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Apps results for Financial Services
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sieveSieve Data Inc.sieve extracts clean, analysis-ready data with a single formula - as easily as =SIEVE.GET_DATA(...)
+1
Applicable to:
Excel
1 out of 60
xlagentROGERX LTDAgentic AI in Excel for professionals
+1
Applicable to:
Excel
2 out of 60
Call Journey Ci Uncover Automated QACall JourneyAutomatically score each call to measure agent performance.
Automatically score each call b
+1
Applicable to:
Power BI apps
3 out of 60
Koncilia SaaS StandardKONCILIAConciliación, compensación y cuadre de transacciones, movimientos, recaudos y pagos.
+1
Applicable to:
SaaS
4 out of 60
Ainstein Advisor - AI AgentAinsteinAinstein Advisor delivers AI-driven insights for Smarter portfolio management and decision-making.
+1
Applicable to:
SaaS
5 out of 60
Alert & Notification Apps for Dynamics 365 CRM Sales HubMindQuad Solutions Private LimitedAlert & Notification App for Dynamics 365 CRM delivers real-time alerts across the Sales Hub module
+1
Applicable to:
Sales
6 out of 60
Catapult Purchase RequisitionCatapult ERPAdd a dedicated purchase requisition layer to Business Central to streamline procurement.
+1
Applicable to:
Business Central
7 out of 60
TEK HrPayrollTek Headquarters Inc.Payroll App is a robust and intelligent payroll management solution built as an extension for MS BC
+1
Applicable to:
Business Central
8 out of 60
CloudExpat Production PlatformAZdev Ontario LimitedOptimize AWS/Azure/GCP costs with intelligent insights & recommendations
+1
Applicable to:
SaaS
9 out of 60
Elyx.AITCD AppsElyx.AI: AI copilot for Excel – analyse and automate your data in one click.
+1
Applicable to:
Excel
10 out of 60
Baltic Bank ConnectOIXIO EstoniaConnect Microsoft Dynamics 365 Business Central with your bank (Swedbank, SEB, COOP, LHV)
+1
Applicable to:
Business Central
11 out of 60
Sanctions ScreeningEffiya Technologies Private LimitedIntelligent solution that makes Sanctions screening process more efficient.
+1
Applicable to:
SaaS
12 out of 60
EQL Add-in for ExcelEQL Global ABThis Add-in fetches financial data from a backend API based on selected companies and time period
+1
Applicable to:
Excel
13 out of 60
Alert & Notification Apps for Dynamics 365 Customer ServiceMindQuad Solutions Private Limited Alert & Notification App for Dynamics 365 Customer Service delivers real-time notifications
+1
Applicable to:
Customer Service
14 out of 60
AIMS Appraisal Management Platform - Mortgage Collateral Valuation Operations Technology - Contact UsAIMSdashboardAppraisal Independence Management System (AIMS) providing direct appraiser engagement workflow.
+1
Applicable to:
SaaS
15 out of 60
Merge UtilityBinary Stream Software Inc.Instantly merge duplicate customers, vendors, G/L accounts, and more.
+1
Applicable to:
Business Central
16 out of 60
FinAnalyticsPERSISTENT SYSTEMS LIMITEDEnhance financial workflows with Copilot Agentic AI-driven intelligence
+1
Applicable to:
SaaS
17 out of 60
Pantheon DMS SIDatalab TehnologijePANTHEON DMS je dodatek za Microsoft Word, ki uporabniku omogoča poenostavljeno razvrščanje dokument
+1
Applicable to:
Word
18 out of 60
ContractAssistPERSISTENT SYSTEMS LIMITEDStreamline contract management with Copilot-driven intelligence and automation
+1
Applicable to:
SaaS
19 out of 60
OneView Cloud Expense Management1Nebula, NLTailored visibility across your multi-cloud environment to track and forecast your cloud spend.
+1
Applicable to:
SaaS
20 out of 60
NoNighter CopilotNoNighter IncExcel-native copilot designed for Wall Street experts, offering AI-powered financial modeling tools
+1
Applicable to:
Excel
21 out of 60
Exactera ExactReportEXACTERAA Transfer Pricing Assistant in Microsoft Word
+1
Applicable to:
Word
22 out of 60
Puritas - Investor PortalPuritasEfficiently manage investor communication and correspondence
+1
Applicable to:
SaaS
23 out of 60
D4ESQLCaratrel Consultants Pty LtdRun SQL queries in Excel using files, ranges, and databases — no coding required.
+1
Applicable to:
Excel
24 out of 60
iusUp: el complemento ideal para abogados que usan OutlookiusUpAsociar correos a expedientes, registrar actuaciones, agendar citas y gestionar la documentación
+1
Applicable to:
Outlook
25 out of 60
ekyc for stock brokersPrism Cybersoft Pvt Limitedekyc for India stock brokers BSE NSE
+1
Applicable to:
SaaS
26 out of 60
Insurance.Office – Ολοκληρωμένη λύση διαχείρισης ασφαλιστικού γραφείουSafeCape Software SolutionsΟλοκληρωμένη λύση διαχείρισης ασφαλιστικού γραφείου με αυτοματοποίηση, cloud λειτουργίες
+1
Applicable to:
SaaS
27 out of 60
iPaS-RevOpsDSeT Consulting Private LimitedAI-powered revenue operations tool for Zoho that automates payment reminders to reduce late payments
+1
Applicable to:
SaaS
28 out of 60
CleverTap for Microsoft Dynamics 365 Customer InsightsCleverTapCleverTap for Microsoft Dynamics 365 Customer Insights – Real-Time Customer Activation
+2
Applicable to:
Power Automate
Power Apps
29 out of 60
Contours SaaSKiteEdgeContours is an advanced AI financial research assistant with tailored workflows to suit every need
+1
Applicable to:
SaaS
30 out of 60
DocuSenZeZerone Consulting Private LimitedAI-Powered Tool Transforming Document Interaction with Insights from Single Files or Collections
+1
Applicable to:
SaaS
31 out of 60
Segic ProSegic IncSegicPro automates and enhances pre-sales processes in the group benefits industry through AI-driven
+5
Applicable to:
Sales
Project Service Automation
Power Automate
Power Virtual Agents
Power Apps
32 out of 60
Call Journey Automated QACall JourneyCustomizable scorecard to automatically measure agent performance on each call.
