Our SaaS + Services model is uniquely suited for lean finance teams. PivotXL integrates deeply with Excel and comes with a dedicated back-office data team to get your reports, dashboards, and board decks done for you.
Add-Ons
One-Time
Monthly Fee
Monthly Fee
We offer a range of boutique services, including custom script development, data analyst support, and Finance as a Service for small to mid-sized teams. Feel free to reach out to us to explore how we can support your business needs.
This course is useful for all FP&A professionals and CFO aspirants looking to strengthen their financial reporting and analysis skills.
Understand the concept of data cubes and how to apply them in real-world financial reporting. Even if you’re using one of our competitors, the principles are the same and you’ll find the lessons immediately useful.
Free Plan is ideal if you are looking for Trial Balance to Financial Statements and Basic Analysis.Â
Growth is suitable for advanced analysis and multi-entity financial consolidation.Â
Enterprise if you want to combine Financial and Non-Financial Data, use custom scripts and need back-office support.Â
We offer implementation services, data analyst support, and custom script development for our clients.
Fractional CFOs often struggle to hire a data analyst team, so we support them just like we do for small finance teams.
Yes, we have finance experts on our team and collaborate with multiple fractional CFOs. Reach out to explore your options!
Yes, we will! With our wide range of services, we can get everything set up for you.
It depends on the contract—we offer both monthly and annual options.
Start your free trial now to experience how our powerful software will help your finance automation goals.
