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PivotXL

by HealthPlotter · Since 2017
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ActiveAvailable globallyCloud
Quick facts
VendorHealthPlotter
Year launched2017
StatusActive
LocationDanville, CA 94506, US
Countries servedGlobal
Languages6
Integrations
Free tier
Free trial
Contact salesYES

About PivotXL

PivotXL is a data analytics software from HealthPlotter that provides business intelligence solutions. It combines data visualization, reporting, and analytics tools so organizations can make informed decisions based on real-time data. PivotXL allows users to create custom dashboards and reports tailored to their specific needs. Additionally, it supports data import from various sources, making it easier to consolidate information in one platform. Key capabilities: data visualization custom reporting real-time analytics data integration user-friendly interface Best for: businesses and organizations that need to analyze and visualize data for strategic insights.

PivotXL by HealthPlotter is a comprehensive financial planning and analysis (FP&A) software designed to streamline and enhance financial management processes. Its primary purpose is to simplify budgeting, improve collaboration, and systematize financial tasks, making it an invaluable tool for finance teams aiming to optimize their performance. PivotXL stands out with its ability to reduce budget cycle times by 50%, incorporate recurring tasks for better systematization, and ensure continuous updates and accessibility for all team members. The user interface of PivotXL is designed with ease of use in mind. The platform offers a clean and intuitive layout, making it easy for users to navigate through various functions. The dashboard is well-organized, with key features such as budgeting, reporting, and task management easily accessible from the main screen. One of the standout design elements is the ability to customize the workspace, allowing users to prioritize the tools and information most relevant to their roles. This level of personalization contributes to the overall user-friendliness of the software, making it accessible even to those who may not be highly tech-savvy.

Pros & Cons

What users like
  • +Significantly reduces budget cycle time by 50%.
  • +Robust systematization of financial processes.
  • +Continuous updates and easy accessibility to key documents.
  • +Strong integration capabilities with other financial tools.
  • +Comprehensive customer support and training resources.
What users flag
  • The pricing may be higher compared to basic FP&A tools.
  • The extensive features may have a steeper learning curve for new users.

Features

Key features

Streamlined Budgeting
Reduces budget cycle time by 50%, enabling more efficient financial planning and quicker decision-making.
Enhanced Systematization
Incorporates draft and recurring tasks to streamline and systematize key financial processes, improving consistency and accuracy.
Continuous Updates & Accessibility
Provides regular updates on task progress and approvals while keeping all key documents and insights easily accessible to the team.

Additional features

Streamlined Budgeting Process
PivotXL significantly reduces the time required for the budgeting process, achieving a 50% reduction in budget cycle duration, which enhances overall financial planning efficiency.
Enhanced Systematization
The platform incorporates draft and recurring tasks to effectively streamline and systematize key financial processes, ensuring that workflows are consistent and reliable.
Continuous Updates & Accessibility
PivotXL ensures ongoing accountability within teams by providing continuous updates on task progress and approvals. It also keeps all crucial documents and insights readily accessible, ensuring that team members have the information they need at their fingertips.
Training Videos
PivotXL offers a comprehensive library of training videos that provide step-by-step guidance on using the platform, catering to both new users and those looking to master advanced features. This resource helps teams maximize their use of the platform.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
6
Interface languages
17
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortuguese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇭CHF🇨🇳CNY🇸🇪SEK🇳🇴NOK🇮🇳INR🇲🇽MXN🇸🇬SGD🇭🇰HKD🇳🇿NZD🇰🇷KRW🇿🇦ZAR

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