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Apps results for Financial Services
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Social Squared ForumsLightning ToolsLightning Tools Social Squared Forums is a Discussion Board tool for SharePoint and Microsoft Teams.
+2
Applicable to:
SharePoint
Viva
1 out of 60
Caseware Cloud Connector: Office 365CaseWare International Inc.Connect Your Cloud Engagement Data Right into Microsoft Excel
+1
Applicable to:
Excel
2 out of 60
Custom Functions in ExcelBetter Solutions LimitedThis add-in provides additional worksheet functions that will increase your productivity
+1
Applicable to:
Excel
3 out of 60
InRule for Microsoft Dynamics 365InRule TechnologyEasily Automate Business Rules and Processes using the InRule® Decision Platform
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Automate
Power Apps
4 out of 60
VaricentVaricentExport Varicent data to Excel - Combine the power of Varicent with the flexibility of Excel
+1
Applicable to:
Excel
5 out of 60
Bank Statement Converter - Convert From PDF to Excel & CSVNO FRIENDS LTDConvert PDF Bank Statements from Over 1000s Worldwide Banks to Excel (XSL) or CSV formats.
+3
Applicable to:
Excel
PowerPoint
Word
6 out of 60
ZingHRZinghrZingHR Product Corporate Brochure
+1
Applicable to:
SaaS
7 out of 60
Sage IntacctSage Software, Inc.Sage Intacct: The Leader in Accounting and Financial Management Software
+1
Applicable to:
SaaS
8 out of 60
MyDeskBlue Dock APSOffice desk and meeting room booking
+1
Applicable to:
SaaS
9 out of 60
Customer Engagement for TeamsSolgariSolgari for Microsoft Teams: AI-Powered Customer Engagement – Go Live in Hours
+1
Applicable to:
SaaS
10 out of 60
MeaningCloud Text Analytics for ExcelMeaningCloudPerform text analytics directly on your Excel spreadsheet
+1
Applicable to:
Excel
11 out of 60
IEX Cloud Stock DataIEX CloudConnect real-time and historical financial data for U.S. equities into Excel from IEX Cloud
+1
Applicable to:
Excel
12 out of 60
SpotDraft for OutlookSpotDraftUpload contracts to SpotDraft, fetch and mail SpotDraft contracts - all without leaving Outlook
+1
Applicable to:
Outlook
13 out of 60
Team PapersPervasent Software Inc.Make meetings easy and paperless with Team Papers from Pervasent.
+1
Applicable to:
SharePoint
14 out of 60
RaveFlutterwave IncThe easy way to collect payments from customers anywhere in the world.
+1
Applicable to:
SaaS
15 out of 60
Cyberbank DigitalTechnisysCreate Your Digital Ecosystem
+1
Applicable to:
SaaS
16 out of 60
dbt Semantic Layer for Exceldbt LabsQuery governed metrics in Excel from the dbt Semantic Layer, your single source of truth.
+1
Applicable to:
Excel
17 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
18 out of 60
CRM Accelerator for Financial ServicesHSO Unify and automate your financial processes with our industry-specific accelerator
+1
Applicable to:
SaaS
19 out of 60
FormulAI: AI for spreadsheetsMosaique, LLCFormulAI is an AI-powered assistant that simplifies your work in Microsoft Excel.
+1
Applicable to:
Excel
20 out of 60
KYC for Microsoft Dynamics 365CRM Partners MembersLifeMpower Finance KYC provides al the data you need to onboard customers. UBO and compliance research.
+3
Applicable to:
Sales
Customer Service
Power Apps
21 out of 60
AMELKIS Add-in for ExcelAMELKISRetrieve and refresh your data in real time on Microsoft Excel from Amelkis OPERA
+1
Applicable to:
Excel
22 out of 60
swUniaxialScatterPlot上北智信单轴散点图可以直观展示数据的分布和聚合情况以及辅助制图等功能
+1
Applicable to:
Power BI visuals
AMC Banking 365 BusinessAMC BankingSecure and efficient integration between your bank and Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
24 out of 60
RUX EFTOpen Door TechnologyStreamline the process of paying and managing multiple vendors in Business Central.
+1
Applicable to:
Business Central
25 out of 60
Dynamics TelephonyDynamics Telephony Public LtdTelephony integration for Dynamics 365 - Avaya, Cisco, Ringcentral, Asterisk, 8x8, Mitel, FreePBX
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Apps
26 out of 60
CurinosConnectCurinosCurinosConnect provides access to Curinos data sources directly from Excel.
+1
Applicable to:
Excel
27 out of 60
Ada's AI AgentAdaAda offers an AI Agent that can immediately start resolving more than 83% of customer inquiries
+1
Applicable to:
SaaS
28 out of 60
officeatwork | Mail Signature User SubscriptionofficeatworkOne Template. Unique Email Signatures for Everyone.
+1
Applicable to:
SaaS
29 out of 60
Adobe Acrobat Sign - InternationalAdobe Systems Software Ireland LimitedSave time by sending, signing, and tracking documents – all from your favorite Microsoft apps.
