Name: PivotXL
Price: 19 USD
Author: HealthPlotter

Help Desk

Web and Video Conferencing

Customer Support

Bug  Tracking

Flowchart

Development

Higher Education

Education

Association Management

Business Intelligence (BI)

Collaboration

Data Extraction

Embedded Business Intelligence (BI)

File Sync

Risk Management

Streaming Analytics

Visual Collaboration

Enterprise

Accounting

Budgeting and Forecasting

Crypto Accounting

Loan Origination

Payment Gateway

Payment Orchestration

Finance and Accounting

Applicant Tracking

Background Check

Contractor Management

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Compliance

HR Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Authorization

C/C++ Integrated Development Environments

Cloud Storage

Container Management

Distributed Denial of Service (DDoS) Protection

Fraud Detection

Incident Response

Integration Platform as a Service (iPaaS)

Managed Private Cloud

Network Performance Monitoring

Relational Database Management Systems

Remote Monitoring and Management

Tower Servers

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Email Marketing

Event Registration

Heatmap and Session Recording

Landing Page

Marketing Automation

Personalization Engines

Public Relations (PR)

Retail Media Advertising

SMS Marketing

Sales and Marketing Automation

Social Media Management

Survey & Forms Building

Video

Video Editing

Web Analytics

Marketing

Project Management

Prototyping

Professional Services

Customer Relationship Management (CRM)

Sales Pipeline

Sales

Antivirus

Security

Automotive

Forestry

Vertical-Specific

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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.

Basic

Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.

Acumatica

SAP S/4HANA Cloud

PivotXL

1 in 3 accounting software users find it difficult to choose the right tool. Find the best solution for you.

The Buyer’s Guide to Accounting Software

Software for tracking revenues and expenses and forecasting future revenue.

HealthPlotter

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Cash management

The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

Bank reconciliation

The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

Expense management

The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

Time tracking

The software can track billable and non-billable employee time by project.

Fixed asset management

This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.

Multi-currency support

The software supports transactions across multiple currencies.

Multi-division support

The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

Regulations compliance

The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.

Electronic tax filing

The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.

Self-service portal

The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Intercompany Accounting

Automatically balance and reconcile GL for intercompany transactions

Localizations

Meet reporting requirements with country-specific localizations

Journals and Reconciliations

Automate and synchronize ledgers and processes

Enterprise Accounting

Create accounting for disconnected ERP and non-accounting source systems

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Centralized Rules Framework

Integrate disparate ERP and transactional systems into single ERP instance

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Manufacturing module

The software helps track and manage raw materials, work-in-progress items, and finished goods.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

End-to-end order visibility

Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

Order exception Resolution

Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Salary revision and increment management

Salary revision is the ability to modify individual employee pay.

Reimbursement management

Reimbursement management provides cash reimbursement for employee expenses related to business travel or other.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

PivotXL

Overview

What is PivotXL?