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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

With Numeric, leading teams organize their close, streamline reconciliations, and leverage AI for auto-drafted flux analysis and lightning-fast reporting. Centralize and streamline the month-end close with recurring workflows and collaboration tools. Numeric is built to enable you to move as fast as possible. Streamline the month-end close with recurring workflows and automation built for speed and control. Track and manage your whole close from one place, including journal entries, reconciliations, flux analysis, review notes, tasks, and subtasks. Set tasks to recur at any frequency, monthly, quarterly, annually, or on a custom cadence, so you always have the right checklist at the right time. View and resolve comments, get updates, perform reviews, and more from one dedicated place. Use rich-text procedures, pinned links, and more to document the details, so all the information is in one place.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Businesses and companies looking for an AI automation platform to manage their accounting operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Datarails
Founded: 2015
United States
www.datarails.com

Company Information

Numeric
United States
www.numeric.io

Alternatives

Martus

Martus

Martus Solutions

Alternatives

Vena

Vena

Vena Solutions

Categories

Categories

Budgeting Features

"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 Features

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

Financial Reporting Features

"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 Features

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

Integrations

Microsoft Excel
NetSuite
QuickBooks Online
Xero
AngelList
Betterment
Box
Cisco Duo
Google Drive
Google Sheets
Mercury
OneLogin
Plaid
Public
SAP CRM
Sage 100
Slack
Velt
Wealthfront
Zip

Integrations

Microsoft Excel
NetSuite
QuickBooks Online
Xero
AngelList
Betterment
Box
Cisco Duo
Google Drive
Google Sheets
Mercury
OneLogin
Plaid
Public
SAP CRM
Sage 100
Slack
Velt
Wealthfront
Zip
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Claim Datarails and update features and information
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