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What is Datarails?

Datarails is redefining FP&A with an AI-driven platform that lets finance teams retain the flexibility and familiarity of Excel while automating the most time-consuming aspects of financial management. With its FinanceOS environment, users can consolidate data from multiple departments, automate month-end reporting, and prepare budgets and forecasts—all without disrupting established workflows. The platform’s deep integrations with leading accounting software, ERPs, and CRMs create a unified financial data hub, eliminating silos and ensuring accuracy. Datarails’ intuitive dashboards not only visualize KPIs but also allow real-time drill-downs, enabling finance professionals to answer complex stakeholder questions on the spot. FP&A Genius, the platform’s conversational AI assistant, brings speed and intelligence to financial requests, delivering insights in seconds instead of hours. This level of agility means teams can respond to last-minute board requests without working late nights or sacrificing accuracy. Scenario modeling and data visualization tools make it easier to evaluate strategic options and communicate findings to leadership. With enhanced security and compliance features, Datarails meets the rigorous demands of modern finance departments. Trusted by CFOs and finance teams across industries, it helps save days of work each month while improving reporting quality. By streamlining processes, it allows finance professionals to focus on analysis, forecasting, and driving business performance.

What is Board?

Board is an acclaimed decision-making platform suitable for organizations of varying sizes. It integrates business intelligence, corporate performance management, and business analytics into a single robust platform. This integration allows users to effortlessly create and manage applications in mere seconds without any coding required. Additionally, Board offers various deployment options, enhancing accessibility and enabling users to swiftly obtain the information they need. With its user-friendly interface and comprehensive features, it empowers organizations to make informed decisions more efficiently.

Media

Media

Integrations Supported

Microsoft Excel
Microsoft Dynamics 365
NetSuite
QuickBooks Online
SAP CRM
Sage 100
Velt
Xero

Integrations Supported

Microsoft Excel
Adobe Marketo Engage
Eloqua
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Microsoft PowerPoint
Mobotory
Oracle CRM On Demand
SAP Cloud Platform
Salesforce
Salesforce Agentforce Service

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Datarails

Date Founded

2015

Company Location

United States

Company Website

www.datarails.com

Company Facts

Organization Name

Board International

Date Founded

1994

Company Location

Switzerland

Company Website

www.board.com

Categories and Features

AI Finance

Not specified

Budgeting

"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

Financial Close

Not specified

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Project Management
Revenue Recognition

Financial Modeling

Not specified

Financial Reporting

"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

Revenue Management

Forecasting

Categories and Features

Budgeting

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

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Financial Close

Not specified

Financial Reporting

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

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Sales Forecasting

Not specified

Supply Chain Planning

Not specified

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