PivotXL

PivotXL

HealthPlotter
Spreadsheet Server

Spreadsheet Server

Global Software
+
+

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About

Get more out of your FP&A spreadsheets. Corporate Performance Management software built on top of Microsoft Excel. Give your data more structure and automate low level tasks for better operational and financial planning. Use our simple interface to create cubes. Each cube can have multiple dimensions, dimension members and measures. Connect the Excel cells to any cell in the cube. With our modern Microsoft add-in, upload and download data from the cloud to your spreadsheet templates. Use Pivot tables and other business intelligence tools to analyze data as you wish. Our workflow manager allows you to create complex tasks and attach templates to the task so completion and approval can be managed without any manual hassle. Alerts and notifications can be custom designed to keep users updated. If you are emailing Excel files back and forth or are using a Corporate Performance Management system only to bring it all down to Excel and re-do all your formatting, you should look into PivotXL.

About

Spreadsheet Server by Global Software is a powerful Excel-based reporting tool that helps businesses streamline accounting and reporting tasks by connecting their ERP data directly within Excel. This means, users no longer have to resort to rekeying data or downloading data back into Excel. Users can simply pull their live ERP data straight into Excel, build reports on the spot, and then share reports and other files automatically to their team. Spreadsheet is used by over 4500 customers worldwide and supports leading ERP systems, such as Oracle, Infor, Netsuite ERP, and Sap.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Small to mid-sized companies with 50 to 200 employees can use our cloud hosted platform. We also offer a hosted cloud for larger companies

Audience

Finance and Accounting Departments, HR Department, IT department, Business Intelligence, Marketing Department and any Leadership Roles.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

HealthPlotter
Founded: 2013
United States
www.pivotxl.com

Company Information

Global Software
Founded: 1973
United States
www.globalsoftwareinc.com

Alternatives

Alternatives

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OneStream

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Microsoft Excel

Microsoft Excel

Microsoft
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CCH Tagetik

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MeridianLink Insight

MeridianLink Insight

MeridianLink
PivotXL

PivotXL

HealthPlotter
Board

Board

Board International

Categories

Accounting Supported
Budgeting Supported
Finance Supported
Financial Close Supported
Reporting Supported

Categories

Accounting Supported
Procurement Supported
Reporting Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Not Supported
Payroll Management Supported
Project Accounting Supported
Purchase Orders Not Supported
Tax Management Supported

Business Performance Management Features

Ad hoc Analysis Supported
Ad Hoc Reports Supported
Budgeting & Forecasting Supported
Consolidation / Roll-Up Supported
Dashboard Supported
Key Performance Indicators Supported
Predictive Analytics Not Supported
Qualitative Analysis Supported
Quantitative Analysis Not Supported
Scorecarding Not Supported
Strategic Planning Not Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported

Reporting Features

Customizable Dashboard Not Supported
Data Source Connectors Supported
Drag & Drop Not Supported
Drill Down Not Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Not Supported
OLAP Supported
Report Export Not Supported
Sales Reports Supported
Scheduled / Automated Reports Supported

Budgeting Features

"What If" Scenarios Supported
Asset Planning Not Supported
Balance Sheet Supported
Capital Asset Planning Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported
Project Budgeting Supported
Run Rate Tracking Supported
Version Control Supported

Business Intelligence Features

Ad Hoc Reports Supported
Benchmarking Not Supported
Budgeting & Forecasting Not Supported
Dashboard Supported
Data Analysis Not Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Not Supported
Profitability Analysis Not Supported
Strategic Planning Not Supported
Trend / Problem Indicators Not Supported
Visual Analytics Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Supported
CPA Firms Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Supported
Fund Accounting Supported
General Ledger Supported
Government Supported
Multi-Currency Not Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Supported
Purchase Orders Supported
Tax Management Supported

Business Performance Management Features

Ad hoc Analysis Supported
Ad Hoc Reports Supported
Budgeting & Forecasting Supported
Consolidation / Roll-Up Supported
Dashboard Supported
Key Performance Indicators Not Supported
Predictive Analytics Not Supported
Qualitative Analysis Not Supported
Quantitative Analysis Not Supported
Scorecarding Not Supported
Strategic Planning Not Supported

Financial Reporting Features

"What If" Scenarios Not Supported
Audit Trail Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported

Reporting Features

Customizable Dashboard Supported
Data Source Connectors Supported
Drag & Drop Not Supported
Drill Down Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Supported
OLAP Not Supported
Report Export Supported
Sales Reports Supported
Scheduled / Automated Reports Supported

Procurement Features

Asset Management Supported
Auction Management Not Supported
Bid Management Not Supported
Budget Management Supported
Catalog Management Not Supported
Contract Management Not Supported
Inventory Management Supported
Invoice Processing Not Supported
PunchOut Not Supported
Purchase Order Management Supported
Receiving Not Supported
Requisitions & Approvals Not Supported
Sourcing Management Supported
Spend Management Supported
Supplier Management Supported

Integrations

Microsoft Excel Supported
Acumatica Cloud ERP Not Supported
Epicor Kinetic Not Supported
JD Edwards EnterpriseOne Not Supported
M1 Not Supported
MYOB Acumatica Not Supported
Microsoft Dynamics SL Not Supported
NetSuite Not Supported
SAP Business One Not Supported
Sage 500 Not Supported
Visma Severa Not Supported

Integrations

Microsoft Excel Supported
Acumatica Cloud ERP Supported
Epicor Kinetic Supported
JD Edwards EnterpriseOne Supported
M1 Supported
MYOB Acumatica Supported
Microsoft Dynamics SL Supported
NetSuite Supported
SAP Business One Supported
Sage 500 Supported
Visma Severa Supported
Claim PivotXL and update features and information
Claim PivotXL and update features and information
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Claim Spreadsheet Server and update features and information