FiltersClear all
Apps results for Financial Services
Showing results in apps.
UNFYD.POLLSmartConnect Technologies Pvt. LtdUNFYD.POLL - Survey Tools & Behavioural Analytics
+1
Applicable to:
SaaS
1 out of 60
MyWhistleBoxMYWB Inc.Access your MyWhistleBox.com account from within Outlook.
+1
Applicable to:
Outlook
2 out of 60
FileOn SignServiArchivoSign es la herramienta que le permite recolectar firmas para documentos de forma rápida y fácil
+1
Applicable to:
SaaS
3 out of 60
Calxa Enterprise - Introductory OfferCALXA PTY LTDManagement reporting, budgeting and cashflow forecasting for businesses, non-profits and accountants
+1
Applicable to:
SaaS
4 out of 60
Copilot AuditNEXTBPExtract, cross-reference, and validate data seamlessly using Excel's Intelligent Automation Platform
+1
Applicable to:
Excel
5 out of 60
BullitBullitThe Bullit addin for Word allows to send/download data to/from the platform using your account
+1
Applicable to:
Word
6 out of 60
OA Life & CRMOA Life & CRMEnterprise add-in for creating letter templates and managing letters in OA Life & CRM application
+1
Applicable to:
Word
7 out of 60
WaggsWaggsSync Excel valuation models with Waggs to enhance market data integration and advanced analysis.
+1
Applicable to:
Excel
8 out of 60
RainRain Technologies IncRain gives you access to your earned wages before payday!
+2
Applicable to:
SharePoint
Viva
9 out of 60
Sheet AutomationTypezoo Pty LtdAutomate spreadsheet without writing code.
+1
Applicable to:
Excel
10 out of 60
Zap LiveZap Data HubConnect Excel to Zap Data Hub for Financial Insights
+1
Applicable to:
Excel
11 out of 60
AVI-SPL Unified Communications as a Service (UCaaS) - Microsoft Teams PhoneAVI-SPLElevate Customer Experience and Employee Engagement through Teams Phone as a Service
+1
Applicable to:
SaaS
12 out of 60
ALTR Data Security DashboardALTR Solutions, Inc.ALTR Analytics offers insights into data assets that lacks proper security controls and monitoring.
+1
Applicable to:
Power BI apps
13 out of 60
Doc.Series for Office365Doc.SeriesSend documents directly from Word, Excel and PowerPoint Office365 to Doc.ECM in simple steps.
+3
Applicable to:
Excel
PowerPoint
Word
14 out of 60
Credit Card and Loan ManagementAccelera, Inc.Streamlines the process of managing and reconciling credit card and loan Invoices Payment and Credit
+1
Applicable to:
Business Central
15 out of 60
SOFTSTORE Accounting SAF-T Import for PortugalSoftstore SAThis app is compliant with local laws and regulations for Portugal.
+1
Applicable to:
Business Central
16 out of 60
xEquivxEquiv.Version and access your data without leaving Excel
+1
Applicable to:
Excel
17 out of 60
AppFolio Investment Manager Report ConnectionAppfolio, Inc.Import AppFolio Investment Manager reports directly into Excel, and easily refresh them.
+1
Applicable to:
Excel
18 out of 60
Antalys CPQAntalysBusiness automation, Sales automation, CPQ, Customer Onboarding. KYC, Contract Life Cycle Management
+1
Applicable to:
SaaS
19 out of 60
Integron V1.0.1.0Marcos PaesIntegracao, Detalhes de Empresas
+1
Applicable to:
SaaS
20 out of 60
ConversationAIRecordsureSecurely record and store customer conversations for oversight and evidence
+1
Applicable to:
SaaS
21 out of 60
D1 ResearchD1 ResearchAccess proprietary financial data and forecasts directly in your spreadsheets.
+1
Applicable to:
Excel
22 out of 60
DOCTYPES AND PREPAYMENTSVISOL d.o.oNew document type with all new features about prepayment and changes of the dimension
+1
Applicable to:
Business Central
23 out of 60
PFAI-ChatWealthGuide Co.,Ltd.GenAI-powered PFM-RAG solution utilizing Open Finance Data for Personal Financial Management.
+1
Applicable to:
SaaS
24 out of 60
Localizacion Argentina GMGrupo MAS SRLThe best local pack for Argentina, tax regulations, electronic invoice, treasury module and more.
+1
Applicable to:
Business Central
25 out of 60
PFAI-ContextWealthGuide Co.,Ltd.An API that analyzes customer requests via the PFM engine and integrates with financial LLM models.
+1
Applicable to:
SaaS
26 out of 60
PFAI-ReportWealthGuide Co.,Ltd.An API that creates expert-level financial reports by analyzing PFM engine results with AI.
+1
Applicable to:
SaaS
27 out of 60
Integrator Document Management - Montenegro Fiscalization FeaturesVISOL d.o.oIntegrator between two apps, ensures document management customization for MNE fiscalization
+1
Applicable to:
Business Central
28 out of 60
Integrator STANDARDS - Montenegro Fiscalization FeaturesVISOL d.o.oIntegrator between two apps, ensures standard customizations on document for MNE fiscalization
+1
Applicable to:
Business Central
29 out of 60
PFMWealthGuide Co.,Ltd.An API providing real-time data by integrating and analyzing all financial assets and information.
+1
Applicable to:
SaaS
30 out of 60
HRMS - HR365Apps 365 & HR365AI-powered platform for managing employee data, improving HR processes and workforce engagement.
