Dividend Data vs Invoice Guru

Instant Spreadsheet Integration

Access over 100 critical metrics directly in your cells with 16 simple custom formulas. Whether you need the next ex-dividend date for Coca-Cola or the current P/E ratio for Microsoft, just type a function like =DIVIDENDDATA_QUOTE("MSFT", "price") and get live, updating data in under a second. It works seamlessly in both Google Sheets and Excel, turning your spreadsheet into a dynamic, connected research platform without any coding required.

Comprehensive Dividend & Fundamental Data

Go beyond simple quotes with 30+ years of deep historical data tailored for serious analysis. Get forward dividends, yields, payout ratios, and dividend growth rates. Dive into complete financial statements, earnings reports, and essential valuation and profitability ratios. This feature provides the complete picture for evaluating a company's financial health and income potential over the long term.

Generous Free Tier with Perpetual Access

Jumpstart your analysis immediately with no credit card required. The free plan offers 2,500 credits every month, and crucially, it never expires. This allows you to thoroughly test the platform, build complex models, and perform significant research without any time pressure or trial period limitations, making professional data truly accessible.

Multi-Platform Terminal & AI Tools

Beyond spreadsheets, access the flagship Dividend Data Terminal web-app. It features advanced data visualizations, automated portfolio tracking, and an AI-powered research assistant. This ecosystem approach means you can conduct deep, exploratory research in the Terminal and seamlessly implement the findings in your live spreadsheet models, all within one connected platform.

Instant Invoice Creation

Create and send a professional invoice in less than a minute. Just enter your client’s details, add items, and Invoice Guru automatically includes your logo, VAT, payment terms, and due dates. This speed ensures that you can focus on your work while managing your invoicing efficiently.

Automatic Invoice Numbering

Invoices are systematically numbered and dated based on your fiscal year settings, eliminating the hassle of manual tracking. This feature ensures that your invoices are organized and compliant, making it easier for you and your accountant to manage records.

OCR Receipt Scanner (AI)

Simply snap a photo of your receipts, and Invoice Guru’s AI technology will read all necessary details, saving them as expense entries. This eliminates the tedious task of manual data entry, allowing you to keep your financial records accurate and up-to-date effortlessly.

Smart Payment Tracking

With smart payment tracking, Invoice Guru automatically matches incoming bank transactions with unpaid invoices. You will receive notifications about which clients have paid and which invoices are overdue, helping you maintain a clear view of your cash flow.

Building a Dividend Growth Model

Easily screen and model dividend aristocrats and kings. Use functions to pull decades of dividend history and growth rates directly into your spreadsheet to calculate Chowder Numbers, analyze payout safety through ratios, and forecast future income. Automate your entire screening process to identify the most reliable long-term income stocks without manual data entry.

Creating a Live Portfolio Dashboard

Construct a master portfolio tracker that updates in real-time. Link cells to pull current prices, dividend yields, and annual income for each holding. Aggregate totals to see your portfolio's overall yield, projected income, and daily value change automatically, giving you a constantly up-to-date snapshot of your investments.

Conducting Comparative Company Analysis

Quickly pull key financial ratios and metrics for multiple companies side-by-side. Compare P/E ratios, debt-to-equity, profit margins, and revenue growth across an entire sector directly in a single sheet. This allows for fast, data-driven investment thesis development and peer group benchmarking.

Automating Financial Statement Analysis

Streamline deep dives into company fundamentals. Use formulas to import entire income statements, balance sheets, and cash flow statements over multiple years. Calculate custom ratios, track trends in revenue and EPS, and assess financial health automatically, saving hours of manual data collection and formatting.

On-Site Invoicing for Tradespeople

Imagine finishing a job and needing to bill your client immediately. With Invoice Guru, tradespeople can create and send professional invoices right from their mobile devices while still on-site, ensuring prompt payment and satisfied clients.

Automated Expense Management

For small businesses juggling multiple expenses, Invoice Guru’s OCR receipt scanning feature allows users to effortlessly track costs without manual input. This facilitates better expense management and financial organization, saving precious time.

Compliance with Tax Regulations

As regulations evolve, keeping up can be a daunting task for small business owners. Invoice Guru’s built-in compliance features, including automatic updates for UK MTD and Poland’s KSeF, ensure businesses remain compliant without needing to switch tools or services.

Streamlined Client Communication

Invoice Guru enables users to send invoices instantly via email, accompanied by notifications when clients view or pay their bills. This feature streamlines communication and fosters prompt responses, enhancing client relationships and satisfaction.

