Financial Reporting Software

Drowning in spreadsheets and manual analysis? PivotXL automates financial statements, flux analysis, and more, delivering accurate insights in seconds!

financial-reporting-example

How It Works?

Financial Consolidation Sync Data

Sync Data

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.

Automated Roll-Ups

Automated Roll-Ups will consolidate your data in real time, ensuring you always have access to the most current and accurate information. These rollup definitions, which can be changed at any time, make sure your data is automatically processed during runtime, allowing for seamless analysis and streamlined reporting.

Automated Roll-Ups For Financial Reporting
excel as calculation engine

Excel As Calculation Engine

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. 🚀

Excel, PPT and Web Dashboards

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. 

financial-reporting-example

Relevant Features

Relevant Features For Financial Reporting Software

Financial Consolidation Sync Data

Sync Data

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.

Create Cubes for Financial Consolidation

Data Cubes

Structuring your data into data cubes lays the foundation for generating multiple reports simultaneously, ensuring efficient and scalable financial analysis.

calculation engine

Calculation Engine

Leverage PivotXL’s web-based calculations or use Excel as a calculation engine for seamless and flexible financial modeling.

Consolidated Financial Statements

Reporting

Report seamlessly with PivotXL’s Excel integration, web dashboards, or PowerPoint exports, ensuring flexibility in presenting financial insights.

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