PivotXL

PivotXL

HealthPlotter
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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

Get more out of your FP&A spreadsheets. Corporate Performance Management software built on top of Microsoft Excel. Give your data more structure and automate low level tasks for better operational and financial planning. Use our simple interface to create cubes. Each cube can have multiple dimensions, dimension members and measures. Connect the Excel cells to any cell in the cube. With our modern Microsoft add-in, upload and download data from the cloud to your spreadsheet templates. Use Pivot tables and other business intelligence tools to analyze data as you wish. Our workflow manager allows you to create complex tasks and attach templates to the task so completion and approval can be managed without any manual hassle. Alerts and notifications can be custom designed to keep users updated. If you are emailing Excel files back and forth or are using a Corporate Performance Management system only to bring it all down to Excel and re-do all your formatting, you should look into PivotXL.

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

Small to mid-sized companies with 50 to 200 employees can use our cloud hosted platform. We also offer a hosted cloud for larger companies

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:

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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

HealthPlotter
Founded: 2013
United States
www.pivotxl.com

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Board

Board

Board International

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 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

Financial Management Features

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

Revenue Management Features

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

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 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

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Business Intelligence Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Performance Management Features

Ad hoc Analysis
Ad Hoc Reports
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Integrations

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

Integrations

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