Find the right app | Microsoft AppSource

Ada's AI AgentAda

+1

Ada offers an AI Agent that can immediately start resolving more than 83% of customer inquiries

1 out of 60

Banzae BI DashboardBanzae Dooel

+1

Power BI custom visual for deeper insights. Dynamic charts & graphs. Perfect for businesses..

2 out of 60

OANDA Exchange Rates APIOANDA

+1

Access automated, reliable, and accurate forex data for currency conversion

3 out of 60

SOFT4Lessee for IFRS 16/ AASB 16SOFT4

+1

Leave Excel behind - optimize your IFRS 16 / AASB 16 compliance and reporting with SOFT4Lessee.

4 out of 60

CRM Accelerator for Financial ServicesHSO

+1

Unify and automate your financial processes with our industry-specific accelerator

5 out of 60

FTP AgentVffice

+1

Connect Your Business Central with an External FTP Server Using Standard FTP and SFTP Protocols

6 out of 60

Sitecore® Experience Platform™Sitecore

+1

Easily manage content, product information, and assets in one place by putting content at the center

7 out of 60

MAX PAY GLOBAL - Payment ProcessingRETAIL REALM DISTRIBUTION INC

+5

Omni-Channel Universal Payment Solution for Dynamics 365 Commerce

8 out of 60

ApptivoApptivo

+1

Sync contacts and collaborate with colleagues, interact with customers, manage your business better.

9 out of 60

FIS Memento Enterprise FraudFIS

+1

FIS Memento is an award-winning banking and payments fraud prevention and management system.

10 out of 60

UiPath Automation Cloud™ (Free Trial)UiPath

+1

The fastest and most scalable way to build, deploy and manage enterprise automation with UiPath

11 out of 60

AMC Banking 365 FinanceAMC Banking

+2

AMC Banking 365 Finance simplifies complex banking and cash management concerns on a global scale

12 out of 60

ParloaParloa GmbH

+1

Enhance customer experiences with Parloa's AI Agent Management Platform.

13 out of 60

AnywhereNow WebAgentWorkstreampeople BV

+1

AnywhereNow WebAgent is a fully featured Teams Contact Center platform to embed within any CRM

14 out of 60

Merge Utility Transact for D365 BCBinary Stream Software Inc.

+1

Instantly merge duplicate customers, vendors, G/L accounts, and more.

15 out of 60

Dynamics TelephonyDynamics Telephony Public Ltd

+5

Telephony integration for Dynamics 365 - Avaya, Cisco, Ringcentral, Asterisk, 8x8, Mitel, FreePBX

16 out of 60

DealCloudIntapp

+1

Empower Your Firm To Source More Deals Through The Power Of Networks And Relationships.

17 out of 60

Sankey Diagram for Power BISankeyArt

+1

Turn financial statements into beautiful Sankey diagrams.

18 out of 60

WalkMe for DynamicsWalkMe, Inc.

+3

Achieve True Digital Adoption & Value Realization on Dynamics

19 out of 60

ACSISS ConnectSISS Data Services

+1

Australian bank data feeds – powered by Open Banking (Consumer Data Right - CDR)

20 out of 60

Adobe Experience ManagerAdobe US

+1

Get personalized, content-led experiences to market faster in any channel.

21 out of 60

Risk RegisterHG Technology

+1

Register to manage and report risks .

22 out of 60

Nasdaq eVestment Market IntelligenceNasdaq

+1

Nasdaq provides customizable, day-one functionality & value for Market Intelligence API subscribers.

23 out of 60

officeatwork | Mail Signature User Subscriptionofficeatwork

+1

One Template. Unique Email Signatures for Everyone.

24 out of 60

Alvaria Workforce Engagement ManagementAspect Software

+1

Use the #1 rated contact center workforce management tool in North America to manage your workforce.

25 out of 60

ZingHRZinghr

+1

ZingHR Product Corporate Brochure

26 out of 60

Provance ServiceTeam ITSM EnterpriseProvance

+4

Conceived in Power Apps, ServiceTeam is designed exclusively for Microsoft Customers

27 out of 60

Trade Insights - Investment PerformanceInternational Economics Consulting Ltd

+1

Trade Insights - Investment Performance Dashboards

28 out of 60

Investment and Portfolio Management Software on Dynamics 365Dynamic Netsoft

+2

Robust solution to manage Investments and Portfolios

29 out of 60

PBIX Translate for AppSourceSagra Technology

+1

A tool for translating pbix (.pbit) files from Microsoft Power BI Desktop

30 out of 60

iManage for Law and Professional Service FirmsiManage

+1

Document, Collaboration and Email Management for Knowledge Workers

31 out of 60

Dynamics 365 for Wealth ManagementXpedition

+2

Connect intelligence throughout your firm with tailored business applications for Wealth Management.

