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Ratings and Reviews 0 Ratings
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DatarailsDatarails 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.
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MartusMartus Solutions provides an effective platform for budgeting, reporting, and forecasting specifically designed for nonprofits and small to mid-sized enterprises (SMBs). Say goodbye to the complexities of spreadsheets as Martus simplifies your financial management processes. Our user-friendly tools facilitate collaborative budgeting and detailed personnel planning, empowering your organization to confidently make data-driven decisions. With Martus, teams are equipped to operate more efficiently, thanks to real-time data access, customizable reports, and automated workflows that enhance your budgeting and forecasting capabilities. This platform offers essential insights into your organization’s financial status, paving the way for strategic growth and alignment with your mission. Featuring quick implementation, smooth ERP integration, and an easy-to-navigate interface, Martus not only boosts efficiency but also delivers significant value. Numerous organizations have already reaped the benefits of Martus, witnessing a transformation in their financial management practices—enhancing transparency, fostering accountability, and ensuring accuracy in their financial operations, all while remaining budget-friendly. By choosing Martus, you position your organization for long-term success in financial stewardship.
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BudgytBudgyt is an accessible and user-friendly budgeting tool designed specifically for small businesses. This cloud-based platform streamlines the budgeting process for small to medium enterprises and non-profit organizations, effectively reducing the vulnerabilities associated with conventional spreadsheets. By using Budgyt, organizations can cut down up to 80% on the time and costs associated with overseeing various budgets across different departments or projects. Key features include data sheets, formula management, and user controls, ensuring a comprehensive budgeting experience. Additionally, the software offers robust capabilities like reporting, version control, intuitive dashboards, and customizable user permissions for enhanced collaboration and oversight. The seamless integration of these features makes Budgyt an essential tool for efficient financial management.
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Banker's DashboardMonitor your bank or credit union's financial health from any location at any time. The secure, cloud-based system provides you with valuable insights into your institution's financial status. In just a few clicks, you can explore key metrics such as margin elements, branch efficiency, projections, and much more. The integration of the Banker's Dashboard and Credit Union Dashboard with your core processing system is seamless. With straightforward setup procedures, you can start enhancing your financial outcomes almost instantly. By automating reporting functions, you can reduce errors and concentrate on more strategic, high-impact tasks. Additionally, you can swiftly run and adjust multiple forecasting scenarios to examine variances and develop various strategies. Assessing branch performance is crucial; therefore, implementing best practices and ensuring accountability among branches will lead to improved overall results. This proactive approach promotes not only efficiency but also a culture of continuous improvement within the organization.
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PlaidPlaid operates as a global data network that supports various tools that help countless individuals achieve better financial well-being. Our goal is to create a financial ecosystem that is inclusive, competitive, and advantageous for all by streamlining payment processes and transforming the lending landscape. Collaborating with over12,000 businesses, including popular fintech platforms like Venmo and SoFi, as well as numerous Fortune 500 firms, Plaid empowers users to have greater autonomy and flexibility in managing their finances. Based in San Francisco, the company's network encompasses more than 12,000 institutions across the United States, Canada, the United Kingdom, and Europe, ensuring a wide reach and impact in the financial sector. Additionally, Plaid is dedicated to fostering innovation that enhances user experiences in financial transactions.
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HoptedHopted is a powerful data automation platform that transforms Google Sheets into a live business dashboard by connecting it directly with the tools your business relies on — including Amazon Seller Central, Shopify, and more. Built for operators, analysts, and business owners, Hopted simplifies how teams access, update, and act on their data — all from the comfort of a spreadsheet. Instead of exporting CSVs, formatting reports, and manually refreshing dashboards, Hopted pulls real-time data directly into Google Sheets. Track performance metrics, financial data, ad spend, inventory levels, and more — always up to date, always reliable. Whether you’re reporting on sales, analyzing profitability, or collaborating on growth initiatives, your team gets the full picture without version chaos or stale data. What sets Hopted apart is its 2-way sync capability. You can not only extract data from your apps into Sheets, but also push updates back — whether it’s adjusting listings in Amazon Seller Central or syncing changes to other tools in your stack. This turns your spreadsheet from a static report into an active control center. For Amazon sellers, this means syncing FBA, AWD, and Ads data directly into Sheets, calculating true profitability, managing inventory in real-time, and spotting operational inefficiencies fast. For agencies and consultants, it means scaling insights across multiple accounts with standardized workflows and fewer errors. Hopted is cloud-based, easy to implement, and designed to work for teams of all sizes. With customizable workflows, scheduled syncs, and full visibility into your data, Hopted helps you save time, reduce risk, and make smarter decisions faster — right where your team already works. Say goodbye to CSV chaos and manual workflows. With Hopted, your spreadsheets become a true source of operational clarity and control.
