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Datarails

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Datarails

A financial planning and analysis platform for Excel users.

构建者
Datarails
安装
超过 70 次安装
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要求

HubSpot 计划
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Shared
Datarails 订阅
Annual 计划

概览

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.

功能

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

应用程序功能

共享数据
数据源
同步方向
在 HubSpot 中
在 HubSpot 中

Datarails

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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

* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间:2025/08/11

更多信息

构建者
Datarails
安装
超过 70 次安装
类别
应用程序可用的语言
英语

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