PivotXL is a financial planning and analysis (FPA) tool for small businesses that helps them manage budgeting, forecasting, and reporting procedures. The platform includes a workflow manager that allows users to create jobs and tie them to custom checklists to automate task completion and approval. Administrators can use PivotXL's automated follow-ups, document upload, and commenting features to streamline task management and data gathering. Data aggregation, role-based permissions, centralised databases, what-if scenarios, pivot tables, data import/export, notifications, and more are among the capabilities available. A custom cube construction tool is also included in the system, allowing businesses to create multi-dimensional databases for collecting data from internal and external stakeholders. Managers may load data into templates in PivotXL's reporting module, which allows users to build reports with built-in visual charts, graphs, and analytics. In addition, the solution works with Microsoft Excel and a variety of third-party systems, including accounting and ERP platforms.
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Platforms Supported
Organization Types Supported
API Support
Modes of Support
Free Trial
Not available
Pricing Plans
PivotXL Custom
Features
Disclaimer: The pricing details were last updated on 18/08/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
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What are the top alternatives for PivotXL?
Does PivotXL provide API?
No, PivotXL does not provide API.
Vendor Details
Spartanburg, South Carolina Founded : 2017Social Media Handles
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