Financial Reporting Software With Excel Integration

Drowning in manual analysis?

Connect data from multiple sources, run calculations, forecasts, KPIs, and allocations, and get instant insights

financial reporting software key components
centralized database

Centralized Database

Store all financial and operational data in one place to ensure consistency, accuracy, and a single source of truth

calculation engine

Calculation Engine

Perform real-time calculations, allocations, and transformations without relying on external spreadsheets or manual steps

cpm tool

Automated Workflows

Streamline data imports, validations, and report generation with scheduled and rules-based automation

Generate Insights financial reporting software

Multi-Dimensional Insights

View your data from every angle—by business unit, product, region, or time—to uncover actionable trends and opportunities

Product Demos

Playlist

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Multi-Dimensional Viewpoints

By Business Unit or Department

Analyze performance across teams or functions to identify strengths, inefficiencies, and growth opportunities

By Product or Service Line

Break down results by offerings to assess profitability, trends, and customer demand at a granular level

By Time Period

View data across months, quarters, or years to identify seasonality, track growth, and compare performance over time

By Metric or KPI

Drill into financial and operational metrics like revenue, margin, and utilization to uncover hidden insights and track what matters most

Non-Financial Data Included

Headcount and HR Metrics

Track employee count, attrition, hiring trends, and productivity to align workforce planning with business goals

Operational Metrics

Incorporate data like units produced, service response times, and project milestones to measure efficiency and output

Customer and Sales Data

Analyze customer satisfaction scores, sales pipeline stages, and retention metrics for a complete business view

Marketing and Web Analytics

Bring in campaign performance, website traffic, and lead conversion rates to understand brand impact and growth levers

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.

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.

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