When your data doesn't agree
Every system. One shared record.
Your business runs on people, customers, projects and vendors. Your data should too. Today they're split across systems that don't agree, so every answer means a spreadsheet and days of reconciling by hand. Pivotly gets every system you run down to one shared record, so every team works from the same data at the same time.
FinanceMonth-end close
NetSuite1Spreadsheet
NetSuite1SpreadsheetHROnboarding
Workday
ADP
WorkdayADPSalesPipeline
Salesforce2Spreadsheet
Salesforce2SpreadsheetProjectsJob tracking
Airtable3Spreadsheet
Airtable3SpreadsheetProcurementVendor setup
Coupa4Spreadsheet
Coupa4Spreadsheet
The problem
It starts when two systems disagree about the facts of your business.
Every system is right about its own piece. None of them agree on who a person, customer, project or vendor is, so your people reconcile by hand in spreadsheets and the answers take days.
- 1
HR and payroll. Two IDs for one person.
- WorkdayJordan RiveraWD-4817
- ADPJ. Rivera231
- 2
IT sets up their login.
- Entra IDJ. Riverajrivera2
- 3
Add time tracking and the onboarding sheet.
UKGJordan Rivera620- SpreadsheetJordan R.Row 48
- 4
Five records. Nobody can say which is right.
WD-4817 · 231 · jrivera2 · 620 · Row 48
- 5
One shared record, written back to every system.
One shared record, synced back to every system
PER-1042
Jordan Rivera
WorkdayWD-4817ADP231Entra IDjrivera2UKG620SpreadsheetRow 48Changes in HR now reach payroll and access the same day
WorkdayADPEntra IDUKGSpreadsheet
Jordan R.Row 48One shared record, synced back to every system
PER-1042
Jordan Rivera
WorkdayWD-4817ADP231Entra IDjrivera2UKG620SpreadsheetRow 48
Changes in HR now reach payroll and access the same day
It's the same problem with every customer, project and vendor.
Fix it once, and the answers stop taking days.
What you've tried
Everything you've tried moved the problem somewhere new.
Smaller teams patch it with spreadsheets and apps. Bigger ones buy integration tools or an MDM. Each fix took your data as it was, so the mismatches came along and nothing kept the systems in sync.
1Spreadsheets
Manual data entry, and a master list someone rebuilds every month. Out of date by the next meeting.
2Another app
Fixed one team's view of the data and became one more system to keep in step.
3Integration tools
Connected the systems, but carried the mismatches across. Nothing decides which version is right.
4MDM or Microsoft Fabric
Imported the same wrong data into a new master list. Months to stand up, and still out of sync.
Pivotly fixes the data first, then writes one shared record back to every system.
See what Pivotly replaces ↓
The fix
One shared record, in sync across the systems you keep.
While other tools move your data as it is, wrong records included, Pivotly decides which version is right and writes one shared record back to every system you already run. No rip and replace.
- One ID for every person, customer, project and vendor, across every team and company.
- A person approves what gets in.
- The approved version goes back to every system.
PER-1042Jordan Rivera
5 source recordsWorkdayJordan RiveraMatchedADPJ. RiveraMatchedADP, location BJordan R.Second jobUKGJordan RiveraMatchedSchedulingJ RiveraReview
Already running on one shared record
The payoffs
Everything you want next runs on one shared record.
Reporting, AI, apps and automation all run on it. Without it, each one gets built on a different copy.
- 01
Your systems agree.
One shared record for every person, customer, project and vendor, written back to the systems you keep. Everything after this runs on it.
- 02
Ask it in plain English.
Ask how many people work in each department, or which vendors you pay twice, and get the answer in seconds. AI finally works because it reads one shared record, not five copies.
- 03
Operational reporting you can trust.
Headcount by team, jobs over budget, spend by supplier: reports run straight from the record, not from a spreadsheet someone rebuilt last week.
