Business Software for Microsoft Excel

DOKKA is a platform that streamlines bookkeeping for accounting firms and businesses. We don't provide accounting software. We integrate with different packages such as Xero QBO & Sage and streamline all areas around it, such as document collection, messaging collaboration, AI powered Bookkeeping Entry Creation, Bookkeeping Entry, and document push into the Accounting Software.

All-in-one field service software. Automate and grow your business. You can improve customer service, manage projects, close more deals, and track the real-time progress of all your business's day-to-day activities. You can dispatch jobs directly to field workers or technicians via our mobile app, or send a text message to get real-time status updates. In one click, you can generate Microsoft Word quotes using your existing templates. Send related brochures and attach them automatically with quotes. With one click, convert quotes to Work Orders. Based on field worker updates and rules, automatically update the status of Work Orders. When stock levels are low, monitor them and automatically generate purchase orders. You can search for any document, quote or purchase order, by item number, status or job type, technician, or company, and view all related documents, notes, and job history in one place. No more duplicate orders or invoices.

Enhance the functionality of your FP&A spreadsheets with our Corporate Performance Management software, which seamlessly integrates with Microsoft Excel. Streamline your data organization and automate repetitive tasks to improve both your operational and financial planning processes. Our user-friendly interface allows you to construct cubes, each capable of containing various dimensions, dimension members, and measures. You can easily link Excel cells to any cell within a cube. Thanks to our contemporary Microsoft add-in, you can effortlessly upload and download data from the cloud directly to your spreadsheet templates. Utilize Pivot tables and other business intelligence tools to explore your data in any way you prefer. Additionally, our workflow manager enables the creation of intricate tasks and the attachment of templates, facilitating task completion and approval without cumbersome manual intervention. Tailor alerts and notifications to keep users informed about essential updates. If you find yourself frequently exchanging Excel files or relying on a Corporate Performance Management system only to revert to Excel for formatting, it may be time to consider PivotXL for a more efficient solution. With PivotXL, you can transform your data management experience and significantly increase productivity.

As the one and only CRM system specializing in hedge fund workflows, our software capabilities are laser focused on the needs of modern-day sales, marketing and investor relations. Our customers include new launches, family offices, and multi-billion multi-prime institutional hedge funds. A new CRM using modern tech for modern needs.

Cloud-based financial planning and analysis. You can quickly see the financial state of your business in real time to make better decisions. Jirav connects financial and operational data to allow you to easily analyze historical operations and forecast your cash flows, revenues, workforce, expenses, and bookings. Get more insight and be able to make better decisions. You can instantly see the difference between plan and actuals, rolling predictions, and downstream effects. This will help you spot opportunities in your business, teams, and departments. Visualize and share data to better understand your business. Jirav allows you to create interactive reports and send the right information directly to the right people. To make better decisions, see the future. Templates that are best practice enable you to create accurate forecasts and budgets across all areas of your business. Connect all data that affects your business. You can see real-time accounting, headcount and sales data to get complete visibility.

Okapi offers an all-in-one experiential marketing software solution that captures every detail of your marketing programs. Specifically designed to simplify data collection and reporting, it enables you to measure your return on investment and effectively manage your face-to-face marketing initiatives using a single, comprehensive tool. This event program management software features real-time data collection and reporting capabilities, allowing for seamless scheduling and oversight of all your marketing efforts. By organizing data for efficient reporting, Okapi empowers you to assess your program's ROI, equipping you with the insights necessary to make informed decisions that enhance future outcomes. You can focus on measuring what truly matters and accurately calculate your experiential ROI. With features that encompass surveys, demographics, and CRM contact information, Okapi facilitates a deeper understanding of your audience and fosters long-term connections. Ultimately, this software not only streamlines your marketing processes but also drives continuous improvement in your strategies.

