2618 Integrations with Microsoft Excel
View a list of Microsoft Excel integrations and software that integrates with Microsoft Excel below. Compare the best Microsoft Excel integrations as well as features, ratings, user reviews, and pricing of software that integrates with Microsoft Excel. Here are the current Microsoft Excel integrations in 2026:
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Lucky Cha Cha
Lucky Cha Cha
Lucky Cha Cha built financial data integration and automation. Ecommerce Integration Automation is their expertise. Lucky Cha Cha focuses on Building Business Critical Apps for Ecommerce. We will ensure all your settings are correct from Day 1. For business owners who don’t want to learn new technology or data architecture, then Lucky Cha Cha is there to explain the logic clearly. Lucky Cha Cha Shopify – QuickBooks Online – QBO App allows business owners and accountants to understand their financial performance at a detailed level. Shopify and QBO are the core of any ecommerce business. Lucky Cha Cha Faire – QuickBooks Online – QBO App allows business owners to integrate and automate faire transactions into QuickBooks Online without copy + pasting. -
2
Drive Commerce
Drive Commerce
We believe the best shopping experiences are easy, personalized, and leave customers feeling good. Drive Commerce specializes in ecommerce solutions designed to effortlessly connect customers with the products they want from the brands they love. Say hello to a few of our solutions. Drive Commerce Customizer gives you the power to innovate, create, and sell the customizable and personalizable products your customers want most. Guided shopping is the future. Why force your customers to sort through endless product grids and confusing filtering options when they can answer a few simple questions to find the product that fits them best? Pacenotes combines your product catalog, site catalog, pricebooks, inventory, content and active data into a single, searchable instance, and allows you to share and schedule reports in Excel, CSV, or Commerce Cloud XML formats. Drive Commerce supports global retailers with guided shopping, product audit, and custom product software solutions. -
3
HENRI
NAVAX
HENRI is the modern platform for financial service providers, which is specially tailored to the work processes in the leasing, factoring and credit sectors - future-proof and always up-to-date with the latest technology. Planning, analysis, reporting and controlling enable us to react more quickly to flexible market conditions. The industry solution is fully integrated in Microsoft Dynamics 365 Business Central. All core processes for leasing, factoring, credit and purchase financing bundled in a single software. Optimal balance between standard software and individual development. Maximum flexibility through configurators for products, processes and documents. The platform is based on the standard ERP software Microsoft Dynamics 365 Business Central (formerly NAV) used worldwide. 60 employees at NAVAX specialize in financial services. The HENRI product will be further developed according to a strategic roadmap. -
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S&Q Capital IQ Pro
S&P Global
Uncover relevant insights, faster. Use our real-time market monitoring dashboard, data visualization tools, and search capabilities to separate the immaterial from the invaluable. Dive deep into company data and enjoy constant updates to its quantity and quality. Seamlessly power your proprietary models and streamline presentations with our easy-to-use Excel add-in and suite of Office Tools. Access a library of hundreds of ready-to-use models and templates, or partner with our support analysts to build your own. Integrate data from Excel to PowerPoint or Word with fewer errors and refresh formulas in Excel with just one click. Instantly find information across companies, news, documents, research, transcripts and investor presentations with our smart search tool. Drill down to the data you need using custom formulas and filters. The new and improved document viewer incorporates AI-based search to speed up your discoverability process for text-based insights. -
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Vocola 3
Vocola 3
Dictation with Windows Speech Recognition (WSR) works well for "WSR-friendly" applications like MS Word, Outlook, and PowerPoint. Dictated text is inserted directly into document text, and commands like "Delete hedgehog" can refer to specific document text. But WSR dictation works less well for "WSR-unfriendly" applications like MS Excel, Gmail, and most programming environments. Dictation is not inserted directly into document text, and commands cannot refer to document text. Vocola improves this situation by supporting direct dictation for WSR-unfriendly applications, and by allowing correction and modification of the just-dictated phrase. Vocola and WSR use the same underlying speech profile, so any improvements you make via training, correction, or the speech dictionary benefit WSR dictation and Vocola dictation equally. Dictation to WSR-unfriendly applications is essentially unusable in Vista, as every utterance raises the correction panel. -
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Nebim V3
Nebim Yazılım
Manage all your business processes from purchasing to manufacturing up to finance management and sales, on the same platform and in a completely integrated manner. Use your ERP as the growth platform of your company thanks to Nebim V3's modular structure and its capability to integrate with other systems. Implement your new projects rapidly thanks to the industry-specific default functions as well as the fast ERP adaptation methods which Nebim has developed. Accelerate your ERP adaptation and additional application projects thanks to the fast ERP adaptation methods which Nebim has developed as well as industry-specific best practice methods which will be shared with you during the project. Remote access to the central project management system of Nebim enables you to monitor the adaptation project schedule, milestones, as well as the planned and actual use of resources so that you can make confident decisions regarding project management. -
