Struggling with complicated links and version chaos?
PivotXL integrates seamlessly with Excel, allowing you to leverage familiar formulas while adding robust guardrails like audit trails.
PivotXL connects your source systems to our central database and automatically consolidates data.
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.
Leverage PivotXL’s user-friendly workflows to seamlessly gather data and effortlessly share reports with every stakeholder.
Leverage PivotXL's automation—grouping, time-based calculations, scripting, and Excel Integration as a calculation engine.
Whether you need a high-level top-down approach or a detailed bottom-up process, PivotXL adapts to your preferred budgeting style.
PivotXL empowers you to create precise budgets that align with financial objectives.
Instantly perform ad hoc variance checks on your income statement data to spot trends and discrepancies.
Explore "what-if" scenarios by integrating actuals and plans. Analyze how changes in business drivers impact financial outcomes, helping you make informed decisions with confidence.
Harness the power of customizable, data-driven Excel templates for precise, in-depth reporting.
Create compelling presentations with a variety of professional PowerPoint templates that bring your data to life.
Access real-time insights through dashboards featuring KPIs, interactive graphs, and dynamic charts.
Dive deep into your data with intuitive drill-down capabilities, empowering you to uncover key details and trends.
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.
Seamlessly import balance and transactional data from GL systems like Quickbooks, Xero, Sage, Zoho Books and more.
Connect PivotXL to your ERP systems to ensure you’re always working with accurate, up-to-date figures.
Bring data from custom systems, SQL databases, and data warehouses into PivotXL through our secure, fast web-based interface.
Easily import files from local systems or your favorite cloud storage platforms such as Dropbox, OneDrive, SFTP, and SharePoint.
Jumpstart your growth with ready-to-use tools designed from best practices.
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.
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