Dividend Data vs Invoice Guru

Extensive Spreadsheet Functions

Dividend Data provides 16 custom, easy-to-use functions that cover every essential data point for fundamental analysis. Simply type formulas like =DIVIDENDDATA_DIVIDENDS("TICKER") or =DIVIDENDDATA_RATIOS("TICKER", "PeRatio") and the live data instantly populates your cell. These functions pull from a vast database, giving you one-click access to forward dividends, ex-dates, financial metrics, and real-time quotes, transforming your spreadsheet into a dynamic research terminal.

Decades of Historical Data

Access over 30 years of clean, reliable historical market data for a comprehensive long-term view. This deep historical context is crucial for analyzing dividend growth trends, assessing company performance through multiple economic cycles, and building robust financial models. Whether you're backtesting a strategy or calculating a 10-year dividend growth rate, you have the historical depth needed for thorough due diligence.

Cross-Platform Compatibility

The tool works seamlessly in both Google Sheets and Microsoft Excel environments. You can download it as an add-in from the Microsoft AppSource or install it as a Google Workspace add-on. This flexibility ensures teams and individual investors can use their preferred spreadsheet software without sacrificing functionality, making collaboration and data consistency easy across different platforms.

Built for Fundamental & Dividend Investors

Every feature is crafted with the needs of income and value investors in mind. The data focuses on dividend sustainability (payout ratios, growth rates), fundamental health (financial statements, earnings), and key valuation metrics. It cuts through the noise to deliver the specific data points—like next ex-dividend date or forward yield—that are most critical for building and managing a dividend-focused portfolio.

Mobile-First Instant Invoicing

Designed for life on the go, the app lets you create and send a fully branded, professional invoice in less than a minute from your phone. Simply enter your client's details and items, and the app automatically adds your logo, company info, VAT, and payment terms. It's perfect for generating an invoice the moment you finish a job, impressing clients and accelerating payment.

AI-Powered OCR Receipt Scanner

Say goodbye to manual data entry and shoeboxes full of receipts. Just snap a photo of any paper receipt, and Invoice Guru's AI technology instantly reads all the details - date, vendor, amount, and tax. It automatically saves it as a categorized expense entry, making expense tracking and year-end accounting effortless and accurate.

Smart Bank Integration & Payment Tracking

Connect your business bank account securely to automate your bookkeeping. Invoice Guru automatically matches incoming bank transfers with your unpaid invoices, showing you instantly which clients have paid and which are overdue. This reconciliation feature saves hours of manual cross-checking and gives you a real-time view of your cash flow.

Built-in Tax Compliance (MTD, KSeF)

Invoice Guru is built with evolving tax regulations in mind. It is fully compliant with schemes like the UK's Making Tax Digital (MTD) for VAT, allowing for direct submissions. It also supports Poland's KSeF and other European e-invoicing standards. This means you can grow your business with confidence, without worrying about switching software when laws change.

Automated Dividend Portfolio Tracking

Manually updating a portfolio spreadsheet with current yields, dividend dates, and payment amounts is a chore. With Dividend Data, you can create a master watchlist or portfolio tracker where all these figures update automatically. Set formulas once for tickers like MSFT or KO, and your sheet will always display the latest forward dividend, yield, and next ex-date, saving hours of maintenance each month.

Screening and Comparative Analysis

Quickly screen and compare potential investments directly in your spreadsheet. Use the functions to pull key ratios like P/E, P/B, or debt-to-equity for a list of stocks side-by-side. Analyze dividend growth rates or payout ratios across sectors to identify the most financially stable and shareholder-friendly companies, all without ever leaving your familiar analytical environment.

Building Dynamic Financial Models

Create powerful, auto-updating discounted cash flow (DCF) models or dividend discount models (DDM). Link your model assumptions directly to live data feeds for revenue, EPS, and dividend per share. This ensures your valuation models are always based on the most recent reported figures, making your investment thesis and price targets more accurate and timely.

Educational Research and Backtesting

Ideal for students, bloggers, and investors honing their skills. Easily pull 10 years of dividend history to chart a company's growth trajectory or analyze how a stock's valuation multiples have changed over time. Test historical investment rules or strategies by building sheets that leverage decades of price and fundamental data for robust, evidence-based learning.

For the On-Site Tradesperson

A plumber finishes installing a new bathroom. While still at the client's home, they open the app, select the client from their list, add the pre-saved items (like labour and materials), and send a professional invoice via email before they even pack up their tools. The client receives it instantly and can pay on the spot via a QR code.

For Managing Business Expenses

A landscaper collects receipts for fuel, plants, and equipment rentals throughout the week. Instead of saving them for a tedious weekend admin session, they use the OCR scanner in the app to capture each receipt immediately. All expenses are logged, categorized, and ready for their accountant, saving significant time and ensuring nothing is lost.

For International or Multi-Currency Work

A freelance IT consultant works with clients across Europe. Using Invoice Guru, they can create invoices in the client's local language and currency, with the correct date format and tax requirements. This professionalism simplifies cross-border payments and makes their small business appear established and reliable.

For Automated Financial Reporting

A small decorating business owner needs to provide records to their accountant. With Invoice Guru's Pro plan, the accountant can be granted secure access. The app automatically generates weekly summaries of all invoices, expenses, and receipts, giving the accountant everything they need without the business owner having to compile complex reports.

