FiltersClear all
Apps results for Financial Services
Showing results in apps.
Purchase Invoice ImportLighthouse Experts GroupBulk import of invoices and credit memos from an Excel file
+1
Applicable to:
Business Central
1 out of 60
Capital Economics ConnectCapital EconomicsConnect to Capital Economics directly from within Excel to access forecasts and proprietary data.
+1
Applicable to:
Excel
2 out of 60
Office2SharePoint for Outlook & OfficeiGlobeOffice2SharePoint saving email & files to SharePoint and Microsoft Teams has never been easier.
+1
Applicable to:
SaaS
3 out of 60
Truss DocsTrussTechThe most simple way for CPAs, Attorneys and Financial Advisors to request files from clients.
+1
Applicable to:
Outlook
4 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
5 out of 60
ApproveitApproveitBusiness processes automation in Microsoft Teams: manage tasks and automate bills, invoices and POs
+1
Applicable to:
Teams
6 out of 60
GatekeeperCinergy Technology LtdStreamline your work with documents and Contract Templates stored in Gatekeeper.
+3
Applicable to:
Excel
PowerPoint
Word
7 out of 60
ID ScannerConnections ConsultOptimize operations with a versatile ID Scanner API for streamlined verification and data extraction
+1
Applicable to:
SaaS
8 out of 60
Docubird for OutlookXblox B.V.Docubird is the Microsoft 365 add-in for smart document management
+1
Applicable to:
Outlook
9 out of 60
Lara AISigma Engagement LLCAI-powered employee assistant for Microsoft Teams
+1
Applicable to:
Teams
10 out of 60
DreamAudit for ExcelGESTONLINEOffice Excel add-in for DreamAudit.
Sync your documents
+1
Applicable to:
Excel
11 out of 60
FIS IST Switching and Acquiring PortfolioFISIST/Switch is a credit and debit processing switch for card issuing acquiring.
+1
Applicable to:
SaaS
12 out of 60
HRMS - HR365Apps 365 & HR365AI-powered platform for managing employee data, improving HR processes and workforce engagement.
+1
Applicable to:
SharePoint
13 out of 60
CiraSync: Sync GAL Contacts And CalendarsCira Apps LimitedPublic Folder GAL Contacts & Calendars Sync to iPhone and Android
+1
Applicable to:
SaaS
14 out of 60
LAB3 Dr MigrateLAB3 SolutionsComprehensive auditing of application and server environments to prepare for migration to Azure
+1
Applicable to:
SaaS
15 out of 60
ArcherArcher REUse Archer's AI to analyze Rent, Expense and Sale comps, and parse T12 financials and Rent Rolls
+1
Applicable to:
Excel
16 out of 60
Standard Metrics Add-in for ExcelStandard MetricsStandard Metrics Add-in for Excel allows users to access their Standard Metrics data in Excel.
+1
Applicable to:
Excel
17 out of 60
Dynamics 365 for Private EquityXpeditionConnect intelligence across your firm with tailored business applications for Private Equity.
+1
Applicable to:
Sales
18 out of 60
Spark AssistantCoherent Excel add-in that can help you with configuring, reviewing, and uploading your files to Spark
+1
Applicable to:
Excel
19 out of 60
Biała lista podatników VAT, VIES, REGONNETCAT Systemy InformatyczneAutomatyczne sprawdzenie podmiotów w rejestrze VAT, systemie VIES oraz rejestrze REGON (GUS)
+1
Applicable to:
Excel
20 out of 60
ZoomInfo ChatInsentConversational platform for B2B GTM teams
+1
Applicable to:
Teams
21 out of 60
VegaVega MindsSave an hour a day by putting your inbox on autopilot.
+1
Applicable to:
Outlook
22 out of 60
JennyGetJennyJenny
+1
Applicable to:
SaaS
23 out of 60
G-InvestGlobal ITSGITS Invest for Microsoft Power Apps and Dynamics 365 Customer Engagement
+3
Applicable to:
Sales
Customer Service
Power Apps
24 out of 60
Sage IntacctSage Software, Inc.Sage Intacct: The Leader in Accounting and Financial Management Software
+1
Applicable to:
SaaS
25 out of 60
Pyplan for Microsoft 365PyplanSends and receives data to/from Pyplan. Develop in Pyplan an app using python and query the result
+1
Applicable to:
Excel
26 out of 60
CardioLog Analytics for SharePoint & Microsoft 365Intlock Ltd.SharePoint reports that boost adoption, usability, collaboration, engagement and productivity
+1
Applicable to:
SharePoint
27 out of 60
Spark CommoditiesSPARK COMMODITIES PTE. LTD.Download Spark prices into your excel sheets.
+1
Applicable to:
Excel
28 out of 60
CallCabinet Compliance Call Recording & AnalyticsCall Cabinet CorporationCompliance recording, unlimited conversation analytics and QA automation.
+1
Applicable to:
SaaS
29 out of 60
Power Apps for InsuranceAlithya Fullscope Solutions, Inc.Manage the agent experience within Power Apps from onboarding to licensing renewal.
