My Wealth is a local-first personal wealth management application designed to give individuals a clear and private overview of their financial situation. It helps users track real estate, savings accounts, stocks, funds, SCPI, cryptocurrencies, precious metals, other assets and liabilities in one place. My Wealth provides portfolio allocation, performance tracking, diversification and concentration analysis, debt analysis, passive income monitoring, budgeting and investment goals. Financial data is stored in a local wealth file controlled by the user, with optional encryption and synchronization through services such as Google Drive or OneDrive. My Wealth is available for Windows and Android and can also integrate with local AI assistants and MCP-compatible clients for privacy-focused analysis of portfolio data.
Signly.com is a contract management and e-signature software that uses AI to create agreements, collect signatures, and process payments. It offers customizable templates for contracts, proposals, and forms, with legally binding e-signatures compliant with U.S. and international standards. The platform integrates with Stripe for in-document payments and supports cloud storage like Google Drive, Dropbox, Box, and OneDrive. Features include automated reminders, audit trails for compliance, and team collaboration for document approvals. Built-in CRM tools manage contacts, leads, and client interactions, while scheduling tools enable appointment booking. Clients can access, sign, and pay via shareable links without creating accounts, streamlining contract creation, signature collection, and payment processing in one interface.
Remoneo is client document collection software designed for professional firms. It helps accountants, consultants, and other professionals create structured document requests, collect files from clients, and track the status of each request in one place. Clients can submit documents through a simple link without creating an account or installing an app. Professionals can define required documents using checklists, monitor received and missing files, and manage follow-ups when requests remain incomplete. During the current Beta phase, uploaded documents are sent directly to the professional's Google Drive. Remoneo is designed to reduce repetitive email exchanges and manual follow-ups while keeping professionals in control of the collection process. Future integrations include additional cloud storage platforms such as Dropbox and Microsoft OneDrive.
KoalaFix is the AI IT helpdesk for Microsoft 365 teams. It's a Windows desktop app that fixes the everyday tech problems your team keeps hitting: OneDrive not syncing, Outlook password loops, Teams audio and video issues, all without a full-time IT person.
Staff can describe their problem in plain English, KoalaFix diagnoses and actually performs the fix, with built-in approvals and a full audit trail so your tenant stays safe. It also catches issues before anyone notices and logs every fix in one Microsoft 365 dashboard.
Built for 5–100-person businesses on Windows + Microsoft 365 that don't want to pay MSP prices for everyday IT support. Signed Windows 10/11 app, free 30-day pilot, simple monthly pricing, no lock-in. Built in Melbourne, Australia.
FlowSync PM is a bilingual (English/Spanish) project and PMO management platform with automatic earned value management. Its AI builds projects from Word, Excel, and PDF documents — including scanned files (OCR): a vendor quote becomes a purchase-order record, a photographed receipt becomes a drafted expense on the right budget line. The platform includes Gantt with critical path and baselines, risk registers, change control, decision and lessons-learned logs, governance documents, and AI-generated status reports written natively in Spanish or English. Microsoft 365 integration provides a project Smart Inbox and OneDrive/SharePoint document import. Free 2-month trial with no credit card required. Starter $19/user/mo; Business $39/seat + $20 per 10 contributors; Enterprise custom. Made in Puerto Rico.
Rivvi is a HIPAA-compliant AI workspace for healthcare organizations. Teams chat with Rivvi, upload patient and operational data, run analysis, and build reports and documents. Rivvi keeps an organization memory that improves as the team uses and corrects it. Uploaded patient lists are enriched with public CMS and NPI data. Rivvi connects to Microsoft 365 (SharePoint, OneDrive, Excel, Outlook, Power BI), Google Drive and Sheets, and HubSpot, and can be tagged in Microsoft Teams. From the same workspace, teams can run patient outreach and engagement by voice, text, and a website chat widget, including inbound lines and outbound campaigns in Spanish and 30 other languages. Rivvi is used by medical groups, value-based care organizations, community pharmacies, behavioral health providers, and clinical trial organizations. SOC 2 Type II.
DocuGrip is a PDF platform for small businesses, law firms and teams: 134 PDF tools, a full PDF editor and e-signature requests in one browser tab. Teams use it to merge, split and compress files to exact upload limits, convert to and from Word, Excel and PowerPoint, OCR scans, redact with a leak check, add Bates numbers, fill official forms and send documents for signature with reminders.