Dividend Data is a powerful financial data platform designed to bring institutional-grade stock market information directly into the tools you already use every day: Google Sheets and Microsoft Excel. It eliminates the tedious, error-prone process of manually copying and pasting data from financial websites. Instead, you get instant, live access to over 30 years of historical data for more than 80,000 tickers through simple, custom spreadsheet formulas. Built specifically by and for dividend and fundamental investors, it provides a comprehensive suite of data points including dividend amounts, yields, payout ratios, growth rates, complete financial statements, key valuation ratios, and real-time price history. The core value proposition is powerful simplicity: you get the deep data needed for serious investment analysis without needing API keys, coding skills, or a massive budget. With a generous free tier offering 2,500 monthly credits that never expire, it's built to empower every investor to make more informed, data-driven decisions right from their spreadsheet.

Invoice Guru is a revolutionary invoicing and financial management tool built from the ground up for tradespeople and small service businesses. Born from the real-world frustrations of a tradesperson, it tackles the unique challenges faced by on-site workers like plumbers, electricians, painters, and landscapers. The core idea is simple: free you from paperwork so you can focus on your craft. Unlike clunky desktop software, Invoice Guru is mobile-first, letting you create professional invoices, send quotes, and track payments directly from your smartphone in under 60 seconds. It goes beyond simple invoicing by automating the entire back-office process. With smart features like AI-powered receipt scanning, automatic bank payment matching, and compliance with regulations like UK MTD and Poland's KSeF, it streamlines your finances, ensures you stay on the right side of tax laws, and gets you paid faster. Invoice Guru empowers you to run your business more efficiently, turning complex admin into a few simple taps.

How does the free tier work?

The free tier is remarkably generous and designed to be permanently useful. You receive 2,500 credits every month, which do not expire and refresh on a monthly cycle. Each data pull using a formula typically costs 1 credit. This allows for substantial usage, such as updating a portfolio of 50 stocks with several data points each month, completely free of charge and without any trial period pressure.

Do I need to know how to code or use APIs?

Absolutely not. Dividend Data requires zero coding knowledge or API integration. The entire system works through simple spreadsheet formulas that anyone familiar with basic Excel or Google Sheets functions can use. You just type the formula with the stock ticker, and the data appears instantly—no technical setup, key management, or complex configuration is needed.

What kind of data can I access?

You have access to a comprehensive suite of data critical for fundamental analysis. This includes dividend data (amounts, yields, dates, growth), real-time quotes and price history, complete financial statements (income, balance sheet, cash flow), and over 100 key financial ratios (valuation, profitability, liquidity). The database covers 80,000+ global tickers with 30+ years of history.

Is my data secure and private?

Yes. Dividend Data operates with a strong commitment to privacy. Your spreadsheet data and portfolio information are not stored on their servers. The add-in/plug-in facilitates a direct data pull into your sheet. You are in complete control of your data within your own spreadsheet file, which resides in your Google Drive or on your local computer.

Is Invoice Guru really free to start?

Yes! Invoice Guru offers a Free Forever Starter Plan that allows you to create and download up to 10 invoices as PDFs. This is perfect for trying out the core features with no risk. When you're ready to scale, you can upgrade to unlimited invoices and access advanced automation features.

How does the app help with UK MTD compliance?

Invoice Guru's Pro Plan includes direct HMRC MTD for VAT submission functionality. The software keeps your records digitally, calculates your VAT return, and allows you to submit it directly to HMRC through the app, ensuring you meet all the legal requirements seamlessly.

Is my financial data secure with bank integration?

Absolutely. Bank integrations use secure, read-only connections via regulated open banking protocols. This means Invoice Guru can only see your transaction history to match payments; it cannot move money or access your login credentials. Your data is encrypted and protected.

Can I use Invoice Guru on multiple devices?

Invoice Guru is a cloud-based platform with a mobile-first design. This means you can access your account and data from your smartphone, tablet, or any web browser. Your information syncs automatically across all devices, so you're always up to date.

Dividend Data is a specialized tool that brings over 30 years of stock market data directly into your spreadsheets. It falls into the category of financial data providers, specifically designed for investors who focus on dividends and company fundamentals. Users often explore other options to find the best fit for their specific needs. People look for alternatives for various reasons. This could be due to budget constraints, a need for different features not offered, or because they primarily use a platform that isn't supported. Some may require more advanced analytical tools or a different data delivery method. When evaluating other services, consider what's most important for your workflow. Key factors include the depth and accuracy of historical data, the cost relative to your usage, compatibility with your preferred spreadsheet software, and how easily you can access the specific metrics you need without a technical hassle.

Invoice Guru is a mobile-first invoicing app designed specifically for UK tradespeople and small service businesses. It helps you create HMRC-compliant invoices in under a minute, directly from your smartphone, streamlining your admin and payment tracking. People often look for different tools for various reasons. You might need software that works on a desktop computer, requires a specific feature not offered, or fits a different budget. It's a common step in finding the perfect fit for your unique business workflow. When evaluating other options, consider what matters most to you. Key points include the platform (mobile vs. desktop), core features like expense tracking, compliance with regulations like Making Tax Digital, overall ease of use, and of course, the pricing structure. Finding a balance between functionality and simplicity is crucial.