Invoice Manager for Excel

Invoice Manager for Excel

Uniform Software Limited
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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

StreamXLS is a Windows RTD server that streams live data from Interactive Brokers into Microsoft Excel. It connects to Trader Workstation or IB Gateway through the TWS API and delivers account, position, order, and market data into worksheet cells via Excel-native RTD formulas - no add-in, no VBA, no programming. Users can build their own Excel dashboards, watchlists, and portfolio trackers in any layout, with values that update in realtime. StreamXLS covers stocks, futures, options (including greeks) and FX; supports multiple accounts (including Financial Advisor structures). Requires desktop Excel on Windows, an Interactive Brokers account, and the user's own market data subscriptions. 30-day free trial.

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

Interactive Brokers traders and financial advisors who build their own spreadsheets and want live account, position, order, and market data in Excel.

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

$59/month
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

StreamXLS
Founded: 2026
United States
streamxls.com

Alternatives

Alternatives

Express Invoice

Express Invoice

NCH Software
Formula Manager for Excel

Formula Manager for Excel

Uniform Software Limited
Simple Invoice Manager

Simple Invoice Manager

Tacktile Systems Private Limited

Categories

Categories

Integrations

Microsoft Excel
Interactive Brokers

Integrations

Microsoft Excel
Interactive Brokers
Claim Invoice Manager for Excel and update features and information
Claim Invoice Manager for Excel and update features and information
Claim StreamXLS and update features and information
Claim StreamXLS and update features and information