Find the right app | Microsoft AppSource

FileOn SignServiArchivo

+1

Sign es la herramienta que le permite recolectar firmas para documentos de forma rápida y fácil

1 out of 60

Calxa Enterprise - Introductory OfferCALXA PTY LTD

+1

Management reporting, budgeting and cashflow forecasting for businesses, non-profits and accountants

2 out of 60

BullitBullit

+1

The Bullit addin for Word allows to send/download data to/from the platform using your account

3 out of 60

OA Life & CRMOA Life & CRM

+1

Enterprise add-in for creating letter templates and managing letters in OA Life & CRM application

4 out of 60

WaggsWaggs

+1

Sync Excel valuation models with Waggs to enhance market data integration and advanced analysis.

5 out of 60

Nous MatrixNous

+1

Advanced Matrix visual for Power BI with customizable layouts, dynamic formatting, and clarity.

6 out of 60

AVI-SPL Unified Communications as a Service (UCaaS) - Microsoft Teams PhoneAVI-SPL

+1

Elevate Customer Experience and Employee Engagement through Teams Phone as a Service

7 out of 60

ALTR Data Security DashboardALTR Solutions, Inc.

+1

ALTR Analytics offers insights into data assets that lacks proper security controls and monitoring.

8 out of 60

Doc.Series for Office365Doc.Series

+3

Send documents directly from Word, Excel and PowerPoint Office365 to Doc.ECM in simple steps.

9 out of 60

Credit Card and Loan ManagementAccelera, Inc.

+1

Streamlines the process of managing and reconciling credit card and loan Invoices Payment and Credit

10 out of 60

SOFTSTORE Accounting SAF-T Import for PortugalSoftstore SA

+1

This app is compliant with local laws and regulations for Portugal.

11 out of 60

xEquivxEquiv

+1

.Version and access your data without leaving Excel

12 out of 60

AppFolio Investment Manager Report ConnectionAppfolio, Inc.

+1

Import AppFolio Investment Manager reports directly into Excel, and easily refresh them.

13 out of 60

Antalys CPQAntalys

+1

Business automation, Sales automation, CPQ, Customer Onboarding. KYC, Contract Life Cycle Management

14 out of 60

ConversationAIRecordsure

+1

Securely record and store customer conversations for oversight and evidence

15 out of 60

D1 ResearchD1 Research

+1

Access proprietary financial data and forecasts directly in your spreadsheets.

16 out of 60

Grupo MAS Localizacion ChileGrupo MAS SRL

+1

The best local pack for Chile, tax regulations, electronic invoice, treasury module and more.

17 out of 60

DOCTYPES AND PREPAYMENTSVISOL d.o.o

+1

New document type with all new features about prepayment and changes of the dimension

18 out of 60

PFAI-ChatWealthGuide Co.,Ltd.

+1

GenAI-powered PFM-RAG solution utilizing Open Finance Data for Personal Financial Management.

19 out of 60

EVS National AccountsEvincible Solutions

+1

Easy Cash Receipt Management for Multi-Customer Accounts with EVS National Accounts in Business Cent

20 out of 60

Localizacion Argentina GMGrupo MAS SRL

+1

The best local pack for Argentina, tax regulations, electronic invoice, treasury module and more.

21 out of 60

PFAI-ContextWealthGuide Co.,Ltd.

+1

An API that analyzes customer requests via the PFM engine and integrates with financial LLM models.

22 out of 60

PFAI-ReportWealthGuide Co.,Ltd.

+1

An API that creates expert-level financial reports by analyzing PFM engine results with AI.

23 out of 60

Integrator Document Management - Montenegro Fiscalization FeaturesVISOL d.o.o

+1

Integrator between two apps, ensures document management customization for MNE fiscalization

24 out of 60

Integrator STANDARDS - Montenegro Fiscalization FeaturesVISOL d.o.o

+1

Integrator between two apps, ensures standard customizations on document for MNE fiscalization

25 out of 60

PFMWealthGuide Co.,Ltd.

+1

An API providing real-time data by integrating and analyzing all financial assets and information.

26 out of 60

bestCoffer Virtual Data RoomLIANWEI DIGITS TECHNOLOGY HONG KONG CO., LIMITED

+1

Secure, AI-Powered and regionally compliant platform

27 out of 60

ASC Recording Insights AI - Click & BuyASC Technologies AG

+1

Transform Neo Suite & third-party recordings into actionable AI insights

28 out of 60

Cloud Secure PermissionsCloud Horizon NZ

+1

Restricted Folder and Library Permissions

29 out of 60

COGNAiO® Cloud Extract - Revolutionizing Document AutomationDTI GmbH

+1

Optimize document automation with AI, enabling data extraction from any document without coding.

