Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 31 Ratings

Total
ease
features
design
support

Description

Acterys serves as a comprehensive platform designed for Corporate Performance Management (CPM) and Financial Planning & Analytics (FP&A), seamlessly working with Microsoft Azure, Power BI, and Excel. It streamlines the integration of pertinent data sources through connectors for various ERP, accounting, and SaaS solutions, allowing all CPM procedures to operate on a unified platform utilizing top-tier SQL Server technologies, whether in the cloud or on-premises. Users can take advantage of pre-built, customizable application templates that cover all facets of planning, forecasting, and consolidation. Furthermore, business users have the flexibility to tailor FP&A and CPM processes to meet their specific requirements, fully integrated with their daily productivity tools, ensuring a streamlined workflow that enhances efficiency.

Description

Datarails transforms financial planning and analysis by combining the flexibility of Excel with the automation power of AI. Its FinanceOS platform enables finance teams to keep using their familiar spreadsheets while automating consolidation, reporting, and planning tasks that often consume days of work each month. Seamless integrations with popular accounting, ERP, and CRM systems ensure that all company financial data is accessible from a single source of truth. With Datarails, dashboards become more than just visuals—they provide real-time drill-down capabilities, allowing finance professionals to respond instantly to stakeholder inquiries. The built-in AI, FP&A Genius, delivers conversational access to consolidated data, helping teams handle last-minute finance requests in seconds instead of hours. From budgeting and forecasting to scenario modeling and cash management, Datarails supports every stage of the FP&A process. Its user-friendly design eliminates the steep learning curve associated with new software while maintaining Excel’s full functionality. By saving time on manual processes, finance teams can reallocate effort toward strategic decision-making that drives measurable growth.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Xero Yes 
DEAR Inventory Yes 
Dynamics 365 Remote Assist Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Marketing Hub Yes 
MYOB Yes 
Microsoft Dynamics 365 No 
Microsoft Excel No 
Microsoft Power Query Yes 
QuickBooks Accountants Yes 
SAP Agile Data Preparation Yes 
SAP Business One Yes 
SAP CRM No 
Sage 100 No 
Velt No 
WorkflowMax Yes 

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Xero Yes 
DEAR Inventory No 
Dynamics 365 Remote Assist No 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Marketing Hub No 
MYOB No 
Microsoft Dynamics 365 Yes 
Microsoft Excel Yes 
Microsoft Power Query No 
QuickBooks Accountants No 
SAP Agile Data Preparation No 
SAP Business One No 
SAP CRM Yes 
Sage 100 Yes 
Velt Yes 
WorkflowMax No 

Pricing Details

$55.00/month/user
Main product is based on user per month pricing. Some elements per entity.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

FP&A Software

Founded

2018

Country

Australia

Website

www.acterys.com

Vendor Details

Company Name

Datarails

Founded

2015

Country

United States

Website

www.datarails.com

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control Yes 

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis No 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Data Discovery

Contextual Search Yes 
Data Classification Yes 
Data Matching Yes 
False Positives Reduction No 
Self Service Data Preparation Yes 
Sensitive Data Identification Yes 
Visual Analytics Yes 

Data Warehouse

Ad hoc Query Yes 
Analytics Yes 
Data Integration Yes 
Data Migration Yes 
Data Quality Control Yes 
ETL - Extract / Transfer / Load Yes 
In-Memory Processing Yes 
Match & Merge No 

Master Data Management

Data Governance Yes 
Data Masking No 
Data Source Integrations No 
Hierarchy Management Yes 
Match & Merge No 
Metadata Management Yes 
Multi-Domain No 
Process Management No 
Relationship Mapping Yes 
Visualization No 

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control Yes 

Financial Management

Budgeting & Forecasting Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Currency Management Yes 
Financial Reporting Yes 
Investment Management No 
Project Management Yes 
Revenue Recognition Yes 
Risk Management No 
Tax Management No 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Revenue Management

Competitor Analysis No 
Dynamic Pricing No 
For Airlines No 
For Hospitality Industry No 
Forecasting Yes 
Inventory Control No 
Price Optimization No 
Recommendation Engine No 
Yield Management No 

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