Business Software for Microsoft Excel

servis.ai is a comprehensive business operations and CRM solution that consolidates workflows for customers and teams into one unified system of record, leveraging AI-driven automation, voice technology, reporting, and various integrations to enhance efficiency and understanding. Users can interact with an AI assistant and voice interface to effortlessly navigate the platform, create or modify records, dictate notes, generate reports, and perform tasks using natural language, accessible on both web and mobile devices. The platform encompasses modules for email, phone, SMS, meetings, tasks, webforms, and offers extensive integrations with popular tools such as Office 365, Zoom, Twilio, and Slack. Additionally, servis.ai features preconfigured application stacks that include suites of related apps specifically designed for workflows in areas like sales, HR operations, field service, or clinics, all of which can be fully customized and interconnected fluidly. The underlying architecture of the platform is based on AWS, utilizing serverless technology and a globally distributed infrastructure to ensure optimal performance, while also providing options for flexible data residency and exposing GraphQL APIs for developers. This combination of features not only streamlines operations but also empowers businesses to adapt to their unique needs effectively.

LPagery is a powerful WordPress plugin designed to facilitate the mass creation of SEO-friendly pages by merging a template with placeholders and a data source, allowing for the swift generation of hundreds or even thousands of landing pages within minutes. Users can create a single template that includes dynamic placeholders for titles, body content, and meta descriptions, and simply upload their data file, where each entry corresponds to an individual page. The plugin is equipped to handle an unlimited number of placeholders and dynamic metadata, ensuring full compatibility with popular page builders and themes. Additionally, it allows for the bulk updating or deletion of created pages, can sync seamlessly with Google Sheets, and enables the integration of AI-generated content to populate placeholders. LPagery also boasts a “radius” mode that automatically generates pages for various locations based on a defined geographic radius, while offering advanced SEO capabilities such as Spintax, customizable URI slugs, taxonomy assignments, interlinking options, and version control for updates. This comprehensive tool not only streamlines the process of page creation but also enhances overall site optimization, making it an invaluable resource for marketers and web developers alike.

Bevica is a specialized ERP solution designed specifically for the beverage sector, efficiently managing the entire process from grain to bottle and from warehouse to consumer, all within a single platform. Its comprehensive capabilities include financial management, reporting, KPI tracking, inventory oversight, supply chain logistics, and tax compliance, addressing the unique regulatory requirements of the beverage industry. Additionally, Bevica enhances customer relationship management and service, allowing businesses to synchronize sales, orders, and customer interactions seamlessly with their production and distribution operations. Built on the robust Microsoft Dynamics 365 Business Central, it offers seamless integration with Microsoft 365, Power Platform, Excel, Teams, and Copilot tools, enhancing automation, reporting, and overall interoperability. Furthermore, Bevica incorporates best practices tailored to breweries, wineries, distilleries, fine wine merchants, and distributors, featuring specific functionalities like barrel and cellar management, bonded warehousing, and compliance with industry regulations, ensuring that users can operate efficiently and effectively in a competitive market. This holistic approach allows businesses in the beverage industry to streamline their operations while maintaining compliance and optimizing customer engagement.

OnBatch is a comprehensive cloud-based platform tailored for batch manufacturing and distillery management, aiming to consolidate various functions such as inventory, purchasing, production, warehousing, sales/CRM, and regulatory compliance into one cohesive system. Its inventory and purchasing features enable users to monitor the journey of raw materials to finished products, implement conditional pricing strategies, and optimize the bill of materials for a more efficient production process. The manufacturing section facilitates the management of custom, repeatable, and scalable production workflows, complete with version control, equipment oversight, and precise batch costing that accounts for factors like labor, energy, and losses known as “angel’s share.” Additionally, the warehousing capabilities boast a visual layout builder for effective rack management and inventory monitoring across multiple locations. The sales and CRM functionalities encompass order processing, invoicing, back-order management, returns, and customer relationship management, while seamlessly integrating with financial software such as QuickBooks and Xero to enhance overall operational efficiency. This platform not only improves productivity but also simplifies complex processes, ensuring businesses can focus on growth and compliance.

