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
About PivotXL
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.
Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
HealthPlotter
Founded: 2013
United States
www.pivotxl.com
Videos and Screen Captures
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OnPlan
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Planful
Planful (formerly Host Analytics) is a trusted, premier provider of scalable, cloud-based enterprise performance management (EPM) software solutions. Specifically created for enterprises, Planful enables users to integrate realistic modeling data to operational and financial business plans, compare projections to outcomes, and collaborate with key stakeholders using a single, easy to use interface. By leveraging Planful, finance teams can maximize their corporate performance by automating, accelerating, and aligning all their financial processes.
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Product Details
Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
PivotXL Frequently Asked Questions
PivotXL Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Fixed Asset Management
Payroll Management
Project Accounting
Tax Management
CPA Firms
Cash Management
Cryptocurrency Support
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Purchase Orders
Budgeting
"What If" Scenarios
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
Asset Planning
Business Intelligence
Ad Hoc Reports
Dashboard
Key Performance Indicators
Performance Metrics
Visual Analytics
Benchmarking
Budgeting & Forecasting
Data Analysis
Natural Language Generation (NLG)
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Business Performance Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Qualitative Analysis
Predictive Analytics
Quantitative Analysis
Scorecarding
Strategic Planning
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Reporting
Data Source Connectors
Financial Reports
Forecasting
OLAP
Sales Reports
Scheduled / Automated Reports
Customizable Dashboard
Drag & Drop
Drill Down
Email Reports
Marketing Reports
Report Export