For CFO and FP&A aspirants → Check out this free course 🎓

For lean finance teams that live in Excel

Our SaaS + Services model is uniquely suited for lean finance teams. PivotXL integrates deeply with Excel and comes with a dedicated back-office data team to get your reports, dashboards, and board decks done for you.

Basic - Forever Free Plan

Trial Balance to P&L, BS and Basic dimensional analysis

$ 0
/ Forevever Free
  • Upto 100 Excel Links
  • 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
  • 5 dashboards
  • No PPT Automation
  • 1 admin user
  • upto 5 total users

Growth - Self Serve

Trial Balance - Financial Consolidation across multiple entities

$ 249
/ Monthly
  • Upto 5,000 Excel Links
  • Everything in Free
  • 1 Data Cube
  • Max 5 Dimensions
  • Max 1000 Members Per Dimension
  • Upto 10 Dashboards
  • 10 Linked Excel Workbook
  • Upto 100 Linked Excel Worksheets
  • 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
  • Unlimited Excel Links
  • Everything in Basic
  • Unlimited Cubes
  • Max 8 Dimensions Per Cube
  • Unlimited Members
  • Unlimited Dashboards
  • Unlimited Linked Excel Workbook
  • Unlimited Linked Excel Worksheets
  • 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.

Check Out Our Free Course on Automating Financial Reporting

This course is useful for all FP&A professionals and CFO aspirants looking to strengthen their financial reporting and analysis skills.

Understand the concept of data cubes and how to apply them in real-world financial reporting. Even if you’re using one of our competitors, the principles are the same and you’ll find the lessons immediately useful.

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

Free Plan is ideal if you are looking for Trial Balance to Financial Statements and Basic Analysis. 

Growth is suitable for advanced analysis and multi-entity financial consolidation. 

Enterprise if you want to combine Financial and Non-Financial Data, use custom scripts and need back-office support. 

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.

Interested in a product Demo?

Send us A Message and we’ll respond Personally.