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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Formula Manager for Excel is an enterprise-grade desktop add-in designed by Uniform Software to help financial analysts, accountants, FP&A teams, and data specialists audit, manage, and automate complex spreadsheets. Operating directly from a dedicated tab on the Microsoft Excel ribbon, it replaces slow manual spreadsheet maintenance with automated batch workflows, formula dependency tracking, and deep structural diagnostics. Key Features & Business Benefits • Workbook Auditing & Dependency Mapping: Inspect two-way formula connections across multi-sheet workbooks using "Referred By" and "Refers To" panels. Quickly locate broken references (#REF!), hidden names, 3D ranges, and external links to reduce model risk. • Extended Diagnostic Scans: Uncover hidden formula logic in non-standard locations, including data validations, hyperlinks, and embedded objects. Identify unused names and duplicate global/local scopes to clean up legacy workbooks. • Batch Naming & Formula Automation: Generate sequentially named ranges (e.g., Region??) or formula patterns across rows and columns in seconds using flexible wildcard syntax. • Bulk Grid Export/Import: Export name definitions to an editable worksheet grid, execute bulk edits, validate formula syntax, and safely re-import definitions into the workbook. • Enterprise Risk Protection: Built-in safety mechanisms automatically create timestamped workbook backups prior to committing bulk changes, scope conversions. Deployment & Purchasing Formula Manager for Excel supports desktop versions of Microsoft Excel on Windows 10 (version 19041.0 or higher) and Windows 11. It is available with a 7-day (Microsoft Store) or 30-day (Microsoft Marketplace) free trial and subscription plans starting at $2.39 USD/month per user/month.

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 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel Yes 

Integrations

Microsoft Excel Yes 

Pricing Details

$2.39/month/user
Monthly subscription. Volume discount available through Microsoft Marketplace.
Free Trial Yes 
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 No 
Linux No 
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 No 
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

Uniform Software Limited

Founded

2008

Country

United Kingdom

Website

uniformsoftware.com/formula-manager

Vendor Details

Company Name

Uniform Software Limited

Founded

2008

Country

United Kingdom

Website

uniformsoftware.com/invoice

Product Features

Spreadsheet

Analytics Yes 
Audit Trail No 
Calculators No 
Charting No 
Multi-User Collaboration Yes 
Templates 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 

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