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Description
Unlike our other software that is limited to a Windows version of Microsoft Excel, CDXGeoData offers location analytics that is accessible on various platforms including Windows, Linux, and MAC OS. The available features encompass address correction, zip code lookup, geocoding, routing, radius analysis, and a variety of others. You can utilize our complimentary Excel add-in along with pre-made spreadsheet applications, or even create your own custom solutions. The CDXGeoData functions are easily reachable through a robust Excel add-in compatible with both Windows and MAC OS systems. There's no need for additional software installation; all you require is an internet connection. Furthermore, you can create custom templates in Excel and other platforms without the concern of licensing for extra users, as you only need to manage the service requests rather than the number of users accessing it. This flexibility enables seamless integration of location analytics into your existing workflows.
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
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Excel
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$5.99/month/user
Monthly subscription. Volume discounts are available through Microsoft Marketplace. 30-day free trial.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CDX Technologies
Country
United States
Website
www.cdxtech.com/cdxgeodata/
Vendor Details
Company Name
Uniform Software Limited
Founded
2008
Country
United Kingdom
Website
uniformsoftware.com/invoice
Product Features
Address Verification
Address Validation
No
Autocomplete
No
Automatic Formatting
No
Data Cleansing
No
Data Discovery
No
Data Quality Control
No
Data Verification
No
Geographic Maps
No
Geolocation
No
Metadata Management
No
Reporting / Analytics
No
Search / Filter
No
Location Intelligence
Behavioral Analytics
No
Data Visualization
No
Demographic Data
No
Geocoding
No
Geofencing
No
Location Tracking
No
Predictive Analytics
No
Trade Area Analysis
No
Route Planning
Capacity Planning
No
Drag & Drop Scheduling
No
Driver Management
No
Emergency Dispatch
No
GPS Tracking
No
Performance Metrics
No
Route Costing
No
Territory Management
No
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
No
Multi-Currency
Yes
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
Yes
Recurring/Subscription Billing
No
Service Ticket Billing
Yes
Tax Calculator
Yes
