logo

PivotXL

PivotXL delivers robust financial planning and analysis capabilities tailored for small and medium-sized enterprises (SMEs). By integrating automation, detailed...

★ ★ ★ ★ ★

0.00 | 0 Reviews

Watch Demo Get Pricing

PivotXL delivers robust financial planning and analysis capabilities tailored for small and medium-sized enterprises (SMEs). By integrating automation, detailed...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

PivotXL delivers robust financial planning and analysis capabilities tailored for small and medium-sized enterprises (SMEs). By integrating automation, detailed reporting, and a unified data source into Excel, it streamlines the process significantly. This tool can cut down the time taken to transition from closing to reporting from several weeks to just a few hours. While it may not handle intricate scenarios as effectively as more specialized solutions, it remains a sensible and budget-friendly choice for finance teams that depend on Excel.

Product Details

What Is PivotXL?

PivotXL is a Financial Planning and Analysis (FP&A) tool tailored for small to medium-sized enterprises that utilize Microsoft Excel. It improves current spreadsheet processes by linking them to a centralized, multi-dimensional database, thereby establishing a unified source of truth for all financial information. This platform streamlines the close-to-report cycle, enabling finance teams to provide board-ready insights in mere hours rather than weeks by removing fragile formulas and chaotic collaboration.

PivotXL Pricing

Organizations can select from these PivotXL pricing options:

  • Basic - $0

  • Growth - $249/month

  • Enterprise - $999+/month

A free trial is also offered. Request a customized PivotXL pricing estimate tailored to your business today!

Note: Pricing may vary.

PivotXL Integrations

This software seamlessly integrates with Microsoft Excel.

Who Is PivotXL For?

PivotXL is specifically crafted for businesses operating within the following sectors:

  • Banking

  • Energy

  • Healthcare

Is PivotXL Right For You?

This solution is ideal for small to medium-sized businesses and streamlined finance teams aiming to enhance their Excel workflows with enterprise-level capabilities without incurring high costs or complexity. A key feature is its flexible custom scripting, which allows for the creation of highly personalized financial models.

This offering is especially beneficial for organizations that require scalable reporting and analysis without the need to immediately expand their workforce. As such, PivotXL stands out as an excellent option for any team in search of an economical, versatile, and supportive FP&A solution.

If you're still uncertain whether PivotXL meets your needs, reach out to our customer support team at info@softwareseekers.com for additional assistance.

Accounting Software Features

✘ dashboard
✘ reporting
✘ accounting
✘ dashboards
✘ mobile app
✘ public api
✘ purchasing
✔ audit trails
✘ audit trials
✘ cybersecurity
✘ mobile access
✘ time tracking
✘ bid management
✘ credit control
✘ cta compliance
✘ expense report
✘ fee management
✘ general ledger
✘ kpi monitoring
✘ pci compliance
✘ tax management
✘ cash management
✘ crm integration
✘ debt collection
✘ email marketing
✘ fund accounting
✘ nav calculation
✘ quality control
✘ soc 2 compliant
✘ task management
✘ accounts payable
✘ asset management
✘ audit management
✘ donor management
✘ event management
✘ expense tracking
✘ fraud management
✘ grant management
✘ maintenance logs
✘ project tracking
✘ budget management
✘ fundraising tools
✘ project templates
✘ recurring billing
✘ safety management
✘ vendor management
✘ alertsnotification
✘ budgeting software
✘ built in reporting
✘ data visualization
✘ equipment tracking
✘ financial tracking
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project management
✘ project scheduling
✘ zapier integration
✘ accounts receivable
✘ ai powered insights
✘ alertsnotifications
✘ bank reconciliation
✘ cloud collaboration
✘ collaboration tools
✘ compliance software
✘ contract management
✘ customizable report
✘ document management
✘ employee management
✔ financial reporting
✘ incident management
✘ integrated payments
✘ payroll integration
✘ production planning
✘ reporting analytics
✘ resource allocation
✘ scheduled reporting
✘ unitholder tracking
✘ workflow management
✘ bookkeeping software
✘ cash flow management
✘ customizable reports
✘ financial reportingg
✘ financial statements
✘ inventory management
✘ loan servicing suite
✘ payroll tax software
✘ real time monitoring
✘ rolebased permission
✘ volunteer management
✘ bill of materials bom
✘ billing and invoicing
✘ contractor management
✘ custom add on modules
✘ membership management
✘ multicurrency support
✘ regulatory compliance
✘ statistical modelling
✘ work order management
✘ account reconciliation
✘ facilities maintenance
✘ fixed asset management
✔ multi currency support
✘ partnership accounting
✘ auditing and compliance
✘ automated loan workflow
✘ change order management
✘ customizable dashboards
✘ paperless documentation
✘ reporting and analytics
✘ supply chain management
✘ debt collection software
✘ financial analysis tools
✘ small business invoicing
✘ subcontractor management
✘ accounts payable software
✔ budgeting and forecasting
✘ regular payment scheduling
✘ data analysis and reporting
✘ accounts receivable software
✘ business management software
✘ financial reporting software
✘ automated email communication
✘ financial management software
✘ data collection and management
✘ efficient portfolio management
✘ financial portfolio management
✘ policy and document management
✘ regulatory compliance tracking
✘ revenue recognition compliance
✘ risk assessment and mitigation
✘ automated notifications updates
✘ contact relationship management
✘ project planning and scheduling
✘ integration with banking systems
✘ advanced analytics and forecasting
✘ multi currency accounting software
✘ machine learning and ai integration
✘ provides government boi transcripts
✘ version control and change tracking
✘ audit trails auditing and compliance

Pros

  • ✔ Ensures strong data security and integrity
  • ✔ Saves time by eliminating manual data entry
  • ✔ Supports smarter budgeting with data from multiple sources

Cons

  • ✘ Requires initial training
  • ✘ Occasionally, dashboards load slowly

Price

Professional

Custom

Get Free Guidance from Our Solution Experts.

Ratings

★ ★ ★ ★ ★
0.00 | 0 reviews

Ratings Distribution

Positive

0%

Neutral

0%

Negative

0%

User Reviews

No reviews yet

Be the first to share your experience with PivotXL.

Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

No, it doesn’t offer a mobile app.

The vendor hasn't provided details about API availability.

PivotXL software is available in English.

The vendor offers multiple PivotXL price plans, including Basic ($0), Growth ($249/Monthly), and Enterprise ($999+/Monthly). Get in touch for a tailored PivotXL cost estimate

It integrates with Excel.

PivotXL provides customer support through ticket system.

Typical users who benefit from PivotXL features include businesses in different industries and sectors, such as banking, healthcare, and energy.