More than 50 Financial Chart Types and 100+ Combinations
KPI Dashboards
Combine Cards, Charts, and Heat Maps to track revenue, margins, and cash flow
Visualize Performance Gaps
Highlight budget vs. actual gaps so your FP&A team can measure performance
Compare Values
Compare current vs. prior periods, departments, or entities with dynamic charts
Built for Finance & Accounting Teams
Pine BI is the Excel add‑in that transforms your financial models into interactive dashboards. It solves key finance pain points, like:
Manual Formatting Overhead
Eliminate hours spent on corporate‑style formatting for P&Ls, balance sheets, and board packs
Static Charts
Replace static monthly reports with charts that update automatically when you refresh your data
Audit & Compliance
Maintain full formula transparency and an audit trail since all visuals use native Excel features no hidden macros
Audit & Compliance
Export to other Office tools - stakeholders without Pine BI can view and edit your charts without issues
Why choose Pine BI?
Native Excel, Enterprise‑Grade Visuals
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Transform your workbooks into a full analytics suite.
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Access 50+ chart types, like waterfalls, P&L bridges, variance arrows, and combine them in any configuration.
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All visuals refresh in real time and can be edited just like default Excel charts.
Maintain Auditability & Control
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All charts are based on standard Excel ranges, Tables, or Pivot Tables.
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Retain full transparency for internal audit, SOX compliance, or external review.
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Deliver reports and ledgers that update with your spreadsheet, without relying on external platforms.
Speed Up Month‑End Close
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Automate the creation of executive summaries, variance analyses, and KPI scorecards.
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Dashboards build themselves when you update your source data.
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Finish reports days faster and reduce the risk of manual errors.
Corporate‑Ready Styling
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Enforce your color palettes, fonts, and logos across every chart by setting global style controls.
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Customize all elements using Excel’s native tools. All visualizations are real-time, editable and portable.
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Roll out standardized dashboards to multiple departments in minutes.
One-Click Advanced Charts
Stop wrestling with Excel’s limited chart types. With Pine BI’s 50+ built‑in templates, you generate complex visualizations in seconds. From waterfalls to bullet graphs - see how effortlessly you can turn raw data into executive‑ready charts.
Instant Interactive Charts
Pine BI lets you generate multi‑series charts, like combo, Gantt, heatmap and more with a single click. Each chart comes interactive and customizable, so you can drill into trends and present real‑time insights without manual tweaks.
Alexander Y.
“Amazing design and value! Waiting for the next products!"
Steve Sunder, President Sunder Vision Solutions
"I've been using Pinexl dashboards for a few months and love them and the detail they display!"
Mohamed F.
“Amazing! This would really help me a lot in my new role! Looking forward to more such creative dashboards!”
Excel KPI Dashboard
PINE BI FEATURES
Track the business-crucial metrics with clarity using Pine BI’s Excel KPI Dashboard. This dashboard combines powerful visuals, like Cards, Actual vs. Target charts, Bullet charts, and Heat Maps. Apply them to highlight performance at a glance. Instantly spot trends, measure progress, and focus your team on what matters most. All within the Excel environment you already use.
Creating a Total Difference Arrow (TDA)
PINE BI FEATURES
The Total Difference Arrow (TDA) is a powerful chart for visualizing performance gaps, variances, and impact drivers. Whether you're presenting budget vs. actuals or campaign lift, the TDA helps your team pinpoint what’s working, what’s not, and where to act next. It's a clear, data-driven way to drive smarter decisions across your company.
Creating a Level Difference Arrow (LDA)
PINE BI FEATURES
It is ideal for fast comparing values across categories. Whether you're showing changes between departments, product lines, or time periods, the LDA makes differences visually clear and easy to interpret. Perfect for sharp, impactful reporting right in Excel.
...and more!
Why Pine BI Works for Analysts & Managers
30-Day Guarantee
If you are not satisfied with our software, you can request a full refund in the first 30 days
SourceForge Reviewed
We are backed up by the experiences of other users who reviewed our tool
