PivotXL Pricing, Features, Reviews & Comparison of Alternatives


Excel-based financial planning and analysis solution

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PivotXL overview

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.


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Pricing options
Value for money
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Business size



United States

Supported languages

PivotXL screenshot: PivotXL custom cube screenshotPivotXL screenshot: PivotXL dashboardPivotXL screenshot: PivotXL Excel-based financial planning screenshotPivotXL screenshot: PivotXL task management screenshot

PivotXL reviews

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PivotXL pricing

Starting from
Pricing options
Free trial
View Pricing Plans

• Light: $19 AUD/month
• Medium: $29 AUD/month
• Heavy: $79 AUD/month

PivotXL features

Customizable Reporting
Financial Analysis
Reporting & Statistics
Third Party Integration

Accounting Integration (146 other apps)
Accounting Management (146 other apps)
Activity Dashboard (163 other apps)
Auditing (101 other apps)
Automatic Notifications (132 other apps)
Billing & Invoicing (147 other apps)
Compliance Management (131 other apps)
Data Import/Export (139 other apps)
Electronic Payments (135 other apps)
Expense Tracking (136 other apps)
Invoice Management (194 other apps)
Invoice Processing (123 other apps)
Real Time Data (127 other apps)
Workflow Management (115 other apps)

Additional information for PivotXL

Key features of PivotXL

  • Accounts Payable
  • Accounts Receivable
  • Ad Hoc Reports
  • Consolidation/Roll-Up
  • Data Source Connectors
  • Expense Management
  • Financial Reporting
  • Financial Reports
  • Multi-Department/Project
  • Profit/Loss Statement
  • Sales Reports
  • Scheduled / Automated Reports
  • Self Service Data Preparation
  • Self-Service Reporting
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