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.
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Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
HealthPlotter
Founded: 2013
United States
www.pivotxl.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
PivotXL Frequently Asked Questions
PivotXL Product Features
Accounting
Accounts Payable
Supported
Accounts Receivable
Supported
Bank Reconciliation
Supported
Billing & Invoicing
Supported
Expense Tracking
Supported
Fixed Asset Management
Supported
Payroll Management
Supported
Project Accounting
Supported
Tax Management
Supported
CPA Firms
Not Supported
Cash Management
Not Supported
Cryptocurrency Support
Not Supported
Fund Accounting
Not Supported
General Ledger
Not Supported
Government
Not Supported
Multi-Currency
Not Supported
Nonprofits
Not Supported
Purchase Orders
Not Supported
Budgeting
"What If" Scenarios
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
Asset Planning
Not Supported
Business Intelligence
Ad Hoc Reports
Supported
Dashboard
Supported
Key Performance Indicators
Supported
Performance Metrics
Supported
Visual Analytics
Supported
Benchmarking
Not Supported
Budgeting & Forecasting
Not Supported
Data Analysis
Not Supported
Natural Language Generation (NLG)
Not Supported
Predictive Analytics
Not Supported
Profitability Analysis
Not Supported
Strategic Planning
Not Supported
Trend / Problem Indicators
Not Supported
Business Performance Management
Ad Hoc Reports
Supported
Ad hoc Analysis
Supported
Budgeting & Forecasting
Supported
Consolidation / Roll-Up
Supported
Dashboard
Supported
Key Performance Indicators
Supported
Qualitative Analysis
Supported
Predictive Analytics
Not Supported
Quantitative Analysis
Not Supported
Scorecarding
Not Supported
Strategic Planning
Not Supported
Financial Reporting
"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
Data Source Connectors
Supported
Financial Reports
Supported
Forecasting
Supported
OLAP
Supported
Sales Reports
Supported
Scheduled / Automated Reports
Supported
Customizable Dashboard
Not Supported
Drag & Drop
Not Supported
Drill Down
Not Supported
Email Reports
Not Supported
Marketing Reports
Not Supported
Report Export
Not Supported
