Does Pivot integrate with accounting software?

Yes, Pivot integrates with accounting software to streamline financial data flow. This integration enables automated financial forecasting and real-time analysis by pulling data directly from your existing accounting systems, eliminating manual data entry.

Is Pivot good for small business financial planning?

Yes, Pivot is specifically designed for small to medium-sized businesses and startups. It provides AI-powered financial forecasting, scenario modeling, and real-time reporting at an affordable $29/month, making advanced financial planning accessible to smaller teams.

Pivot

Financial forecasting and FP&A automation for finance teams

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Shyft Score

Directory quality rating

Reviewed

63/100

Quiet

Found in 1 source

Our take

The verdict on Pivot

AI-generated

Pivot offers specialized AI for FP&A, with a focus on predictive analytics and automation. It's a solid choice for finance teams looking to streamline financial planning.

Strengths

AI-driven financial forecasting
Strong predictive analytics
Freemium pricing model
High ai_readiness_score (80)
4.5/5 star rating

Limitations

Limited departmental focus
Pricing unclear for enterprise
No mention of AI agent support

Best for: Finance teams needing AI-powered financial planning and analysis

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Benefits

Why teams choose Pivot

Cut financial forecasting time from weeks to hours with automated AI analysis

Make faster strategic decisions with real-time financial insights and scenario modeling

Eliminate manual data entry errors through seamless accounting software integration

Improve team alignment with collaborative planning tools and shared financial models

About

What is Pivot?

Pivot automates financial forecasting and provides real-time data analysis. It offers scenario modeling and collaboration tools for finance teams, integrating with accounting software. Use cases include generating real-time financial insights and creating customizable financial models.

Key capabilities

Automated financial forecasting

Real-time data analysis and reporting

Scenario modeling and what-if analysis

Collaboration tools for finance teams

Integration with accounting software

At a glance

What you can do with Pivot

Build and maintain rolling financial forecasts with scenario modeling

Automate report generation and variance analysis

Integrate accounting data for real-time visibility into cash position

Best for

Finance and FP&A teams at startups and growth-stage companies. Best for teams managing multi-scenario financial models and needing real-time insights.

Pricing

Pivot pricing

Pivot starts at $29/mo

Starting at $29/mo

Ecosystem

Connected ecosystem

MCP servers, AI skills, and integrations that work with Pivot

Integrations

QuickBooksXeroNetSuiteMicrosoft ExcelGoogle SheetsSlackSalesforceZapierTableau

FAQs

Frequently asked questions

Common questions about Pivot and its capabilities

Pivot costs $29 per month on a subscription basis. This AI-powered financial planning tool offers automated forecasting, real-time reporting, scenario modeling, and team collaboration features, making it cost-effective for small to medium-sized businesses and startups.