Files processed with the tools never leave the user's device, which suits confidential legal, HR, healthcare and immigration documents. Team plans include shared workspaces and seat management; DocuGrip integrates with Google Drive (Google Workspace Marketplace), OneDrive and Dropbox.
Pricing: free daily use, Pro $11/month, Team $7/seat/month, lifetime license $149.
Capme is the privacy-first alternative to cloud-based video messaging tools like Loom. Designed for teams in finance, healthcare, legal, and strategy, Capme allows you to record high-quality screen and camera updates directly from your browser without ever uploading data to a third-party cloud.
Unlike traditional tools that store your sensitive internal communications on their servers, Capme processes everything locally on your device. You get a full production suite - including a built-in teleprompter, custom branding/overlays, and flexible recording modes - with zero installation required.
Once recorded, your video file is yours to save directly to your existing secure infrastructure (SharePoint, OneDrive, Box, or local storage). This ensures you get the efficiency of async video messaging - cutting meeting costs by replacing syncs with 5-minute updates - without introducing new security risks or compliance headaches.
McCarren is an all-in-one bid / proposal suite for government contractors and SLED vendors.
The platform monitors SAM.gov and 50-state portals, applies semantic relevance scoring, and routes bid/no-bid analysis to capture teams. A dynamic outline engine shreds solicitations, identifies Section L/M criteria, and produces a live task plan.
Respond to proposals natively in Microsoft Word via AI response engine that drafts paragraphs, inserts vetted past performance, and links every claim to source files. A private AI knowledge base accepts direct uploads and connects to SharePoint, OneDrive, creating a single source of truth.
Real-time compliance matrices update as requirements evolve; CMMC 2.0-aligned, single-tenant hosting ensures data remains exclusively yours. Cut turnaround time in half and report higher win rates across RFPs, RFIs, and grant applications.
Convert.Online is a file conversion platform for teams and developers: 400+ formats and about 37,500 conversion pairs across documents, spreadsheets, presentations, images, video, audio, ebooks, fonts, archives, CAD and 3D, plus OCR for scanned PDFs. Businesses automate conversion through a REST API in which a job is a chain of import, convert and export tasks, with webhooks, live job events, an OpenAPI 3.1 spec, and import/export via S3, SFTP, Google Cloud Storage, Google Drive, Dropbox and OneDrive. A hosted MCP server lets AI assistants and agents convert files inside their workflows. Teams can also use the browser app, with per-format settings. Converted files are deleted after 24 hours. Plans start with a free tier; paid plans raise monthly quotas and remove concurrency limits.
Plyq simplifies document collection with an account-free, three-step workflow: create requests, receive files, and validate submissions. Clients upload files via a mobile-friendly, drag-and-drop portal using a shared link, without creating accounts. Customizable templates cater to industries like real estate, accounting, and HR. The software integrates with Google Drive, OneDrive, and SharePoint Online, allowing validated files to flow directly into cloud storage. A zero-storage mode ensures files transit servers briefly without retention, meeting strict data governance standards. Project management tools centralize requests by client or case, offering aggregated views and private settings. A public REST API enables integration with ERP, CRM, and automation tools. Security features include European hosting, TLS and AES-256 encryption, configurable document purging, and GDPR compliance, ensuring robust data protection and audit readiness.
EzSecure specialize in Sensitive Data Discovery, helping businesses find and understand where sensitive information exists across their file based storage.
Our platform scans file sources such as Google Drive, Microsoft OneDrive, SharePoint, and Windows File Server to discover sensitive information and classify it based on defined data categories and compliance requirements.
We help businesses identify sensitive data such as personal information, financial data, credentials, and other confidential information across their stored files. By focusing on discovery and classification, we give businesses a clearer view of what sensitive data exists and where it resides.
We support data discovery and classification for compliance requirements including GDPR, DPDP, HIPAA, and PCI. Our focus is simple: help businesses discover sensitive data they may not know exists and understand where it is stored.
Hebrides is the investment workspace for family offices, VCs and private equity teams, made by Allermuir Capital in London. It organises work by portfolio, deal and data room, and runs the analysis from the first read of a data room to the IC pack.
