PivotXL

PivotXL is a financial software solution offered by the vendor, PivotXL. According to the vendor, this solution aims to transform Excel into an enterprise budgeting solution, combining the flexibility and computing power of Excel with the sophisticated workflow, audit capabilities, and central database of an enterprise-class solution. It is suitable for companies of all sizes, from small businesses to large enterprises. The target audience for PivotXL includes finance professionals, accounting professionals, budgeting and forecasting teams, financial analysts, and financial planning and analysis (FP&A) teams across various industries.

Key Features

Accurate and Sleek Budgeting Solutions: According to the vendor, PivotXL offers a modernized budgeting process with automated consolidation, aiming to eliminate manual data entry and ensure error-free budgets. The solution provides in-depth insights for reports and key performance indicators (KPIs) to assist in building optimal budgets. Additionally, it claims to offer efficient risk mitigation with built-in control and high data accuracy.

Intelligent Task Management System: PivotXL's intelligent task management system, as stated by the vendor, automates the budgeting process, aiming to enable accurate and faster decision-making. It offers flexibility to adapt budgets immediately based on market changes and provides an accurate view of tasks to effectively manage projects. The system is also said to facilitate performance reviews and corrective measures for team performance.

Upwards Revenue Graph: According to the vendor, PivotXL aims to help companies comfortably boost revenue. The solution provides a user-friendly interface for managing budgeting, planning, and forecasting. It claims to offer real-time synchronization and automated imports for seamless data integration. Additionally, it centralizes data in a single place for convenient management and controlled data access.

Consolidate and Report Faster: PivotXL, as claimed by the vendor, aims to save time-consuming manual data entry by automating consolidation and reporting. It aims to improve data accuracy and visibility, ensuring authentic and up-to-date spreadsheet data. The solution provides a centralized database for streamlined data collection and reporting. It also offers integrations with ERP, CRM, and other systems for seamless data import.

Reporting Made Simple: According to the vendor, PivotXL enables the creation of custom databases for quick and accurate budgeting. It aims to streamline the data collection process with task management functionality. The solution integrates with Excel for flexible reporting and visualization. Additionally, it provides external integrations for seamless data import and export.

Association and Collaboration: PivotXL, as stated by the vendor, aims to facilitate collaboration across the organization, ensuring active participation in budgeting. It allows different teams to submit their own budgets and understand their responsibilities. The solution provides visibility into every detail for a complete understanding of performance. It also enables strong collaboration with sales representatives for customer insights and demand forecasting.

Adroitness and Automation: PivotXL, according to the vendor, allows quick and easy changes in various situations. It aims to empower financial professionals with automation and machine learning capabilities. The solution claims to provide accurate and timely statements for proactive decision-making. Additionally, it aims to offer productivity improvements through automation and technology advancements.