PivotXLHealthPlotter
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Related Products
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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.
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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.
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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
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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
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Audience
Finance teams, CFOs, and FP&A professionals who want to automate data consolidation, reporting, and analysis while continuing to work in Excel
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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
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationDatarails
Founded: 2015
United States
www.datarails.com
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Company InformationHealthPlotter
Founded: 2013
United States
www.pivotxl.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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 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
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
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
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Budgeting Features
"What If" Scenarios
Supported
Asset Planning
Not 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 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
Accounting Features
Accounts Payable
Supported
Accounts Receivable
Supported
Bank Reconciliation
Supported
Billing & Invoicing
Supported
Cash Management
Not Supported
CPA Firms
Not Supported
Cryptocurrency Support
Not Supported
Expense Tracking
Supported
Fixed Asset Management
Supported
Fund Accounting
Not Supported
General Ledger
Not Supported
Government
Not Supported
Multi-Currency
Not Supported
Nonprofits
Not Supported
Payroll Management
Supported
Project Accounting
Supported
Purchase Orders
Not Supported
Tax Management
Supported
Business Intelligence Features
Ad Hoc Reports
Supported
Benchmarking
Not Supported
Budgeting & Forecasting
Not Supported
Dashboard
Supported
Data Analysis
Not Supported
Key Performance Indicators
Supported
Natural Language Generation (NLG)
Not Supported
Performance Metrics
Supported
Predictive Analytics
Not Supported
Profitability Analysis
Not Supported
Strategic Planning
Not Supported
Trend / Problem Indicators
Not Supported
Visual Analytics
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
Supported
Quantitative Analysis
Not Supported
Scorecarding
Not Supported
Strategic Planning
Not Supported
Reporting Features
Customizable Dashboard
Not Supported
Data Source Connectors
Supported
Drag & Drop
Not Supported
Drill Down
Not Supported
Email Reports
Not Supported
Financial Reports
Supported
Forecasting
Supported
Marketing Reports
Not Supported
OLAP
Supported
Report Export
Not Supported
Sales Reports
Supported
Scheduled / Automated Reports
Supported
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Integrations
Microsoft Excel
Supported
Microsoft Dynamics 365
Supported
NetSuite
Supported
QuickBooks Online
Supported
SAP CRM
Supported
Sage 100
Supported
Velt
Supported
Xero
Supported
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Integrations
Microsoft Excel
Supported
Microsoft Dynamics 365
Not Supported
NetSuite
Not Supported
QuickBooks Online
Not Supported
SAP CRM
Not Supported
Sage 100
Not Supported
Velt
Not Supported
Xero
Not Supported
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