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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 FloQast?

FloQast offers a revolutionary accounting platform that leverages artificial intelligence to automate and optimize the financial closing process. By seamlessly integrating with current tools, it significantly improves the efficiency of tasks such as account reconciliation, financial reporting, and audit procedures. The AI-driven agents assist accounting professionals in matching transactions and pinpointing inefficiencies, which empowers accountants to shift their focus from routine data preparation to higher-level strategic management. Furthermore, FloQast includes features for real-time collaboration and progress tracking, enabling accounting teams to provide quicker and more precise outcomes while minimizing operational challenges. This innovative approach ultimately transforms the way accounting teams function, paving the way for a more streamlined financial workflow.

Media

Media

Integrations Supported

Microsoft Excel

Integrations Supported

Microsoft Excel
Egnyte
Microsoft Dynamics 365
Microsoft OneDrive
NetSuite
Oracle Fusion Cloud ERP
SAP ERP
Sage Intacct
Slack
Tray.ai
Workiva
Yardi Breeze

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online 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

FloQast

Date Founded

2013

Company Location

United States

Company Website

floqast.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Fixed Asset Management
Payroll Management
Project Accounting
Tax Management

Budgeting

"What If" Scenarios
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
Dashboard
Key Performance Indicators
Performance Metrics
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Qualitative Analysis

Finance

Not specified

Financial Close

Not specified

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

Data Source Connectors
Financial Reports
Forecasting
OLAP
Sales Reports
Scheduled / Automated Reports

Categories and Features

Accounting

Bank Reconciliation
Multi-Currency
Nonprofits
Purchase Orders

AI Accounting

Not specified

AI Accounting Agents

Not specified

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Dashboard
Key Performance Indicators
Strategic Planning

Financial Close

Not specified

Financial Reporting

Audit Trail
Balance Sheet
Consolidation / Roll-Up
General Ledger
Multi-Company
Multi-Department / Project

Medical Accounting

Not specified

Reconciliation

Not specified

Trucking Accounting

Not specified

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