+1
Applicable to:
SharePoint
31 out of 60
bestCoffer Virtual Data RoomLIANWEI DIGITS TECHNOLOGY HONG KONG CO., LIMITEDSecure, AI-Powered and regionally compliant platform
+1
Applicable to:
SaaS
32 out of 60
Mail Migration SuiteDevgo Desenvolvimento de Softwares, LDAAutomate eMail Migration to Microsoft Exchange Online
+1
Applicable to:
SaaS
33 out of 60
ASC Recording Insights AI - Click & BuyASC Technologies AGTransform Neo Suite & third-party recordings into actionable AI insights
+1
Applicable to:
SaaS
34 out of 60
Cloud Secure PermissionsCloud Horizon NZRestricted Folder and Library Permissions
+1
Applicable to:
SaaS
35 out of 60
COGNAiO® Cloud Extract - Revolutionizing Document AutomationDTI GmbHOptimize document automation with AI, enabling data extraction from any document without coding.
+1
Applicable to:
SaaS
36 out of 60
BASE-MIICOGZ TECHNOLOGIES LTDicogz Marketing Intelligence is your gateway to understanding and optimizing your marketing efforts.
+1
Applicable to:
SaaS
37 out of 60
No-code Multilingual AI Agent PlatformHaivaCustomer conversations, data analytics, user productivity with no-code multilingual AI agents
+1
Applicable to:
SaaS
38 out of 60
Grupo MAS Localizacion ParaguayGrupo MAS SRLThe best local pack for Paraguay, tax regulations, electronic invoice, treasury module and more.
+1
Applicable to:
Business Central
39 out of 60
AI Claim ValidatorNeostats Analytics Solutions
AI Claim Validator automates insurance claims, ensuring accuracy, efficiency and compliance with AI
+1
Applicable to:
SaaS
40 out of 60
Customer Information Update AI AgentNeostats Analytics SolutionsAI Agent automates customer info updates with Generative AI & RPA, ensuring accuracy & efficiency.
+1
Applicable to:
SaaS
41 out of 60
fincite CIOSFincite GmbHfincite CIOS – Wealth Simplified - The leading all-in-one SaaS wealth management solution
+1
Applicable to:
SaaS
42 out of 60
Bill Master - Comprehensive Invoicing & Tax Management SolutionxrmboxBill Master simplifies invoicing and tax management with flexible configurations.
+3
Applicable to:
Sales
Power Automate
Power Apps
43 out of 60
COMMODITY TRADING AND ENTERPRISE RISK MANAGEMENT (CTERM)Aurum Technology Sdn BhdOptimal Solution for Trading/ERP365/Risk Management(ERM) For Rubber and All Commodity Industry.
+6
Applicable to:
Commerce
Supply Chain Management
Operations
Finance
Project Operations
Human Resources
44 out of 60
Maus EngageMaus Software LLCMaus Engage empowers business advisors to deliver customized, automated exit planning services.
+1
Applicable to:
SaaS
45 out of 60
CLM365-Contract ManagementApps 365 & HR365Contract management centralizes the contracts to enhance efficiency & accuracy
+1
Applicable to:
Outlook
46 out of 60
Asset Management PlusApps 365 & HR365Asset Management Plus - A smart modern tool to track assets lifecycle, location, ownership and more.
+1
Applicable to:
SharePoint
47 out of 60
HealthCare AnalyticsQuerKeyQuerKey™ is a no-code BI platform for data curation, real-time insights, & quick, informed decisions
+1
Applicable to:
SaaS
48 out of 60
DiLytics Planning and Budgeting Insight SolutionDiLytics IncEmpowers organizations to streamline financial planning, budgeting, and forecasting processes.
+1
Applicable to:
SaaS
49 out of 60
Taxxon Enhancement Pack for E.Documents ChileAxxon Consulting S.AEngine for Electronic document generation for Chile
+1
Applicable to:
Business Central
50 out of 60
Crowe Copilot and AI WorkshopCrowe LLPPrepare your organization for the implementation of Copilot and AI capabilities
+1
Applicable to:
SaaS
51 out of 60
VFFICE Boost for Microsoft Business CentralVfficeStreamline operations: enhance approvals, reporting, and security in Business Central.
+1
Applicable to:
Business Central
52 out of 60
CBDC Service PlatformsReltimeCBDC Service Platforms
+1
Applicable to:
SaaS
53 out of 60
Free Plan for Authentication up to 500 cards or 1,000 AuthsPaysys Labs Pvt LtdFree Plan for Authentication up to 500 cards or 1,000 Auths
+1
Applicable to:
SaaS
54 out of 60
Gen Flow By Office SolutionOffice SolutionGenFlow offers seamless data pipeline management with AI-driven capabilities.
+1
Applicable to:
SaaS
55 out of 60
Electronic Banking Extension ALIT.integro sp. z o.o.Connect Dynamics 365 Business Central with banks in Albania and streamline transaction processing
+1
Applicable to:
Business Central
56 out of 60
Harvest SQL Server data integrationCOZYROCHarvest components for data integration between Harvest and SQL Server
+1
Applicable to:
SaaS
57 out of 60
DOCOinsightsDOCOsoftDOCOsoft insurance software for big-ticket insurers
+1
Applicable to:
SaaS
58 out of 60
Envestnet CRMTamarac Inc.Web-based client relationship management system designed specifically for independent advisors.
+1
Applicable to:
Sales
59 out of 60
WealthMateCogniCor Technologies Inc.WealthMate automates meeting notes, insights, and action items for advisors in Microsoft Teams.
+1
Applicable to:
Teams
60 out of 60