+1
Applicable to:
SaaS
30 out of 60
ShareSimpleSafe Online ApSShare and request sensitive and personal data with encryption, consent and authentication.
+1
Applicable to:
Outlook
31 out of 60
SlidesGPTLightstone GmbHSlidesGPT generates PowerPoint presentations with AI
+2
Applicable to:
Office app
Teams
32 out of 60
Daloopa Add-inDaloopaDaloopa Add-in updates your existing financial models in one click! No model changes needed.
+1
Applicable to:
Excel
33 out of 60
Sophos MDR for Microsoft environmentsSophos24/7 monitoring by cybersecurity experts who detect and respond to threats on your behalf
+1
Applicable to:
SaaS
34 out of 60
Valorx for SalesforceValorx, Inc.Make Excel the face of your CRM
+1
Applicable to:
Excel
35 out of 60
Recordia UCaaS compliance RecordingComunycarseRecordia is a complete, Microsoft certified, cloud-based recording solution
+1
Applicable to:
SaaS
36 out of 60
RocketDocs LaunchPadRocketDocsEnables users to locate content in the RocketDocs platform and insert it into a document.
+2
Applicable to:
Excel
Word
37 out of 60
OneCore Loans AppSeyfor, a. s.Streamline your loan management processes with OneCore Loans App.
+1
Applicable to:
Business Central
38 out of 60
Board ConnectEngage SquaredBoard Connect brings documentation and meeting details relating to board meetings into one location.
+1
Applicable to:
Teams
39 out of 60
WorthMeetingQuantumRhinoAn Outlook extension to calculate a company's cost of a meeting using average hourly rate
+1
Applicable to:
Outlook
40 out of 60
GEP DocPlusGEP (NB Ventures)Configure language template and clause library which can be used to draft and review your contracts.
+1
Applicable to:
Word
41 out of 60
NetDocuments for Microsoft WordNetDocuments IncUse NetDocuments to build automations that generate document sets and streamline internal workflows.
+1
Applicable to:
Word
42 out of 60
Check Point CloudGuard CNAPPCheck PointAutomate security, compliance, risk management and more—across your cloud environments
+1
Applicable to:
SaaS
43 out of 60
Copy Master DataLighthouse Experts GroupCopy your G/L Accounts, Vendors, Customers, Fixed Assets, Items & Dimensions to any company!
+1
Applicable to:
Business Central
44 out of 60
Integration for Dynamics 365/CRM and QuickBooksDBSyncAre you facing data gap between your sales and accounting apps?
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Apps
45 out of 60
Orca SecurityOrca Security, Inc.Orca Security provides agentless, instant-on security and compliance for Azure.
+1
Applicable to:
SaaS
46 out of 60
People ChatbotCedro TechnologiesPlataforma de live chat e chatbot com Inteligência Artificial
+1
Applicable to:
SaaS
47 out of 60
MarketXLS (India)MarketXLSReal-time streaming of Indian stocks, options, futures, and indices data directly into Excel
+1
Applicable to:
Excel
48 out of 60
emSigner For OutlookeMudhra LimitedSign anytime, anywhere with emSigner! Simplify your signature process with emSigner
+1
Applicable to:
Outlook
49 out of 60
Reltio Data Cloud™ReltioImprove your business's responsiveness with our AI-powered, data unification and management platform
+1
Applicable to:
SaaS
50 out of 60
Dimension ManagementBinary Stream Software Inc.Correct and automate dimension updates on posted transactions in Dynamics 365 Business Central.
+1
Applicable to:
Business Central
51 out of 60
QPLIX Add-In for ExcelQPLIX GmbHAccess your data seamlessly with a direct integration to your Operating System of Wealth
+1
Applicable to:
Excel
52 out of 60
On Demand Migration for Active DirectoryQuestMigrate your Active Directory with one comprehensive Office 365 tenant-to-tenant migration solution.
+1
Applicable to:
SaaS
53 out of 60
StepAreaChart by iFouriFour Technolab Pvt. Ltd.A Step Area Chart shows data changes over time using stepped lines and filled areas.
+1
Applicable to:
Power BI visuals
54 out of 60
AI-For-ExcelNEXTBPTurn Excel tasks into simple English requests with AI - no technical skills needed.
+1
Applicable to:
Excel
55 out of 60
AnywhereNow WebAgentWorkstreampeople BVAnywhereNow WebAgent is a fully featured Teams Contact Center platform to embed within any CRM
+1
Applicable to:
SaaS
56 out of 60
LAB3 Dr MigrateLAB3 SolutionsComprehensive auditing of application and server environments to prepare for migration to Azure
+1
Applicable to:
SaaS
57 out of 60
Sensa Adverse Media AgentSymphonyAIAutomated adverse media and OSINT research powered by agentic AI
+1
Applicable to:
SaaS
58 out of 60
Advanced General LedgerAlternaManage simulated general ledger transactions in Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
59 out of 60
Central LinksDalikooCreate links to use anywhere. If the URL changes, all locations get updated. No More Broken Links!
+1
Applicable to:
Teams
60 out of 60