- 04
Apps built for how you work.
Approvals, onboarding, job tracking: apps built on your workflows and your record, not another add-on that becomes one more system to reconcile.
- 05
Your people build inside the guardrails.
Automation finally works, because it runs on one record. Your team builds in a sandbox and promotes to production under one set of rules, with every change approved and audited.
And with every step, the hours come back to the team.
Pick your data
Your data, organized around how your business runs.
People, customers, projects and vendors: the four things every business runs on. Which one is costing you the most? Start there. The others get easier once it's fixed.
People data
Who works where and who has access to what takes days to piece together.
One shared person record
Customer data
Revenue by customer gets rebuilt by hand, because nobody trusts the CRM.
One shared customer record
Project data
Whether a job is on budget, or a bid is right, takes a week of reports.
One shared project record
Vendor data
Spend by supplier is a guess, and the same vendor sits in three systems.
One shared vendor record
The value
The hours come back. The duplicate tools come off.
Your team stops reconciling by hand, and the tools that existed to paper over the mess come off the books.
Time back
No more keying a new hire into three systems or rebuilding the customer list before every board meeting.
Money back
The add-ons and trackers that kept your systems in step come off as each contract renews. IT calls this application rationalization.
Hours reconcilingReports rebuilt by handSpreadsheet upkeepTools you renew
What your data problem costs
The deal
A working draft in a week.
A working draft in a week.
Nothing due until week six.
Start with the data that hurts most. You see it working on your own systems before you pay for it. Risk-free, not free.
- 01A working draft on your own data in a week.
- 02Nothing due until week six, when it's working.
- 03"Working" is defined in writing before we start.
- 04Cancel before then and owe nothing.
Get started
Book a working session.
Bring two systems that disagree about the same thing. We'll show you the shared record on your own data in a week, and nothing's due until week six.
Which data is the mess?
Pick the one that costs you the most time. We'll shape the session around it.
Not ready to talk? See what it costs you →Which systems disagree?
Name two or more. A spreadsheet counts.
Where do we reach you?
We'll follow up within one business day to set up your working session.
By booking, you agree to let Pivotly contact you about your request, and you'll get occasional Pivotly updates. Unsubscribe anytime.
You're in.
Thanks. Someone from our team will reach out within one business day to set up your working session.
Questions we hear first
Data unification is getting every system that holds the same records (people, customers, projects or vendors) to agree on one version of each. Pivotly matches every copy of a record across your systems, teams and companies, a person approves the match, and the approved version is written back to every system as one shared record.
Data integration moves data between systems, but it doesn't decide which version is right, so the disagreements move with it. Data unification decides: it matches every copy, a person approves the right one, and that one record goes back to every system. Pivotly connects your systems too, but what you get is the record, not another connector.
Data reconciliation is checking that the same record says the same thing in every system, and fixing it when it doesn't. Most teams do it by hand in spreadsheets every month. Pivotly does it continuously: it flags every mismatch, sends the ones that need judgment to a person, and writes the fix back to the source.
Pivotly replaces integration tools, MDM and data governance tools, the warehouse layer you use for operational data, BI and reporting, niche add-on apps and Excel trackers. It doesn't replace your core systems (Workday, Salesforce, your ERP and payroll), a data lake or warehouse such as Snowflake or Databricks, which it feeds clean data, or API management. You retire tools as their contracts end.
No. Pivotly works with the systems you already run. It sits under them, keeps one shared record for each person, customer, project and vendor, and writes the approved version back, so your teams keep working where they work today.
You'll see a working draft on your own data in a week, and nothing's due until week six. "Working" is defined in writing before we start, and if you stop before then, you owe nothing. The calculator shows what the problem costs you today, so you can see the payback before we talk price.
Yes. Pivotly is SOC 2 compliant. It runs in your own Azure tenant, with field-level masking by role, row-level security and every change audited, and we'll complete your security questionnaire.
