Average Ratings 31 Ratings
Average Ratings 0 Ratings
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
Whether you are assessing liquidity, streamlining collections, or merging balance sheets from various assets, Helix analyzes numerous financial data sources, QuickBooks documents, and personalized records to deliver immediate, current reports. Are you tired of spending weeks to set up data for complex financial reports, only to repeat the process each time you need them? With Helix, you can quickly generate centralized financial reports from a variety of investments, partnerships, and accounting systems. You can establish rules to address or correct discrepancies in names, accounts, or transactions, all while ensuring data integrity through rigorous cross-checking. You only need to configure your rules once, as Helix retains this information, allowing you to generate precise, updated reports with just a click. Seamlessly integrating with your existing accounting platforms, Helix requires no changes to your current system. You can effortlessly consolidate and analyze even the most challenging financial reports, giving you the insights you need at your fingertips. With Helix, you can enhance your financial decision-making process significantly.
API Access
Has API
API Access
Has API
Integrations
Microsoft Excel
QuickBooks Online
AppFolio Property Manager
MRI Software
Microsoft Dynamics 365
NetSuite
QuickBooks Online Advanced
SAP CRM
Sage 100
Velt
Integrations
Microsoft Excel
QuickBooks Online
AppFolio Property Manager
MRI Software
Microsoft Dynamics 365
NetSuite
QuickBooks Online Advanced
SAP CRM
Sage 100
Velt
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$240 per month
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
Helix Reports
Website
www.helixreports.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 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