--- title: PivotXL Reviews meta_title: 'PivotXL Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how PivotXL works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 2 scale: '5' date_modified: '2026-06-04' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # PivotXL Reviews **Vendor:** PivotXL **Category:** [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) **Average Rating:** 4.3/5.0 **Total Reviews:** 2 ## About PivotXL PivotXL is an innovative provider of complete Corporate Performance Management (CPM) solutions. PivotXL combines a centralized database, sophisticated workflow, powerful reporting and best of all full built on-top of Excel to create a cloud-based financial planning and analysis (FP&A) solution. Unlike traditional software that replaces Excel with rigid with non-user friendly applications, PivotXL allows you to stay in excel and helps finance professionals to get trusted numbers. ## PivotXL Reviews ### 1. Advance my excel **Rating:** 4.0/5.0 stars **Reviewed by:** Ilkin R. | Leading Data Scientist, Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2023 **What do you like best about PivotXL?** It helps to do the things you cant and need to do via your excel sheets. Will improve your productivity by a lot. You can do more than you did before and eases the process **What do you dislike about PivotXL?** It is kinf of complicated at first to get used to it but every new software needs time to get used to. You need to watch some videos to get used to that but in the ed it is intuitive **What problems is PivotXL solving and how is that benefiting you?** Well it cuts a time definitely and you can use the templates you created before. Helps me for budgeting purposes and a little financial side and of course i did more than ususal excel did. ### 2. Innovative Budgeting solutions software **Rating:** 4.5/5.0 stars **Reviewed by:** Gagan R. | User Acceptance Testing Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** July 17, 2023 **What do you like best about PivotXL?** Data is very secure with cloud software integrity. This application is user-friendly and saves a lot of time that is wasted in manual data entry. It helps to avoid errors and make business budgeting decisions based on data gathered from different sources. There are many automated tools which make it worth buying. **What do you dislike about PivotXL?** Occasionally, the dashboards take longer to load the data, and the application becomes slow. Some changes should be made to improve the quick functioning of the software. **What problems is PivotXL solving and how is that benefiting you?** User workload is minimized, making it easy to estimate costs and revenues using the graphs. Make changes as per requirement to help understand the business with clarity and up-to-date information. - [View PivotXL pricing details and edition comparison](https://www.g2.com/products/pivotxl/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+21%3A31%3A43+-0500&secure%5Bsession_id%5D=2c48c9de-6a97-40c3-be73-bf0c3f46392b&secure%5Btoken%5D=ff9f8114ecf11b1cbe2c4ed14a24de5161700c7def31ae3513250ea42c4b4c67&format=llm_user) ## PivotXL Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods - Real-Time Data **Data Management** - Data Consolidation - Data Validation **Financial Planning** - Extended Planning - Reporting - Integration - Self-Service Reporting **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning - Budgeting/Forecasting **Budget Management** - Consolidation - Adjustments - Workflows **Reporting Structure** - Reporting Hierarchy - Report Templates - Report Types **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates - Real-Time Data **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI - Generative AI **Standard Analytics** - Standard KPIs - Standard Reports - Financial Statements **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards - Approval Process Control **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking - Financial Analysis **Custom Analytics** - Dashboards - Custom KPIs - Custom Reports - Self Service - Multiple Entities **Additional Functionality** - Predictive Analytics - Multi-Language - Generative AI - Currency Management - AI Copilot - User Management - Project Management - Risk Management - Real-Time Analytics - Audit Trail - Tax Management - Investment Management - Transaction History - Data Import/Export - Fixed Asset Management - Mobile Access - Transaction Monitoring - API - Project Time Tracking - Projections - Consolidation/Roll-Up - General Ledger - Purchasing & Receiving - Real-Time Monitoring - Configurable Workflow - Dashboard Creation - Accounting - Electronic Payments - Revenue Recognition - Invoice Management - Compliance Management - "What If" Scenarios - Workflow Management - Multi-Currency - Planning Tools - Visual Analytics - Cash Management - Customizable Reports - Bank Reconciliation - Invoice Processing - Multi-Company - For Investors & Traders - Expense Tracking - Purchase Order Management - Access Controls/Permissions - Activity Dashboard - Reporting/Analytics - Alerts/Notifications - Billing & Invoicing - Receipt Management - Profit/Loss Statement - Income & Balance Sheet - Cash Flow Management **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Financial Analysis** - Cross-system Integration - Decision Making **Additional Functionality** - Data Visualization - Purchase Order Management - Expense Management - Ad hoc Reporting - Multi-Company - Profit/Loss Statement - Workflow Management - Access Controls/Permissions - Customizable Reports - Forecasting - Dashboard Creation - Self-Service Reporting - Multi-Currency - Financial Management - "What If" Scenarios - Asset Lifecycle Management - Strategic Planning - Visual Analytics - Billing & Invoicing - Real-Time Reporting - Reporting/Analytics - Receipt Management - Scenario Planning - Alerts/Notifications - Collaboration Tools - Version Control - Activity Dashboard - General Ledger - Third-Party Integrations - Consolidation/Roll-Up - Drag & Drop - Income & Balance Sheet - Multi-Department/Project - Accounting - API - Chart of Accounts - AI Copilot - Cash Management ## Top PivotXL Alternatives - [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews) - 4.5/5.0 (2,540 reviews) - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (472 reviews) - [Datarails](https://www.g2.com/products/datarails/reviews) - 4.6/5.0 (369 reviews)