BrightCIS is an innovative cloud software solution tailored to manage all aspects of the Construction Industry Scheme (CIS) for both contractors and subcontractors, providing secure functionalities to oversee subcontractor information, confirm HMRC registrations, and automatically compute CIS deductions. Additionally, it facilitates rapid payments to subcontractors, including a swift 90-second processing option through Modulr, and effortlessly produces official “Payment and Deduction Statements” along with year-end summaries. The platform allows for easy CSV imports of subcontractor lists, batch processing for multiple contractor returns, and submission of monthly CIS300 returns with just a few clicks. Users benefit from comprehensive audit-trail visibility, which includes timestamped actions, and unlimited access from any device, enabling real-time collaboration among team members. Since it operates entirely in the cloud, BrightCIS ensures automatic updates to comply with the latest HMRC regulations and significantly minimizes the risk of manual errors in calculations. Moreover, it centralizes the onboarding and verification process for subcontractors, enhancing efficiency and streamlining operations for all users.

Primedocs serves as a comprehensive platform for managing templates and creating documents, seamlessly integrated with Microsoft 365, aimed at facilitating the production of professional documents and presentations that align with brand standards with ease. By automating the document creation process, it enhances efficiency and cuts costs while guaranteeing that all teams utilize only centrally-approved text modules, ensuring legal and content uniformity. The platform allows for immediate application of corporate design elements—such as logos, fonts, colors, layouts, and formatting—across various Microsoft applications like Word, Excel, PowerPoint, Outlook, Teams, and SharePoint, thus maintaining strict adherence to brand guidelines. Furthermore, it integrates smoothly within your existing system architecture, enabling the import of selected data from third-party software (such as CRM, ERP, DAM, and DMS) for automatic document insertion, which significantly minimizes the need for manual entry and reduces the likelihood of errors. Additionally, users can process data either locally or through a SaaS model, providing complete control over sensitive information while fostering a secure content management environment. This versatility not only streamlines workflows but also empowers teams to focus on their core tasks without the distraction of formatting concerns.

CounselPro is an innovative forensic accounting platform driven by AI, specifically designed for legal practitioners, enabling the seamless upload of extensive financial documents, including bank statements and credit card records, which are instantly converted into a searchable and analyzable database. This advanced tool automatically categorizes transactions, uncovers hidden assets, highlights unusual spending behaviors, and allows for natural language queries, enabling lawyers to ask questions like “Display undisclosed transfers from 2022” and receive comprehensive answers, complete with visual representations. The platform effectively manages complicated cases in areas such as family law, bankruptcy, business litigation, and probate, transforming disorganized financial PDFs or scanned documents into clear analytical insights in mere minutes, thereby eliminating the need for tedious manual data entry and spreadsheet management. CounselPro also features an intuitive interface that produces court-ready exhibits, tailored workflows for small law firms, and efficiently processes records from a multitude of financial institutions, making it an indispensable tool for legal professionals navigating complex financial situations. The platform not only enhances productivity but also empowers lawyers with the ability to make data-driven decisions swiftly.

Prodify stands out as the pioneering all-in-one Digital Asset Management (DAM) and Product Information Management (PIM) platform specifically designed for manufacturers in the building products sector, allowing teams to consolidate marketing, sales, technical, and product data files into a single intelligent hub. This platform acts as a definitive source of truth for managing assets, ensuring that all product files are systematically organized and consistently updated through features like version control, automatic updates of public links, and comprehensive visibility of version history. In addition to this, it integrates advanced product data management, enabling users to connect assets to SKUs, variants, and product lineages for efficient content delivery. Supporting a wide array of file formats, it incorporates powerful search capabilities and filtering metadata, provides user permission settings, and facilitates the effortless sharing of branded portals with external stakeholders, including professionals in architecture, engineering, and construction. This comprehensive solution not only simplifies the workflow for teams but also enhances collaboration across various departments and external partners.

AskExcel is an innovative AI-driven platform that revolutionizes your experience with spreadsheets. You can effortlessly upload your Excel or CSV files and communicate in natural language to create formulas, streamline tasks, and conduct comprehensive data analyses. AskExcel quickly handles tasks such as correlation studies, KPI monitoring, text extraction, sentiment evaluation, exploratory data analysis, and much more, all without the need for technical expertise. The platform provides clear insights along with beautifully crafted charts and automated summaries, allowing you to grasp your data more efficiently. By offering features like formula creation, workflow automation, and smart analytics, AskExcel simplifies intricate spreadsheet operations into easy, conversational requests. Users can select from a free plan or opt for an upgrade that includes unlimited messaging, access to premium models, priority processing, and downloadable visualizations, making it suitable for various needs. With AskExcel, managing and interpreting your data becomes a seamless experience.

