PivotXL

PivotXL

PivotXL is a cloud-based financial planning and analysis tool that enhances budgeting accuracy and workflow efficiency for organizations.

Location: United States
Software Type: Web App

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Description

PivotXL offers advanced tools for financial planning and analysis, specifically tailored for small and mid-sized companies. This cloud-based application is built on Microsoft Excel, allowing finance teams to utilize their existing skills while enhancing data reliability and security. The platform addresses common challenges associated with budgeting, such as version control issues and time-consuming data consolidation. Through its features, PivotXL enables users to streamline their financial processes effectively.

Key Features:

  • Cube Data Storage: Combines the advantages of Excel and SQL, resolving Excel's limitations while simplifying SQL complexities, ensuring efficient data handling.
  • Enhanced Data Aggregation: Facilitates groupings and roll-ups for consolidated financial reporting, making access to critical data straightforward and efficient.
  • Deep Excel Integration: Provides a seamless Microsoft Excel add-in, allowing users to map and filter data flexibly while working in an environment they are accustomed to.
  • Robust Audit Trail: Ensures data integrity and accountability by tracking historical data changes and logging edits securely.
  • Task Management: Streamlines FP&A tasks with structured management capabilities and supports the execution of pre-programmed and recurring tasks for improved efficiency.
  • Collaborative Dashboards: Empowers finance teams to create interactive dashboards that enhance collaborative analysis and data visualization across departments.

With these features, PivotXL not only improves budgeting processes but also accelerates course corrections and facilitates scenario analysis. This enables organizations to enhance their strategic planning capabilities significantly, leading to better decision-making outcomes and business growth. Users have reported improved budgeting accuracy and efficiency, as seen in various testimonials and case studies, including notable examples like Young Brothers Limited.

Features

Cloud-Based Application

PivotXL operates in a secure cloud environment, allowing users to access financial data anytime and anywhere while ensuring data security.

Customizable Reporting

Users can generate customized reports that cater to specific organizational requirements, enhancing the clarity of management reporting.

Scenario Analysis

The platform allows organizations to conduct scenario analyses to evaluate different financial situations and make informed decisions.

User-Friendly Interface

PivotXL features an intuitive interface designed for ease of use, allowing finance teams to operate efficiently without extensive training.

Tags

financial softwarebudgetingforecastingExcel toolsdata analysis

Documentation & Support

  • Documentation
  • Support
  • Updates
  • Online Support