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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

OnPlan's FAST and FLEXIBLE FP&A platform gives Finance powerful planning, budgeting, and forecasting capabilities, layering visualization, integration, and collaboration features on top of spreadsheets. The OnPlan Engine is FAST TO DEPLOY with predesign best-practice Apps and FAST TO LEARN with spreadsheet syntax. It's FLEXIBLE to handle your core FP&A tasks like juggling many scenarios, BvAs, and allocations. And it AUTOMATES away annoying repetitive tasks like updating data from core systems like ADP, Quickbooks, Netsuite, Salesforce, and more; syncing structural changes everywhere; 1 click rollovers; and automatically toggling monthly, quarterly, yearly, and period-to-date summaries. Give your budgeting spreadsheets superpowers with OnPlan.

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

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not 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

$12,500/year
We offer three pricing tiers. Every customer gets the OnPlan Engine and our Fundamentals bundle of Apps to manage core financial budgeting and forecasting needs. Additional apps are configured based on the customers' needs. Full details on OnPlan website under Pricing.
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 5.0 / 5
ease 4.7 / 5
features 4.7 / 5
design 5.0 / 5
support 5.0 / 5

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

Pros & Cons from Real Users

Pros

  • OnPlan has a few key advantages over the legacy software it replaced. Specifically, organization/project management, flexibility of product, avoiding manual user manipulation of source data, detailed bottoms up reporting/accounting, and combining actuals and forecasts in one system. Another feature to highlight is the platform’s ability to easily create and run various ‘What-if’ scenarios that enable us to make data-driven decisions when it comes to both short-term adjustments and larger strategic shifts.
  • One of the key advantages of OnPlan over our old process is that we’re able to get real-time insights into the impact of changes to the model. Furthermore, the OnPlan model integrates with Quickbooks allowing it to line up with actuals automatically. This makes it much easier for our team to evaluate forecasts against historical performance at the line-item level. Thanks to having a more sophisticated modeling tool in place, we’ve been able to consistently hit financial targets since implementation.
  • Having instant access to a variety of ‘What-if’ scenarios has enabled us to make data-driven, strategic financial decisions that impact our course of action over multiple planning periods while remaining flexible to adjust and make tactical decisions with a more immediate impact. We’ve also extensively leveraged OnPlan’s variety of integration options, allowing us to use OnPlan as our single source of truth.

Cons

  • Although the platform currently has most of the features we require, there are still a few things in the development pipeline we’re waiting for with excitement. Still, the service team has proven itself more than capable when it comes to delivering solutions to any issues we’ve run into so far.
  • It’s a great product but there’s always room for new features. The few formatting features we requested updates to were quickly addressed by the OnPlan team. We’ve had a true 5-star experience ever since the implementation.
  • While a few of our requests are still in OnPlan’s development roadmap (e.g advanced and well designed GoogleSlide templates that pulls data directly from the OnPlan models, some collaboration tools), OnPlan’s service team has delivered a lot of our needs over the last 2 years. I’m excited to see the product continue to grow.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Datarails
Founded: 2015
United States
www.datarails.com

Company Information

OnPlan
Founded: 2016
United States
onplan.co

Alternatives

Martus

Martus

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Alternatives

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Prophix

Prophix

Prophix Software

Categories

Categories

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

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 Not 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

Business Performance Management Features

Ad hoc Analysis Supported
Ad Hoc Reports Supported
Budgeting & Forecasting Supported
Consolidation / Roll-Up Supported
Dashboard Supported
Key Performance Indicators Supported
Predictive Analytics Not Supported
Qualitative Analysis Not Supported
Quantitative Analysis Not Supported
Scorecarding Not Supported
Strategic Planning Supported

Sales Forecasting Features

Competitor Analysis Not Supported
Correlation Analysis Not Supported
Dashboard Supported
Dynamic Modeling Supported
Exception Reporting Not Supported
Graphical Data Presentation Not Supported
Modeling & Simulation Supported
Performance Metrics Not Supported
Sales Trend Analysis Supported
Statistical Analysis Not Supported

Strategic Planning Features

Budgeting & Forecasting Supported
Dashboard Supported
Goal Setting / Tracking Supported
Idea Management Not Supported
KPIs Not Supported
Modeling & Simulation Supported
Roadmapping Not Supported
Scenario Planning Supported
Scorecards Not Supported

Workforce Management Features

Budgeting & Forecasting Supported
Contractor Management Not Supported
Employee Lifecycle Management Not Supported
Labor Projection Not Supported
Performance Appraisal Not Supported
Recruiting Management Not Supported
Scheduling Not Supported
Skills Tracking Not Supported
Time & Attendance Supported
Variable Workforce Not Supported

Integrations

Microsoft Dynamics 365 Supported
Microsoft Excel Supported
NetSuite Supported
QuickBooks Online Supported
Xero Supported
ADP Enterprise HR Not Supported
BambooHR Not Supported
Google Cloud BigQuery Not Supported
Google Sheets Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
HubSpot Sales Hub Not Supported
QuickBooks Online Advanced Not Supported
SAP CRM Supported
SAP ERP Not Supported
Sage 100 Supported
Sage Intacct Not Supported
Salesforce Not Supported
Velt Supported

Integrations

Microsoft Dynamics 365 Supported
Microsoft Excel Supported
NetSuite Supported
QuickBooks Online Supported
Xero Supported
ADP Enterprise HR Supported
BambooHR Supported
Google Cloud BigQuery Supported
Google Sheets Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
HubSpot Sales Hub Supported
QuickBooks Online Advanced Supported
SAP CRM Not Supported
SAP ERP Supported
Sage 100 Not Supported
Sage Intacct Supported
Salesforce Supported
Velt Not Supported
Claim Datarails and update features and information
Claim Datarails and update features and information
Claim OnPlan and update features and information
Claim OnPlan and update features and information