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AllvueAllvue Systems stands out as a prominent provider of investment management solutions tailored for fund managers, investors, and administrators in the alternative investments sector. Our cutting-edge investment software is designed to be flexible and innovative, breaking down obstacles that exist between individuals, data, and systems. This ensures enhanced decision-making capabilities and efficient processes that align with the needs of investors involved in private equity, private debt, and various alternative asset classes. By prioritizing seamless integration and collaboration, we empower our clients to navigate the complexities of the investment landscape more effectively.
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Label LIVELabel LIVE is a highly user-friendly application designed for creating and printing a wide variety of labels. With it, you can effortlessly generate barcodes, address labels, shelf tags, inventory labels, and much more. The app is compatible with thermal label printers from brands such as mydpi, Brother, DYMO, and Zebra, and it can be utilized on both Mac and Windows 10 desktop systems. Additionally, Label LIVE produces PDFs that can be directed to any installed printer, allowing for the completion of intricate print jobs on both inkjet and laser printers. For those needing to integrate data from spreadsheets, Label LIVE offers a simple solution by allowing users to import files from Excel, Numbers, or CSV formats with just a few clicks, making it an efficient tool for bulk label creation. This versatility ensures that Label LIVE meets various labeling needs seamlessly.
What is Jet Reports?
Jet Reports is an advanced tool for financial and business reporting that can be utilized within Excel or accessed online. With Excel's user-friendly features, users can swiftly generate, analyze, and share reports in a matter of minutes. This tool is specifically designed for integration with Microsoft Dynamics NAV and 365 Business Central. Its intuitive drag-and-drop interface empowers users to craft tailored reports directly from their ERP systems without the need for IT support or outside consultants. By simply clicking on any data point, users can quickly retrieve all relevant underlying information, ensuring they have accurate answers at their fingertips. The seamless import of real-time data from the ERP into spreadsheets eliminates the hassle of downloading new CSV files repeatedly. Additionally, exporting data from the ERP to Excel is simplified to a one-click process, eradicating the need for tedious manual downloads, CSV handling, or laborious imports. Overall, Jet Reports enhances efficiency and accuracy in financial reporting and analysis.
What is CData Excel Add-Ins?
CData Excel add-ins can be seamlessly integrated into Excel, enabling users to connect effortlessly to real-time data from more than 200 diverse sources directly within the application. This integration facilitates quick access to information from various platforms like CRM, ERP, sales and marketing systems, along with cloud and database solutions. Users can make updates directly in Excel, regardless of where their data is stored, enhancing the overall functionality of their workflows. Notable connections include Quickbooks, Sage, Salesforce, HubSpot, Microsoft Dynamics 365, MySQL, SQL Server, eTrade, and many others. The CData Excel Add-ins streamline the processes of reading, updating, and writing live data, making them perfect for mass data operations like imports, exports, and updates, as well as tasks related to data cleansing and de-duplication. Additionally, they empower users to perform Excel-based data analysis and much more with ease. Among the powerful features offered by these Add-Ins are bidirectional access to live data, an intuitive configuration process, and rapid capabilities for data exports, imports, backups, and various integrations. Overall, CData's tools significantly enhance productivity for any user working with data in Excel.
Integrations Supported
Microsoft Excel
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Integrations Supported
Microsoft Excel
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
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
insightsoftware
Date Founded
1993
Company Location
United States
Company Website
www.jetglobal.com/jet-reports/
Company Facts
Organization Name
CData Software
Date Founded
2006
Company Location
United States
Company Website
www.cdata.com
Categories and Features
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
Categories and Features
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