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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Invoice Manager for Excel by Uniform Software bridges the gap between the flexibility of manual spreadsheets and the robustness of relational databases. Designed for power users, IT professionals, and small businesses weary of bloated SaaS accounting platforms and forced cloud subscriptions, this Windows-based solution transforms Microsoft Excel into a structured, database-backed invoicing engine. At its core, Invoice Manager operates via a .NET/C# architecture and an Excel COM add-in. It deliberately separates the front-end user interface from backend data storage. Instead of saving critical billing data in fragile, disconnected flat files, it connects directly to a local Microsoft Access database or a networked Microsoft SQL Server. This hybrid approach guarantees you maintain complete ownership of your data and infrastructure while leveraging Excel’s native calculation engine for custom pricing logic, complex regional taxes, and highly personalized layouts. The software features a proprietary "In-Cell Smart Picker" that instantly queries your database to auto-populate client details and inventory pricing directly into active worksheet cells. It automatically enforces sequential invoice numbering to maintain audit-ready ledgers and includes comprehensive Accounts Receivable tracking to log partial payments, update balances, and run real-time cash flow and aging reports. With an included library of 400+ customizable templates, one-click PDF generation, and direct Outlook email integration, it drastically reduces administrative overhead. Available via a traditional lifetime desktop license, a multi-device Microsoft Marketplace subscription, or a free web-based add-in (Invoice Manager Lite), it delivers a flexible, data-secu

Description

StreamXLS is a Windows RTD server designed to facilitate the streaming of real-time data from Interactive Brokers directly into Microsoft Excel. By utilizing the TWS API, it establishes a connection to either Trader Workstation or IB Gateway, allowing users to input account, position, order, and market data seamlessly into worksheet cells using Excel-native RTD formulas—completely eliminating the need for add-ins, VBA, or any programming skills. With StreamXLS, users have the flexibility to create their own customized Excel dashboards, watchlists, and portfolio trackers in a layout of their choosing, with values that update instantly in real-time. The service encompasses a wide range of financial instruments, including stocks, futures, options (complete with greeks), and foreign exchange, while also accommodating multiple accounts, including those structured for Financial Advisors. Moreover, it allows for the integration of order tickers directly from Excel. To use StreamXLS, users must have desktop Excel installed on a Windows system, maintain an Interactive Brokers account, and possess personal market data subscriptions. A 30-day free trial is available to new users, enabling them to explore the features and benefits of the service before committing.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
Interactive Brokers

Integrations

Microsoft Excel
Interactive Brokers

Pricing Details

$5.99/month/user
Monthly subscription. Volume discounts are available through Microsoft Marketplace. 30-day free trial.
Free Trial
Free Version

Pricing Details

$59/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Uniform Software Limited

Founded

2008

Country

United Kingdom

Website

uniformsoftware.com/invoice

Vendor Details

Company Name

StreamXLS

Founded

2026

Country

United States

Website

streamxls.com

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Product Features

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