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Apps results for Financial Services
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CRM Accelerator for Financial ServicesHSO Unify and automate your financial processes with our industry-specific accelerator
+1
Applicable to: SaaS
SaaS
1 out of 60
Board ConnectEngage SquaredBoard Connect brings documentation and meeting details relating to board meetings into one location.
+1
Applicable to: Teams
Teams
2 out of 60
Investec Spreadsheet BankingInvestec DeveloperA simple Excel add-in to get your banking transactions into your worksheet.
+1
Applicable to: Excel
Excel
3 out of 60
Suralink Secure File SharingSuralink, Inc.Send and request files natively using the Suralink Secure File Sharing Add-In for Outlook.
+1
Applicable to: Outlook
Outlook
4 out of 60
Investment and Portfolio Management Software on Dynamics 365Dynamic NetsoftRobust solution to manage Investments and Portfolios
+2
Applicable to:![dynamics-365-for-operations product icon]() Operations
Operations Finance
Finance
5 out of 60
Varonis -- Find, Monitor & Protect Sensitive DataVaronisStop cyber threats, insiders, and ransomware with Zero Trust for data
+1
Applicable to: SaaS
SaaS
6 out of 60
Alvaria Workforce Engagement ManagementAspect SoftwareUse the #1 rated contact center workforce management tool in North America to manage your workforce.
+1
Applicable to: SaaS
SaaS
7 out of 60
Jedox Planning Visual for Power BIJedox AGCreate dynamic reports and write back to Jedox with Dynatables, integrating planning into Power BI
+1
Applicable to: Power BI visuals
Power BI visuals
8 out of 60
NetDocuments for Microsoft WordNetDocuments IncUse NetDocuments to build automations that generate document sets and streamline internal workflows.
+1
Applicable to: Word
Word
9 out of 60
LAB3 Dr MigrateLAB3 SolutionsComprehensive auditing of application and server environments to prepare for migration to Azure
+1
Applicable to: SaaS
SaaS
10 out of 60
DreamAudit for ExcelGESTONLINEOffice Excel add-in for DreamAudit.
Sync your documents
+1
Applicable to: Excel
Excel
11 out of 60
GDPR Management for Dynamics 365 - proGDPRCRMFIRST GmbHproGDPR supports Organizations to achieve GDPR Compliancy – natively in Dynamics 365!
+6
Applicable to: Marketing
Marketing Sales
Sales Customer Service
Customer Service Field Service
Field Service Project Service Automation
Project Service Automation Power Apps
Power Apps
12 out of 60
CallidusAICallidusAIReview, explain, and edit legal and litigation documents faster than ever before with CallidusAI.
+1
Applicable to: Word
Word
13 out of 60
UncovAI DeepFake DetectorUNCOVAIAutomatically detects AI-generated audio during Microsoft Teams meetings using real-time analysis.
+1
Applicable to: Teams
Teams
14 out of 60
Hi5Hi5 TechnologiesUnlock culture with ongoing recognition and feedback.
+1
Applicable to: Teams
Teams
15 out of 60
QuikirrOwl Quill InsightsFinancial analytics platform for private equity, investment banking, and other M&A professionals.
+1
Applicable to: Excel
Excel
16 out of 60
FIS Memento Enterprise FraudFISFIS Memento is an award-winning banking and payments fraud prevention and management system.
+1
Applicable to: SaaS
SaaS
17 out of 60
SOFT4Lessee for IFRS 16/ AASB 16SOFT4Leave Excel behind - optimize your IFRS 16 / AASB 16 compliance and reporting with SOFT4Lessee.
+1
Applicable to: Business Central
Business Central
18 out of 60
PowerMyAnalyticsPower My AnalyticsAutomatically integrate marketing metrics from popular sources in Excel
+1
Applicable to: Excel
Excel
19 out of 60
Aimplan Status VisualAimplan ABTrack and set statuses seamlessly with Aimplan Status Visual for Power BI.
+1
Applicable to: Power BI visuals
Power BI visuals
20 out of 60
CoupaMessengerCoupaThe cloud platform for business spend.
