PivotXL

star star star star star 0.0 (0 reviews) | Accounting Software · AI-Charged Accounting Tools

Transform your FP&A process with PivotXL, reducing reporting timelines from weeks to hours while enhancing Excel with powerful automation and insights.

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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

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Pros & Cons

Pros

checkEnsures strong data security and integrity

checkSaves time by eliminating manual data entry

checkSupports smarter budgeting with data from multiple sources

Cons

closeRequires initial training

closeOccasionally, dashboards load slowly

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Frequently Asked Questions

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.

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