PivotXL brings enterprise-grade FP&A power to SMEs by enhancing Excel with automation, drill-down reporting, and a single source of truth. It reduces close-to-report timelines from weeks to hours. Though complex scenarios may need more specialized systems, it’s a practical and cost-friendly option for finance teams that rely heavily on Excel.
PivotXL Specifications
Financial Reporting
Budgeting and Forecasting
Audit Trails
Multi-Currency Support
What Is PivotXL?
PivotXL is Financial Planning and Analysis (FP&A) software designed for small to medium-sized businesses that operate within Microsoft Excel. It enhances existing spreadsheet workflows by connecting them to a central, multi-dimensional database, creating a single source of truth for all financial data. The platform automates the close-to-report process, helping finance teams deliver board-ready insights in hours instead of weeks by eliminating fragile formulas and collaboration chaos.
PivotXL Pricing
Businesses can choose from the following PivotXL price plans:
- Basic - $0
- Growth - $249/month
- Enterprise - $999+/month
Disclaimer: The pricing is subject to change.
PivotXL Integrations
It integrates with Microsoft Excel.
Who Is PivotXL For?
PivotXL is mainly designed for businesses in the following industries and sectors:
- Banking
- Energy
- Healthcare
Is PivotXL Right For You?
PivotXL is the right fit for small to medium-sized businesses and lean finance teams looking to enhance their Excel-based workflows with enterprise-grade power without the associated cost or complexity. Its standout feature is the combination of flexible custom scripting—allowing for highly tailored financial models.
This offering is particularly valuable for organizations that need to scale reporting and analysis without immediately increasing headcount, making PivotXL a strong contender for any team seeking an affordable, adaptable, and supportive FP&A solution.
Still doubtful if PivotXL is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
PivotXL Features
PivotXL replaces disconnected spreadsheets with a unified data cube, establishing a single source of truth. This multi-dimensional database allows finance teams to analyze data from various angles and includes a full audit trail to track all changes and versions.
See How It WorksAs a Microsoft-approved add-in, the platform integrates directly into the familiar Excel environment. This allows users to continue leveraging their existing skills while benefiting from advanced capabilities like flexible data mapping and filtering across multiple workbooks from a single interface.
See How It WorksThe software simplifies complex financial reporting by enabling users to roll up detailed data, such as a trial balance, into high-level statements with a few clicks. From any cell, users can instantly drill down into the underlying details for deeper analysis.
See How It WorksUsers can automate unique business logic and build sophisticated financial models using custom scripts. This feature supports advanced forecasting with seasonality adjustments, automated reconciliation of transactional data across systems, and complex intercompany eliminations for accurate consolidation without manual intervention.
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