Smarter Spreadsheets.
Sharper Strategy
At Pivot Edge Analytics, we believe Excel isn’t just a tool — it’s a launchpad for insight, impact, and innovation. We design data-driven solutions that empower individuals to work smarter, not harder.
Built by a Financial Analyst, Not a Formula Farm
Founded by a financial analyst with a Master’s in Finance, certified as a Financial Modeling & Valuation Analyst (FMVA©) from CFI, Pivot Edge Analytics was created to bridge the gap between rigid templates and flexible, actionable tools. Each template, dashboard, or custom solution is backed by real-world financial experience — from budget planning and debt payoff to strategic business forecasting.
Our Mission: Clarity. Precision. Performance.
We help clients simplify complexity — whether you’re managing a personal budget, optimizing small business cash flow, or launching a KPI dashboard for a growing team. Every spreadsheet is built with:
Clean logic
Purposeful design
Actionable insights
No fluff. No filler. Just smarter spreadsheets — tailored to your goals.
What Makes Us Different
Expertise, Not Just Templates
Each tool is grounded in real-world finance — built using proven modeling frameworks and practical use cases.
Tailored to You
From plug-and-play templates to fully custom dashboards, every solution is designed to fit your workflow.
Strategic Focus
We don’t just build — we help you connect the dots, extract insights, and make smarter decisions with confidence.