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MAP FinTech Polaris
MAP FinTech
The “Polaris Platform” empowers our firm with complete control of the entire process, from data sourcing to reporting and monitoring. “Polaris” strategic platform delivers unparalleled flexibility to quickly adapt to new and evolving regulations. Additionally, the “Polaris Platform” enables the required conversions, enhancements and re-formatting of the gathered data, preparing them for submission. Furthermore, it automates complex workflow processes enabling us, and our customers, to review results and ensure accuracy, along the complete cycle. It also adapts to changes across institutions, geographies and jurisdictions without systems re-engineering, reducing implementation times. Finally, it offers a flexible foundation from which to achieve compliance and help meet the current and future reporting demands of regulatory authorities. Sourcing of information from various client systems. Enhanced validation of data, conversion, enhancing and re-formatting of the information/data. -
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accesso Passport
accesso
Guests expect a top-quality online experience when planning their leisure activities. With our fully hosted accesso Passport online ticketing system, you can deliver a beautiful and intuitive shopping experience to guests on any device. Sell anything, anywhere on any device and drive revenue with up-sells, cross-sells and quick-sells. With 24/7/365 support and a dedicated client services manager, you’ll have all of the resources you need to make the most of your solution. Engage your most valuable guests with our intuitive membership tools. Our fully-hosted, fully-secure solution offers scalability, reliability and secure payment processing with CyberSource. Help your guests plan their day with a comprehensive online shopping experience designed to help minimize cart abandonment and maximize conversions. We work as an extension of your team, allowing you to focus on your venue and your guests instead of dealing with tedious and complicated system maintenance. -
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Twitonomy
Twitonomy
Get detailed and visual analytics on anyone's tweets, retweets, replies, mentions, hashtags. Browse, search, filter and get insights on the people you follow and those who follow you. Backup/export tweets, retweets, mentions and reports to Excel & PDF in just one click. Monitor your interactions with other Twitter users: mentions, retweets, favorites. Get and export Search Analytics on any keywords, #hashtags, URL or @users. Get insights on and download any user's retweeted & favorited tweets. Monitor tweets from your favorite users, lists and keyword searches. Get actionable insights on your followers with Followers Report. Find out easily those you follow but don't follow you back. Download your followers and following lists to Excel. Browse, sort and add/remove people to your lists. Get the list of the followers you don't follow back. Available on your desktop & on your phone. Track your follower growth over time, and much more. -
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NuGenesis SDMS
Waters
NuGenesis SDMS is the automated data repository underlying the NuGenesis laboratory management system. It automatically imports all types of data generated by instruments, researchers and external sources into a single centralized repository. Your scientists and collaborators can easily initiate research, communicate results and share data. NuGenesis SDMS automatically manages the secure capture, indexing, and storage of data generated by your lab in an environment that meets regulatory requirements, immediately after creation or modification. With NuGenesis SDMS, easily manage printed data, which includes the content of reports generated by the instruments. Content generated by various operating systems, including Microsoft Windows and UNIX. Data converted to standard non-proprietary data interchange formats, including IUPAC JCAMP-DX. NuGenesis SDMS detects new content from your servers, projects and data types. It immediately extracts metadata from it. -
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Textbox.io
Tiny Technologies
Textbox.io's powerful editing tools and simple user interface let you create great looking HTML anywhere: on the desktop and on mobile. This demo shows the Textbox.io editor in its standard configuration, with its core HTML editing capabilities enabled. These include text formatting, tables, hyperlinks, and lists. Textbox.io is the first WYSIWYG HTML editor designed for desktop and mobile devices. Its revolutionary app-like mobile UI delivers an optimized UI for tablet and handset users. Easily add and upload images using the device camera or gallery, use text-to-speech to enter content and enjoy effortless rich text editing from anywhere. The best editor available, tightly integrated with IBM products. Built-in image handling & storage. File drag & drop, spell check & autocorrect, clean copy-paste from Microsoft Word, and cross-browser support. Create content more effectively in blogs, wikis, profiles and more. -
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Synap Editor
Synapsoft
Synap Editor is an innovative HTML5 web editor developed with Synap’s own digital document processing know-how over a long period of about 20 years and proven technologies. The world's first web editor to support more than 250 Excel functions, import functions, and insert shapes option. In addition, it provides a convenient document authoring environment and user experience with various innovative functions. Documents can be imported and edited without installing any applications or plug-ins, improving productivity at work. You can use and edit 250+ Excel functions in Synap Editor. More than 160 different shapes can be inserted and edited conveniently as in Office applications. Convenient editing as in MS Word, Excel functions input UI, adopts the latest table UI, provides table styles, and specifies cell display format. Partial editing restrictions, imports selected area, inserts & edits shapes, with powerful bullet editing and layer editing options. -
