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.
Pricing
Price Starts At:
$5.99/month/user
Free Trial Offered?:
Yes
Integrations
Similar Software to Invoice Manager for Excel
You can generate and dispatch personalized invoices by selecting from a vast array of templates available. Enhance the professionalism of your invoices by uploading your logo, which helps create a distinct brand identity. Additionally, you can conveniently monitor your invoices using either mobile or desktop devices. Take advantage of various payment options to ensure you receive your payments promptly, and opt for emailing invoices to your clients rather than using paper, which is more environmentally friendly. For those who invoice up to $1000 every 30 days, signing up for an account is free of charge. Invoice Home simplifies the invoicing process, making it accessible for everyone. Don’t miss out on the opportunity to streamline your invoicing today!
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Budgyt is budgeting and forecasting software created by a former CFO who was tired of Excel breaking at the worst possible moments. We serve finance teams at growing organizations managing multiple departments, locations, or grants. 350+ organizations and 4,000+ users have made the switch.
The core features solve what breaks in Excel. Import your chart of accounts and actuals directly from your accounting system via API. Click any variance to drill down to vendor-level detail with complete audit trails. Run rolling reforecasts monthly without rebuilding everything. Built-in payroll allocation, automated accruals, balance sheet and cash flow forecasting. Dynamic driver formulas that work like Excel but never break. Unbreakable formulas you manage without syntax. Unlimited team collaboration with approvals and activity tracking. Single source of truth for your entire organization.
Budgyt replaces Excel without the learning curve. No broken formulas. No version chaos. No board meeting panic. Works like Excel. Except it actually works. Up and running in hours via API, not months of consulting.
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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.
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Date Picker for Excel
Uniform Software's Date Picker for Excel is a desktop enhancement that introduces a sophisticated calendar pop-up next to your cursor within Microsoft Excel, which effectively resolves common problems like incorrect date entries, formula inaccuracies, and variations in regional date formats such as MM/DD/YYYY compared to DD/MM/YYYY.
Designed as a compiled .NET/WPF application, this extension sidesteps the dangers connected to unreliable VBA macros and the inconvenience of cumbersome web task panes, making it easy to install via the Microsoft Store and Microsoft Marketplace where it integrates smoothly into the Excel Ribbon and context menus accessible through right-click actions.
Key features include automatic detection for over 50 languages, customizable multi-month grids displaying up to 10x10 dates, the capability to define format preferences using whitelists and blacklists, support for ISO week numbers, and options for managing blank cells efficiently.
The software is fully compatible with both 32-bit and 64-bit versions of desktop Excel, supporting various editions including 365, 2021, 2019, 2016, and 2013 on Windows 10 and 11.
Additionally, users can take advantage of a 7-day free trial through the Microsoft Store and a 30-day free trial via the Microsoft Marketplace, with a budget-friendly subscription priced at $0.99 per month that permits use on up to 10 devices per user license, thereby providing ample opportunity for users to discover its advantages.
This flexibility and ease of use make Uniform Software's Date Picker an invaluable tool for anyone looking to enhance their Excel experience, ensuring greater accuracy and efficiency in date management.
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Screenshots and Video
Company Facts
Company Name:
Uniform Software Limited
Date Founded:
2008
Company Location:
United Kingdom
Company Website:
uniformsoftware.com/invoice
Product Details
Deployment
Windows
Training Options
Documentation Hub
Video Library
Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English