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features
design
support

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Write a Review

Description

Enhance the functionality of your FP&A spreadsheets with our Corporate Performance Management software, which seamlessly integrates with Microsoft Excel. Streamline your data organization and automate repetitive tasks to improve both your operational and financial planning processes. Our user-friendly interface allows you to construct cubes, each capable of containing various dimensions, dimension members, and measures. You can easily link Excel cells to any cell within a cube. Thanks to our contemporary Microsoft add-in, you can effortlessly upload and download data from the cloud directly to your spreadsheet templates. Utilize Pivot tables and other business intelligence tools to explore your data in any way you prefer. Additionally, our workflow manager enables the creation of intricate tasks and the attachment of templates, facilitating task completion and approval without cumbersome manual intervention. Tailor alerts and notifications to keep users informed about essential updates. If you find yourself frequently exchanging Excel files or relying on a Corporate Performance Management system only to revert to Excel for formatting, it may be time to consider PivotXL for a more efficient solution. With PivotXL, you can transform your data management experience and significantly increase productivity.

Description

Business Intelligence Software makes complex reporting easy. Any ERP, any data point and any report. No IT.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Aptean Process Manufacturing ERP Ross Edition No 
Ellucian No 
Infor CloudSuite Industrial Enterprise No 
Infor VISUAL No 
Made2Manage ERP No 
Microsoft Excel Yes 
NetSuite No 
ROSS No 
TCM No 

Integrations

Aptean Process Manufacturing ERP Ross Edition Yes 
Ellucian Yes 
Infor CloudSuite Industrial Enterprise Yes 
Infor VISUAL Yes 
Made2Manage ERP Yes 
Microsoft Excel No 
NetSuite Yes 
ROSS Yes 
TCM Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

Reach out to our sales team for pricing based on your ERP
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

HealthPlotter

Founded

2013

Country

United States

Website

www.pivotxl.com

Vendor Details

Company Name

Compusoft Development LLC

Founded

1993

Country

United States

Website

synoptixsoftware.com

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management Yes 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management Yes 
Project Accounting Yes 
Purchase Orders No 
Tax Management Yes 

Budgeting

"What If" Scenarios Yes 
Asset Planning No 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control Yes 

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis No 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis Yes 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning No 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Reporting

Customizable Dashboard No 
Data Source Connectors Yes 
Drag & Drop No 
Drill Down No 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports No 
OLAP Yes 
Report Export No 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning No 
Balance Sheet Yes 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control No 

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis No 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up No 
Dashboard No 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning No 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail No 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports No 
OLAP Yes 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard Yes 
Dynamic Modeling No 
Exception Reporting Yes 
Graphical Data Presentation Yes 
Modeling & Simulation Yes 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis No 

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