Still Budgeting in Excel Chaos? PivotXL Brings Order.

Version sprawl. Broken formulas. Stressful approvals.

If your budget lives in Excel, you know the pain. PivotXL turns your spreadsheets into a structured, secure, and collaborative budgeting system — without changing what you love about Excel.

You think it’s simple — until you’re juggling 20 departments, 150 accounts, and thousands of fragile links across tabs. One broken formula, and your credibility is on the line. The manual chase to consolidate budgets drains your team — and your weekends.

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Hidden Cost of “Just Using Excel”

Spreadsheet Becomes a Frankensheet

What begins as a simple spreadsheet turns into a fragile mess of links, formulas, and files. One mistake in your roll-up, and your entire budget presentation is at risk.

Your Budget Shouldn’t Break at 2am

Excel doesn’t warn you when something breaks — but your boardroom will. Chasing #REF errors the night before a meeting isn’t budgeting. It’s firefighting.

Spreadsheets Aren’t Built for Collaboration

Managing budgets across departments in Excel leads to chaos — duplicate versions, overwritten inputs, and zero audit trail. It’s not sustainable.

The Real Cost? Lost Time and Trust

Manual Excel budgets waste hours and erode confidence. Every minute spent fixing formulas is a minute lost steering your business forward.

Why Choose PivotXL?

Use Existing Excel Files

No need to start from scratch. Keep the formats and templates you already use, and update everything instantly—no coding, no headaches.

Automate Roll-Ups

No more copy-pasting or chasing formulas. PivotXL automates your reports and decks with Excel and PowerPoint integration.

Simple Interface

PivotXL is designed for ease, with no steep learning curve. Use the Excel features and formatting you already know, backed by a structured database to ensure data integrity.

Works On the Go

Use your Excel files offline as always, and drill down with the cloud-connected add-in when needed. Or access everything through the full web app.

Dedicated Back Office Support

We provide a dedicated team that learns your processes and works as an extension of your reporting and data team. We grow with you and adapt to the way you work.

Smart Pricing

PivotXL gives small and mid-sized finance teams all the essential budgeting and reporting tools — at half the cost of other platforms. No bloated features. No surprise fees. Just what you need to run a tight process.

What Our Users Are Saying

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.

Product Demos

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