and anniversaries!
4.9
(19 classificações)
48 out of 60
eShare Secure Data Collaboration Platform
e-Share
+1
Applicable to:
SaaS
+ suplementos incluídos
+3
Secure File Sharing, Data Rooms & Content Collaboration Optimized for M365
49 out of 60
My Links
Dalikoo Inc.
+1
Applicable to:
SharePoint
Exibir opções de pacote
/staticstorage/23fd3d2/assets/web-apps_a73225cc7579f3b9084d.svg
Your central links repository, available anywhere in SharePoint and Microsoft Teams.
5.0
(4 classificações)
50 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.
51 out of 60
IntelliMatch MRS
FIS Global
+1
Applicable to:
SaaS
IntelliMatch Managed Reconciliation Service
52 out of 60
Dynamics Telephony
Dynamics Telephony
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Apps
Telephony integration for Dynamics 365 - Avaya, Cisco, Ringcentral, Asterisk, 8x8, Mitel, FreePBX
4.5
(2 classificações)
53 out of 60
Board Connect
Engage Squared
+1
Applicable to:
Teams
Exibir opções de pacote
/staticstorage/23fd3d2/assets/web-apps_a73225cc7579f3b9084d.svg
Board Connect brings documentation and meeting details relating to board meetings into one location.
5.0
(1 classificações)
54 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 classificações)
55 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 classificações)
56 out of 60
Divorcepath Pro Tools
Divorcepath Corp.
+1
Applicable to:
Word
Access Divorcepath Pro Tools within Word for desktop court forms and divorce financial statements.
57 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 classificações)
58 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 classificações)
59 out of 60
Team Papers
Pervasent Software Inc.
+1
Applicable to:
SharePoint
Exibir opções de pacote
/staticstorage/23fd3d2/assets/web-apps_a73225cc7579f3b9084d.svg
Make meetings easy and paperless with Team Papers from Pervasent.
4.7
(3 classificações)
60 out of 60
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