Rated 0 out of 5

PivotXL is a financial planning and analysis (FPA) tool designed for small businesses. It helps them manage budgeting, forecasting, and reporting procedures. The platform includes a workflow manager that allows users to automate task completion and approval by creating jobs and tying them to custom checklists. Administrators can streamline task management and data gathering through PivotXL’s automated follow-ups, document upload, and commenting features. The system also offers capabilities such as data aggregation, role-based permissions, centralised databases, what-if scenarios, pivot tables, data import/export, and notifications. It even includes a custom cube construction tool for businesses to create multi-dimensional databases for collecting data from internal and external stakeholders. With PivotXL’s reporting module, managers can load data into templates and build reports with visual charts, graphs, and analytics. The solution is compatible with Microsoft Excel and integrates with various third-party systems, including accounting and ERP platforms.

0/5 (0 Reviews)

PivotXL Pricing Model

Quotation Based

PivotXL Screenshots

Features

Technical Details

  • Support: Online
  • Customer Type: Large Enterprises Medium Business Small Business
  • API: NA
  • Location / Phone Number: Spartanburg
  • South Carolina
  • Deployment: SaaS/Web/Cloud
  • Official Website: https://pivotxl.com/
  • Category: Spreadsheets Software

Author

Picture of David Bond

David Bond

Senior editor

David is a well-known advocate for the implementation of cloud-based solutions and automation tools for small businesses. He strongly believes that this technology solutions for small businesses and startups are the thing that provide true edge on the market. He writes primarily about project management and sales software.