ActiveData

ActiveData

Information Active
Invoice Manager for Excel

Invoice Manager for Excel

Uniform Software Limited
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+

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About

ActiveData For Excel® adds advanced data analytics capabilities and time saving workbook and worksheet management features to Microsoft Excel®. With ActiveData for Excel you can join, merge, match, query, summarize, categorize, locate duplicate and missing items, combine, split, splice, slice and dice your data. Over 100 features, many designed to increase your overall productivity with Excel are included in this easy-to-use package. ActiveData for Excel offers a feature-rich product at a fraction of the price of competitive database-driven data analytics and computer assisted audit tools (CAATS). Skills acquired using ActiveData are directly transferrable to other data analysis software packages and computer-assisted audit tools (CAATs) like ACL and IDEA. Our software works well side by side with these packages and is ideal for less technical users. ActiveData for Excel is available in a Business and Professional edition and works with Microsoft Excel 2007 to 2019.

About

Invoice Manager for Excel transforms standard spreadsheet templates into a powerful, database-backed billing system. Built on a robust .NET and WPF architecture, it seamlessly integrates with Microsoft Excel, connecting customizable front-end worksheets to a secure database. Users retain the design flexibility and calculation power of native Excel formulas while automating essential accounts receivable workflows. Key Features: 400+ Templates: Customizable layouts for invoices, quotes, and purchase orders. In-Cell Smart Pickers: Instantly search and retrieve client profiles and product data. Audit Controls: Automated sequential invoice numbering. Unified Workflow: One-click PDF export and direct email integration. Receivables Tracking: Built-in payment logging and aging reports to manage cash flow. Deployment Options: Available via multi-device subscriptions on the Microsoft Marketplace. A lite version is also available as a free web add-in.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies looking for a data management and analysis tool

Audience

Freelancers and Independent Contractors, Small-to-Medium Businesses (SMBs), Service Agencies and B2B Vendors, and multi-stage billing using customized workflows. Administrative and Finance Personnel, Microsoft Office Power Users

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$129 one-time payment
Free Version Not Supported
Free Trial Not Supported

Pricing

$5.99/month/user
Monthly subscription. Volume discounts are available through Microsoft Marketplace. 30-day free trial.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Information Active
Founded: 2003
Canada
www.informationactive.com

Company Information

Uniform Software Limited
Founded: 2008
United Kingdom
uniformsoftware.com/invoice

Alternatives

Alternatives

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Date Picker for Excel

Date Picker for Excel

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xlCompare

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Simple Invoice Manager

Simple Invoice Manager

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Categories

Fraud Detection Supported

Categories

Fraud Detection Features

Access Security Management Supported
Check Fraud Monitoring Supported
Custom Fraud Parameters Supported
For Banking Supported
For Crypto Not Supported
For eCommerce Not Supported
For Insurance Industry Supported
Internal Fraud Monitoring Supported
Investigator Notes Not Supported
Pattern Recognition Not Supported
Transaction Approval Supported

Billing and Invoicing Features

Billing Portal Not Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Supported
Dunning Management Not Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Not Supported
Online Payments Not Supported
Payment Processing Not Supported
Project Billing Supported
Recurring/Subscription Billing Not Supported
Service Ticket Billing Supported
Tax Calculator Supported

Integrations

Microsoft Excel Not Supported

Integrations

Microsoft Excel Supported
Claim ActiveData and update features and information
Claim ActiveData and update features and information
Claim Invoice Manager for Excel and update features and information
Claim Invoice Manager for Excel and update features and information