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Instant Bloomberg
Bloomberg
Communication is powerful with Instant Bloomberg, the leading chat tool used by the global financial community. Completely integrated with the Bloomberg Terminal, our unique chat-parsing technology lets you capture chat text, incorporate crucial deal details and send them directly to your trading platform. All chats are archived and auditable, enabling you to meet compliance requirements. You can share screens, data sets, charts or Excel files through Instant Bloomberg to collaborate quickly and easily with colleagues and trading partners. Channels of communication are fully integrated on our single platform so users can design and instantly share live data, charts, analysis and lists with internal and external colleagues. Collaborate across markets and countries without launching another application on your desktop. And with Bloomberg Anywhere, log in to your Bloomberg account from an Internet-ready PC or mobile device, with the same reference-quality, real-time data, and security. -
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Bloomberg Message
Bloomberg
Send, receive and manage emails over our secure network with your personalized Bloomberg email address. Tools that speed secure collaboration give you an edge. Our robust set of tools helps you create and share your research, estimates and proprietary data with colleagues through a cost- effective and straightforward upload, conveniently searchable by ticker, industry, author or tags. Have complete authority over who can access research with rigorous permissioning by individual, team or department. Stay ahead of requirements with compliance tools that capture and organize communications. Note is a feature-rich, note-taking and collaboration platform tightly integrated with the Bloomberg Terminal. Note enables you and your desk to capture ideas and tag them to specific securities or themes and share with colleagues, on both desktop and mobile. Bloomberg’s Trade Idea Messaging tool enables you to streamline the flow of your firm’s best ideas. -
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GMS ITEC
GMS
The ITEC (International Trade & Electronic Commerce) System is a robust, integrated software system for efficient handling of all phases of a shipment's movement and customs clearance from origin to final delivery. Typically purchased and used by the customs broker, international air or sea freight forwarder, deconsolidator or NVOCC, it can also be used by an importer or exporter who process their own shipments. The application software is written in the PROGRESS 4GL database language. It is currently supported on the SCO Open Server UNIX platform. We can provide the hardware in a complete turnkey system, or just the software. When Customs brokers handle the logistics for their customers, the commercial invoice add-on module allows the commercial invoice to be entered for AII (Automated Invoice Interface) and RLF (Remote Location Filing). This module works in conjunction with the custom house processing module. -
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Taxbona
Taxbona
Filing your GST returns is that easy! Just click upload. Your software will do the rest. No manual data entry required. Import and export all data from/to existing accounting software with just a click of a button. File GSTR1 to GSTR9 from a single platform; validate errors and identify mismatches before all submissions. Find & match invoices across periods. Reconcile month, quarter, financial year or full. Supplier mismatch (party-wise) summary. Invoice mismatch summary. Simple & effective side-by-side view of matching. Option to ignore small differences. Pattern based invoice number matching. Excel mismatch report, view or convert GSTR-2A JSON files. Maintain multiple GSTINs with different dashboards for each GSTIN, submit reports with API expose to GSTN directly from the platform. Auto annually and monthly reconciles invoices, Auto-validate taxes, claim accurate input tax credits & file GST returns timely. -
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Kuber Accounting
Kuber
Welcome to the best accounting software for small business. Create invoices fast and manage all your business need in a pinch with Kuber. In present time everyone wants to run their business successfully with dynamic growth. Well, this is possible only with the sheer management of time and proper administrative management. However, one can make it happen with the assistance of powerful software which would formulate all tasks easily. Therefore, one should have the best small business accounting software which can manage all the working with efficiency and keep you away from physical accounting book. As the world is growing at the fastest speed, to be technologically updated is the need of an hour. On this note, having accounting software, makes you feel stress free as you can manage all the tasks from wherever you are. This helps you to save your time by not maintain all accounting details on paper and ledger. -
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Provision
Provision
Today, management is aggressively adopting new technologies to drive growth. However, with technological advancement, an organization needs to identify and address risks. Digital risk is an essential part of business management. It’s focused on the threats and risks for enterprise information and the underlying IT systems processing them as they are implementing the full set of business processes. Today, organizations around the world are looking to embrace the latest technologies so that they can remain competitive in the global economy. Consequentially, these organizations are exposing themselves to more digital risk. We are offering end-to-end management and security tools for cybersecurity risk, third-party risk, business continuity risk, data privacy risk and other forms of digital risk add to the uncertainty of achieving business objectives. We’ll assess your current infrastructure and will recommend suitable solutions that can fill in those gaps. -
