--- title: "PivotXL Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about PivotXL Software - reviews, pricing plans, popular comparisons to other Business Performance Management products and more." source_url: "https://www.capterra.com/p/188588/PivotXL/" page_type: "product" language: "en" --- # PivotXL Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) PivotXL ## What is 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. ## What is PivotXL used for? [Reporting](https://www.capterra.com/reporting-software/)[Business Intelligence](https://www.capterra.com/business-intelligence-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price A$19 Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for PivotXL?[Manage this product listing](https://www.g2.com/products/pivotxl/claim_requests/new?auto=true) ## PivotXL Overview Updated September 2026 AI summary PivotXL offers small and midsize businesses a cloud-based platform for managing core accounting tasks such as billing, invoicing, accounts payable and receivable, payroll, and tax management. With features spanning budgeting, financial reporting, fixed asset management, and project accounting, it also supports multi-currency operations and integrates with other systems through APIs and third-party connections. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### PivotXL 0.0 VS. [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price A$19 Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.2 (643) Value For Money 0.0 (0) Value For Money 4.0 (550) Customer Service 0.0 (0) Customer Service 4.0 (582) ## PivotXL alternatives [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.6 (8)](https://www.capterra.com/p/240758/Longview-Tax/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Adaptive from Workday](https://www.capterra.com/p/130072/Adaptive-Insights/) [4.5 (235)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/130072/Adaptive-Insights/) [Planful](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/) [4.3 (77)](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/) ## FAQs about PivotXL Overview ### What company size and specific industries is PivotXL built for? PivotXL is designed for smaller companies with 50 to 200 employees, as well as larger employers that need a dedicated hosted cloud and custom technical support. The vendor description does not name specific industries, so the target audience is defined by company size rather than sector. Features and Usability ### What are the key features of PivotXL? PivotXL offers accounting and task management, plus financial planning features such as budgeting/forecasting, what-if scenarios, and strategic planning. It also includes reporting and analytics tools like dashboards, customizable reports, visual analytics, ad hoc analysis, and scheduled reports, along with audit trail, API, and third-party integrations. Integrations ### Which third-party tools and platforms does PivotXL integrate with? PivotXL integrates with Microsoft Excel. Getting Started and Support ### What training and onboarding options does PivotXL offer? PivotXL provides live online sessions, webinars, and documentation to help teams get started. Live online sessions support guided setup, webinars offer scheduled instruction for groups, and documentation gives written reference material for self-paced learning and feature checks. Getting Started and Support ### What customer support options does PivotXL offer? PivotXL provides email/help desk, phone support, and chat. These channels give users multiple ways to reach support for setup, troubleshooting, and general questions. ## Features AI summary Based on 11,413 Business Performance Management reviews Capterra data shows that buyers of accounting software rank the following features as their top priorities: - **Reporting/Analytics** (**58%** of reviewers rated this feature as critical) - **Income & Balance Sheet** (**58%**) - **Inventory Control** (**55%**) PivotXL includes **Reporting/Analytics** and **Income & Balance Sheet**, but it does not include **Inventory Control**. With **Reporting/Analytics**, teams can track financial performance, review trends, and make better-informed decisions based on current data. Its **Income & Balance Sheet** coverage also gives businesses a clear view of profitability and overall financial position, helping teams monitor results, support planning, and maintain accurate financial oversight. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Accounts Payable Track money owed to a company's creditors/suppliers Accounts Receivable Track outstanding invoices and the money owed from clients Ad hoc Reporting Generate one-off reports that meet information requirements API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. PivotXL 48 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - Ad hoc Reporting: Generate one-off reports that meet information requirements - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Connectors: Connect to big data sources - Data Visualization: Graphical representation of data - Expense Management: Plan, pay and track business related expenses. - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Reporting: Generate reports to assess the financial performance of an organization - Fixed Asset Management: Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history - Forecasting: Form predictions based on past and present data/trends - General Ledger: Centralized accounting record which tracks all financial transactions - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Inventory Management: Track and manage inventory levels to maintain proper supply - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Multi-Department/Project: Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location - OLAP: Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data - Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Profitability Analysis: Evaluate the degree to which business operations bring monetary gains - Project Accounting: Manage and track financials on a project-to-project basis - Publishing/Sharing: Share pre-configured sets of data organized and presented in a specific manner with the organization - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Reports: Reports specific to sales analysis for trends and strategies - Scheduled/Automated Reports: Set a time to generate routine reports automatically - Self Service Data Preparation: Access, combine, transform, and store data without the help of an IT department - Self-Service Reporting: Allow users to create their own reports and financial statements - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Free Version Basic A$19.00 Per Month ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. 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