Financial Reporting Software With Excel Integration

Drowning in manual analysis?

PivotXL automates financial statements, flux analysis, and more, delivering accurate insights in seconds!

PivotXL Report with Excel Add-In

Central Database

PivotXL connects your source systems to our central database and automatically consolidates data.

Excel & Powerpoint Templates

Our Excel and PowerPoint templates are pre-configured to automatically refresh data, reducing manual effort while ensuring your reports remain accurate and up-to-date.

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Workflows

Leverage PivotXL’s user-friendly workflows to seamlessly gather data and effortlessly share reports with every stakeholder.

calculation engine

Calculation Engine

Leverage PivotXL's automation—grouping, time-based calculations, scripting, and Excel Integration as a calculation engine.

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excel as calculation engine

Get Reports Fast

Department & Management Reporting:

Quickly compare departmental figures with our pre-designed templates for a clear view of your financial health.

Access Real-Time Financial Statements:

Review actuals and gain a quick snapshot of your group-level income statements and balance sheets.

On-the-Fly Variance Analysis:

Instantly perform ad hoc variance checks on your income statement data to spot trends and discrepancies.

Effortless Data Consolidation:

PivotXL connects with your GL system to automatically pull in data, so you never have to worry about manual consolidation again.

Loaded with Insight Generation Tools

Detailed Excel-Based Report Templates

Harness the power of customizable, data-driven Excel templates for precise, in-depth reporting.

Multiple PowerPoint Report Templates

Create compelling presentations with a variety of professional PowerPoint templates that bring your data to life.

Interactive Web Dashboards

Access real-time insights through dashboards featuring KPIs, interactive graphs, and dynamic charts.

Drill-Down Functionality

Dive deep into your data with intuitive drill-down capabilities, empowering you to uncover key details and trends.

Testimonials

Travis Lockhart

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.

Melina Fleming

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.

Unite Your Data

Integrate Your Data

General Ledger Integration

Seamlessly import balance and transactional data from GL systems like Quickbooks, Xero, Sage, Zoho Books and more.

ERP Integration

Connect PivotXL to your ERP systems to ensure you’re always working with accurate, up-to-date figures.

Data from Homegrown Systems

Bring data from custom systems, SQL databases, and data warehouses into PivotXL through our secure, fast web-based interface.

Import Excel, CSV, and Flat Files

Easily import files from local systems or your favorite cloud storage platforms such as Dropbox, OneDrive, SFTP, and SharePoint.

Tools for Departmental Reporting, Executive Reporting and More

Our financial reporting software includes functionality for all your reporting needs—whether it’s executive reporting, month-end financial reporting or board reporting.

Case Study

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.

Sign Up For Free Trial

No Credit Card Needed - Just Sign Up and Enjoy the software for 30 Days