+1
Applicable to: Teams
Teams
21 out of 60
Kairos HRAsesoramiento y Desarrollo de Sistemas InformáticosControl de presencia de Asesoramiento y desarrollo de Sistemas Informáticos SL
+1
Applicable to: Teams
Teams
22 out of 60
Keepit backup and recovery for Microsoft applicationsKeepit A/SYour strong weapon against data loss for M365, Entra ID, Dynamics, Azure DevOps and Power Platform
+1
Applicable to: SaaS
SaaS
23 out of 60
SIEVERS DATEVSIEVERS-GROUPTransfer in the correct format for your tax advisor. 
+1
Applicable to: Business Central
Business Central
24 out of 60
Contract Lifecycle Management for Dynamics 365 CECRMFIRST GmbHA CLM system that's more  than eSignature and document storage. Get clarity on all your contracts.
+5
Applicable to: Marketing
Marketing Sales
Sales Customer Service
Customer Service Field Service
Field Service Power Apps
Power Apps
25 out of 60
Valorx for SalesforceValorx, Inc.Make Excel the face of your CRM
+1
Applicable to: Excel
Excel
26 out of 60
ACSISS ConnectSISS Data ServicesAustralian bank data feeds – powered by Open Banking (Consumer Data Right - CDR)
+1
Applicable to: Business Central
Business Central
27 out of 60
Planyway Calendar for TrelloRubius Group LLCVisual project management and time tracking for Trello to deliver work on time 
+1
Applicable to: Teams
Teams
28 out of 60
SpotDraft for OutlookSpotDraftUpload contracts to SpotDraft, fetch and mail SpotDraft contracts - all without leaving Outlook
+1
Applicable to: Outlook
Outlook
29 out of 60
TRADING ECONOMICS add-in for ExcelIeconomics Inc.Access data for 196 countries, 20 million economic indicators and financial market quotes
+1
Applicable to: Excel
Excel
30 out of 60
Cohesity DataProtectCohesity IncAI-powered data protection & management for M365, Gaia, M365 Backup Storage, Azure SQL, & Azure VMs
+1
Applicable to: SaaS
SaaS
31 out of 60
Password SafeBeyondTrust CorporationDiscover, manage, audit, and monitor privileged accounts of all types.
+1
Applicable to: SaaS
SaaS
32 out of 60
Subscription Billing SuiteBinary Stream Software Inc.A powerful, all-in-one solution to streamline recurring billing, revenue recognition, and financial.
+1
Applicable to: Business Central
Business Central
33 out of 60
UPSIDER株式会社UPSIDERUPSIDERカードによる決済の通知と証憑自動提出
+1
Applicable to: Teams
Teams
34 out of 60
ADP Workforce Now® Connector for Microsoft D365FOGuru Group LLCGuru Group provides ADP Integration, a leading human capital management (HCM) platform, with D365FO
+2
Applicable to:![dynamics-365-for-operations product icon]() Operations
Operations Finance
Finance
35 out of 60
Dynamics 365 CRM Solution for InsuranceWaveAccess2Unified workplace for insurance companies, an omnichannel business app interface
+1
Applicable to: SaaS
SaaS
36 out of 60
WorkplaceBuddyWorkplaceBuddyWorkplaceBuddy: where you stay up-to-date on your digital workplace
+1
Applicable to: Teams
Teams
37 out of 60
Combine SheetsDEEPAK LOHIAcombine multiple worksheets into one on a click.
+1
Applicable to: Excel
Excel
38 out of 60
Genius Sheets IncGenius Sheets Inc.Genius Sheets is a financial tool to automate QuickBooks data directly to your existing worksheets
+1
Applicable to: Excel
Excel
39 out of 60
Lexlegis.ai for WordLexlegis.aiLexlegis.ai for Word Add-In an AI-powered assistant designed to simplify legal document interaction.
