Free CFO Financial Toolkit → Excel & Word Templates

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 Relying on Manual Excel

From board reporting to budgeting cycles, overloaded spreadsheets turn into fragile, error-prone systems that waste time and erode trust.

Excel broken links and ref errors

Fragile Formulas and Broken Links

Whether consolidating budgets or rolling up trial balances, one formula error can throw off reports and undermine credibility.

excel crash from overloaded files

Overloaded Files That Crash

As spreadsheets grow with thousands of rows, tabs, and links, they become unstable. Crashes and slow load times derail critical reporting moments.

excel version chaos

Collaboration Chaos

Managing inputs across departments means duplicate versions, overwritten data, and no audit trail, leaving finance teams firefighting instead of analyzing.

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.

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What Our Users Are Saying

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

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