Average Ratings 31 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Excessive time is wasted in the manual gathering and computation of data, resulting in insufficient time for thorough analysis that could inform effective decision-making. The planning cycles are cumbersome and inefficient, often failing to merge departmental operational strategies with financial objectives, which undermines precise planning and forecasting efforts. IDL Designer accelerates these planning cycles and enhances accuracy in reporting and analysis by seamlessly incorporating operational planning within your financial performance management framework. By merging operational and financial plans, you can create a consolidated group plan and evaluate it against actual results to identify and analyze variances, all within a single platform. This comprehensive approach is why IDL continues to lead the market in financial performance management solutions, ensuring organizations can make informed decisions swiftly. Moreover, the ability to streamline these processes empowers teams to focus on strategic initiatives rather than getting bogged down in tedious data management tasks.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 
DATEV No 
Microsoft Excel Yes 
NetSuite Yes 
QuickBooks Online Yes 
SAP CRM Yes 
SAP HANA No 
Sage 100 Yes 
Velt Yes 
Xero Yes 

Integrations

Microsoft Dynamics 365 Yes 
DATEV Yes 
Microsoft Excel No 
NetSuite No 
QuickBooks Online No 
SAP CRM No 
SAP HANA Yes 
Sage 100 No 
Velt No 
Xero No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Vendor Details

Company Name

Datarails

Founded

2015

Country

United States

Website

www.datarails.com

Vendor Details

Company Name

insightsoftware

Founded

2000

Country

United States

Website

insightsoftware.com/idl/idl-designer/

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 

Product Features

Dashboard

Annotations No 
Data Source Integrations No 
Functions / Calculations No 
Interactive No 
KPIs No 
OLAP No 
Private Dashboards No 
Public Dashboards No 
Scorecards No 
Themes No 
Visual Analytics No 
Widgets No 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Alternatives

Vena Reviews

Vena

Vena Solutions

Alternatives

Martus Reviews

Martus

Martus Solutions
Pry Reviews

Pry

Pry Financials