PivotXL
Excel-Powered Financial Planning & Analysis.
Overview
PivotXL is a Financial Planning and Analysis (FP&A) software that works as a Microsoft Excel add-in. It is designed to supercharge existing spreadsheet workflows by connecting them to a central, multi-dimensional database. This creates a single source of truth for financial data, eliminating version control issues and broken formulas. For construction, it's used to connect budgeting, forecasting, Cost-to-Complete (CTC), and WIP reporting in one workflow, pulling actual costs directly from ERP/accounting systems into familiar Excel templates.
✨ Key Features
- Central OLAP Database
- Deep Excel Integration
- Automated Reporting
- Workflow Automation & Task Management
- Version Control & Audit Trail
- Custom Scripting for Business Logic
- Direct integration with ERP/accounting systems
🎯 Key Differentiators
- Leverages the familiarity and flexibility of Excel.
- Connects directly to source systems, eliminating manual data export/import.
- Provides database structure and workflow automation to error-prone spreadsheets.
Unique Value: Combines the power of a structured database and workflow automation with the flexibility and familiarity of Excel, specifically for complex financial reporting like construction WIP schedules.
🎯 Use Cases (3)
✅ Best For
- Automating the roll-up of project manager CTC updates into company-wide WIP reports.
- Connecting actual costs from an ERP directly into Excel-based forecasting models.
- Creating audit-ready financial schedules for bonding companies.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies looking to completely replace Excel.
- Field data collection and daily project management tasks.
🏆 Alternatives
Instead of replacing Excel, it enhances it, which significantly reduces the learning curve and allows for more customized and flexible reporting compared to rigid, pre-built reporting tools.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Available tier)
💰 Pricing
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