Why Finance Teams Are Switching from Planful to PivotXL

Tired of complex setups and consultant-heavy tools?

PivotXL gives you the flexibility of Excel, the power of automation, and the freedom to control your own reporting, without the enterprise bloat.

No Credit Card Needed - Just Sign Up and Enjoy the software for 30 Days

Problems With Planful

Panful Limits Flexibility

Planful Adds Complexity

Planful isnt Collaborative

Planful is Pricy

Why Choose PivotXL?

No-Code Reporting

Think pivot tables—but smarter, faster, and always up-to-date in the cloud. Skip the formulas and support tickets. Just drag, drop, and get what you need.

Use Existing Excel Files

No need to start from scratch. Keep the formats and templates you already use, and update everything instantly—no coding, no headaches.

Built for Self-Service

No consultants. No tech support tickets. From adding dimensions to updating hierarchies, everything is intuitive.

Works On the Go

PivotXL is web-based and cloud-native, so it works seamlessly whether you’re in the office or on the go, on Mac or PC. No virtual machines or copy-paste workarounds

Audit Trails

PivotXL gives your team full ownership from day one. Instant results, audit-ready logs, and no version chaos, just clarity and control.

Smart Pricing

PivotXL starts at $100/month and is consistently priced at half the cost of Planful. Get everything you need, without overpaying for features you don’t.

Feature-by-Feature Comparison

Features

PivotXL

Planful
Cost
Starts at $100/month to $2,000/month
Starts at $2,000/month to $10,000/month
Excel Integration
Seamless and intuitive
Excel Replacement Philosophy
Custom Scripts
Custom scripts can process any data
Requires upstream processing of a lot of data
Task Management
Simple and efficient
Too complicated to use
Powerpoint
Direct PowerPoint integration
Direct PowerPoint integration.
Implementation
Work with you model
Consultant heavy model
Source Data Integrations
Quickbooks, Xero - Coming Soon - Sage, Zoho Books, Bamboo HR, Hubspot
Limited Integrations

What Our Users Are Saying

Your questions answered

Frequently Asked Questions

PivotXL enhances your Excel workflow, while Planful replaces it.
PivotXL integrates seamlessly with Excel, letting finance teams build on what they already know. In contrast, Planful moves your entire planning process into its proprietary platform—replacing Excel with its own in-app sheets.

  1. Coordinating between finance departments and non-finance leaders often presents practical challenges. Finance teams typically export data from their tools into Excel and share these files with non-finance stakeholders.
  2. This approach allows users to view reports offline, which is especially useful during air travel or in situations without internet access.
  3. While some web-based spreadsheet alternatives claim to offer Excel-like functionality, they often come with a steep learning curve, resulting in continued reliance on consultant-driven support models.

Yes, this is one of the major differences, PivotXL makes it easy to sign up and provides open documentation. Whereas Planful makes it an expensive enterprise grade sale. 

There is a complete self-service option and we charge a fee only if we get involved. Depending on your use case, you can use the fee for training or implementation. Our hourly rate is $25/hr. 

Pricing starts at $100/month and goes all the way to $2000/month. This is generally less than half the price of Vena for the same functionality. Please check out our pricing page for more details.

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Let’s Transform Finance

No Credit Card Needed – Just Sign Up and Enjoy the software for 30 Days