Crono serves as an advanced AI-driven platform designed specifically for contemporary B2B sales teams looking to enhance their go-to-market strategies. By consolidating essential functions such as data management, outreach efforts, and deal oversight into one cohesive system, it empowers teams to execute outbound strategies with reliability and efficiency. Users can identify and evaluate leads through sophisticated filters tailored to buyer personas or ideal customer profiles, while also enriching contact details seamlessly through a network of over ten data providers to secure verified emails, phone numbers, and firmographic data. Once leads are qualified, Crono streamlines multichannel outreach—encompassing email, LinkedIn direct messages, and phone calls—using either pre-established or customized sequences, AI-enhanced messaging, A/B testing, and automated task management, all of which integrate smoothly with CRM systems. Furthermore, Crono's unique AI capabilities aid in crafting personalized communications, identifying high-intent prospects using predictive scoring, and recommending optimal next steps. To top it off, its built-in analytics and dashboards provide comprehensive insights into key performance metrics, including open rates, response rates, conversion statistics, pipeline velocity, and overall team productivity, ensuring that sales teams can make data-driven decisions to continually refine their strategies. Ultimately, Crono positions itself as an indispensable tool for sales teams aiming to maximize their outreach effectiveness and drive growth.

Giving Halo is an integrated, cloud-based platform designed for online giving and donation management tailored specifically for churches, ministries, and nonprofit organizations. This platform features a comprehensive dashboard that enables institutions to analyze donation patterns over various periods—be it weekly, monthly, or yearly—and also track progress toward specific designated funds, such as those allocated for building or mission initiatives. Users can easily document incoming donations, specifying fund designations and details regarding tax deductibility, and subsequently reconcile these with bank deposits. With its advanced donor management capabilities, Giving Halo maintains detailed profiles for both individual and organizational donors, along with their donation histories and contribution specifics, allowing churches to monitor giving activities continuously or archive information related to inactive donors. Additionally, the platform includes versatile reporting tools that facilitate the generation of giving statements, receipts, and reports that can be exported in PDF or CSV formats, making them suitable for bookkeeping purposes or for presentation during board meetings. As a result, Giving Halo empowers organizations to streamline their financial tracking while fostering stronger relationships with their donors.

Debtcol Pro, developed by Legal Interact, is an innovative debt collection software tailored to streamline and enhance the collection processes for legal professionals managing challenging collections as well as for debt agencies dealing with substantial soft collections. By transforming common obstacles that hinder recovery and diminish profits into systematic, automated workflows, it significantly boosts efficiency and ensures compliance. The software provides adaptable and scalable workflows for legal collections, enabling users to monitor court proceedings, handle judgments, and implement recovery actions while maintaining comprehensive audit trails and gaining real-time insights into performance and timelines. For collection agencies, the platform automates both inbound and outbound communications, prioritizes accounts effectively, and minimizes errors through a queue-driven system designed for high-volume and compliant debt management. Additionally, Debtcol Pro features automation for reminders and follow-ups through bulk SMS, emails, and letters, allows for custom workflow setups, and offers role-specific views with robust security measures to protect sensitive information, enhancing overall operational effectiveness. This comprehensive approach not only simplifies the collections process but also empowers users with the tools necessary for improved financial outcomes.

DynamicPDF API (dpdf.io) serves as a versatile REST API platform that enables developers to seamlessly incorporate advanced PDF capabilities into their applications, ensuring swift performance and accessibility worldwide. The API provides numerous REST endpoints for tasks like generating PDFs from images, HTML, Word, Excel, or template data, as well as merging documents, converting formats, filling out and flattening forms, adding barcodes and stamps, securing files with encryption, and extracting text, metadata, or XMP data. Additionally, DynamicPDF features an online Designer tool that allows users to visually create PDF reports and templates, along with various client libraries in programming languages such as Node.js, .NET, Java, PHP, Go, Python, and Ruby, facilitating integration without the need for raw HTTP calls. The service is designed to create and assemble PDFs in mere milliseconds, utilizing a scalable infrastructure that directs requests to the nearest global zone, while maintaining data privacy by not storing client information unless explicitly requested. This combination of powerful features makes DynamicPDF an essential tool for developers looking to enhance their applications with PDF functionalities.

