Deal and relationship management software for financial and professional services firms

Intapp DealCloud: Microsoft add-ins

Get seamless integration between Microsoft 365 and your Intapp DealCloud workflows

Intapp DealCloud’s suite of Microsoft Outlook, Excel, Word, and Edge add-ins gives users the ability to sync information across platforms using their familiar processes and programs. Extend the DealCloud platform into your everyday workflows by integrating data and reporting from Microsoft 365 directly into your pipeline. 

Access DealCloud insights directly from our Outlook inbox.

Access Intapp DealCloud from the Microsoft applications you use every day

Meet users where they are

Access information across platforms to simplify workflows and eliminate the need to switch between different tools.

Promote user-friendly data management

Automatically pull relevant details from Microsoft Outlook inboxes and easily import data from Excel to improve data accuracy and enhance reporting outcomes.

Enhance data analysis and research

Automate reports within Microsoft Word and Excel, access DealCloud from any webpage in Microsoft Edge, and access detailed insights directly from your Outlook inbox.

'State-of-the-art integration with Office 365'

DealCloud offers a state-of-the-art integration with Office 365, which helps us to keep better track of our projects and increase efficiency and transparency for ourselves and our clients.

Jan-Willem Ditters
IRIS Corporate Finance

Manage your pipeline from inside your inbox

Update existing deals or contact info, import new deals, sync calendar events, assign tasks, and take meeting notes — all without leaving Microsoft Outlook.

Automate report creation in Microsoft Word

Easily create customized, branded reports, and automatically populate any field with DealCloud data.

Simplify analysis and reporting in Microsoft Excel

Easily access DealCloud data directly within Microsoft Excel and import updates back into DealCloud using a bi-directional sync.

Access Intapp DealCloud from any website

Identify opportunities, capture notes, and update DealCloud while researching target investments in Microsoft Edge.

Schedule a demo of Intapp DealCloud

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Intapp Intelligent Cloud

For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.

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Intapp Cloud Infrastructure

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Intapp Data Architecture

Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.

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Intapp Applied AI

Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.

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