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.