Software that enhances the safety and happiness of your workforce is essential. Simply accumulating hazard reports serves no real purpose; instead, it is crucial to activate this safety information so that employees can recognize potential risks and make informed choices. By receiving alerts when nearing a hazard, individuals can effectively reduce the associated risks, even for threats they may not be aware of, such as lightning, fires, or earthquakes. Why would anyone choose to keep hazard data confined? By sharing risk information with other companies in real-time, we can collectively improve safety for everyone involved. Our forms, workflows, and alerts are tailored specifically to your business, acknowledging that a one-size-fits-all approach simply doesn’t work. A system customized for your organization undoubtedly yields better results. Although many applications boast offline capabilities, few deliver on that promise; for us, offline functionality means users won’t even notice if they lack connectivity—it just operates seamlessly. Engaging workers in safety is the greatest challenge, and we address this by prioritizing the needs and preferences of your team above all else, ensuring they feel valued and involved.

Cloud-based CRM software system for managing unions Members Job Dispatches Employers Projects Grievances Dues Payments Certificates for members Classes and event attendance Market Recovery Funds & Budgets And More. Fully customizable and tailored to your requirements. Get a demo for free and upgrade your union.

Streamline your customer experience with Famepilot, where we manage a significant amount of feedback annually for innovative companies worldwide. Today, 85% of customer interactions occur on platforms like Google, Facebook, Twitter, Zomato, Apple, Bing, and various review sites rather than directly on your website. Engage with the customers who advocate for your brand across digital spaces. Famepilot automates the collection of essential feedback metrics, including your Net Promoter Score®, sentiment analysis over time, testimonials, online reviews, and overall online reputation. We actively monitor your business activities across more than 20 review platforms, including major social media sites, and we are rapidly expanding this list. You can propose industry-specific sites to be added as well. With Famepilot, you can respond to all customer reviews posted online from a single, unified platform, ensuring no customer feels overlooked. Additionally, you can flag comments for your employees to address, fostering a culture of responsiveness and engagement within your team. Don't let any customer queries go unanswered, as maintaining strong communication is key to building lasting relationships.

Effortlessly link your financial accounts to Excel to consolidate and oversee all your finances from a single location. Gain clarity on your expenditure patterns and obtain tailored insights regarding your monthly spending habits to help you meet your financial aspirations. By simply connecting your accounts to Excel, you can view all your transactions in one convenient interface, making it easier to track your spending. Additionally, receive personalized notifications about fluctuations in your monthly expenses, increases in subscription costs, bank fees, and more, ensuring you stay informed about your financial situation. Tailor Money in Excel to suit your needs and maximize your financial management. Utilize the specialized charts we've designed for you, or create your own with your preferred Excel features. Moreover, when you subscribe to Microsoft 365, you'll unlock a variety of customizable templates and innovative options, empowering you to bring your financial organization ideas to fruition. This integration creates a comprehensive toolset that not only enhances your financial awareness but also simplifies the path to achieving your monetary objectives.

Studio by Creatio offers an advanced low-code and process management platform that comes equipped with ready-to-use solutions and templates. Designing business processes of any complexity is as simple as arranging LEGO pieces: just rearrange components, collaborate with team members, discuss actions, and oversee all operations in a unified space. Utilize low-code technology to empower non-technical staff to create the applications and processes they require. Seamlessly develop custom solutions by harnessing low-code capabilities. With robust and adaptable low-code tools, even individuals lacking extensive technical expertise can construct new applications and modify existing ones, which encompasses creating user interfaces, formulating business logic, outlining data models, and establishing machine learning models to enhance decision-making processes. This approach ensures that businesses can respond swiftly to changing needs while fostering innovation from all levels of the organization.