+2
Applicable to:
Sales
Power Apps
30 out of 60
IQ Banking CoreInnoQubit SoftwareAutomatiza tus procesos bancarios dentro de Microsoft Dynamics 365 Business Central
+1
Applicable to:
Business Central
31 out of 60
Insurance Solution for Microsoft Dynamics 365IBM Consulting - EAThe Solution provides a powerful platform for digital transformation program of an Insurance carrier
+5
Applicable to:
Sales
Customer Service
Customer Voice
Power Automate
Power Apps
32 out of 60
VeriLoan Loan Origination Solution for BankingVeriParkOmni-channel, omni-product loan origination solution for Retail, Corporate & Commercial Banking
+2
Applicable to:
Sales
Customer Service
33 out of 60
Devart Connector for SQLite from ExcelDevart s.r.o.Connect to SQLite Directly from Excel
+1
Applicable to:
SaaS
34 out of 60
ExpensyaExpensyaStreamline expense management and boost team efficiency with Expensya for Microsoft Teams.
+1
Applicable to:
Teams
35 out of 60
Mambu SaaS Cloud Banking PlatformMambu Tech B.V.Mambu provides best in class core banking solution as a service to financial institutions
+1
Applicable to:
SaaS
36 out of 60
Societas DataVizMicrosoft CorporationA powerful Excel Office Add-in that allows you to directly embed and display HTML dashboard reports
+1
Applicable to:
Excel
37 out of 60
Market Lens for Power BINasdaqNasdaq provides customizable, day-one functionality and value for Market Lens API subscribers.
+1
Applicable to:
Power BI apps
38 out of 60
Certified Compliance Recording for Microsoft TeamsRed BoxYour compliance recording solution for Teams and mixed telephony estates
+1
Applicable to:
SaaS
39 out of 60
XPR365 Peppol by BillitScaptaSend and receive electronic invoices safely through Peppol by Billit
+1
Applicable to:
Business Central
40 out of 60
73 Strings for Excel73STRINGS AI INDIA PRIVATE LIMITED73 Strings for Excel is a solution for our clients to pull the data from 73 Strings products.
+1
Applicable to:
Excel
41 out of 60
RainRain Technologies IncRain gives you access to your earned wages before payday!
+2
Applicable to:
SharePoint
Viva
42 out of 60
Carta Waterfall Add-InEshares, Inc. (DBA Carta)The Carta Waterfall Add-In allows Carta users to query for live cap table & waterfall analysis data
+1
Applicable to:
Excel
43 out of 60
CCH Axcess Document Add-inWolters Kluwer - CCHCCH Axcess Document Add-in are used by Tax and Accounting Professionals who rely on the CCH Axcess.
+1
Applicable to:
Outlook
44 out of 60
Finflux Loan Management SystemM2P Solution Private LimitedFinflux LMS streamlines the entire lending process helping to visualise ROI accurately.
+1
Applicable to:
SaaS
45 out of 60
Rippling WorkflowsRipplingBuild workflows and automations across all of your systems with Rippling Unity.
+1
Applicable to:
Teams
46 out of 60
Check Point Infinity Platform SolutionsCheck PointProtect your enterprise IT with a true AI-powered, cloud-delivered platform
+1
Applicable to:
SaaS
47 out of 60
IX HelloConcentrixiX Hello is a fully customizable AI virtual assistant solution for improving employee productivity.
+1
Applicable to:
SaaS
48 out of 60
Connect Spreadsheets: QuickBooks ConnectorCData Software IncAll your data from QuickBooks and 270+ other sources, now available live in Microsoft Excel
+1
Applicable to:
Excel
49 out of 60
Customer LinkPwCTurn your customer data into smarter action in real-time
+1
Applicable to:
SaaS
50 out of 60
Suralink Workpaper SuiteSuralink, Inc.Automate workpaper prep, improve client communication & manage engagement requests from Excel.
+1
Applicable to:
Excel
51 out of 60
Lightning Tools Lightning ConductorLightning ToolsSharePoint Content Aggregation From SharePoint Lists, Microsoft 365 Apps, and External Data.
+2
Applicable to:
SharePoint
Viva
52 out of 60
Petty Cash Management AppData Semantics Pvt LtdReal- Time Expense Tracking on Petty Cash App
+1
Applicable to:
Power Apps
53 out of 60
CognitiveScale Cortex Cognitive PlatformCognitiveScaleCognitiveScale Cortex Cognitive Platform
+1
Applicable to:
SaaS
54 out of 60
Igloo SoftwareIgloo SoftwareA solutions hub that brings people, process, & apps together to solve critical business challenges.
+1
Applicable to:
SaaS
55 out of 60
FinnOne Neo™ LMSNucleus Software Exports LimitedA work-flow driven module which automates the loan management processes for financial institutions.
+1
Applicable to:
SaaS
56 out of 60
Banking Connector in D365DHRPDHRP Banking Connector - Designed to Bridge the Gap between Dynamics 365 and Your Bank Accounts
+3
Applicable to:
Supply Chain Management
Operations
Finance
57 out of 60
imDocShare OneKL Software TechnologiesimDocShare One app allows users to view, edit, or sync iManage Work content in Microsoft Teams
+3
Applicable to:
Office app
Outlook
Teams
58 out of 60
XLAudit Spreadsheet Auditing and Error Analysis SoftwareCIMCON Software llcVisual error checks, auditing, lineage and documentation in seconds for your spreadsheet
+1
Applicable to:
SaaS
59 out of 60
Sage Intacct for Microsoft TeamsSage Global Services LtdSimplify and manage employee expenses with Sage Intacct for Microsoft Teams.
+1
Applicable to:
Teams
60 out of 60