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Sorcero
Sorcero
Sorcero is an AI-powered platform designed to transform complex medical data into actionable insights for the life sciences industry. With its suite of products, including Medical Insights Management, Intelligent Publication Monitoring, Plain Language Summaries, and Intelligent Systematic Literature Review, Sorcero unifies and analyzes unstructured and structured data from a variety of sources. By using AI to analyze medical themes, notes, and research, Sorcero delivers high-quality, easy-to-understand answers to complex medical questions, helping teams in Medical Affairs, Pharmacovigilance, and Regulatory Affairs drive more informed decisions. The platform supports rapid literature monitoring, content generation, and evidence-based decision-making, ultimately boosting patient outcomes and enhancing operational efficiency. -
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SEA Manager
Neperia
SEA Manager (software environment analyzer) is an extremely powerful software analysis tool, that gives a full view of every application in your company as well as its interactions. SEA Manager is the cornerstone of many of Neperia Group’s services, providing our customers with countless possibilities to know, manage and improve their software. Combined with Neperia’s software insight portal, KPS Portal, SEA manager, gives you unprecedented control over every piece of software your business relies upon. SEA Manager works completely automatically, ensuring fast, complete and objective information. The insight it offers greatly helps to reduce the duration, costs and risks of knowledge rebuilding, migration, porting and re-engineering projects. No matter how complex your software is, Neperia’s SEA Manager offers countless advantages. It generates functional and technical documentation in MS Office formats and using graphic visualizations, customized to meet the needs of the customers. -
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Mobile Epiphany RAC
Mobile Epiphany
Create mobile solutions to empower your workforce using our fast, flexible, and code-free platform. Collect single/multi-pick answers, hierarchical pick lists, yes/no, true/false, date/time, add unformatted data, present informational data, signatures, math calculations, branching logic, guided/non-guided workflow, automated form flow. Users can look up any asset or prior inspections to which they have permission. Look up assets by any attribute such GPS position, barcode, name, address, etc. Map, look up and locate assets and work by proximity. Worker accountability, track every user interaction with GPS tagging and time stamping, "work curmbing". Easily reference which user completed what, where, and when. Users have access to the application regardless of internet connection. Data is updated bi-directionally when a connection is established. A local copy of relevant data remains on your device, keeping what you need at your fingertips. -
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SparkBeyond
SparkBeyond
SparkBeyond Discovery autonomously analyzes complex data, finding answers to business problems where you wouldn't think to look. Seamlessly integrate external data into your search space for a better grip on the real influencers of outcomes, and get a holistic perspective of your business reality. Move analytics projects beyond the experimental by interacting with data and insights in natural language, allowing a deeper alliance between analytics and business stakeholders. Future-proof the hard-won benefits of the analytics process by keeping an evergreen cycle of inputs and outputs. The world shifts, and so should your insights. From time-series to geo-spatial data, auto-connect most data in their raw, granular form, without writing a single line of code. See the bigger picture by integrating our curated database of world knowledge (maps, Wikipedia, demographics) or network of 3rd-party data providers. -
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RXA GMI Platform
RXA
The RXA GMI Platform helps drive business growth by consolidating data sources into a single, unified platform and providing intelligent and actionable insights, allowing analysts and decision makers to make meaningful connections between effort and outcome. See how your customers engage and behave across touchpoints and channels, at both granular and aggregate levels. Better understand the market landscape and identify growth opportunities. Respond to consumer demands, changing behaviors and ever-evolving trends. Optimize your marketing strategies to attract, convert, retain and grow your customers efficiently at scale. Quickly connect all cloud and on-premises data sources through RXA’s data integration system. RXA utilizes thousands of pre-built and custom API’s to quickly extract, transform and load (ETL) all your data into a single platform. Our award-winning data engineering team can tackle even the most complicated data challenges. -
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Pluto7
Pluto7
Ready to use ML/AI solutions for better productivity and increased profits with end-to-end visibility into the supply chain via interactive dashboards. We are leveraging state-of-the-art technology for accounting. With a 360-degree view of business, operations, sales, and marketing, we build a future-ready scalable and seamless data analytics system. Pluto7 helps organizations enable smart decisions in real-time with a cost optimization pay-as-you-go expense model at their disposal. Integrating data from multiple silos viz, CRM, ERP, Salesforce, SAP, Google Analytics, Google Adwords in one platform and enabling advanced analytics on the centralized data improving customer experience and campaign management with end-to-end visibility of the customer journey. Creating value through true convergence of the best of technology and our domain expertise in the supply chain and manufacturing industry. -