Delegate your repetitive data tasks by outlining them in Parabola, allowing you to create once and leverage indefinitely. Labor-intensive manual procedures rarely contribute to progress. Thanks to Parabola, you can automate, document, and collaborate effectively to achieve operational excellence. We champion "Operators," those skilled in data manipulation and spreadsheet analysis, who drive every team forward. Unfortunately, their influence is often constrained by outdated manual tools and processes, but Parabola gives them the means to take charge of their achievements. With a wide array of direct and API integrations, Parabola enhances and consolidates your existing workflows rather than just building on them. Whether you're focused on security or scalability, using Parabola ensures you have best practices readily available. Start your first Flow today to begin reclaiming hours each week. Our intuitive drag-and-drop interface, collaborative building sessions, and comprehensive Learning Center will enable you to automate tasks swiftly and efficiently. Embrace the future of data management and unlock your team's potential with Parabola.

Supervity offers a suite of AI-powered agents that enable businesses to automate operations and enhance productivity. With capabilities like Agentic Chat and Agentic Voice, Supervity enables businesses to simulate human-like conversations, automate outbound phone calls, and support real-time co-browsing. These agents are designed for seamless integration into enterprise systems, enabling employees to work faster and independently. Whether you're in finance, HR, IT, or customer experience, Supervity’s AI agents can help automate repetitive tasks, improve decision-making, and drive digital adoption.

WaspLabeler +2D offers a user-friendly platform for designing, producing, and printing barcode labels. Users can choose from over 100 ready-made label templates, customize their own labels, or create a design from the ground up. The software allows for manual data entry or quick connections to external sources, such as Microsoft Excel®, Microsoft Access®, or QuickBooks®, to source label information. Labels can be easily printed on any networked Windows® printer, enhancing tracking efficiency and accuracy. Thanks to WaspLabeler +2D’s straightforward interface, you can swiftly generate inventory barcodes, asset tags, product shipping labels, and more. The application enables users to seamlessly integrate text, company logos, and barcodes, ensuring that the final product meets specific needs. Additionally, it allows for the creation of barcode scan sheets or shadow books, making it easy to access barcodes for small or challenging items to tag. Ultimately, WaspLabeler +2D is crafted to boost both the efficiency and precision of your business operations. Furthermore, its versatility makes it suitable for various industries that require meticulous labeling solutions.

Enhancing management to elevate business performance. Traditional management practices are often slow, reliant on in-person interactions, and fragmented, which hinders swift, data-driven collaboration. Quorso streamlines management into a unified platform—linking your KPIs with your data, team activities, and initiatives to enhance business performance. Establish KPIs in mere seconds, then let Quorso sift through your data to uncover actionable insights tailored for each team member. With Quorso, your team can execute every task effectively, and the platform tracks the results, ensuring that everyone understands what strategies yield success. This innovative tool enables you to remotely oversee, engage, and collaborate with your team, creating the illusion of being present on-site daily. Additionally, Quorso illustrates how every action taken by each team member contributes to the enhancement of your KPIs, ultimately amplifying management efficiency across all divisions of your organization. The result is a more cohesive and productive work environment that drives success.

Easily transfer files directly to your preferred accounting software without any manual intervention. Seamlessly record data in QuickBooks, Xero, Sage Business Cloud Accounting, or MYOB, enabling you to import formats like Excel, CSV, or Google Sheets while monitoring results in real time. We provide a user-friendly file template that allows for a one-click import process. Additionally, you can export various lists or items from your accounting software into an Excel file, making it simple to migrate company files. Eliminate old or erroneous data, and schedule recurring imports automatically without needing to open the application. You can upload files directly from a cloud storage service, configure schedules for routine imports, reverse data imports if necessary, execute multiple imports simultaneously, and enjoy a host of other features to enhance your accounting experience. This streamlined approach not only saves time but also increases the accuracy of your financial data management.

