Datarails
A financial planning and analysis platform for Excel users.
Built by - Datarails
Installs - 70+ installs
Requirements
HubSpot Plan Works with all HubSpot plans Learn more HubSpot Account permissions - View the required account permissions
Datarails Subscription - Annual plan
Overview
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We believe the finance team of every company holds the key to unlocking the strategic value for their business. And we believe that Excel is an irreplaceable tool for finance teams.
But we also know there’s a problem with that.
The problem is that while Excel is great for spreadsheets and financial models, it’s not so great for data consolidation, repetitive reporting processes or financial planning and analysis. That’s where Datarails steps in.
Automating these time-consuming manual processes paves the way for finance teams to spend more time analyzing data and less time collecting it. It also empowers them to answer essential strategic questions like what their organization can do to increase revenue and reduce expenses.
The flexibility of Excel. The power of Datarails.
Features
Automate data consolidation with Datarails
Reduce the repetitive, time-consuming and error-prone tasks needed for manual data collection. Work with one source of truth by pulling in your financial and operational data into Datarails from HubSpot and any other data source in any format.
Streamline your budgeting and analysis process
Automate your budgeting process with Datarails. Keep your reports in the formats you've come to know and love or choose from our library of templates while utilizing the functionality of a 100% native Excel interface. Then leverage analysis tools to help you provide the actionable insights that will increase revenues and decrease costs.
Plan for what’s next with automated forecasts
Data-driven projections are crucial to preparing for the future. So is the flexibility to choose which metrics you’d like to forecast – and how often. Revenue? Costs? Cash flow? Head count? We’ve got you covered, through next week, next month, next quarter or next year.
Share reports easily
Streamline your financial reporting process through a workflow, where you can quickly check the status of each file and share your financial statements as Excel reports, PDFs, live dashboards or real-time PowerPoint presentations.
Show stakeholders the business-critical KPIs at a glance
• Build a fast track for business insights by creating or adjusting real-time dashboards on your own • Share dashboards with other teams, empowering them to make more informed decisions • Easily learn how to use our customizable built-in visualization capabilities, or integrate with other BI tools
App Functionality
Shared Data
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Pricing
Annual
Financial Planning and Analysis for Excel Users
All of our standard features
Annual
Financial Planning and Analysis for Excel Users
All of our standard features
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 03/19/2024
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