Tired of juggling job cost spreadsheets?
Automate cost-to-complete, percent complete, and under/over billing — all inside Excel.
PivotXL connects your job costs, budgets, and forecasts across projects, divisions, and time periods — helping controllers and CFOs run WIP reports, cash flow forecasts, and profitability analysis, all in Excel.
Consolidate actuals, budgets, and projections from Sage 100 Contractor (or any system) into a single source of truth for all jobs and divisions.
Work directly in Excel using your existing templates — but with structured data, version control, and automation layered on top. No reformatting. No complex formula building. Just smarter spreadsheets connected to your source systems.
Assign inputs to PMs and department leads, automate version control, and consolidate instantly for company-wide visibility.
Track job performance, project cash needs, and simulate what-if scenarios based on margins, delays, or change orders.
Built specifically for construction finance leaders, PivotXL simplifies WIP, retainage, and cost-to-complete workflows. Controllers, CFOs, and project finance teams get role-specific visibility without chasing spreadsheets.
PivotXL connects seamlessly with Sage 100 Contractor, Procore, QuickBooks, and Excel. You keep your existing templates while feeding them with structured, consolidated data.
Eliminate manual spreadsheet updates with automated consolidations and version control. Generate WIP schedules, budgets, forecasts, and board-ready reports in minutes.
Track what’s been billed, what’s been paid, and what’s held as retainage — and see the cash impact across all active jobs.
Roll up job-level data for divisional or geographic reporting. Spot underperformance and reallocate resources faster.
Forecast monthly, quarterly, and annual performance. Model delays, cost increases, or revenue shifts.
Break down costs by labor, equipment, subcontractors, or materials. Align projections with actual trends to catch overruns early.
Track margins, forecasts, and cost-to-complete for every job. Enter percent complete and revised estimates directly into Excel templates.
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.
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.
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.
Let us walk you through how PivotXL automates WIP reporting, cash flow forecasting, and budgeting — all within Excel.