Elevate your digital marketing analytics like never before. Are you tired of the tedious task of pulling together data from various advertising platforms? We've got the solution for you. Designed by marketing professionals who sought an improved alternative to current offerings, our tool eliminates the hassle of managing intricate queries in spreadsheets. With our real-time synchronization, your reports are perpetually current. Consolidate your data within Calypsus and seamlessly export it to your preferred applications. Our team of genuine digital marketing specialists is here to address all your inquiries. Effortlessly integrate your favorite online advertising platforms, including Facebook, Instagram, YouTube, Google Ads, Google Analytics, and LinkedIn, with just a single click. Combine platform-specific advertising metrics, such as expenditure data, with any metric from Google Analytics to achieve the comprehensive closed-loop reporting you've always dreamed of. You can categorize your data across various channels by dimensions such as country, customer segment, marketing campaign, or profit margin. We will present this information through detailed reports and visualizations, making it easier for you to understand and act on your marketing performance. Experience the power of streamlined data analysis and take your marketing strategies to new heights.

eLogii makes it easy to plan, route and optimize your mobile workforce. The smartest technology available to manage your entire operation. You can route, plan, schedule, and optimize deliveries without the need for manual processes. You can track in real-time and react to changes. Get a centralized view and customizable notification. You and your customer have the ultimate security - enable signatures, barcodes security codes, age verification, etc. as proof of delivery. Bulk upload Excel/CSV files that feature intuitive mapping. Integrate any external system via API. Automated planning, no matter how complex your operations. Consider every operational variable and constraint, from timeslots to driver skills and capacities. You should have a complete overview of your drivers and operations as they execute routes. Communicate in real-time. Give your customers the clarity of live ETAs, on-map tracking, and provide them with a clear communication channel.

Introducing the ultimate versatile solution for managing Knowledge Bases, Documents, Passwords, and Configurations, whether hosted on our cloud or yours! Clients enjoy seamless access to their documentation both online and offline. This platform is not only favored by Managed Service Providers (MSPs) but also relied upon by IT departments globally. Currently, over 2,500 paying users actively utilize the IT Portal, excluding numerous instances that permit unlimited users. Our cloud services span various regions, including the United States, Canada, the United Kingdom, the European Union, and Australia, while also providing the option to deploy in your own private cloud. As IT teams expand, they often find themselves overwhelmed by disorganized file shares and cumbersome Excel password lists. This solution offers a secure and structured environment that facilitates efficient information access and sharing related to IT infrastructure. The IT Portal effectively minimizes downtime, enhances accountability in documentation, and assures managers and IT professionals of a reliable system. With its robust features, the IT Portal is built to accommodate the evolving needs of growing IT teams, ensuring they stay ahead in an increasingly complex landscape.

Accelerate your form development process effortlessly. Begin by creating an account, generating a URL endpoint, and adjusting your form’s action attribute accordingly. Customize the appearance of your forms and set them up to fulfill all your specific requirements. With robust data security measures already integrated, you can concentrate on other crucial tasks. Simply copy, paste, submit, and receive your submissions. The ease of getting web forms operational was not always this straightforward. With Basin, you can start gathering submissions in just a few quick clicks. The platform seamlessly integrates with widely-used CMS platforms, page builders, static site generators, and various development frameworks. Additionally, you can enhance your data handling experience through fun integrations with Zapier and webhooks, unlocking even more possibilities for your project. Enjoy the freedom of creativity while managing your forms effectively.

ManagedMethods simplifies security for K-12 institutions using Google Workspace and Microsoft 365. This platform is designed for school district IT teams, enabling them to effectively manage risks related to data security and monitor student safety indicators in the cloud. With ManagedMethods, K-12 IT teams can easily and affordably detect potential cyber safety issues and data security threats within their Google Workspace and Microsoft 365 accounts. The service continuously monitors and audits the Google for Education and/or Microsoft 365 for Education environments, covering all aspects such as files in Drive and Shared Drives, Gmail, Google Meet, Google Chat, and Microsoft 365 resources stored in SharePoint and OneDrive, as well as Outlook 365 and Exchange. Users can establish automated monitoring for security signals and risk policies, along with generating audit reports, ensuring they have a clear understanding of activities within their district’s cloud applications. Additionally, this proactive approach allows schools to maintain a safer digital environment for both staff and students.