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Nasdaq IR Insight
Nasdaq
Partner with Nasdaq to learn how your company can maximize the effectiveness and value for your IR Program with Nasdaq IR Insight’s integrated workflow solution. Purpose-built for investor relations professionals. Supporting your workflow with tools and insights that make a difference. Premium content and functionality. Specifically selected across our partners and integrated to optimize your IR program. Since inception IR Insight has improved and evolved to enhance your ROI. Understand your ownership, target investors & contacts, set engagement goals and prepare for roadshows & conferences. Leverage Nasdaq’s industry-leading platform to access the latest news, corporate profiles, broker research, estimates & fundamentals and transcripts. With ConnectIR, you can seamlessly communicate and schedule meetings with the buy-side and sell-side directly from Nasdaq IR Insight. Leverage the power of IR Insight on your mobile device and within Microsoft Outlook & Excel. -
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EQS IR COCKPIT
EQS Group
Innovative digital solutions and tools for investor relations managers. We digitalize your investor relations and support you in your daily IR work with our innovative IR products. EQS IR COCKPIT is the world’s first platform which brings together and coordinates investor data, contact management, disclosure obligations and news distribution in one tool. EQS IR COCKPIT was developed to improve the work of investor relations managers, with simple workflows, better results and added value for you and your investors. Meet mandatory publication requirements. With the disclosure module you can fulfill your disclosure obligations more easily and efficiently than ever before. Reach a wide audience with your financial news. EQS Newswire is a leader in the distribution of corporate and press releases. Worldwide, simple, secure and efficient. Simultaneous upload of news to your website, social media, and stock chart. -
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ItemTracker
ItemTracker
ItemTracker is a complete network-enabled sample tracking and management solution for all of your samples, whether in storage, the laboratory or elsewhere. ItemTracker users range from small laboratories with one or two users storing a few thousand samples to much larger sites with many users storing millions of samples. ItemTracker automatically assigns a unique identifier to each sample and also provides traceability and the ability to demonstrate consent where applicable. ItemTracker is flexible enough to handle any number of different sample types. For each different sample type created, you add fields to store the different information that you want to keep. ItemTracker provides full searching of both samples and their owners (sources). You can search and then export to Excel or print out fully customized reports showing only the information that you are interested in. -
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ReportWa
Hexaview
Design unlimited professional reports yourself. Rule-based automation to publish and distribute reports. Archive reports for compliance needs. Sweating over last-minute changes in the report or planning months in advance to build a new performance report? Creating and editing of reports is such a big pain, takes days, uses complicated and costly report-writer tools. Are you in Stress of Handling Humungous sensitive data or struggling with data inconsistency? Sending reports isn’t tough but making sure data is set-up correctly takes a hell lot of time. Audit means all other work comes to a halt. SEC/FINRA Audit comes with extensive pressure. Also, important documents sent to clients can’t be found in email or in files when any audits take place. In the wealth management domain for financial advisors, client experience and communication is the second most important thing after advice. Our full-featured wealth management reporting software for advisors “Reportwa” aims to ease reporting. -
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Lexonis
Lexonis
Capture employee competency profiles with supporting evidence to see the whole picture. Capture employee feedback, validate assessments and discuss the route to personal development. Leverage the strengths of your workforce with access to detailed employee competency reports. Compare career paths, set development objectives, and create personalized plans for employee progression. Analyze organizational capability, spot strengths and weaknesses then dive into the detail for each employee. Use workforce analytics to support talent mobility, reorganize and make strategic hiring and development decisions. -
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KIS Time & Attendance™ is a highly configurable system that facilitates the process of scheduling, tracking, calculating and reporting employee attendance, absences, and employee entitlements. KIS Time & Attendance™ is configured to your specific requirements from an extensive foundation of existing functionality. An unlimited number of user-definable plans are available including vacation, sick, overtime, banked, FTE, etc. and can be tracked by any number of units such as hours, days, dollars, etc. All union and collective bargaining agreement calculations can be accommodated. Full flexibility exists in defining and maintaining separate date-sensitive accrual periods such as calendar year, company fiscal year or anniversary year. A complete history is maintained for all present and past employees and is accessible through many pre-defined reports and the report writer. Journal functionality allows free form notes to be added to an employee's file.
