Marg PivotXL

PivotXL is a financial planning and analysis (FPA) tool for small businesses that helps them manage budgeting, forecasting, and reporting procedures. The platform includes a workflow manager that allows users to create jobs and tie them to custom checklists to automate task completion and approval. Administrators can use PivotXL's automated follow-ups, document upload, and commenting features to streamline task management and data gathering. Data aggregation, role-based permissions, centralised databases, what-if scenarios, pivot tables, data import/export, notifications, and more are among the capabilities available. A custom cube construction tool is also included in the system, allowing businesses to create multi-dimensional databases for collecting data from internal and external stakeholders. Managers may load data into templates in PivotXL's reporting module, which allows users to build reports with built-in visual charts, graphs, and analytics. In addition, the solution works with Microsoft Excel and a