Vesper serves as a comprehensive platform for commodity intelligence, offering users an extensive array of both real-time and historical market data, unique benchmarks, AI-enhanced predictions, and analytical tools designed to help them navigate global commodity price fluctuations and patterns. It encompasses over 16 essential commodities and more than 1,900 product variations, providing access to over 4,000 price series, which are sourced from proprietary information and reliable partner networks to supply current spot prices, historical data, future pricing, as well as insights on supply and demand fundamentals, production, stock forecasts, and futures cost models. The platform's distinctive Vesper Price Index (VPI) delivers impartial price benchmarks contributed by various market participants, while customizable dashboards enable users to compile pricing, production, import/export information, and market trend data from more than 150 sources for centralized analysis. Users have the capability to create tailored workspaces, establish alerts for significant data changes, and utilize the analytical toolbox to visualize and export charts and insights effectively. Furthermore, Vesper’s user-centric design empowers individuals to make informed decisions based on the most relevant and timely data available in the commodities market.

Higson is an advanced business rules engine that empowers organizations to efficiently handle intricate decision-making processes and streamline rule-based operations with rapid execution speeds and a user-friendly interface tailored for business users. By decoupling business rules from application code, it enables users to easily configure products, pricing structures, and decision logic via a web-based Studio without needing extensive programming skills, thereby minimizing dependence on developers and expediting the time to market. Features such as sophisticated version control, a user-friendly tree-structured rule editor, and validation tools like the tester and mass tester ensure that changes can be rigorously tested before they go live. Higson also includes capabilities for visual rule modeling, integration with AI models, decision tables, and Groovy functions, while supporting import/export functionalities with Excel. Furthermore, it facilitates integration with existing systems using REST or Java APIs, and it securely stores configurations in widely-used SQL databases. The runtime engine is specifically engineered for real-time decision-making, adeptly processing thousands of API calls per second along with managing extensive datasets, ensuring that organizations can respond swiftly to evolving business needs. Ultimately, Higson enhances operational efficiency and agility, enabling organizations to thrive in a rapidly changing environment.

Solcast is a cloud-based software designed to deliver precise, reliable historical, current, and predictive solar irradiance, weather, and photovoltaic (PV) power data tailored for renewable energy needs, using a versatile REST API along with developer tools. By monitoring real-time satellite cloud coverage and integrating it with sophisticated weather models, it provides solar irradiance predictions that range from five minutes to 14 days ahead with exceptional spatial and temporal accuracy, in addition to offering historical data spanning from 2007 to a week prior for performance assessment. The platform accommodates various PV power forecasting models, including Rooftop PV, Advanced PV, and Premium PV, which evaluate both actual and anticipated output for solar installations of any size. Its API delivers data in user-friendly JSON or CSV formats, making it easy to integrate with energy management software, analytical platforms, or tailored workflows. Additionally, developers can utilize native HTTP clients or software development kits (SDKs) such as Python and C#, complete with code samples, to seamlessly access and implement this data. This comprehensive approach positions Solcast as a crucial resource for optimizing solar energy operations.

Garage Hive is an all-encompassing, cloud-based solution designed for garage management, aimed at assisting automotive repair shops and multi-location garages in optimizing their workshop operations, enhancing customer experiences, and unifying essential business functions into a single platform. This system offers features such as live work diaries, job scheduling, checklists, and inventory management that can be accessed through desktops, tablets, and mobile devices. It also facilitates online bookings that sync with the live schedule and sends automated confirmation messages, along with allowing customers to authorize estimates online, complete with photos and detailed descriptions. Additionally, Garage Hive takes care of reminders for MOTs, services, and other maintenance milestones, while also providing functionalities like MOT history checks and electronic vehicle health assessments. The platform seamlessly integrates accounting tools with built-in bookkeeping capabilities alongside external services like Sage, Xero, and QuickBooks, and boasts robust custom reporting and business intelligence features, tracking key performance indicators such as average invoice value and gross profit. Ultimately, Garage Hive serves as a vital resource for garages looking to enhance their productivity and operational efficiency.

