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PivotXL Logo

Excel-based financial planning and analysis solution

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PivotXL - 2026 Pricing, Features, Reviews & Alternatives

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PivotXL overview

What is PivotXL?

PivotXL is a financial planning and analysis (FPA) solution designed to help small organizations manage processes related to budgeting, forecasting, and reporting. The platform comes with a workflow manager, which enables users to automate task completion and approval by creating jobs and attaching them to custom checklists.

PivotXL allows administrators to streamline task management and data collection via automated follow-ups, document upload, and commenting functionalities. It offers a host of features such as data aggregation, role-based permissions, centralized databases, what-if scenarios, pivot tables, data import/export, notifications, and more. Besides, the solution includes a custom cube creation tool, which enables enterprises to build multi-dimensional databases for collecting information from internal as well as external stakeholders.

PivotXL’s reporting module lets managers import data into templates, which allows users to generate reports with built-in visual charts, graphs, and analytics. Plus, the solution integrates with Microsoft Excel and various third-party systems, such as accounting and enterprise resource planning (ERP) platforms.

Starting price

19 /
per month

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PivotXL’s user interface

Ease of use rating:

PivotXL reviews

Overall rating

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Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
Rating distribution

5

4

3

2

1

0

0

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PivotXL's features

"What if" scenarios
Accounting
Accounts payable
Accounts receivable
Ad hoc reporting
API
Audit trail
Bank reconciliation
Billing & invoicing
Budgeting/Forecasting
Cash management
Consolidation/Roll-Up
Customizable reports
Customizable templates
Dashboard
Data connectors
Data visualization
Expense management
Expense tracking
Financial analysis
Financial reporting
Fixed asset management
Forecasting
General ledger
Income & balance sheet
Key performance indicators
Multi-Company
Multi-Currency
Multi-Department/Project
OLAP
Payroll management
Performance metrics
Profit/Loss statement
Profitability analysis
Project accounting
Publishing/Sharing
Reporting/Analytics
Sales reports
Scheduled/Automated reports
Self service data preparation
Self-Service reporting
Strategic planning
Tax management
Third-Party integrations
Version control
Visual analytics

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PivotXL pricing

Value for money rating:

Starting from

19

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about PivotXL price and value

Value for money rating:

PivotXL integrations (1)

Top integrations

PivotXL support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
Email/Help Desk
Chat

Training options

Webinars
Documentation
Live Online

PivotXL FAQs

Q. What type of pricing plans does PivotXL offer?

PivotXL has the following pricing plans:
Starting from: $19.00/month
Pricing model: Free, Subscription
Free Trial: Available

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Q. Who are the typical users of PivotXL?

PivotXL has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Q. What languages does PivotXL support?

PivotXL supports the following languages:
English


Q. Does PivotXL offer an API?

Yes, PivotXL has an API available for use.


Q. What other apps does PivotXL integrate with?

PivotXL integrates with the following applications:
Microsoft Excel


Q. What level of support does PivotXL offer?

PivotXL offers the following support options:
Phone Support, Email/Help Desk, Chat

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