Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 31 Ratings

Total
ease
features
design
support

Description

Acterys serves as a comprehensive platform designed for Corporate Performance Management (CPM) and Financial Planning & Analytics (FP&A), seamlessly working with Microsoft Azure, Power BI, and Excel. It streamlines the integration of pertinent data sources through connectors for various ERP, accounting, and SaaS solutions, allowing all CPM procedures to operate on a unified platform utilizing top-tier SQL Server technologies, whether in the cloud or on-premises. Users can take advantage of pre-built, customizable application templates that cover all facets of planning, forecasting, and consolidation. Furthermore, business users have the flexibility to tailor FP&A and CPM processes to meet their specific requirements, fully integrated with their daily productivity tools, ensuring a streamlined workflow that enhances efficiency.

Description

Datarails transforms financial planning and analysis by combining the flexibility of Excel with the automation power of AI. Its FinanceOS platform enables finance teams to keep using their familiar spreadsheets while automating consolidation, reporting, and planning tasks that often consume days of work each month. Seamless integrations with popular accounting, ERP, and CRM systems ensure that all company financial data is accessible from a single source of truth. With Datarails, dashboards become more than just visuals—they provide real-time drill-down capabilities, allowing finance professionals to respond instantly to stakeholder inquiries. The built-in AI, FP&A Genius, delivers conversational access to consolidated data, helping teams handle last-minute finance requests in seconds instead of hours. From budgeting and forecasting to scenario modeling and cash management, Datarails supports every stage of the FP&A process. Its user-friendly design eliminates the steep learning curve associated with new software while maintaining Excel’s full functionality. By saving time on manual processes, finance teams can reallocate effort toward strategic decision-making that drives measurable growth.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

NetSuite
QuickBooks Online
Xero
DEAR Inventory
Dynamics 365 Remote Assist
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
MYOB
MYOB Acumatica
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Query
QuickBooks Accountants
SAP Agile Data Preparation
SAP Business One
SAP CRM
Velt
WorkflowMax

Integrations

NetSuite
QuickBooks Online
Xero
DEAR Inventory
Dynamics 365 Remote Assist
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
MYOB
MYOB Acumatica
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Query
QuickBooks Accountants
SAP Agile Data Preparation
SAP Business One
SAP CRM
Velt
WorkflowMax

Pricing Details

$55.00/month/user
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FP&A Software

Founded

2018

Country

Australia

Website

www.acterys.com

Vendor Details

Company Name

Datarails

Founded

2015

Country

United States

Website

www.datarails.com

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Data Discovery

Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics

Data Warehouse

Ad hoc Query
Analytics
Data Integration
Data Migration
Data Quality Control
ETL - Extract / Transfer / Load
In-Memory Processing
Match & Merge

Master Data Management

Data Governance
Data Masking
Data Source Integrations
Hierarchy Management
Match & Merge
Metadata Management
Multi-Domain
Process Management
Relationship Mapping
Visualization

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Revenue Management

Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management

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