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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

Tracking your net worth with vaultbox is an easy step to improve your finances. vaultbox allows you to organize and protect all your financial information in one place. With vaultbox's smart legacy management function, users may appoint personal delegates or a professional deputy to recover and grant access to their nominated confidants, family members, business partners, or legal representatives. A tool to manage your assets/liabilities and have an overall view of your net worth. A cloud-based legacy management service. A digital safety deposit box for uploading records, securely accessible from anywhere. vaultbox Essential gets you started with the basic tools you need, and it’s free. vaultbox Pro’s additional storage allows you to be more detailed and thorough. It also opens door to vaultbox’s smart legacy planning. With vaultbox Pro, you can appoint personal delegates and professional deputies, the people you entrust to execute your instructions.

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 and individuals seeking a solution to track their net worth and store all their vital information and documents

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

$4.99 per month
Free Version 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 Not Supported
In Person Not Supported

Company Information

Datarails
Founded: 2015
United States
www.datarails.com

Company Information

vaultbox
Singapore
www.vaultbox.tech/

Alternatives

Martus

Martus

Martus Solutions

Alternatives

Vena

Vena

Vena Solutions
Euna Financial Suite

Euna Financial Suite

Euna Solutions

Categories

Categories

Budgeting Supported
Cloud Storage 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

Budgeting Features

"What If" Scenarios Not Supported
Asset Planning Not Supported
Balance Sheet Not Supported
Capital Asset Planning Not Supported
Cash Management Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Not Supported
General Ledger Supported
Income Statements Supported
Multi-Company Not Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Not Supported
Project Budgeting Not Supported
Run Rate Tracking Not Supported
Version Control Not Supported

Financial Management Features

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

Cloud Storage Features

Access Control Not Supported
Archiving & Retention Not Supported
Backup Not Supported
Data Migration Not Supported
Data Synchronization Not Supported
Encryption Supported
File Sharing Not Supported
Version Control Not Supported

Digital Asset Management Features

Asset Categorization Supported
Asset Library Supported
Asset Sharing Supported
Brand Control Not Supported
Customizable Branding Not Supported
File Conversion Not Supported
Metadata Management Not Supported
Mobile App Not Supported
Reporting/Analytics Supported
Search Within Document Supported
Search/Filter Supported
Version Control Not Supported
Watermarking Not Supported
Workflow 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
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