30 out of 60

BASE-MIICOGZ TECHNOLOGIES LTD

+1

icogz Marketing Intelligence is your gateway to understanding and optimizing your marketing efforts.

31 out of 60

No-code Multilingual AI Agent PlatformHaiva

+1

Customer conversations, data analytics, user productivity with no-code multilingual AI agents

32 out of 60

Grupo MAS Localizacion ParaguayGrupo MAS SRL

+1

The best local pack for Paraguay, tax regulations, electronic invoice, treasury module and more.

33 out of 60

RM360 - Comprehensive Relationship Management SuiteNeostats Analytics Solutions

+1

RM360: Holistic suite for banking, AI insights & CRM integration to manage customer relationships.

34 out of 60

AI Claim ValidatorNeostats Analytics Solutions

+1

AI Claim Validator automates insurance claims, ensuring accuracy, efficiency and compliance with AI

35 out of 60

Customer Information Update AI AgentNeostats Analytics Solutions

+1

AI Agent automates customer info updates with Generative AI & RPA, ensuring accuracy & efficiency.

36 out of 60

fincite CIOSFincite GmbH

+1

fincite CIOS – Wealth Simplified - The leading all-in-one SaaS wealth management solution

37 out of 60

Bill Master - Comprehensive Invoicing & Tax Management Solutionxrmbox

+3

Bill Master simplifies invoicing and tax management with flexible configurations.

38 out of 60

Bank AutomationETG Global

+2

Manage all your bank transactions with automation, improving accuracy and efficiency

39 out of 60

COMMODITY TRADING AND ENTERPRISE RISK MANAGEMENT (CTERM)Aurum Technology Sdn Bhd

+6

Optimal Solution for Trading/ERP365/Risk Management(ERM) For Rubber and All Commodity Industry.

40 out of 60

Maus EngageMaus Software LLC

+1

Maus Engage empowers business advisors to deliver customized, automated exit planning services.

41 out of 60

HealthCare AnalyticsQuerKey

+1

QuerKey™ is a no-code BI platform for data curation, real-time insights, & quick, informed decisions

42 out of 60

DiLytics Planning and Budgeting Insight SolutionDiLytics Inc

+1

Empowers organizations to streamline financial planning, budgeting, and forecasting processes.

43 out of 60

Taxxon Enhancement Pack for E.Documents ChileAxxon Consulting S.A

+1

Engine for Electronic document generation for Chile

44 out of 60

Crowe Copilot and AI WorkshopCrowe LLP

+1

Prepare your organization for the implementation of Copilot and AI capabilities

45 out of 60

VFFICE Boost for Microsoft Business CentralVffice

+1

Streamline operations: enhance approvals, reporting, and security in Business Central.

46 out of 60

CBDC Service PlatformsReltime

+1

CBDC Service Platforms

47 out of 60

Continia Finance (AT)Continia Software

+1

Continia Finance offers an extended Payment Import and Export with an automated application

48 out of 60

Crypto Payment GatewayReltime

+1

Crypto Payment Gateway

49 out of 60

Multi-Entity Management for IRS FormsBinary Stream Software Inc.

+1

Enhance your Dynamics 365 Business Central with Multi-Entity Management IRS Forms.

50 out of 60

Continia Finance (DE)Continia Software

+1

Continia Finance offers an extended Payment Import and Export with an automated application

51 out of 60

Your Timeline SlicerBased On

+1

An optimized powerful date slicer with a compact mode support to save space.

52 out of 60

Free Plan for Authentication up to 500 cards or 1,000 AuthsPaysys Labs Pvt Ltd

+1

Free Plan for Authentication up to 500 cards or 1,000 Auths

53 out of 60

Gen Flow By Office SolutionOffice Solution

+1

GenFlow offers seamless data pipeline management with AI-driven capabilities.

54 out of 60

Electronic Banking Extension ALIT.integro sp. z o.o.

+1

Connect Dynamics 365 Business Central with banks in Albania and streamline transaction processing

55 out of 60

Harvest SQL Server data integrationCOZYROC

+1

Harvest components for data integration between Harvest and SQL Server

56 out of 60

DOCOinsightsDOCOsoft

+1

DOCOsoft insurance software for big-ticket insurers

57 out of 60

Envestnet CRMTamarac Inc.

+1

Web-based client relationship management system designed specifically for independent advisors.

58 out of 60

WealthMateCogniCor Technologies Inc.

+1

WealthMate automates meeting notes, insights, and action items for advisors in Microsoft Teams.

59 out of 60

NaviWorld E-taxNaviWorld (Thailand) Co. Ltd.

+1

Streamline e-tax invoice and receipt management in compliance with Thailand’s Revenue Department

60 out of 60

Financial Services

Apps results for Financial Services