Dividend Data is the revolutionary toolkit that transforms your everyday spreadsheet into a professional-grade investment research terminal. Built by a dividend investor for dividend investors, it eliminates the tedious, error-prone process of manually copying and pasting stock data. With over 30 years of historical market data for more than 80,000 tickers, it brings institutional-quality financial intelligence directly into the tools you already use: Google Sheets and Microsoft Excel. The magic happens through simple, custom formulas. Just type =DIVIDENDDATA_DIVIDENDS("MSFT") and watch the forward annual dividend appear instantly. No API keys, no complex coding, and no more jumping between browser tabs. It’s designed for fundamental and dividend investors who demand deep data—dividends, yields, payout ratios, growth rates, full financial statements, key ratios, and price history—without the institutional price tag. Start with a powerful free tier offering 2,500 monthly credits that never expire, and experience the future of streamlined, data-driven investing today.

Invoice Guru is a groundbreaking mobile-first invoicing application specifically designed for tradespeople and small service businesses. Unlike typical invoicing tools that cater to desktop environments, Invoice Guru empowers professionals on the go — from painters to plumbers and electricians — to swiftly generate and send invoices directly from their smartphones. The app's core focus is on speed, simplicity, and real-world automation, allowing users to create invoices in mere seconds, track payment statuses, and minimize administrative tasks. Features like automatic accountant reports, seamless bank integration for payment matching, and OCR receipt scanning for expenses significantly reduce manual work. Furthermore, Invoice Guru stays ahead of regulatory requirements, ensuring compliance with upcoming regulations, including UK MTD and Poland’s KSeF. This unique tool is crafted by a tradesperson who understands the daily hurdles of running a small business, making it a perfect fit for those who need reliable invoicing solutions without the complexities of traditional accounting software.

How does the free tier work?

The free tier provides 2,500 credits every month, which renew automatically. There is no expiration date or trial period; you can use the free plan indefinitely. Credits are used each time a spreadsheet function recalculates and fetches fresh data from our servers, allowing for substantial usage for personal analysis and modeling.

What data can I access with the spreadsheet functions?

You can access over 100 metrics spanning dividends, quotes, financial ratios, and fundamental data. This includes forward and historical dividends, yield, ex-dividend dates, current price, volume, P/E ratio, EPS, revenue, EBITDA, and much more. Full documentation lists all available functions and their parameters.

Do I need to install software?

For Google Sheets, you install an Add-on from the Google Workspace Marketplace. For Microsoft Excel, you install an Add-in from Microsoft AppSource. Both processes are quick and guided. Once installed, the custom functions are available in your spreadsheet just like native formulas, with no separate software to run.

Is my data and portfolio information secure?

Yes. Dividend Data uses secure, encrypted connections for all data transmission. Your portfolio data and API usage are kept private. The company does not sell your personal data or investment information. You can review the full details in the Privacy Policy available on the website.

How long does it take to create an invoice using Invoice Guru?

Creating an invoice takes less than 60 seconds with Invoice Guru. Users can enter client details and items quickly, allowing for efficient invoicing right from their mobile devices.

Is Invoice Guru compliant with tax regulations?

Yes, Invoice Guru is designed with compliance in mind, including adherence to upcoming regulations such as UK MTD and Poland’s KSeF, ensuring that small businesses can confidently manage their invoicing without facing compliance issues.

Can I customize my invoices with my branding?

Absolutely! Invoice Guru allows users to add their logo, company name, address, and terms and conditions automatically on each invoice, enabling a professional and branded appearance for all client communications.

What types of payments can I accept through Invoice Guru?

Invoice Guru supports various payment methods, including bank transfers, PayPal, and Stripe payments, allowing businesses to cater to their clients' payment preferences seamlessly.

Dividend Data is an automatic stock data platform that brings institutional-grade financial data directly into your spreadsheets. It falls into the category of financial data tools designed for self-directed investors, specifically those focused on dividends and fundamental analysis. It turns Google Sheets and Excel into powerful, live research terminals with simple formulas. Users often explore alternatives for a few key reasons. They might need a different pricing model, require specific data points or integrations not offered, or need a solution that works on a different platform entirely. Some may seek more advanced analytical tools or a different user experience beyond the spreadsheet environment. When evaluating any tool in this space, focus on your core needs. Consider the depth and history of the data, the reliability and update frequency, the total cost, and how seamlessly it fits into your existing workflow. The best choice is the one that gives you accurate, actionable data with the least amount of friction, letting you focus on analysis instead of data collection.

Invoice Guru is an innovative mobile-first invoicing app tailored specifically for tradespeople and small service businesses. Designed for professionals who work on-site, such as painters, plumbers, and electricians, it enables users to create and send invoices in under 60 seconds. As a part of the business and finance category, it stands out for its speed, simplicity, and automation features that cater directly to the unique needs of its users. Many users seek alternatives to Invoice Guru for various reasons, including price, specific features, or compatibility with different platforms. When searching for an invoicing tool, it's essential to consider aspects like ease of use, mobile capabilities, compliance with local regulations, and support for payment tracking and expense management. Finding a solution that aligns with your business needs can significantly enhance your invoicing experience and streamline administrative tasks.