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Apps results for Financial Services
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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
1 out of 60
ZingHRZinghrZingHR Product Corporate Brochure
+1
Applicable to:
SaaS
2 out of 60
GCC Excel Visualization Add-insGarden City ConsultantsGCC Visualization Add-ins are a collection of visualization tools used in Excel for data analysis.
+1
Applicable to:
Excel
3 out of 60
Cyberbank DigitalTechnisysCreate Your Digital Ecosystem
+1
Applicable to:
SaaS
4 out of 60
NetDocuments for Microsoft WordNetDocuments IncUse NetDocuments to build automations that generate document sets and streamline internal workflows.
+1
Applicable to:
Word
5 out of 60
Quick CalculatorHouston Business Automation, LLCIntegrated calculator embedded within your Office document.
+1
Applicable to:
Excel
6 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
7 out of 60
Arcana Add-inArcanaIntegrate Arcana’s portfolio analytics, risk metrics, and exposure data directly into your Excel.
+1
Applicable to:
Excel
8 out of 60
Ichicraft Boards: Your Digital Workplaceichicraft b.v.Optimize your workday with a personalized workplace, uniting tools in a user-friendly dashboard.
+1
Applicable to:
SharePoint
9 out of 60
Veeries Agriculture DatabaseVEERIES INTELIGENCIA EM AGRONEGOCIO LTDAFind agriculture market data to support business decision making.
+1
Applicable to:
Excel
10 out of 60
DreamAudit for ExcelGESTONLINEOffice Excel add-in for DreamAudit.
Sync your documents
+1
Applicable to:
Excel
11 out of 60
CRM Accelerator for Financial ServicesHSO Unify and automate your financial processes with our industry-specific accelerator
+1
Applicable to:
SaaS
12 out of 60
Investment and Portfolio Management Software on Dynamics 365Dynamic NetsoftRobust solution to manage Investments and Portfolios
+2
Applicable to:
Operations
Finance
13 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
14 out of 60
Varonis -- Find, Monitor & Protect Sensitive DataVaronisStop cyber threats, insiders, and ransomware with Zero Trust for data
+1
Applicable to:
SaaS
15 out of 60
CallCabinet Compliance Call Recording & AnalyticsCall Cabinet CorporationCompliance recording, unlimited conversation analytics and QA automation.
+1
Applicable to:
SaaS
16 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
17 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
18 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
19 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
20 out of 60
UncovAI DeepFake DetectorUNCOVAIAutomatically detects AI-generated audio during Microsoft Teams meetings using real-time analysis.
+1
Applicable to:
Teams
21 out of 60
FIS Memento Enterprise FraudFISFIS Memento is an award-winning banking and payments fraud prevention and management system.
+1
Applicable to:
SaaS
22 out of 60
Hi5Hi5 TechnologiesUnlock culture with ongoing recognition and feedback.
+1
Applicable to:
Teams
23 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
24 out of 60
LAB3 Dr MigrateLAB3 SolutionsComprehensive auditing of application and server environments to prepare for migration to Azure
+1
Applicable to:
SaaS
25 out of 60
Aimplan Status VisualAimplan ABTrack and set statuses seamlessly with Aimplan Status Visual for Power BI.
+1
Applicable to:
Power BI visuals
26 out of 60
CoupaMessengerCoupaThe cloud platform for business spend.
+1
Applicable to:
Teams
27 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
28 out of 60
Atominvest for ExcelAtominvest SoftwarePull and analyze your Atominvest portfolio, cashflow and ESG data from within Excel in real time
+1
Applicable to:
Excel
29 out of 60
Transmit SecurityTransmit Security LTDSecure & Orchestrate Passkey Journeys on Top of Azure AD B2C and Entra External ID
+1
Applicable to:
SaaS
30 out of 60
DMS NextMacroViewEffortlessly manage, store & collaborate on your business files in Microsoft 365
+3
Applicable to:
Office app
Outlook
Teams
31 out of 60
GDPR Management for Dynamics 365 - proGDPRCRMFIRST GmbHproGDPR supports Organizations to achieve GDPR Compliancy – natively in Dynamics 365!
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
32 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
33 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
34 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
35 out of 60
Cohesity DataProtectCohesity IncAI-powered data protection & management for M365, Gaia, M365 Backup Storage, Azure SQL, & Azure VMs
+1
Applicable to:
SaaS
36 out of 60
Dynamics 365 CRM Solution for InsuranceWaveAccess2Unified workplace for insurance companies, an omnichannel business app interface
+1
Applicable to:
SaaS
37 out of 60
SpotDraft for OutlookSpotDraftUpload contracts to SpotDraft, fetch and mail SpotDraft contracts - all without leaving Outlook
+1
Applicable to:
Outlook
38 out of 60
WorkplaceBuddyWorkplaceBuddyWorkplaceBuddy: where you stay up-to-date on your digital workplace
+1
Applicable to:
Teams
39 out of 60
Combine SheetsDEEPAK LOHIAcombine multiple worksheets into one on a click.
+1
Applicable to:
Excel
40 out of 60
SIEVERS DATEVSIEVERS-GROUPTransfer in the correct format for your tax advisor.
+1
Applicable to:
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
42 out of 60
Xoralia: Policy management software for SharePoint & Microsoft365Content Formula LtdAutomate policy & document management in SharePoint. Get in touch for a demo.
+1
Applicable to:
SaaS
43 out of 60
Password SafeBeyondTrust CorporationDiscover, manage, audit, and monitor privileged accounts of all types.
+1
Applicable to:
SaaS
44 out of 60
PowerMyAnalyticsPower My AnalyticsAutomatically integrate marketing metrics from popular sources in Excel
+1
Applicable to:
Excel
45 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
46 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
47 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
48 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:
Operations
Finance
49 out of 60
Dynamics 365 for Wealth ManagementXpeditionConnect intelligence throughout your firm with tailored business applications for Wealth Management.
+2
Applicable to:
Sales
Customer Service
50 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
51 out of 60
ApproveitApproveitBusiness processes automation in Microsoft Teams: manage tasks and automate bills, invoices and POs
+1
Applicable to:
Teams
52 out of 60
Alight WorklifeAlight SolutionsGet a personalized dashboard to see your account summaries,recommendations and To-Do’s
+1
Applicable to:
Teams
53 out of 60
ACSISS ConnectSISS Data ServicesAustralian bank data feeds – powered by Open Banking (Consumer Data Right - CDR)
+1
Applicable to:
Business Central
54 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
55 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
56 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
Sales
Customer Service
Field Service
Power Apps
57 out of 60
SendGuard for Outlook (Microsoft 365)Standss (South Pacific) LtdStop confidential information from getting emailed to unintended recipients
+1
Applicable to:
SaaS
58 out of 60
Yablo for OutlookTasks in a BoxThe Outlook add-in for smart and easy email collaboration.
+1
Applicable to:
Outlook
59 out of 60
TOConline Addin for ExcelCloudware, S.A.Addin for integrating invoice and management software TOConline with Excel.
+1
Applicable to:
Excel
60 out of 60