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What is PivotXL?

Elevate the capabilities of your financial planning and analysis spreadsheets by incorporating our Corporate Performance Management software, which offers seamless integration with Microsoft Excel. Enhance your data organization and automate tedious tasks to optimize both operational and financial planning workflows. The intuitive interface allows for the creation of cubes, which can encompass various dimensions, dimension members, and measures, making data management more structured. You can effortlessly link Excel cells to any cell within a cube, ensuring a smooth flow of information. Our innovative Microsoft add-in enables the straightforward uploading and downloading of data from the cloud directly into your spreadsheet templates. Leverage Pivot tables alongside other business intelligence tools to analyze your data in diverse ways that suit your needs. Furthermore, the built-in workflow manager allows for the crafting of complex tasks and the attachment of templates, streamlining task completion and approval processes without the hassle of manual steps. Customize alerts and notifications to keep users updated on critical information. If you often find yourself sending Excel files back and forth or depending on a Corporate Performance Management system only to return to Excel for formatting needs, it may be the perfect opportunity to explore PivotXL for a more streamlined approach. By utilizing PivotXL, you can revolutionize your data management practices and achieve a significant boost in productivity while ensuring your team works more efficiently together.

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.

Media

Media

Integrations Supported

Microsoft Excel

Integrations Supported

Microsoft Excel

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

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

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

HealthPlotter

Date Founded

2013

Company Location

United States

Company Website

www.pivotxl.com

Company Facts

Organization Name

Uniform Software Limited

Date Founded

2008

Company Location

United Kingdom

Company Website

uniformsoftware.com/invoice

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Fixed Asset Management
Payroll Management
Project Accounting
Tax Management

Budgeting

"What If" Scenarios
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Intelligence

Ad Hoc Reports
Dashboard
Key Performance Indicators
Performance Metrics
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Qualitative Analysis

Finance

Not specified

Financial Close

Not specified

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Reporting

Data Source Connectors
Financial Reports
Forecasting
OLAP
Sales Reports
Scheduled / Automated Reports

Categories and Features

Billing and Invoicing

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

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