Invoice Manager for ExcelUniform Software Limited
|
||||||
Related Products
|
||||||
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 VideosNo images available
|
Screenshots and Videos |
|||||
Pricing
$5.99/month/user
Free Version
Free Trial
|
Pricing
$59/month
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationUniform Software Limited
Founded: 2008
United Kingdom
uniformsoftware.com/invoice
|
Company InformationStreamXLS
Founded: 2026
United States
streamxls.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
|
|
|