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PivotXL description
PivotXL is a cloud-based financial planning and analysis tool for mid-sized companies. It helps streamline budgeting, reporting, and forecasting processes. What sets it apart is its foundation in Excel, making it user-friendly for finance teams already familiar with this tool. PivotXL allows for collaboration, automation, and data security, helping businesses improve accuracy and make better financial decisions.
Who is PivotXL best for
PivotXL is a cloud-based FP&A tool designed for mid-sized to enterprise-level businesses. It streamlines budgeting, reporting, and forecasting, and its Excel-based interface makes it easy for finance teams to adopt. PivotXL offers features for collaboration, automation, and data security to improve accuracy and financial decision-making.
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Best fit for enterprise companies.
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Suitable for any industry.
PivotXL features
| Supported PivotXL supports creating dashboards and reports to visualize data. |
| Supported PivotXL allows creating interactive dashboards and custom reports to visualize data and track key metrics. |
| Supported PivotXL supports assigning, tracking tasks, and automating workflows. |
| Supported PivotXL supports budgeting, forecasting, financial planning, and what-if analysis. |
PivotXL alternatives
VaretoBetter fit for medium-sized businesses. More user-friendly interface and real-time data integration are praised by users. However, users mention the planning functionality and limited chart customization as drawbacks. Stronger customer support.Read more
JustPerformBetter fit for enterprise companies. Has more momentum. Higher rated PivotXL competitor. Includes features for financial close and profitability analysis.Read more
DrivetrainBetter fit for medium-sized businesses. Drivetrain offers AI-powered features, real-time data analysis, and integrations with existing tools like QuickBooks and Salesforce. It has highly rated customer support and a user-friendly interface, but slower data synchronization times. Drivetrain is a strong PivotXL competitor and alternative.Read more
VelixoBetter fit for smaller companies. Stronger customer support and easier to use. A popular PivotXL alternative, Velixo boasts higher ratings and has more momentum.Read more
Sage IntacctBetter for larger organizations and a wider range of industries. Offers more robust automation, including AI-powered features. Integrated HR and payroll functionalities are included. More reviews are available.Read more
PivotXL FAQ
What is PivotXL and what does PivotXL do?
PivotXL is a cloud-based financial planning and analysis software designed for mid-sized businesses. Built on a familiar Excel foundation, it streamlines budgeting, reporting, and forecasting, enabling data security, automation, and team collaboration. This helps improve financial accuracy and decision-making.
How does PivotXL integrate with other tools?
PivotXL integrates seamlessly with Microsoft Excel, leveraging existing spreadsheet skills for easier adoption. It streamlines data import and export, facilitating efficient reporting and analysis within a familiar environment. Further integration details are limited.
What the main competitors of PivotXL?
Top PivotXL alternatives include Vareto, JustPerform, Drivetrain, Jirav, Velixo, and Sage Intacct. These competitors offer similar financial planning, analysis, reporting, and budgeting functionalities, often with cloud-based accessibility and Excel integration. They cater to various business sizes, from small to enterprise-level companies.
Is PivotXL legit?
PivotXL appears to be a legitimate software. It's rated 4.3/5 on G2, suggesting a positive user experience. For more in-depth information, searching for "is PivotXL safe" might yield additional user reviews and insights.
How much does PivotXL cost?
PivotXL pricing information is not publicly available. Contact the vendor for pricing details and to determine if PivotXL is worth the investment for your needs.
Is PivotXL customer service good?
There is no customer service information available for PivotXL.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.