+1
Applicable to: Word
Word
40 out of 60
Jet Analytics for Business CentralinsightsoftwareDeliver a Single Source of Truth for Fast, Flexible Enterprise-Wide BI and Analytics
+1
Applicable to: Business Central
Business Central
41 out of 60
PA PEOPLEPHONE APPLI人の検索を効率化・従業員同士のつながりを広げます
+1
Applicable to: Teams
Teams
42 out of 60
InRule for Microsoft Dynamics 365InRule TechnologyEasily Automate Business Rules and Processes using the InRule® Decision Platform
+6
Applicable to: Marketing
Marketing Sales
Sales Customer Service
Customer Service Field Service
Field Service Power Automate
Power Automate Power Apps
Power Apps
43 out of 60
ThunderDome® Linked DataResearch Data Group, Inc.The Linked Data Addin allows RDG Filings users to link Excel data to projects in ThunderDome®.
+1
Applicable to: Excel
Excel
44 out of 60
Flow Finder (Dependency Mapping)Excel Engineering Solutions IncorporatedAdvanced Dependency Mapping. Trace logic flows 100x faster with complete visual clarity.
+1
Applicable to: Excel
Excel
45 out of 60
Yablo for OutlookTasks in a BoxThe Outlook add-in for smart and easy email collaboration.
+1
Applicable to: Outlook
Outlook
46 out of 60
Temenos SaaS (TCCH - USD)Temenos Switzerland (USD)To find more about Temenos banking Platform and Temenos SaaS  please contact us. 
+1
Applicable to: SaaS
SaaS
47 out of 60
iXBRLAnalystFinDynamics, Inc.Get stock prices, volumes, and data from financial statements (10-K, 10-Q, etc) for financial models
+1
Applicable to: Excel
Excel
48 out of 60
Dynamics TelephonyDynamics Telephony Public LtdTelephony integration for Dynamics 365 - Avaya, Cisco, Ringcentral, Asterisk,  8x8, Mitel, FreePBX
+5
Applicable to: Marketing
Marketing Sales
Sales Customer Service
Customer Service Field Service
Field Service Power Apps
Power Apps
49 out of 60
AnalyticsGate 365 for Qlik Senseakquinet finance & controlling GmbHLoad Data to create tables/charts/calcs from Qlik Sense Apps within Excel
+1
Applicable to: Excel
Excel
50 out of 60
X-Author for Contracts on Gov CloudAPTTUS CORPX-Author for Contracts is a cloud-based Word add-in that lets you work on contracts and templates.
+1
Applicable to: Word
Word
51 out of 60
Onfido Identity Verification SolutionOnfidoIdentity verification at the speed of life
+1
Applicable to: SaaS
SaaS
52 out of 60
SendGuard for Outlook (Microsoft 365)Standss (South Pacific) LtdStop confidential information from getting emailed to unintended recipients
+1
Applicable to: SaaS
SaaS
53 out of 60
Skribble E-Signature for WordSkribble AGConvert documents to PDFs and sign them electronically. Legally binding, Swiss & EU compliant.
+1
Applicable to: Word
Word
54 out of 60
Analytics FoundationPwCEasily consolidate data and generate predictive analysis with a flexible platform.
+1
Applicable to: SaaS
SaaS
55 out of 60
CallCabinet Compliance Call Recording & AnalyticsCall Cabinet CorporationCompliance recording, unlimited conversation analytics and QA automation.
+1
Applicable to: SaaS
SaaS
56 out of 60
offgen.aiRM Holding GmbHAI-powered PowerPoint add-in accelerating slide creation and boosting productivity
+1
Applicable to: PowerPoint
PowerPoint
57 out of 60
officeatwork | Mail Signature User SubscriptionofficeatworkOne Template. Unique Email Signatures for Everyone.
+1
Applicable to: SaaS
SaaS
58 out of 60
MSCI Real Capital Analytics Add-In for ExcelMSCI Inc.Use MSCI’s RCAnalytics Trend Tracker & pull aggregated real estate trends into your spreadsheet
+1
Applicable to: Excel
Excel
59 out of 60
Engagely WhatsApp Bot for BusinessEngagelyAi Private LimitedIs your enterprise seeking cost-effective global customer outreach with exceptional experiences?
+1
Applicable to: SaaS
SaaS
60 out of 60