HexIQ software offers quick and straightforward access to negotiated rate information, enabling users to search, download, and analyze intricate healthcare reimbursement rates associated with any specific code, payer, provider (NPI), or tax identification number (TIN), thereby allowing them to utilize transparency in coverage requirements for better business decisions and negotiations. Each month, it processes numerous machine-readable files (MRFs) from various payers, meticulously cleaning and enriching the data with relevant provider names, addresses, and network affiliations, and continually updating it to enable users to benchmark their negotiated rates against those of peers within the same specialty and geographic area without the need for cumbersome Excel work. The software's sophisticated search capabilities allow users to filter results by criteria such as code, specialty, state, place of service, payer, NPI, or TIN, with the option to download findings in CSV format for deeper analysis. Furthermore, integrated analytics and visualization tools provide insights into rate distributions, average and mode rates, and contracted provider networks, which help users gain a clearer understanding of market dynamics. This comprehensive approach not only streamlines the process but also empowers healthcare professionals to make informed strategic decisions based on reliable data.

FastTrack serves as a comprehensive investment research and portfolio analysis platform, providing both investors and financial professionals with access to top-tier market data, advanced analytics, and various tools for screening, comparing, and modeling investments across a wide array of asset types, including stocks, mutual funds, ETFs, and indexes, backed by over 35 years of validated, dividend-adjusted historical data. This tool streamlines the investment research process by enabling users to efficiently navigate through thousands of securities utilizing advanced comparison features, develop personalized rankings based on factors like risk, return, and expenses, and conduct in-depth portfolio analysis to assess performance or explore new strategies throughout different market cycles. FastTrack further enhances its functionality by offering flexible time-frame analysis that extends beyond traditional intervals, along with a suite of comprehensive risk and return metrics, and visual aids such as dashboards, charts, heatmaps, and detailed reports to help users interpret their findings. Additionally, it provides APIs and Excel add-ins for seamless data integration and export, as well as model portfolios, empowering users to implement and visualize their investment strategies effectively. Overall, FastTrack is designed to equip users with the essential tools needed for informed investment decision-making and strategic planning.

CorpDev.Ai is a sophisticated AI solution tailored specifically for facilitating mergers and acquisitions (M&A) and corporate development, streamlining research, analysis, and the creation of deliverables to enhance strategic decision-making processes. Utilizing advanced large language models and unique methodologies, it coordinates a range of specialized AI agents that handle various functions such as market mapping, target identification and scoring, in-depth company profiling, pipeline management, and a zero-entry CRM system that enriches deal data automatically through interactions from emails and calendars. With this platform, users can swiftly craft professional-grade investment memos, board presentations, market analyses, and strategic briefs in mere minutes by leveraging sourced insights, customizable templates, and versatile export options, drastically reducing the time spent on manual tasks. Additionally, it offers a visualization of entire industries through interactive maps, efficiently screens and prioritizes potential acquisition targets on a large scale, monitors significant developments and engagement signals in real time, and compiles exhaustive research from public sources, ensuring that users have all necessary information at their fingertips. This comprehensive approach not only saves time but also enhances the accuracy and effectiveness of the M&A process, providing a significant edge in competitive markets.

Flight Tax Systems is an innovative online aviation tax software designed by experts in aviation and aircraft taxation to streamline flight tracking and tax reporting for business aircraft, effectively reducing dependence on complicated spreadsheets while minimizing the potential for errors. This application systematically captures and organizes flight information, ensuring compliance with IRS requirements for reporting, which encompasses calculations for Standard Industry Fare Level (SIFL) fringe benefits, reports on cost disallowance, and the 280F business-use tracking necessary for depreciation recapture, along with state-specific modules for sales, use, and property tax reporting. Furthermore, it offers features such as SEC incremental cost reporting and cost center tracking, which aids in allocating flight expenses across various departments or projects, while enabling the electronic import of flight data from scheduling systems to enhance efficiency and lessen manual data entry. In addition to these features, it allows users to upload documents for contemporaneous recordkeeping, customize flight categories to suit their needs, export data to Excel, and generate audit substantiation reports, all while accommodating an unlimited number of aircraft and users. Overall, Flight Tax Systems significantly simplifies the tax reporting process within the aviation industry, enhancing accuracy and saving valuable time for users.