32 out of 60

Checkbook.ioCheckbook

+1

No more paper, just send a Digital Check!

33 out of 60

Popdock for Dynamics 365 Business CentraleOne Solutions

+1

Interactive SmartLists that gives users access to all of their data

34 out of 60

Dynamics 365 CRM Solution for InsuranceWaveAccess2

+1

Unified workplace for insurance companies, an omnichannel business app interface

35 out of 60

Loan IQFinastra

+1

The most trusted commercial and syndicated loan platform

36 out of 60

cBI Focus PlannercedroBI GmbH

+1

Plan, budget, and write back directly in Power BI with this enterprise-ready visual.

37 out of 60

Crypto Payment GatewayReltime

+1

Crypto Payment Gateway

38 out of 60

Willis Towers Watson Radar LiveTowers Watson Software Limited

+1

Industry leading point-of-quote insurance rating software delivered as a service

39 out of 60

FIS IST Switching and Acquiring PortfolioFIS

+1

IST/Switch is a credit and debit processing switch for card issuing acquiring.

40 out of 60

CognitiveScale Cortex Cognitive PlatformCognitiveScale

+1

CognitiveScale Cortex Cognitive Platform

41 out of 60

Keepit backup and recovery for Microsoft applicationsKeepit A/S

+1

Your strong weapon against data loss for M365, Entra ID, Dynamics, Azure DevOps and Power Platform

42 out of 60

Subscription Billing SuiteBinary Stream Software Inc.

+1

A powerful, all-in-one solution to streamline recurring billing, revenue recognition, and financial.

43 out of 60

Analytics FoundationPwC

+1

Easily consolidate data and generate predictive analysis with a flexible platform.

44 out of 60

Digital ClipboardDigital Clipboard

+1

Digital Client onboarding

45 out of 60

NICE CXone Agent for Microsoft DynamicsNICE

+1

Integrate CRM and contact center controls for more efficient agents and exceptional experiences.

46 out of 60

Charturo Interactive Line ChartMi4 Corporation

+1

Line chart that allows end users to select log or linear axis scale, also supports inverted Y axis.

47 out of 60

GDPR-compliant Secure File TransferMBM Ltd

+1

Want to protect your clients' info with easy-to-use and GDPR-compliant secure file transfer service?

48 out of 60

SOFTSTORE Localization Pack for PortugalSoftstore SA

+1

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

49 out of 60

Clarity AIClarity AI Europe

+1

A full kit of sustainability capabilities powered by advanced technology, for financial institutions

50 out of 60

ADP Workforce Now® Connector for Microsoft D365FOGuru Group LLC

+2

Guru Group provides ADP Integration, a leading human capital management (HCM) platform, with D365FO

51 out of 60

Fin365 CRM for Financial ServicesFin365

+2

Fin365 is a cloud based business and customer management system for financial services professionals

52 out of 60

Aptitude Fynapse for Dynamics 365 FinanceAPTITUDE SOFTWARE GROUP

+3

Better Finance automation, agility & insights with Aptitude Fynapse for Dynamics 365 Finance

53 out of 60

K2 WorkflowSourcecode Technology Holdings Inc

+1

K2 Workflow Platform

54 out of 60

Xoralia: Policy management software for SharePoint & Microsoft365Content Formula Ltd

+1

Automate policy & document management in SharePoint. Get in touch for a demo.

55 out of 60

ABIT-BANZAE BI - Balance SheetBanzae Dooel

+1

Power BI custom visual for deeper insights. Dynamic charts & graphs. Perfect for businesses..

56 out of 60

InRule for Microsoft Dynamics 365InRule Technology

+6

Easily Automate Business Rules and Processes using the InRule® Decision Platform

57 out of 60

Xe Currency DataDandelion Payments, Inc., DBA Xe

+6

Consume real time currency data directly into Dynamics 365 Finance for all your accounting needs

58 out of 60

Aimplan Status VisualAimplan AB

+1

Track and set statuses seamlessly with Aimplan Status Visual for Power BI.

59 out of 60

NICE CXone Agent for Microsoft DynamicsNICE

+4

Integrate CRM and contact center controls for more efficient agents and exceptional experiences.

60 out of 60

Financial Services

Apps results for Financial Services