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OpenLaw
OpenLaw
OpenLaw makes it easy to create legal agreements that work with Ethereum. Wrap smart contracts in legal agreements in minutes using our tools. Sign and seamlessly interact with smart contracts. Our sandbox is for developers who want to make the next great product leveraging our tools, markup language, and blockchain extensions. OpenLaw is building a technology stack to help power next generation "smart" legal agreements. The OpenLaw protocol documentation is intended to provide a resource for developers to build around our open source language and integration APIs. OpenLaw Elements is a React component to help accelerate development for projects using OpenLaw. The main component of OpenLaw Elements is OpenLawForm. This component will render all other required form elements for a passed in template and its associated variable data. It also handles template sections and customizing their output. -
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DataTerrain
DataTerrain
Automation delivers business intelligence reporting upgrades at your fingertips! DataTerrain can help you build Oracle Transactional Business Intelligence (OTBI) reports with extensive usage of HCM extracts. Our expertise in HCM analytics and reports with embedded security features is proven with industry-leading customers in the US and Canada. We can demonstrate with references and pre-built reports and dashboards. Oracle’s fully integrated talent acquisition cloud-based solution (Taleo) includes recruitment marketing and employee referrals to source talent, provide end-to-end recruiting automation, and streamline employee onboarding. We have proven our expertise in building reports and dashboards for over 10 years, with more than 200 customers worldwide. DataTerrain specializes in Snowflake, Tableau Analytics/reporting, Amazon’s Quicksight analytics/reporting and Jasper studio reporting, solutions for Big Data. -
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Laser Link
ComplyRight
Simple, efficient solution for filing tax information returns for unlimited payers and recipients. Supports a comprehensive list of tax reporting forms, including ACA reporting forms. Features Excel import templates, SSN masking, multi-year data retention and built-in e-filing. We use these insights to create practical, affordable solutions that streamline essential tasks while staying’ within the lines’ of those complex laws. We complement these solutions with educational content and actionable guidance to help employers act in their own best interest while still doing right by employees. From hiring and training, to time tracking and recordkeeping, to labor law posting and tax information reporting, our innovative products and services address the real‑world challenges employers face every day. At ComplyRight, our mission is to free employers from the burden of tracking and complying with the complex web of federal, state and local employment laws. -
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CDXStreamer
CDX Technologies
CDXStreamer is a suite of online tools and Excel apps to verify and correct address lists, add ZIP+4 Codes, or provide location analytics Your CDXStreamer account can be used to access our web-based bulk address correction and Zip+4 lookup tool and zip code demographics batch report tool. Additional online tools are available to process demographics by radius or by state and county. We also offer web-based tools with the ability to calculate the driving distance between US or Canada postal codes or between worldwide addresses. With our Excel add-in for address correction, there's no need to copy and paste from another software application. You can access the CDXStreamer toolbar in Excel or right-click anywhere in your spreadsheet. And you can easily update data with CDXStreamer custom formulas. An address verification template is also available to streamline the processing of long lists in Excel.Starting Price: $5 per month -
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Trullion
Trullion
Trullion is an AI accounting oversight platform that automates data management, streamlines audits, and ensures accurate reporting across accounting workflows. Teams in areas like lease accounting, revenue recognition, and auditing can access the platform using a tailored UI while maintaining 100% confidence that their data is accurate and uniform across all roles and stakeholders. Controllers and their teams automate the majority of tedious manual work. Trullion reads Excel or PDF-based contracts and converts them into financial workflows that are connected to the data source. AI automatically detects and extracts important data from these agreements, and creates auditable journal entries compliant with ASC 842, IFRS 16, ASC 840, and IFRS 15. With Trullion, accounting teams and auditors work faster with confidence, finance executives trust the results, and everyone operates from a single source of truth. -
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Qualis DMS
Agaram
Qualis document management system ensures secure documentation with controlled distribution to end-users. It provides workflow-based document approval with revision control. End users have the latest approved version of any document reducing the risk of obsolete documentation. The activity workflow can be configured with Roles as per needs. Multiple workflows can be configured to associate with the respective document type. Reduce paper and storage space, secured storage and recovery. Distribution of approved documentation, reduced risk of obsolete copies. Improved regulatory compliance, controlled access with ease of search. All metadata is stored in a central database. Database agnostic (supports MS SQL, Oracle, Postgre SQL). Overall organization-level document management and controlled distribution solution. Qualis DMS is a single platform for integrated document management and control. -
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Infor F9
Infor
Infor F9 is a user-friendly Microsoft® Excel® add-in that rapidly presents a real-time view of business information. With just the push of a button, F9 formulas can calculate anywhere in Excel—returning results in seconds. The solution helps to build dynamic reusable reports, which gives users more time to analyze their results and focus on strategic planning. F9 provides a rich suite of functionality, with wizards to create reports, analyze results, and drill into more detail. F9 formulas are fast and support specific ERP filters. The finance team can share reports, while role-based access delivers optional account security. Build dynamic reusable reports in Microsoft Excel with the F9 add-in. Pre-schedule Excel reporting to recalculate data for distribution automatically on a time or event-driven basis. -
