Average Ratings 31 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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.

Description

Revolutionizing Performance Management. Leave your advanced coding skills behind, maintain your Excel expertise, and get started within weeks. Discover Your Flow: Gather essential data effectively. We embrace all types of source data systems, whether they're outdated interfaces or modern cloud solutions, as Fluence seamlessly integrates and extracts data from any source to enhance any workflow. Cloud-Based Solutions. Achieve tranquility in your operations. Clearly outline the steps necessary for any process, delegate responsibilities, set deadlines, create input templates, and generate reports while monitoring everyone's advancement. Say farewell to the frustration of a blank screen. Our streamlined workbench empowers business users, allowing them to easily access tasks, deadlines, and the guidance needed to complete their assignments. Enter the world of Excel. This reliable tool has been a staple for nearly forty years and continues to be indispensable, which is why we harness technology that fully utilizes native Excel as both your data interface and the platform for crafting that eye-catching report your supervisor is always requesting. With this approach, users can effectively manage their tasks while capitalizing on the familiarity and versatility of Excel.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365
Microsoft Excel
NetSuite
QuickBooks Online
SAP CRM
Sage 100
Taxi for Email
Xero

Integrations

Microsoft Dynamics 365
Microsoft Excel
NetSuite
QuickBooks Online
SAP CRM
Sage 100
Taxi for Email
Xero

Pricing Details

No price information available.
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

Datarails

Founded

2015

Country

United States

Website

www.datarails.com

Vendor Details

Company Name

Fluence Technologies

Country

Canada

Website

www.fluencetech.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

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

Product Features

Financial Management

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

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