StackStorm seamlessly integrates your applications, services, and workflows into a cohesive system. Whether you're implementing straightforward if/then rules or designing intricate workflows, StackStorm empowers you to tailor your DevOps automation to meet your specific needs. There's no requirement to alter your current processes, as StackStorm works with the tools you already utilize. The strength of a product is often amplified by its community, and StackStorm boasts a vibrant user base worldwide, ensuring you always have access to support and resources. This platform is capable of automating and optimizing almost every aspect of your organization, with several popular use cases. In instances of system failures, StackStorm can serve as your initial support tier, diagnosing issues, resolving known errors, and escalating to human intervention when necessary. Managing continuous deployment can become increasingly intricate, surpassing what Jenkins or other specialized tools offer, but StackStorm allows you to automate sophisticated CI/CD pipelines according to your preferences. Additionally, ChatOps merges automation with teamwork, enhancing the productivity and efficiency of DevOps teams while adding a touch of style to their workflow. Ultimately, StackStorm is designed to evolve with your organization’s needs, fostering innovation and efficiency at every turn.

Avoid letting the tedious process of manually crafting essential documents such as contracts, work orders, and invoices hinder your business operations. Empower your teams with Nintex DocGen®, enabling them to swiftly generate and distribute documents with just a few clicks from within Salesforce or Office 365. Say goodbye to the hassle of cut-and-paste methods and the potential for errors. Ensure accurate and compliant documentation on the first attempt, every time. Harness the full potential of your data, regardless of its location, to boost productivity and reduce human mistakes. Enhance compliance by utilizing pre-approved templates and standardized language to effortlessly create a variety of documents, including Word, Excel, PowerPoint, and PDF formats. Streamline your processes by automating document routing for reviews, simplifying signing procedures, and securely archiving all documents. Getting started is straightforward; Nintex DocGen simplifies the connection of data from any source to your document templates. Just set up and label the fields for updates to automatically insert dynamic information like customer details, product specifics, pricing, and much more, ensuring a seamless workflow for your team. By adopting this innovative solution, your organization can not only save time but also improve accuracy and maintain a professional image across all documentation.

Supports more than 20 programming languages such as Java, JSP, C/C++, C#, Python, Swift, ASP(.NET), ABAP, and Objective C, among others. Adheres to international security compliance standards and guidelines. Conducts analysis of MVC structures, file associations, and function call relationships at various levels. Implements incremental analysis to reduce analysis time by focusing only on newly added or modified files and their related components. Collaborates with other Sparrow AST solutions like DAST and RASP to uncover correlations between vulnerabilities, enhancing the accuracy of search results. Provides an issue navigator for tracking and monitoring vulnerabilities from their source to the actual code implementation. Offers automated guidance for correcting real source code issues and categorizing vulnerabilities efficiently. Features a dashboard for managing analysis results and statistical data. Centralizes rule management (Checker) utilizing information related to risk levels, options, and additional parameters, ensuring a comprehensive approach to security. Additionally, it enables users to maintain a historical record of vulnerabilities, facilitating better understanding and remediation over time.

Enhance your decision-making with mobile intelligence by leveraging mobile data to inform your strategies in marketing, product development, sales, and investments. Utilize a single platform that monitors the complete mobile presence of your competitors, providing insights that serve as early indicators of company performance. Gain access to a comprehensive suite for organic, paid, and competitive search intelligence, designed to boost your app's visibility and downloads. Avoid the pitfalls of pursuing unproductive leads by utilizing robust tools and data that can expand your sales funnel effectively. Employ data-driven deal discovery methods to maintain a competitive edge, using mobile insights to identify your next potential portfolio company. Make informed decisions by consistently tracking your market landscape and the movements of your competition. Enrich your sales pipeline by integrating mobile insights into your existing leads, and apply mobile signals to accurately predict company performance. Effectively source, track, and assess potential investment opportunities, ensuring that your organization remains ahead of the competition at all times. By harnessing these strategies, you can foster a more agile and informed approach to business growth and investment.