Streamline your financial planning, reporting, and analysis with PivotXL – the ultimate tool to unify data, automate processes, handle complex calculations, and deliver smarter insights!
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End the spreadsheet struggle, CSV chaos, and the search for outdated files. Say goodbye to cumbersome, outdated software. Experience the power of modern Financial Automation software designed for small and mid-tier companies.
Our application is constructed atop SOC2-approved data centers, bolstered by multiple security controls at the application level to ensure enhanced security.
You won't need to worry about internal hosting or IT management. Finance teams can fully manage the application.
Our platform is built on the familiar foundation of Excel, allowing you to leverage your existing modeling skills, while providing robust data guardrails for enhanced reliability and security
Easily import trial balances, reports, or transaction data to centralize your financial information.
Leverage our powerful integration capabilities to connect with multiple APIs effortlessly.
Automate your data retrieval processes with tailor-made scripts designed to fit your unique requirements.
Utilize bi-directional connectivity with Excel for allocations, KPI calculations, and forecasts seamlessly.
Leverage our grouping feature and web calculation engine to handle complex computations directly within the platform.
Enhance your processes with tailored scripts that automate advanced calculations and workflows.
Format your reports exactly how you want in Excel, pulling live data from our database—no need for others to access the application.
Display key insights through web dashboards or PowerPoint for quick and impactful snapshots.
Dive deeper into your data to enable rich, insightful conversations.
Combine trial balances from multiple entities for seamless consolidation.
Remove internal transactions to ensure accurate financial statements.
Apply exchange rates and adjustments for global compliance.
Conduct detailed variance analyses across different departments, uncovering the '5 Whys' to facilitate quicker course correction and informed decision-making.
Implement faster adjustments and improvements in response to financial insights and trends, enhancing overall business agility
Generate a variety of reports, including advanced analyses like product-wise profitability, to gain deeper insights and drive strategic business decisions.
Retain your existing Excel models while adding enhanced data integrity, enabling the creation of accurate rolling forecasts.
Merge sub-level forecasts with automatic roll-ups, facilitating the creation of diverse and detailed forecasts.
Develop multiple forecasting scenarios and conduct sensitivity analysis for comprehensive comparison and strategic planning.
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.
PivotXL transformed Young Brothers’ budgeting process into a more efficient, collaborative, and data-driven operation. This strategic partnership enabled their leadership to focus on driving business growth and making informed decisions, setting the stage for impressive results and long-term success in their financial management.
Explore our comprehensive documentation for PivotXL. Whether you’re new to the platform or looking to master advanced features, our tutorials provide step-by-step guidance to help you maximize your PivotXL experience. Learn at your own pace and harness the full potential of our powerful financial planning and analysis tool.
Dive into our extensive collection of informative articles covering all aspects of PivotXL. From best practices to industry insights, our articles are designed to empower you with knowledge and expertise. Whether you’re a beginner or a seasoned user, our articles provide valuable insights to enhance your proficiency in using PivotXL for financial planning and analysis.
Join our engaging webinars to stay at the forefront of financial planning and analysis with PivotXL. Our expert-led sessions cover a wide range of topics, from product updates to industry trends. Whether you’re seeking in-depth knowledge or practical tips, our webinars offer valuable insights to help you excel in your financial roles. Don’t miss the opportunity to learn, connect, and grow with PivotXL webinars.
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