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What is Invoice Manager for Excel?

Invoice Manager for Excel by Uniform Software is a robust billing and accounts receivable solution designed to bridge the gap between flexible spreadsheets and rigid accounting systems. Built for small-to-medium businesses, service agencies, and freelancers, this hybrid application transforms Microsoft Excel into a powerful, database-backed invoicing engine. While standard Excel offers unparalleled design and calculation flexibility, managing a growing business on flat files often leads to lost data, duplicate invoice numbers, and broken formulas. Invoice Manager solves this by separating the user interface from data storage. You continue to use Excel as your primary workspace, retaining complete control over layout, branding, and custom formulas (such as regional tax calculations or volume discounts). Behind the scenes, the software connects to a secure Microsoft Access or Microsoft SQL Server database to safely manage your customer profiles, product catalogs, and payment histories. Key Capabilities: In-Cell Smart Pickers: Eliminate manual data entry. Click any cell to instantly search your database and auto-fill customer details, shipping addresses, and line-item pricing. 400+ Customizable Templates: Access a massive library of ready-to-use Excel templates for commercial invoices, estimates, quotes, and purchase orders. Automated Audit Controls: The system automatically enforces sequential invoice numbering to keep your financial records structured and audit-ready. Unified Delivery Workflow: Convert finalized worksheets into unalterable PDFs with a single click. Email them directly to clients via a built-in email sender. Receivables & Cash Flow Tracking: Log full or partial payments against specific invoices. Generate real-time account aging reports and AR summaries to monitor outstanding balances. Flexible Deployment Options: Available as a subscription through the Microsoft Marketplace, a traditional perpetual (lifetime) desktop license.

What is CubeWeaver?

It provides exceptional scalability when compared to conventional spreadsheets. Utilizing a multidimensional data architecture, it efficiently handles countless worksheets with ease. Users can quickly transform, aggregate, or duplicate millions of cells in just a few clicks, ensuring that data is always ready for business intelligence and dashboard creation. With dependable formulas in place, users no longer need to worry about broken references or monotonous copy-and-paste tasks. The platform allows individuals to articulate complex logic through formulas by utilizing the relationships embedded in the data model, thereby mitigating the risks commonly associated with VLOOKUP errors. Additionally, it accommodates multi-user access, enabling hundreds of people to work collaboratively on the model simultaneously. Built-in security features empower users to manage which parts of each worksheet can be shared, along with options for granting special permissions to add or delete rows. Only designated model designers are permitted to modify or view the formulas, ensuring integrity. More accessible than a traditional multidimensional database, this system is crafted to be intuitive and straightforward, allowing individuals familiar with spreadsheets to master it in just a day or two. Users can still utilize standard functions, and the seamless conversion of many existing spreadsheet models to CubeWeaver further boosts efficiency and productivity. This innovative approach not only streamlines data management but also enhances collaborative efforts, fostering a more productive work environment.

Media

Media

Integrations Supported

Microsoft Excel

Integrations Supported

API Availability

API Availability

Pricing Information

$5.99/month/user
Monthly subscription. Volume discounts are available through Microsoft Marketplace. 30-day free trial.
Free Trial Offered?

Pricing Information

$30 per month
Free Version
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Uniform Software Limited

Date Founded

2008

Company Location

United Kingdom

Company Website

uniformsoftware.com/invoice

Company Facts

Organization Name

LPNR

Company Location

Germany

Company Website

cubeweaver.com

Categories and Features

Billing and Invoicing

Contact Database
Customizable Invoices
Hourly Billing
Invoice History
Multi-Currency
Project Billing
Service Ticket Billing
Tax Calculator

Categories and Features

Financial Reporting

"What If" Scenarios
Balance Sheet
Consolidation / Roll-Up
Forecasting
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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