Upgrade your FP&A process! PivotXL automates budgeting, forecasting, and reporting, eliminating errors and saving time
Relevant Features For Financial Planning and Analysis Software
Stop wasting time on manual emails and follow-ups! Use our task management feature to assign tasks to performers and approvers, and let the task engine handle automatic reminders and follow-ups for you.
Structuring your data into data cubes lays the foundation for generating multiple reports simultaneously, ensuring efficient and scalable financial analysis.
PivotXL’s grouping feature simplifies reporting by rolling up key accounts, such as consolidating sales into revenue and COGS into cost of goods sold, ensuring a clear and structured financial analysis.
Report seamlessly with PivotXL’s Excel integration, web dashboards, or PowerPoint exports, ensuring flexibility in presenting financial insights.
Eliminate manual emails and tedious follow-ups with our intelligent task management feature. Assign tasks to performers and approvers, and let the task engine handle automated reminders and follow-ups, ensuring smooth workflow execution and accountability.
No more sharing large Excel files or distributing multiple versions to different people, only to manually consolidate them later. With PivotXL, as users submit data to the data cube, it automatically integrates and rolls up according to predefined settings, ensuring seamless consolidation, accuracy, and real-time updates without manual intervention.
You can gather data from related parties either through connected Excel files or embedded tables within your task. Either way, the data flows directly into the data cube and is automatically rolled up according to predefined definitions, allowing you to effortlessly extract accurate and structured financial statements.
Once the data is captured, it is automatically rolled up by the software for seamless extraction into reports. You have full control to define how the data should be aggregated, ensuring that financial statements and reports are structured exactly as needed for accurate analysis and decision-making.
Once the entire process is completed, the reports are generated with a single click. With all data automatically rolled up and structured as per your definitions, you can instantly access accurate financial statements and insights without any manual effort.
Here are some additional features that can help you
Organizing your data into data cubes creates a solid foundation for generating multiple reports at once, enabling efficient and scalable financial analysis.
PivotXL allows custom scripts to analyze data using pre-defined logic, enabling advanced calculations and validation checks.
PivotXL features a powerful calculation engine that supports cloud-based computations, custom scripts, and Excel as a calculation engine, providing flexibility and efficiency in data processing and analysis.
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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