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About

Datarails is an AI-powered financial planning and analysis (FP&A) platform designed for Excel users who want to keep their existing models while automating tedious tasks. With FinanceOS, finance teams can consolidate data from multiple sources, generate automated reports, and streamline month-end close without leaving the familiar Excel environment. The platform integrates with leading accounting software, ERPs, and CRMs to centralize all financial data in one place. Built-in visualization tools make it easy to present KPIs, drill into real-time data, and answer stakeholder questions instantly. Datarails’ FP&A Genius uses conversational AI to deliver quick, accurate insights from fully consolidated data. By reducing manual work, the platform frees finance teams to focus on strategic analysis and business growth.

About

Be confident in your growth trajectory. Battle-tested with investors. Our software predicts your cash runway and growth trajectory. Get clarity for strategic decision-making and raise money with confidence. Let key business metrics, not arbitrary markups, drive your forecast and business strategy. A SaaS finance expert is there if you need them. Have an existing model? We'll port it over. No need to build logic from scratch. Enter inputs and get trusted results, KPIs, and charts. Our tool is specifically designed for SaaS, with pre-built logic and smart default inputs tailored to your company size. If you're not a SaaS company, we aren't for you. First, you'll answer a quick 10-question onboarding form. Then, FlowCog auto-generates your model. Now you're ready to start fine-tuning the model and seeing results. The nerdy finance sidekick that crunches the numbers for you (with AI) FlowCog uses your onboarding responses to predict appropriate default inputs (that you can change).

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Finance teams, CFOs, and FP&A professionals who want to automate data consolidation, reporting, and analysis while continuing to work in Excel

Audience

Companies looking for a solution to manage their SaaS financial projections and improve growth

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$39 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.9 / 5
ease 4.9 / 5
features 4.9 / 5
design 4.8 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Centralizes our data, structured database is easy to access and draw information from.
  • Insights platform, office integration. Best features by far
  • Automatic consolidation means we don’t waste time bringing together numbers.
  • Reliable consolidation of financial statements from subsidiaries
  • simplifies reporting, can update reports whenever we want, centralized control for execs

Cons

  • Can be laggy, which can be frustrating. Esp when you're in the middle of an important calculation.
  • No cons, we've been using the platform for about 6 months now and so far smooth sailing
  • So far none, but we just recently began using the system..
  • People who love Excel love this product, and vice versa.
  • can crash if you try to overwork it, happened to me about twice

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Datarails
Founded: 2015
United States
www.datarails.com

Company Information

FlowCog
flowcog.com

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Categories

Categories

Financial Modeling Supported

Budgeting Features

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

Financial Management Features

Budgeting & Forecasting Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Currency Management Supported
Financial Reporting Supported
Investment Management Not Supported
Project Management Supported
Revenue Recognition Supported
Risk Management Not Supported
Tax Management Not Supported

Financial Reporting Features

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

Revenue Management Features

Competitor Analysis Not Supported
Dynamic Pricing Not Supported
For Airlines Not Supported
For Hospitality Industry Not Supported
Forecasting Supported
Inventory Control Not Supported
Price Optimization Not Supported
Recommendation Engine Not Supported
Yield Management Not Supported

Integrations

Microsoft Dynamics 365 Supported
Microsoft Excel Supported
NetSuite Supported
QuickBooks Online Supported
SAP CRM Supported
Sage 100 Supported
Velt Supported
Xero Supported

Integrations

Microsoft Dynamics 365 Not Supported
Microsoft Excel Not Supported
NetSuite Not Supported
QuickBooks Online Not Supported
SAP CRM Not Supported
Sage 100 Not Supported
Velt Not Supported
Xero Not Supported
Claim Datarails and update features and information
Claim Datarails and update features and information
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Claim FlowCog and update features and information