TranslateAI is a sophisticated translation and localization solution powered by artificial intelligence, designed specifically for online retailers, marketplaces, and ecommerce platforms to efficiently bulk-translate and adapt product catalogs and associated content directly from Excel files into listings that are ready for marketplaces, all while ensuring accuracy and SEO-friendly language and formatting. With the ability for users to upload product information, set target languages, and select services such as translation, proofreading, or text generation, they can swiftly obtain localized titles, descriptions, and attributes tailored for platforms like Amazon, eBay, and Shopify. The platform accommodates over 50 ecommerce languages, preserves HTML and image placeholders, and features project tracking along with token usage analytics, allowing teams to keep an eye on their progress and expenditures. In addition to basic translation, TranslateAI is capable of creating entirely new content, including category descriptions and SEO copy in various languages, ensuring a consistent presentation across different storefronts. This comprehensive approach not only saves time but also enhances the overall efficiency of the localization process.

DataStripes is an innovative platform designed for browser use that requires no coding skills for data analysis and visualization, enabling individuals to transform raw data into engaging charts, dashboards, and insightful narratives effortlessly. Users can simply drag and drop their data to construct flexible analysis flows via a user-friendly visual node-based editor. The platform supports data imports from various sources, including CSV, Excel, PostgreSQL, and Snowflake, and allows users to connect logic blocks for filtering, grouping, aggregating, and visualizing trends in real-time. Moreover, users can pose questions in natural language to receive AI-driven explanations, which can be translated into audio-narrated dashboards or podcasts that highlight essential trends. This computation is executed locally within the browser, ensuring a privacy-conscious experience with no need for cloud uploads. Additionally, DataStripes’ AI capabilities effectively analyze data patterns and produce insights that are both easy to grasp and suitable for executive-level presentations, streamlining the process of uncovering hidden trends and stories while eliminating tedious manual work associated with spreadsheets. Ultimately, this platform empowers users to gain a deeper understanding of their data, fostering an environment where informed decision-making can flourish.

NineAnts serves as a cloud-based financial data automation platform, tailored to minimize the manual and repetitive tasks faced by treasury, finance, and accounting teams by establishing direct connections to banks, payment service providers, market data feeds, ERPs, and various financial sources. This system continuously gathers, cleans, enriches, and delivers data into familiar tools like Excel, Power BI, ERP, or Treasury Management Systems, all while ensuring secure storage and compliance with ISO standards. Users can customize automated data flows according to their specified schedules, implement intelligent rules to categorize transactions and provide context, and create smart alerts triggered by specific business events, ensuring stakeholders are promptly informed of important occurrences such as large incoming payments or dwindling account balances without needing to perform manual checks. Additionally, the platform guarantees that all imported and modified data remains transparent and traceable, enabling analysts and auditors to track the source of each figure and monitor its journey within the system. With such robust features, NineAnts not only streamlines financial operations but also enhances the accuracy and reliability of financial reporting.

Astera Dataprep is an innovative data preparation tool that leverages AI and a chat-based interface, allowing users to effortlessly clean, transform, and prepare raw data for various purposes such as analysis, reporting, and integration by simply using natural language commands, thus removing the barriers of coding and technical expertise; users articulate their requirements in everyday language, and the system executes tasks like merging, filtering, deduplicating, reshaping, and transforming data in real time, all while providing an interactive preview reminiscent of Excel for easier visualization of modifications. The platform is capable of connecting to numerous data sources, including spreadsheets, CSV files, database tables, and cloud storage solutions, enabling users to consolidate data from multiple origins within a single workspace, identify and rectify data quality challenges such as missing values and duplicates instantaneously, thereby ensuring reliable and accurate outputs. Additionally, users have the option to save their data preparation processes as reusable workflows, automate regular updates through scheduled jobs, and seamlessly export the cleaned data to various analytics or business intelligence applications for further analysis. This functionality significantly enhances productivity and streamlines workflows, making data management a more efficient and user-friendly experience.