Invoice Manager for Excel

Invoice Manager for Excel

Uniform Software Limited
PivotXL

PivotXL

HealthPlotter
+
+

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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.

About

Get more out of your FP&A spreadsheets. Corporate Performance Management software built on top of Microsoft Excel. Give your data more structure and automate low level tasks for better operational and financial planning. Use our simple interface to create cubes. Each cube can have multiple dimensions, dimension members and measures. Connect the Excel cells to any cell in the cube. With our modern Microsoft add-in, upload and download data from the cloud to your spreadsheet templates. Use Pivot tables and other business intelligence tools to analyze data as you wish. Our workflow manager allows you to create complex tasks and attach templates to the task so completion and approval can be managed without any manual hassle. Alerts and notifications can be custom designed to keep users updated. If you are emailing Excel files back and forth or are using a Corporate Performance Management system only to bring it all down to Excel and re-do all your formatting, you should look into PivotXL.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

Audience

Small to mid-sized companies with 50 to 200 employees can use our cloud hosted platform. We also offer a hosted cloud for larger companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$5.99/month/user
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

HealthPlotter
Founded: 2013
United States
www.pivotxl.com

Alternatives

Alternatives

Express Invoice

Express Invoice

NCH Software
OneStream

OneStream

OneStream Software
Formula Manager for Excel

Formula Manager for Excel

Uniform Software Limited
CCH Tagetik

CCH Tagetik

Wolters Kluwer
Simple Invoice Manager

Simple Invoice Manager

Tacktile Systems Private Limited
Board

Board

Board International

Categories

Categories

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Budgeting Features

"What If" Scenarios
Asset Planning
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 Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Performance Management Features

Ad hoc Analysis
Ad Hoc Reports
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Financial Reporting Features

"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 Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Integrations

Microsoft Excel

Integrations

Microsoft Excel
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