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Reflex Visitor
Reflex
Employees, visitors, partners or suppliers, there are quite a few visitor flows. Where many organizations still work with a paper entry book or Excel list, digital visitor registration arranges everything in a modern, customer-friendly and fully automated way. This way the paper registration book can be sent out and you always have a complete overview of those present in your building. Whether you want to register and deregister all visitors entering your building, implement visits by appointment, or automate counters and queues, with Reflex Visitor you have a tailor-made solution. Make it easy to register and unsubscribe a visit from your organization, possibly with QR codes or with appointment numbers. Provide a modern and professional appearance and reception and replace the paper logbook. Create real-time insight and overview of visitors present in your building. -
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Lido
Lido
Connect, analyze, and visualize all of your data in a single spreadsheet. Connect your data with clicks, not code. Easily join and populate company data from 20+ of the most popular databases and SaaS applications, including Facebook, Google, and Snowflake. Create dashboards you want to share. Say goodbye to ugly charts and hours of formatting. Instantly tie data across multiple sources. Just like Excel & Google Sheets. Slice and dice your data into different views. Build a dashboard in less time than it takes to create a Jira ticket. We proxy the requests sent to external databases to monitor things and send your credentials securely over the server-side. None of the data returned by your database or third-party SaaS integrations are stored on Lido's servers. We encrypt all data, which means your in-transit data is encrypted with TLS and your at-rest data is encrypted with AES-256 making it unreadable to outside people. -
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xpdContracts
xpdoffice
Whether you are a prime contractor, subcontractor or government agency that is letting out and managing contracts, xpdOffice™ contract management software is the tool that puts you in charge. Accessible from anywhere through an intuitive Web interface, contract specialists can begin organizing immediately. xpdContracts lets you create a contract framework and pull together all the loose ends. Establish a contract and its jobs and tasks, assign job hours and billing rates based on labor categories, designate contract officers and technical representatives, assign teams and managers, and more. With xpdOffice™ contract management software, all contract details are at your fingertips. All contract data can be sorted and viewed by the customer, by job and by task. And xpdContracts lets you easily generate reports and graphic representations that illustrate completion status, budget updates and resource allocations. -
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xpdPurchase
xpdoffice
All organizations need to wisely and promptly acquire the materials and services needed to operate efficiently and meet business objectives. But too often, cumbersome purchasing management processes get in the way. This is especially true when purchasing is based on manual, paper-based processes that are slow, error-prone and difficult to manage centrally. Inefficient purchasing systems also are expensive; industry data shows that it costs $100-$150 just to process a PO. xpdPurchase purchasing software is the answer to these purchasing problems. Part of the xpdOffice business automation suite of solutions from xpdIentinc, xpdPurchase migrates purchasing activity to a secure and easy-to-use Web-based system that saves time and money for everyone. Filling out requisition requests and purchase orders used to mean leafing through notebooks or folders and entering data by hand on paper forms. With our purchasing software, you simply follow on-screen prompts to quickly fill out forms. -
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xpdInvoice
xpdoffice
Invoicing systems are where “rubber meets the road” in ensuring healthy cash flow for an organization. The last thing needed is a system that is slow, complex, overly dependent on paper forms, or disconnected from other financial and business applications. Often, however, that is the case, and business efficiency and cash flow suffer as a result. But with xpdInvoice billing software, you can transform your invoicing system from a liability into the high-performing revenue engine that you need it to be. Simple, menu-driven screens accessed through a secure Web interface and synchronization with your other key business applications, such as timesheets, human resource and project management, makes xpdInvoice a productivity and revenue-enhancing partner that quickly shows a positive ROI. With billing software by xpdOffice, remove the barriers that keep you from quickly and accurately generating invoices and getting paid on time. -
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xpdHr
xpdoffice
The ideal solution for human resources management is to have a single system that securely captures all employee data from home addresses and emergency contacts to performance evaluations and vacation time. xpdHr, a web-based human resources software tool, is that system. A fully featured HR management resource accessed through a secure Web portal, xpdHr encompasses all of your personnel management functions. It helps unify your HR requirements by coupling with your timesheet, payroll, project and database systems. Store personal employee data, their progression within the company, performance reviews and assign managers all in one secure place. Authorized personnel also can use xpdHr to view comprehensive and up-to-the-minute reports. Recurring, accurate, comparative employee evaluations are a common challenge within human resource planning. This is especially true when employees and supervisors travel extensively or work in different locations. -
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xpdReports
xpdoffice
