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Apps results for Financial Services
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Industrial AI Workforce PlatformExpertOps AIDigital employees that run operations, boost productivity, and engage customer — at 10x efficiency.
+1
Applicable to:
SaaS
1 out of 60
AlternativeSoft 365ALTERNATIVESOFT LIMITEDStreamline your fund analysis and portfolio reporting directly in Excel with AlternativeSoft 365.
+1
Applicable to:
Excel
2 out of 60
Dori for OutlookMetanous BVBAIntégration intelligente entre Outlook et la plateforme Dori pour les courtiers.
+1
Applicable to:
Outlook
3 out of 60
Vitta - AI Powered Insights From Your Invoice Into ExcelDrevolConvert PDFs or images to Excel using AI converter - Vitta
+1
Applicable to:
SaaS
4 out of 60
IntelligenceBank Content Risk ReviewsIntelligenceBankAutomate compliance checks, identify regulatory risks, and send files to IntelligenceBank approvals.
+1
Applicable to:
Word
5 out of 60
Back Office BursatilIngematica SAPlataforma integral de gestión de ALyCS
+1
Applicable to:
SaaS
6 out of 60
Backoffice BursatilIngematicaEl BOB – Solución SaaS para la gestión integral de ALyCs
+1
Applicable to:
SaaS
7 out of 60
AI-driven CRM for BrokersTT SolutionsICRM is an AI-driven automation and CRM solution for the Insurance and Finance Industry.
+1
Applicable to:
SaaS
8 out of 60
Unified Client Profile for Financial ServicesItransitionUnified Client Profile for Financial Services
+1
Applicable to:
SaaS
9 out of 60
AI antwoordservice voor uw bedrijfKollie.aiUw persoonlijke antwoordservice om telefoongesprekken aan te nemen wanneer u niet beschikbaar bent.
+1
Applicable to:
SaaS
10 out of 60
KI-Telefonantwortdienst für KMUKollie.aiKI-Telefonantwortdienst optimiert Anrufverwaltung für KMU.
+1
Applicable to:
SaaS
11 out of 60
Financial ContractsARQUICONSULT SAManagement and Calculation of Financial Contracts
+1
Applicable to:
Business Central
12 out of 60
Huamei 365® Data Migration SolutionXi'an Huamei Soft Co., Ltd.Streamline Data migration process and time with Huamei 365® Data migration solution
+6
Applicable to:
Commerce
Supply Chain Management
Operations
Finance
Project Operations
Human Resources
13 out of 60
Real-Time Subscription Rules EngineLATINIA INTERACTIVE BUSINESS, S.A.Let your customer decide WHEN, WHAT and HOW to be notified
+1
Applicable to:
SaaS
14 out of 60
fiskaltrust.Sorglos mit TSEfiskaltrust Deutschland fiskaltrust - für Rechtssicherheit der Registrierkassen für Anwender, Kassen- & Softwarehersteller
+1
Applicable to:
SaaS
15 out of 60
LevPro for ExcelSuperTraderAccess real-time investment data from LevPro's platform directly in your Excel spreadsheets
+1
Applicable to:
Excel
16 out of 60
LITS PDC MANAGEMENTLITS SERVICESLITS Post Dated Cheques Management Extension For Business Central
+1
Applicable to:
Business Central
17 out of 60
GenasysGenasys TechnologiesA modern feature-rich, full-cycle insurance policy administration, claims and billing system
+1
Applicable to:
SaaS
18 out of 60
lendmantra : Lending management suiteSoluzione IT Services Pvt. Ltd.Lending management suite with Loan Origination System and Loan Management System
+1
Applicable to:
SaaS
19 out of 60
sieveSieve Data Inc.sieve extracts clean, analysis-ready data with a single formula - as easily as =SIEVE.GET_DATA(...)
+1
Applicable to:
Excel
20 out of 60
xlagentROGERX LTDAgentic AI in Excel for professionals
+1
Applicable to:
Excel
21 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
22 out of 60
Koncilia SaaS StandardKONCILIAConciliación, compensación y cuadre de transacciones, movimientos, recaudos y pagos.
+1
Applicable to:
SaaS
23 out of 60
Ainstein Advisor - AI AgentAinsteinAinstein Advisor delivers AI-driven insights for Smarter portfolio management and decision-making.
+1
Applicable to:
SaaS
24 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
25 out of 60
Catapult Purchase RequisitionCatapult ERPAdd a dedicated purchase requisition layer to Business Central to streamline procurement.
