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Welcome to the official PivotXL channel — your go-to resource for mastering financial reporting, forecasting, and planning in Excel.

We help FP&A teams, finance leaders, and accountants streamline their workflows using the power of Excel — enhanced by PivotXL’s automation, modeling, and collaboration features.

🎯 What you’ll find here:

How-to tutorials for building reports, dashboards, and forecasts

Tips for automating month-end close and board reporting

Deep dives on KPI tracking, scenario modeling, and transaction drill-down

Real-world use cases across industries like SaaS, construction, and multi-entity businesses

Whether you’re managing a small team or running enterprise-level consolidations — PivotXL gives you the tools to move faster, make smarter decisions, and stay in control.

🌐 Visit us: pivotxl.com/

#PivotXL #FPandA #FinancialReporting #ExcelAutomation #Forecasting #FinanceTools

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2:17

How to Connect QuickBooks to PivotXL - to build powerful financial reports

PivotXL-Financial Reporting and Analysis Software

Shared 8 months ago

84 views

1:14

Combine Multiple monday.com Boards into One Excel Sheet for Easy Analysis

PivotXL-Financial Reporting and Analysis Software

Shared 10 months ago

19 views

0:44

Add Items and Subitems in monday.com in Bulk from Excel — No Manual Typing Needed!

PivotXL-Financial Reporting and Analysis Software

Shared 10 months ago

20 views

0:58

No More CSV Exports — Keep Excel and monday in Perfect Sync

PivotXL-Financial Reporting and Analysis Software

Shared 10 months ago

14 views

0:43

Easily Rename and Reorganize Groups Right from Excel instead of monday

PivotXL-Financial Reporting and Analysis Software

Shared 10 months ago

5 views

1:14

Update Hundreds of monday Tasks in Seconds Using Excel (PivotXL Sync)

PivotXL-Financial Reporting and Analysis Software

Shared 10 months ago

6 views

1:13

Edit monday Items and Subitems Together in Excel — Simplify Your Workflow

PivotXL-Financial Reporting and Analysis Software

Shared 10 months ago

4 views

1:00

Use Excel Formulas on Live monday Data — Then Sync It Back!

PivotXL-Financial Reporting and Analysis Software

Shared 10 months ago

8 views

4:47

Trial Balance to Financial Statements - Part 4

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

227 views

2:20

Non Profit Financial Management in Excel | PivotXL for Accurate Reporting

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

89 views

1:04

Lease Accounting in Excel | Automate Lease Schedules with PivotXL

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

76 views

3:23

Rollups & Operators with PivotXL (Part 3)

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

120 views

3:32

Create a Basic Cube in PivotXL | Add Dimensions & Map to Excel

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

245 views

1:17

Getting Started with PivotXL | Sign Up, Install Excel Add-In & Log In

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

383 views

0:55

PivotXL: Automating WIP Reports, Job Profitability & Margin Fade Tracking

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

175 views

3:14

PivotXL - Cube Software Alternative – Best Excel-Based FP&A Software

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

269 views

3:08

Vena Solutions Alternative – The Best Excel-Based FP&A Software

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

102 views

3:12

PivotXL: DataRails Alternative for Excel-Based FP&A Software

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

123 views

3:42

Analyze financial statements like a CFO

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

23 views

5:22

5 Must Have CFO skills

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

18 views

3:00

Create a Business Budget in Excel with PivotXL

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

350 views

2:56

Profitability Report by Project or Customer in PivotXL

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

1K views

2:43

What-If Analysis with PivotXL

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

891 views

2:17

Sync Excel with monday.com using PivotXL Add-in

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

53 views

3:56

Automate Your Month-End Close Process with PivotXL

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

140 views

2:28

KPI Tracker in Excel with PivotXL

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

31 views

1:53

Vertical Analysis in Excel Using PivotXL

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

59 views

1:57

Horizontal Analysis in Excel with PivotXL

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

53 views

3:08

Consolidate Financials Across Multiple Entities with PivotXL

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

49 views

2:42

How to Build Board-Ready Dashboards in Excel with PivotXL

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

970 views

3:17

Perform Budget vs Actuals Analysis in Excel with PivotXL

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

162 views

2:38

Drill Down to Transaction-Level Detail in Excel with PivotXL

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

979 views

2:10

Rolling Forecast in Excel with PivotXL | Forecasting Made Easy

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

637 views

2:17

How to Connect QuickBooks to PivotXL | Build Custom Excel Reports from Your Trial Balance

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

71 views

2:05

Prepare Department-Level P&L Reports from Trial Balance | PivotXL Demo

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

77 views

2:04

Mapping Trial Balance To Financial Statements in Excel | PivotXL Demo

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

1.6K views

2:28

Excel Superpowers for Finance Teams – Powered by PivotXL

PivotXL-Financial Reporting and Analysis Software

Shared 1 year ago

982 views