# PivotXL Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about PivotXL Software - reviews, pricing plans, popular comparisons to other Accounting products and more. Source: https://www.capterra.com/p/188588/PivotXL --- # PivotXL Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.pivotxl.com&name=PivotXL) ## 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 (711)](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 (637) Value For Money 0.0 (0) Value For Money 4.0 (544) Customer Service 0.0 (0) Customer Service 4.0 (576) ## PivotXL alternatives [4.2 (2,052)](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 [4.0 (608)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) Starting price $124.42 Per User, Per Month Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars Highest Rated [4.7 (134)](https://www.capterra.com/p/141678/Phocas-Software/reviews/) Starting price $150.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.4 (106)](https://www.capterra.com/p/62308/CCH-Tagetik/reviews/) Starting price $50000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars ## 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 and also for larger employers that need a dedicated hosted cloud and custom technical support. The vendor description does not name specific industries, so the clearest target audience is organizations of those sizes. 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 customizable reports, dashboards, data visualization, KPI tracking, and scheduled automated reports, along with audit trail, API, and third-party integrations. Talk to an expert ### More questions? Ask our experts 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 for training and onboarding. Live online sessions support guided setup and direct instruction, webinars present product information in a group format, and documentation offers written reference material for self-paced review and feature lookup. Getting Started and Support ### What customer support options does PivotXL offer? PivotXL provides email/help desk, phone support, and chat. Because no reviewer feedback is available for support, no reliable claims can be made about response times, helpfulness, or common frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 46 features Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Track money owed to a company's creditors/suppliers Track outstanding invoices and the money owed from clients Generate one-off reports that meet information requirements Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Compare and match accounting/financial records with corresponding bank statements Create, manage, and send invoices or bills to customers Create budgets based on historical data and future projections Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Connect to big data sources Graphical representation of data Plan, pay and track business related expenses. Monitor and record expenses such as purchases or charges incurred Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Generate reports to assess the financial performance of an organization Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Form predictions based on past and present data/trends Centralized accounting record which tracks all financial transactions A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Manage the accounting and financial aspects of multiple locations or companies in a single location Manage and handle various international currencies Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data Manage employee salary processes, data, taxes, and records administration efficiently A set of indicators that tracks the performance of networks, applications, systems, teams, etc. A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Evaluate the degree to which business operations bring monetary gains Manage and track financials on a project-to-project basis Share pre-configured sets of data organized and presented in a specific manner with the organization View and track pertinent metrics to find patterns and gain insights from data Reports specific to sales analysis for trends and strategies Set a time to generate routine reports automatically Access, combine, transform, and store data without the help of an IT department Allow users to create their own reports and financial statements At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Implementation of various strategies to manage tax obligations via planning and maintaining compliance Set up connections to third-party platforms to improve business processes Track revisions and updates made to files and navigate between different versions 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. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.