Drowning in spreadsheets and manual analysis? PivotXL automates financial statements, flux analysis, and more, delivering accurate insights in seconds!
Relevant Features For Financial Reporting Software
Seamlessly integrate your data with manual CSV uploads or API connections. We ensure accuracy by applying validation rules, identifying errors, and assisting in resolving discrepancies during the syncing process.
Structuring your data into data cubes lays the foundation for generating multiple reports simultaneously, ensuring efficient and scalable financial analysis.
Leverage PivotXL’s web-based calculations or use Excel as a calculation engine for seamless and flexible financial modeling.
Report seamlessly with PivotXL’s Excel integration, web dashboards, or PowerPoint exports, ensuring flexibility in presenting financial insights.
PivotXL offers a flexible and efficient data synchronization process, allowing you to integrate financial data from multiple sources through manual CSV uploads or API connectivity. This ensures that your data remains up-to-date and accurately reflects your financial landscape.
A Data Cube is a multi-dimensional data structure that organizes financial information for fast, flexible, and efficient reporting. In PivotXL, data cubes serve as the foundation for financial analysis, allowing users to slice and dice data across multiple dimensions to generate reports, perform consolidations, and gain deeper insights into their financial performance.
Excel can be used to build dynamic templates that integrate with data cubes. Data is pulled from the cube into Excel, where users apply formulas, PivotTables, or macros for calculations. The processed results are then sent back to the data cube, ensuring seamless data updates.
This approach combines Excel’s flexibility with structured data management, making it ideal for financial modeling, budgeting, and business intelligence. 🚀
Once the Data is uploaded and the calculations and groups automatically happen as per the definition. Reports are automatically generated to Excel or our Web Dashboard.
Here are some additional features that can help you
Groupings in PivotXL allow for rolling up key accounts to streamline reporting, such as sales accounts consolidating into revenue and COGS accounts rolling into cost of goods sold, ensuring clear and structured financial analysis.
PivotXL allows custom scripts to analyze data using pre-defined logic, enabling advanced calculations and validation checks.
PivotXL offers a robust task management feature to streamline budgeting and automate the month-end close process efficiently.
PivotXL enables the creation of web dashboards with charts, graphs, and interactive elements, which can be shared with the right stakeholders.
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