Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CData Excel add-ins can be installed directly into Excel. They allow anyone to connect to live data from over 200 data sources -- within Excel. Access data from your CRM, ERP, sales and marketing, as well as cloud and database tools, is possible quickly and easily. You can even push changes directly from Excel to your data, no matter where it is located. Connect to live data: - Quickbooks – Sage – Salesforce – HubSpot — Microsoft Dynamics 365 ­ MySQL ­ SQL Server eTrade — And many more. The CData Excel Addins simplify how you read, update, and write live data from desktop and web applications. Ideal for mass imports/exports/updates, data cleansing and de-duplication, Excel-based data analysis, and many other purposes. The Add-Ins provide powerful tools such as: - Bidirectional access to live data; - Simple-to-use configuration; - Quick data exports, imports, backups, and other integrations.

Description

Invoice Manager for Excel revolutionizes traditional spreadsheet templates by converting them into an advanced billing system supported by a database. Utilizing a strong .NET and WPF framework, it integrates smoothly with Microsoft Excel, allowing users to connect customizable front-end worksheets to a secure database environment. This tool empowers users to maintain the design freedom and calculation capabilities of standard Excel formulas while streamlining critical accounts receivable processes. Key Features Include: Over 400 Templates: Tailorable designs for invoices, quotes, and purchase orders. In-Cell Smart Pickers: Quickly search and access client profiles and product information. Audit Controls: Automated sequencing for invoice numbering enhances accuracy. Unified Workflow: Effortless PDF export and direct email functionality simplify communication. Receivables Tracking: Integrated payment logging and aging reports assist in effective cash flow management. Deployment Options: Accessible through multi-device subscriptions on the Microsoft Marketplace, with a lite version also offered as a free web add-in. Additionally, users can explore various subscription plans to find the one that best suits their needs.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Microsoft Excel

Integrations

Microsoft Excel

Pricing Details

https://www.cdata.com/order/
Free Trial
Free Version

Pricing Details

$5.99/month/user
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

CData Software

Founded

2006

Country

United States

Website

www.cdata.com

Vendor Details

Company Name

Uniform Software Limited

Founded

2008

Country

United Kingdom

Website

uniformsoftware.com/invoice

Product Features

Financial Reporting

"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

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

Alternatives

Alternatives

Express Invoice Reviews

Express Invoice

NCH Software
PivotXL Reviews

PivotXL

HealthPlotter
Simple Invoice Manager Reviews

Simple Invoice Manager

Tacktile Systems Private Limited
Flash Reports Reviews

Flash Reports

Finatical Software
Formula Manager for Excel Reviews

Formula Manager for Excel

Uniform Software Limited