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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 Catalyst?

Catalyst is an innovative software solution tailored to boost business efficiency by utilizing a Data Lake that integrates your ERP, various Big Data sources, and any other data you have available. Can you envision the ease of swiftly uncovering groundbreaking insights buried within your data? It might seem far-fetched, but this software allows for seamless data manipulation and exploration with just a few clicks. What used to take weeks to compile into reports can now be completed with a single click of a button. By merging Big Data analytics with your proprietary data, you can create highly accurate budgets that incorporate direct input from your sales team. Build your financial and operational plans from a unified, trustworthy information source. Are you intrigued by the obstacles hindering your path to maximum profitability? With Catalyst, you can perform a root cause analysis down to the transaction level in just moments. Every number reconciles accurately, every time, ensuring reliability in your assessments. By transforming tasks that used to take days into mere seconds, you can focus on what really matters: refining and enhancing your business strategies for growth and success. The increased efficiency provided by this software empowers you to make educated decisions that drive your organization forward, ultimately fostering a culture of continuous improvement and strategic advancement.

Media

Media

Integrations Supported

Absorb Create
Alteryx
Amazon Web Services (AWS)
Comet LLM
Jitterbit
Microsoft 365
Microsoft Excel
Microsoft Power BI
NetSuite

Integrations Supported

Absorb Create
Alteryx
Amazon Web Services (AWS)
Comet LLM
Jitterbit
Microsoft 365
Microsoft Excel
Microsoft Power BI
NetSuite

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Catalyst

Company Location

United States

Company Website

www.ebmcatalyst.com/software

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

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

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

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