Stop waiting weeks for reports. Automate your close-to-report process and deliver board-ready insights in hours.
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From board reporting to budgeting cycles, overloaded spreadsheets turn into fragile, error-prone systems that waste time and erode trust.
Whether consolidating budgets or rolling up trial balances, one formula error can throw off reports and undermine credibility.
As spreadsheets grow with thousands of rows, tabs, and links, they become unstable. Crashes and slow load times derail critical reporting moments.
Managing inputs across departments means duplicate versions, overwritten data, and no audit trail, leaving finance teams firefighting instead of analyzing.
PivotXL provides a complete set of tools including a database, calculation engine, and workflow automation. It takes the complexity away from Excel while still allowing your team to use it for basic tasks, keeping your existing workflow intact.
All your data lives in one central database instead of scattered across disconnected Excel files. This ensures a single source of truth and allows you to bring the necessary information down into Excel or Dashboards.
Unlike flat spreadsheets a multi dimensional database lets you slice and dice your data from every angle. You can compare current year versus previous year, budget versus actuals, Department A versus Department B, or Region A versus Region B instantly and without complex formulas or pivot tables.
In native Excel one small error can break an entire file and there is no built in audit trail to trace changes. With PivotXL every piece of information sent to the database is stored as a version. This ensures data integrity, provides a clear audit trail, and allows you to roll back or review changes at any time while still working in the familiar Excel environment.
Our platform is an officially approved Microsoft Excel add in, available directly from the Excel add in store. This ensures seamless installation, compatibility, and integration with the Excel environment your team already knows.
Use the same add in across multiple Excel files to pull the relevant data you need and send updates back into the central data cube. This ensures consistency, accuracy, and a seamless flow of information between Excel and the database.
Choose from multiple mapping methods including single cell, row and column sets, or pattern based mapping. Apply filters to analyze multiple data sets side by side, making it easy to tailor reports and insights to your specific needs.
Easily roll up detailed data, such as a trial balance, into higher level financial statements with just a few clicks. The intuitive user interface eliminates the need for complex formulas or manual consolidation.
From any cell you can drill down instantly into the underlying transactions. Explore data across multiple dimensions such as time, department or account to uncover detailed insights with ease.
Automatically calculate key time periods such as year to date, year to go, quarterly totals, and end of year results. You can also define your organization’s fiscal closing month and easily compare the current year to previous years. All without having to write complex excel formulas.
Build forecasts that go beyond simple formulas. Custom scripts let you apply complex logic such as seasonality adjustments, multi variable drivers, and rolling forecasts tailored to your business.
Streamline reconciliation of transaction data across systems. Scripts can match entries, flag variances, and apply advanced logic to ensure accuracy without manual effort.
Automate the removal of intercompany transactions during consolidation. Custom scripts can identify related party entries, match them across entities, and eliminate them accurately, ensuring your consolidated financial statements are clean and compliant.
Engage with your data in real time by toggling metrics, filters, and views on and off. This makes it easy to explore performance from different perspectives without needing multiple static reports.
Dashboards are securely shareable so only the right people have access. Each user can see only the dashboards relevant to them, ensuring both collaboration and confidentiality.
Add comments directly within the dashboard to create a running discussion. This keeps insights, questions, and decisions tied to the data, reducing the need for long email threads.
Manager of Finance and Business Analytics, Young Brothers Limited
We had purchased another on-premise system five years back that was not being actively used. PivotXL allowed us to use our existing Excel templates and slowly transition into a cloud system.
Finance Manager, Young Brothers Limited
I have been using PivotXL for 3 years now. It’s user auditability, validation reports and streamlined workflow has significantly increased our budgeting process and accuracy of output numbers.
No Credit Card Needed - Just Sign Up and Enjoy the software for 30 Days
