Stop waiting weeks for reports. Automate your close-to-report process and deliver board-ready insights in hours.
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From board reporting to budgeting cycles, overloaded spreadsheets turn into fragile, error-prone systems that waste time and erode trust.
Whether consolidating budgets or rolling up trial balances, one formula error can throw off reports and undermine credibility.
As spreadsheets grow with thousands of rows, tabs, and links, they become unstable. Crashes and slow load times derail critical reporting moments.
Managing inputs across departments means duplicate versions, overwritten data, and no audit trail, leaving finance teams firefighting instead of analyzing.
PivotXL provides a complete set of tools including a database, calculation engine, and workflow automation. It takes the complexity away from Excel while still allowing your team to use it for basic tasks, keeping your existing workflow intact.
All your data lives in one central database, providing a single source of truth
Unlike flat spreadsheets a multi dimensional database lets you slice and dice your data from every angle.
In native Excel one small error can break an entire file and there is no built in audit trail to trace changes. With PivotXL every piece of information sent to the database is stored as a version.
Our platform is an officially approved Microsoft Excel add in, available directly from the Excel add in store.
Use the same add in across multiple Excel files to pull the relevant data you need and send updates back into the central data cube.
Apply filters to analyze multiple data sets side by side, making it easy to tailor reports and insights to your specific needs.
Easily roll up detailed data, such as a trial balance, into higher level financial statements with just a few clicks.
From any cell you can drill down instantly into the underlying details and explore your data across multiple dimensions for deeper insights.
Automatically calculate YTD, YTG, quarterly and year end results, set your fiscal closing month and compare years without writing a single Excel formula.
Build forecasts beyond simple formulas by using custom scripts to apply complex logic such as seasonality adjustments, multi variable drivers and rolling forecasts tailored to your business.
Streamline reconciliation of transaction data across systems. Scripts can match entries, flag variances, and apply advanced logic to ensure accuracy without manual effort.
Automate intercompany eliminations using logic that identifies related party entries and matches them across entities for accurate consolidation.
Engage with your data in real time by toggling metrics, filters, and views on and off.
Dashboards are securely shareable so only the right people have access.
Add comments directly within the dashboard to create a running discussion.
Manager of Finance and Business Analytics, Young Brothers Limited
We had purchased another on-premise system five years back that was not being actively used. PivotXL allowed us to use our existing Excel templates and slowly transition into a cloud system.
Finance Manager, Young Brothers Limited
I have been using PivotXL for 3 years now. It’s user auditability, validation reports and streamlined workflow has significantly increased our budgeting process and accuracy of output numbers.
No Credit Card Needed - Just Sign Up and Enjoy the software for 30 Days
