Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sage Intacct Reviews & Ratings
    7,410 Ratings
    Company Website
  • Datarails Reviews & Ratings
    250 Ratings
    Company Website
  • Anaplan Reviews & Ratings
    757 Ratings
    Company Website
  • Martus Reviews & Ratings
    121 Ratings
    Company Website
  • Budgyt Reviews & Ratings
    272 Ratings
    Company Website
  • SAP S/4HANA Cloud Public Edition Reviews & Ratings
    3,090 Ratings
    Company Website
  • Banker's Dashboard Reviews & Ratings
    6 Ratings
    Company Website
  • Xero Reviews & Ratings
    4,785 Ratings
    Company Website
  • Quick Consols Reviews & Ratings
    49 Ratings
    Company Website
  • KPI Fire Reviews & Ratings
    27 Ratings
    Company Website

What is PivotXL?

Elevate the capabilities of your financial planning and analysis spreadsheets by incorporating our Corporate Performance Management software, which offers seamless integration with Microsoft Excel. Enhance your data organization and automate tedious tasks to optimize both operational and financial planning workflows. The intuitive interface allows for the creation of cubes, which can encompass various dimensions, dimension members, and measures, making data management more structured. You can effortlessly link Excel cells to any cell within a cube, ensuring a smooth flow of information. Our innovative Microsoft add-in enables the straightforward uploading and downloading of data from the cloud directly into your spreadsheet templates. Leverage Pivot tables alongside other business intelligence tools to analyze your data in diverse ways that suit your needs. Furthermore, the built-in workflow manager allows for the crafting of complex tasks and the attachment of templates, streamlining task completion and approval processes without the hassle of manual steps. Customize alerts and notifications to keep users updated on critical information. If you often find yourself sending Excel files back and forth or depending on a Corporate Performance Management system only to return to Excel for formatting needs, it may be the perfect opportunity to explore PivotXL for a more streamlined approach. By utilizing PivotXL, you can revolutionize your data management practices and achieve a significant boost in productivity while ensuring your team works more efficiently together.

What is DataDear?

Familiarize yourself with the process of generating reports and refreshing data feeds from Xero and QuickBooks Online. This approach allows accountants and business owners who value data to keep using their customized Excel reporting packs. By acting as a convenient link for transferring data from a spreadsheet to both Xero and QuickBooks with a single click, in addition to your spreadsheet serving as a supporting document—whether it's a journal entry, invoice, bill, purchase order, or bank transaction—you can significantly improve your workflow. Additionally, enhance the cloud capabilities of your spreadsheet while preserving your current reporting pack, sparing your staff from the need to master new reporting systems, as nothing truly rivals Excel! This method facilitates faster report generation across all clients, which can lead to cost savings and create opportunities for onboarding new clients moving to cloud solutions. Moreover, think about acquiring a comprehensive reporting pack tailored for your practice or a consolidation model for multiple entities, enabling you to easily refresh and update figures with DataDear. Such investments will not only optimize your processes but also elevate the overall efficiency of your financial reporting activities, paving the way for an improved financial management system. Ultimately, this strategy positions your practice for growth and adaptability in a rapidly changing business landscape.

Media

Media

Integrations Supported

Microsoft Excel
QuickBooks Online
Xero

Integrations Supported

Microsoft Excel
QuickBooks Online
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$35 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

HealthPlotter

Date Founded

2013

Company Location

United States

Company Website

www.pivotxl.com

Company Facts

Organization Name

DataDear

Company Location

Malta

Company Website

www.datadear.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Financial Reporting

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

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Popular Alternatives

Popular Alternatives

CCH Tagetik Reviews & Ratings

CCH Tagetik

Wolters Kluwer
OneStream Reviews & Ratings

OneStream

OneStream Software
ProperSoft Reviews & Ratings

ProperSoft

ProperSoft Inc.
Board Reviews & Ratings

Board

Board International