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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 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.

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

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Integrations

Microsoft Excel
Interactive Brokers

Integrations

Microsoft Excel
Interactive Brokers

Pricing Details

$5.99/month/user
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

Alternatives

Express Invoice Reviews

Express Invoice

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Alternatives

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Simple Invoice Manager

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