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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

Our intelligent financial planning & analysis tools are designed for people who like simple but deal with the complex. We help your teams not only understand the numbers but also share and act on that insight to achieve better results. Unit4 Financial Planning & Analysis makes it faster and easier for your people to understand what really matters and apply that knowledge to turn your organization’s plans and ideas into action. Our cloud FP&A software solution gives your people better, faster ways to put the numbers to work — through smarter performance management; planning, budgeting & forecasting; financial consolidation; reporting, visualization & analytics. Take a flexible, integrated approach to cover all your organization’s financial planning needs, whether planning cash flow, managing operational budgets, or forecasting sales, costs and revenue.

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

Financial services firms seeking a solution to manage their budgets and finances

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

Unit4
Founded: 1980
Canada
www.unit4.com/products/financial-management-software

Alternatives

Martus

Martus

Martus Solutions

Alternatives

Vena

Vena

Vena Solutions
NetSuite

NetSuite

Oracle
Prophix

Prophix

Prophix Software

Categories

Categories

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

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

Revenue Management Features

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

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

Integrations

Diamond Forms, Flows & Docs
Microsoft Dynamics 365
Microsoft Excel
ModelTree
Nappkin
NetSuite
Nmbrs
OroCommerce
QuickBooks Online
RoomRaccoon
SAP CRM
Sage 100
Velt
Xero

Integrations

Diamond Forms, Flows & Docs
Microsoft Dynamics 365
Microsoft Excel
ModelTree
Nappkin
NetSuite
Nmbrs
OroCommerce
QuickBooks Online
RoomRaccoon
SAP CRM
Sage 100
Velt
Xero
Claim Datarails and update features and information
Claim Datarails and update features and information
Claim Unit4 Financial Planning & Analysis and update features and information
Claim Unit4 Financial Planning & Analysis and update features and information