+1
Applicable to:
Business Central
26 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
27 out of 60
CloudExpat Production PlatformAZdev Ontario LimitedOptimize AWS/Azure/GCP costs with intelligent insights & recommendations
+1
Applicable to:
SaaS
28 out of 60
Elyx.AITCD AppsElyx.AI: AI copilot for Excel – analyse and automate your data in one click.
+1
Applicable to:
Excel
29 out of 60
Baltic Bank ConnectOIXIO EstoniaConnect Microsoft Dynamics 365 Business Central with your bank (Swedbank, SEB, COOP, LHV)
+1
Applicable to:
Business Central
30 out of 60
Sanctions ScreeningEffiya Technologies Private LimitedIntelligent solution that makes Sanctions screening process more efficient.
+1
Applicable to:
SaaS
31 out of 60
Ainstein AI Advisor - Investment ProfessionalsAinsteinWelcome to Smart™ - AI-powered Insights and Risk Management for Investment Professionals.
+1
Applicable to:
SaaS
32 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
33 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
34 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
35 out of 60
Merge UtilityBinary Stream Software Inc.Instantly merge duplicate customers, vendors, G/L accounts, and more.
+1
Applicable to:
Business Central
36 out of 60
FinAnalyticsPERSISTENT SYSTEMS LIMITEDEnhance financial workflows with Copilot Agentic AI-driven intelligence
+1
Applicable to:
SaaS
37 out of 60
Pantheon DMS SIDatalab TehnologijePANTHEON DMS je dodatek za Microsoft Word, ki uporabniku omogoča poenostavljeno razvrščanje dokument
+1
Applicable to:
Word
38 out of 60
ContractAssistPERSISTENT SYSTEMS LIMITEDStreamline contract management with Copilot-driven intelligence and automation
+1
Applicable to:
SaaS
39 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
40 out of 60
NoNighter CopilotNoNighter IncExcel-native copilot designed for Wall Street experts, offering AI-powered financial modeling tools
+1
Applicable to:
Excel
41 out of 60
Exactera ExactReportEXACTERAA Transfer Pricing Assistant in Microsoft Word
+1
Applicable to:
Word
42 out of 60
Puritas - Investor PortalPuritasEfficiently manage investor communication and correspondence
+1
Applicable to:
SaaS
43 out of 60
D4ESQLCaratrel Consultants Pty LtdRun SQL queries in Excel using files, ranges, and databases — no coding required.
+1
Applicable to:
Excel
44 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
45 out of 60
ekyc for stock brokersPrism Cybersoft Pvt Limitedekyc for India stock brokers BSE NSE
+1
Applicable to:
SaaS
46 out of 60
Insurance.Office – Ολοκληρωμένη λύση διαχείρι σης ασφαλιστικού γραφείουSafeCape Software SolutionsΟλοκληρωμένη λύση διαχείρισης ασφαλιστικού γραφείου με αυτοματοποίηση, cloud λειτουργίες
+1
Applicable to:
SaaS
47 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
48 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
49 out of 60
Contours SaaSKiteEdgeContours is an advanced AI financial research assistant with tailored workflows to suit every need
+1
Applicable to:
SaaS
50 out of 60
DocuSenZeZerone Consulting Private LimitedAI-Powered Tool Transforming Document Interaction with Insights from Single Files or Collections
+1
Applicable to:
SaaS
51 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
52 out of 60
Call Journey Automated QACall JourneyCustomizable scorecard to automatically measure agent performance on each call.
+1
Applicable to:
Power BI apps
53 out of 60
Xceed365 Agentic HRTalProStreamline HR processes with Xceed365 Agentic HR for enhanced workforce management.
+1
Applicable to:
SaaS
54 out of 60
Nintex DocumentsNintex USA LLC.Tag document templates ready for use with Nintex DocGen (subscription required)
+1
Applicable to:
Word
55 out of 60
IntegraTestReitigh Software LimitedEnsure reliable performance of your cloud apps with IntegraTest testing solutions.
+1
Applicable to:
SaaS
56 out of 60
Corridor GenGuardXCorridor PlatformsPowering responsible GenAI pipelines with robust governance, risk management, and compliance.
+1
Applicable to:
SaaS
57 out of 60
Quantium Add-in for ExcelRound Square Pte. Ltd.Connect your Quantium account to Excel for real-time private market investment data and reporting.
+1
Applicable to:
Excel
58 out of 60
Condour for ExcelSailvestExcel Add-In for Condour, an AI Copilot for Financial Services.
+1
Applicable to:
Excel
59 out of 60
Imagicle Call RecordingImagicleImagicle Call Recording for Microsoft Teams lets users record calls.
+1
Applicable to:
Teams
60 out of 60