+1
Applicable to:
Power BI apps
33 out of 60
Xceed365 Agentic HRTalProStreamline HR processes with Xceed365 Agentic HR for enhanced workforce management.
+1
Applicable to:
SaaS
34 out of 60
Nintex DocumentsNintex USA LLC.Tag document templates ready for use with Nintex DocGen (subscription required)
+1
Applicable to:
Word
35 out of 60
IntegraTestReitigh Software LimitedEnsure reliable performance of your cloud apps with IntegraTest testing solutions.
+1
Applicable to:
SaaS
36 out of 60
Corridor GenGuardXCorridor PlatformsPowering responsible GenAI pipelines with robust governance, risk management, and compliance.
+1
Applicable to:
SaaS
37 out of 60
Condour for ExcelSailvestExcel Add-In for Condour, an AI Copilot for Financial Services.
+1
Applicable to:
Excel
38 out of 60
Imagicle Call RecordingImagicleImagicle Call Recording for Microsoft Teams lets users record calls.
+1
Applicable to:
Teams
39 out of 60
KYB/AML and Business OnboardingItransitionKYB/AML and business onboarding process automation
+1
Applicable to:
SaaS
40 out of 60
EBT MRA ConnectorEBT Middle East LLCThe EBT MRA (Mauritius Revenue Authority – Tax) Connector for Business Central.
+1
Applicable to:
Business Central
41 out of 60
Invector for XBRLTogglecampusInvector XBRL로 재무제표와 주석 공시 업무를 간편하게!
+1
Applicable to:
Excel
42 out of 60
CX Text ExtensionCONNAMIX GmbH & Co.KGCX Text Extension - Rich-Text-Editor and Text Module Management
+1
Applicable to:
Business Central
43 out of 60
Knovuu Analytics (offline with AQM)SestekKnovvu Analytics provides contact centers with powerful tools for optimizing quality management.
+1
Applicable to:
SaaS
44 out of 60
WordwatchWordwatchVoice/Recorded Communications Management, Retention and Compliance Archiving
+1
Applicable to:
SaaS
45 out of 60
eye-share Capture - AI-powered invoice interpretationEye-share ASExtracts and validates invoice and document data with AI to save time and reduce errors
+1
Applicable to:
SaaS
ClearMash AI Knowledge ManagementClearMashClearMash is a leading innovative knowledge discovery and management solutions provider.
+1
Applicable to:
SaaS
47 out of 60
Terms & Conditions attachment for Purchase & Sales Orderd365.Global Pty LtdAttaching contractual T&C pdf document to orders emailed to external parties
+1
Applicable to:
Business Central
48 out of 60
Optimus - Enterprise-grade Payment Reconciliation PlatformOptimus Fintech Inc. All in one SaaS platform to streamline payment reconciliation, fee management and financial close
+1
Applicable to:
SaaS
49 out of 60
syncbox365Systems-LimitedAll-in-one Azure-powered connector for contact centers streamlines social media, automates workflows
+3
Applicable to:
Marketing
Sales
Customer Service
50 out of 60
Accounts Payable Invoice AutomationAccelera, Inc.Accounts Payable Invoice Automation PDF to Invoice
+1
Applicable to:
Business Central
51 out of 60
BDS Smart for ExcelBDS Data SolutionProvision of Financial Market Data from Brazil and Worldwide.
+1
Applicable to:
Excel
52 out of 60
Aritma Finance Manager NorwayAritma ASBank connectivity for Business Central
+1
Applicable to:
Business Central
53 out of 60
NotificationsComing - Computer EngineeringSend real-time alerts and updates from Microsoft Dynamics 365 Business Central to users via Telegram
+1
Applicable to:
Business Central
54 out of 60
WorkiQ CloudActiveOps plcDiagnostic insights highlight what is impacting performance, work and employee experience
+1
Applicable to:
SaaS
55 out of 60
Knackly Designer for WordKnackly Word DesignerWith Knackly you can automate Word documents, PDFs, and more.
+1
Applicable to:
Word
56 out of 60
Agent SREXenonStackAutonomous AI-powered observability and incident management for hybrid cloud infrastructure
+1
Applicable to:
SaaS
57 out of 60
Cotrace CopilotCotrace Inc.An expert analyst embedded in your workbook.
+1
Applicable to:
Excel
58 out of 60
GIMS Policy AdministrationTritech Financial Systems IncProperty & Casualty Insurance policy management for personal and commercial lines
+1
Applicable to:
SaaS
59 out of 60
AXIOME 365UPGRADE-DEVELOPPEMENTAXIOME est un logiciel d'ingénierie financière pour déterminer un loyer d'équilibre.
+1
Applicable to:
Excel
60 out of 60