Hebrides reads a deal's data room, cross-checks claims across documents and flags contradictions, such as a customer named in the deck who is not in the customer list. It values companies across DCF, comparables, precedent transactions and the VC method, with comparables built on Dealroom data. The Report Agent drafts IC memos and LP reports in a firm's own template and exports them to Word.
Every figure and claim carries its source: the document, page and passage. A firm's investment thesis is applied to each analysis. Integrations with OneDrive, Google Drive and Fireflies.
Hebrides is SOC 2 Type II and ISO/IEC 27001:2022 certified, and client data is not used to train models.
Offactura is invoicing software for tradespeople and small businesses in Switzerland. Create a quote in five minutes by inserting labour, travel, material and disposal items with one click; totals, VAT and rounding are calculated automatically. Once the customer accepts, the quote becomes an invoice with one click – including the Swiss QR-bill payment part. Offactura creates the PDF and prepares the e-mail. The dashboard shows open quotes and open or overdue invoices; reminders are created with one click.
No subscription: buy Offactura once (from CHF 390). It runs offline in the browser on Windows and Mac, with no user account and no cloud – your data stays on your computer, with automatic backup to a folder such as OneDrive. Optional add-on modules: measurement & costing, maintenance & service, purchasing & receipts, and mobile work reports with customer signature. German only.
Wurz is document verification software that extracts data from tax and accounting files using a citation-based system. It processes invoices, bank statements, and working papers, citing exact document sources and excerpts to answer queries. Accuracy is ensured by checking citations letter-by-letter against original excerpts, flagging discrepancies instead of providing incorrect information. The platform integrates with Google Drive, Dropbox, and OneDrive, using existing accounts without creating separate storage. Wurz supports PDFs, Word documents, Excel spreadsheets, and scanned files via optical character recognition. Users interact through a chat interface, retrieving details with natural language queries. Wurz creates summary cards for documents, highlighting key references, individuals, and dates. It supports team collaboration, counts only uploaders toward plan limits, and generates detailed reports. An audit log tracks user actions, ensuring a clear record of handling.
SitesAI TakeOff is a browser-based construction estimating tool for marking up PDF plans, calculating earthwork volumes, and visualizing 3D terrain. It runs on any internet-connected device without downloads, supporting PDF, DXF, DWG, and image files, and integrates with Google Drive and OneDrive for collaboration. The annotation toolkit includes pens, lines, dimensions, shapes, and text labels for marking up drawings. Distance takeoffs measure linear elements, area takeoffs calculate surface quantities, and count takeoffs tally items like pits and trees. The earthwork engine determines cut and fill volumes for grading projects. The 3D module visualizes terrain from multiple angles with vertical exaggeration and cross-sectional analysis. Outputs can be exported as Excel, PDF, or PNG files. AI-assisted features provide automated takeoff suggestions to speed up estimates, though all results require independent verification.
OutMass is a Chrome and Edge extension for Outlook on the web that enables bulk email campaigns directly from the inbox. It supports mail merge with contact imports from CSV files and merge tags from your own CSV columns, like {{firstName}} and {{company}}, for personalized messaging. Real-time open and click tracking provides engagement insights. Automated follow-ups target non-responders and stop when replies are received. These follow-ups are managed server-side for reliable delivery. Scheduled sends and OneDrive attachments are built in, and both Microsoft 365 and Outlook.com accounts are supported. OutMass uses the Microsoft Graph API for sending emails, improving deliverability by routing messages through the sender's own account. Features include A/B subject testing, an AI email writer, and reusable email templates. The free plan includes 250 emails per month; paid tiers unlock higher volumes and advanced options.
The Cloud Duplicate Finder (CDF) is a unique, online service which works with the APIs of Box, OneDrive, Dropbox and Google Drive. You are able to delete the cloned-files in the Cloud without even saving files to your local computer. It saves your time in organizing files and saving valuable storage space.
The cloud storage platforms ask you to grant limited access of your files to the CDF application which carefully scans the technical components of your files in order to identify the duplicates in the cloud-drives. It allows you to review the files before you decide to remove them.
CDF application applies 256-bit encryption and makes sure your files are not stored to its’ server. It will also not save your passwords.
You will login to the cloud drive through the official Login mechanism provided by your service-provider.
Scanning for duplicate files is easy: you need to add a drive and click on scan button to initiate a search for repeated files.