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What is StreamXLS?

StreamXLS is a specialized RTD server for Windows that streamlines the transfer of real-time data from Interactive Brokers into Microsoft Excel. By leveraging the TWS API, it connects seamlessly to either Trader Workstation or IB Gateway, enabling users to effortlessly populate worksheet cells with account, position, order, and market information through native Excel RTD formulas, thereby removing the necessity for add-ins, VBA, or programming expertise. With StreamXLS, users can design their own personalized Excel dashboards, watchlists, and portfolio trackers according to their preferences, with values that refresh continuously in real-time. The service supports a broad spectrum of financial instruments, encompassing stocks, futures, options (with greeks), and foreign exchange, and it is versatile enough to handle multiple accounts, including those tailored for Financial Advisors. Furthermore, users can integrate order tickers directly within Excel for enhanced functionality. To utilize StreamXLS, users need to have desktop Excel installed on a Windows machine, maintain an Interactive Brokers account, and have active personal market data subscriptions. A complimentary 30-day trial is offered to new users, allowing them to fully experience the features and advantages of the service prior to making a commitment. This trial period provides an excellent opportunity for users to assess how StreamXLS can enhance their financial analysis and decision-making processes in Excel.

What is Invoice Manager for Excel?

The Invoice Manager for Excel transforms conventional spreadsheet templates into a sophisticated billing platform backed by a robust database. It leverages a powerful .NET and WPF framework, ensuring seamless integration with Microsoft Excel, which enables users to link customizable front-end worksheets to a secure database setup. This innovative tool allows individuals to retain the creative flexibility and computational power of standard Excel formulas while optimizing essential accounts receivable functions. Notable Features Include: Over 400 Customizable Templates: Personalized designs for invoices, quotes, and purchase orders. In-Cell Smart Pickers: Effortlessly search and retrieve client profiles and product details. Audit Controls: Enhanced accuracy via automated invoice numbering sequences. Streamlined Workflow: Simplified communication with easy PDF exports and direct email options. Receivables Management: Integrated payment tracking and aging reports for efficient cash flow oversight. Deployment Options: Available through multi-device subscriptions on the Microsoft Marketplace, a free lite version as a web add-in is also provided. Users have the opportunity to explore various subscription plans tailored to their specific requirements, ensuring that everyone can find a suitable option. This flexibility in deployment enhances user accessibility and satisfaction.

Media

Media

No images available

Integrations Supported

Microsoft Excel
Interactive Brokers

Integrations Supported

Microsoft Excel
Interactive Brokers

API Availability

Has API

API Availability

Has API

Pricing Information

$59/month
Free Version
Free Trial Offered?

Pricing Information

$5.99/month/user
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

StreamXLS

Date Founded

2026

Company Location

United States

Company Website

streamxls.com

Company Facts

Organization Name

Uniform Software Limited

Date Founded

2008

Company Location

United Kingdom

Company Website

uniformsoftware.com/invoice

Categories and Features

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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