You need to be able to access information throughout your organization. You need contract details when your contract officer is not there. You need productivity and cost values to make adjustments. You need information now. Cost and performance are under scrutiny like never before. xpdReports gives you real-time tools to manage both. Together, in a single, powerful interface. With xpdReports, your results are immediate and accurate. Real-time reports including earned value management features. Labor and expense distribution reports monitor internal economy. Budgeted vs. actual hours “percent complete” reports. Subjective “percent complete” reports providing third dimension reporting. Easily report your organization’s real value. Provide your customers with accurate project reports. Easily transfer data to QuickBooks, MS Project and Excel. -
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xpdCrm
xpdoffice
xpdCrm is part of a complete professional services automation software application that will put your organization in charge of your sales data. This comprehensive addition to the xpdOffice suite of enterprise-wide on-demand solutions is easy-to-use and provides companies with the ability to manage opportunities and help close deals. With xpdCrm you can spend more time concerning yourself with customers and less time trying to administer the process. xpdCrm fits the way you handle leads and customers and gives you real-time reporting to analyze your business and make better decisions. Your personnel need solutions that make their jobs easier, not more difficult; simple, not complicated. With xpdCrm, you have speedy access to your customer’s data, and because xpdOffice is web-based, the information is available online from anywhere in the world. Even from your cell phone through xpdWireless. And xpdOffice links effortlessly to other popular applications like Microsoft Word. -
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xpdProject
Xpd Office
With xpdProject from xpdIentinc, you can access project resources, statistics and deliverables in one place. Just imagine tying all the elements of a project together through one simple, intuitive and secure site; project planning systems, contracting, and billing applications. You can get real control over task dependencies, user workloads and account management. And, you can do all of these things, effortlessly from anywhere, any time you need it. Earned Value Management (EVM) is critical for project managers. With xpdProject, you can do a side-by-side snapshot comparison of current versus projected goals for spending and percent completeness xpdProject is collaboration software, geared toward uniting site-wide information and data with effective project management scheduling, issue management, quality assurance solutions and professional services automation. -
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PowerSchool Employee Records
PowerSchool
PowerSchool Employee Records is a K-12 HR software solution that simplifies employee records management by digitizing workflows and reducing paperwork. It allows staff to complete forms such as tax documents, direct deposit, and benefits online, eliminating the need for in-person paperwork. The platform helps districts stay audit-ready by tracking missing, due, and expiring documentation through reports and dashboards. It offers task management and automated email reminders to ensure timely completion of employee records. Digital form validation, including e-signatures, streamlines onboarding and contract renewals. Overall, PowerSchool Employee Records frees HR teams to focus more on people and less on administrative busywork. -
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eduWare
eduWare
Easy payroll system with allowances and deductions. Create and provide easy one-step ID card printing multi-school support in one school management software. Exam patterns and support to GSEB, CBSE, ICSE board SMS alert system for fees, exam, transport, management etc. Manage student/staff attendance tracking and information efficiently. View reports of any department/school, individually or cumulatively. Easy access to attendance, timetable, results, fees & examination schedule. Automatic backup facility. Bulk SMS facility to inform parents, customizable graphs/systematic reports. All report exports to Word, Excel & PDF format. Admission process till G.R. generation management. Separate interface and login ID’s for students and staff. Transport fee collection of root wise and stoppage wise. Data integrity and easy maintenance of each student’s record. Easy to customize and change in the information as per institute requirements. Support for external device interface. -
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Angaza
Angaza
Angaza supports a limitless range of life-changing products and services, including over 50 best-in-class pay-as-you-go devices from leading manufacturers. Responsive architecture that adapts to your actions ensures you never outgrow the platform, even as you build your own frontend experiences. Our solution and services are shaped by a decade of collaboration with distributors of every stage of growth. Our reliable team partners with you to identify new opportunities and ensure you get the most from the Angaza solution. Customize loan criteria and terms, including pay-to-own, recurring subscriptions, and pay-to-use models. Easily create and approve loan prospects with Angaza’s Activator mobile app. Process down payments, direct sales, or installment payments. Accept cash securely with built-in fraud prevention tools, and monitor payment history remotely. -
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Nomentia
Nomentia
One of the widest ranges of cash & treasury management portfolios on the market, Nomentia offers a hyper modular approach to technology solution management – simply select the solutions that fully support your business goals and we’ll do the rest. Nomentia provides all the flexibility you need to take your processes to the next level: our hyper modular approach allows you to choose the solutions that you need and we’ll integrate them into your existing technology stack. Connect and synchronize ERP software and source systems to seamlessly manage your company’s outgoing payments processes for accounts payable, treasury, payroll and manual payments. Automate and simplify local, cross-border, global payments with Nomentia Payments – connect all your systems into one secure gateway for improved payments visibility and control.
