Built for lean finance teams that want to modernize without overhauling everything.
No Credit Card Needed - Just Sign Up and Enjoy the software for 30 Days
PivotXL lets you build reports, forecasts, and dashboards inside the tools you already use with automation to eliminate manual work and expert support to help you get results faster. No steep learning curve, no complex setup, just smarter finance workflows from day one.
Our application is constructed atop SOC2-approved data centers, bolstered by multiple security controls at the application level to ensure enhanced security.
Get the power of modern FP&A software with the support of a dedicated back office team. No internal hosting or IT involvement required. Just log in and start working. Our analyst backed model helps you build reports, automate forecasts, and get results faster.
Use the tool you already know and trust. PivotXL integrates directly with Excel, letting you keep your existing models while adding live data connections, version control, and built in guardrails for accuracy and collaboration.
Easily import trial balances, reports, or transaction data to centralize your financial information.
Add control, versioning, and data accuracy to your Excel models — while retaining the flexibility your team depends on.
Automate your data retrieval processes with tailor-made scripts designed to fit your unique requirements.
Skip the month-end chaos. Automatically generate budget comparisons with drill-downs to departments, accounts, or time periods.
Update forecasts with live inputs from your Excel sheets, databases or scripts. No need to start from scratch each time.
Handle cost allocations, headcount planning, margin analysis, and more using Excel formulas or our built-in scripting engine.
Get expert help setting up reports, logic or dashboards. Included as part of your subscription, not a separate services fee.
Automate critical finance processes without needing extra headcount, consultants, or custom-built internal tools.
Go live fast with guided onboarding, prebuilt templates, and ongoing support to help you get business value
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
