For lean finance teams that live in Excel

PivotXL integrates deeply with your Excel and includes a dedicated back-office data team so all your reports, dashboards, and board decks get done for you.

Basic - Self Serve

Common Use Case - Build financials from trial balance. Automate close with task manager

$ 49
/ Monthly
  • Free Task Manager
  • Create tasks with preparers and approvers
  • Set due dates – the engine automatically follows uollows up
  • Add comments and detailed descriptions
  • Archive completed tasks
  • Save multiple tasks as drafts
  • Set monthly recurring tasks
  • 1 Cube
  • 3 Dimensions
  • 250 Dimension Members Per Dimension
  • 1 workbook
  • 3 sheets
  • Upto 1000 Excel Links
  • 5 dashboards
  • No PPT Automation
  • 1 admin user
  • upto 5 total users

Growth - Self Serve

From Trial Balance to P&L, Balance Sheet, Analysis & Ops Reports—ready for dashboards and decks

$ 249
/ Monthly
  • Everything in Free
  • 1 Data Cubes
  • Max 5 Dimensions
  • Max 1000 Members Per Dimension
  • Upto 10 Dashboards
  • 10 Linked Excel Workbook
  • Upto 100 Linked Excel Worksheets
  • Maximum 100,000 Excel Links
  • Transaction Data Upload Included
  • Custom Scripts - add-on
  • Upto 5 Powerpoint Presentations
  • Upto 10 Slides Per Presentation
  • Upto 3 Admin Users
  • Upto 10 Total users

Enterprise

For a broad range of custom use cases and specialized needs. Bringing in multiple data sets and running custom analysis with dedicated back-end team.

$ 999+
/ Monthly
  • Everything in Basic
  • Unlimited Cubes
  • Max 8 Dimensions Per Cube
  • Unlimited Members
  • Unlimited Dashboards
  • Unlimited Linked Excel Workbook
  • Unlimited Linked Excel Worksheets
  • Unlimited Excel Links
  • Transaction Data Upload Included
  • Custom Scripts - add-on
  • Upto 30 Powerpoint Presentations
  • Upto 100 Slides Per Presentation
  • Unlimited Admin Users
  • Unlimited Total Users

Add-Ons

We offer a range of boutique services, including custom script development, data analyst support, and Finance as a Service for small to mid-sized teams. Feel free to reach out to us to explore how we can support your business needs.

Compare Our pricing with Other Competitors?

PivotXL
$99 - $1,999/Month
Cube
$2,000+ - $10,000/Month
DataRails
$2,000+ - $10,000/Month
Vena
$2,000+ - $10,000/month
Pigment
$5,000+ - $20,000/month
Anaplan
$10,000+ - $100,000/month
Hyperion
$10,000+ - $100,000/month

Common Questions

Most customers choose the Growth Plan for its flexibility. Feel free to reach out to discuss your use case!

We offer implementation services, data analyst support, and custom script development for our clients.

Fractional CFOs often struggle to hire a data analyst team, so we support them just like we do for small finance teams.

Yes, we have finance experts on our team and collaborate with multiple fractional CFOs. Reach out to explore your options!

Yes, we will! With our wide range of services, we can get everything set up for you.

It depends on the contract—we offer both monthly and annual options.

Ready to Automate?

Start your free trial now to experience how our powerful software will help your finance automation goals.