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

Prepare to captivate investors and accelerate your growth. Eliminate uncertainty by showcasing compelling, data-backed figures that will leave a lasting impression. Collaborate with specialists to develop a reliable revenue projection that you can stand behind confidently. Our team of financial experts for startups will help you create a tailored financial model that resonates with you, ensuring you shine in front of potential investors. Experience an online financial model that's not only powered by your data but also automated and intelligent. With our user-friendly interface, you can craft a solid budget in mere minutes, all without needing to write any formulas. Adjust parameters effortlessly using our assumptions feature and straightforward UI. Integrate your accounting software, like QuickBooks or Xero, to automatically import your actual expenses and maintain an accurate budget. With just a few clicks, you can connect your financial model to your accounting system, allowing for real-time updates and enhanced future forecasting. Additionally, incorporate your sales pipeline data to refine your short-term predictions and improve your strategic planning. This comprehensive approach will ensure you are always prepared and informed.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
Xero
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Microsoft Excel
NetSuite
SAP CRM
Sage 100
Stripe
Velt

Integrations

QuickBooks Online
Xero
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Microsoft Excel
NetSuite
SAP CRM
Sage 100
Stripe
Velt

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

Forecastr

Country

United States

Website

www.forecastr.co

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

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

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