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Informazioni su Datarails
DataRails è una soluzione per la gestione dei fogli di calcolo per organizzazioni finanziarie che sta ridefinendo il modo di lavorare dei professionisti FP&A.
Great customer support, they do a lot of the work so I can just feed data and get the information I need in the format I want.
Building a report from scratch is difficult as the data mapper is too technical & hard to comprehend.
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Alternative considerate:
DataRails Review by Craig Morrow
Commenti: My experience with DataRails has been first class. I have assisted with a seamless integration for Budgeting purposes and have now rolled out the solution for month end reporting. In both scenario's I have been able to reduce the time required for completion by around 40%. I particularly like the approach of having the Customer Success Manager driving the implementation and having the single point of contact through the customer journey.
Aspetti positivi:
The ease in which the product was to learn and become and expert in. The functionality within the solution is exactly what any FP&A professional should be looking for in a solution. The implementation was extremely efficient as you start to build out real life business processes from the outset which mean you get a return on investment from day 1.
Aspetti negativi:
When deciding to partner with DataRails I was fully aware that they are at the beginning of solution development journey. However, DataRails are always keen to receive feedback on possible suggestions for improvement and are continuously developing and releasing improved functionality.
Alternative considerate:
A Great Tool
Commenti: Datarails has been an absolute gem compared to the first FP&A software we had tried to implement. Once we integrated our raw data into the tool, conducting analysis, reconciling our FS, and generating executive dashboards have actually worked.
Aspetti positivi:
Ease of use, scalability and dashboards are user friendly.
Aspetti negativi:
Integration to our ERP system was more difficult than expected due to not having the expertise of both Workato and our system.
The future of data control
Commenti: Very impressed overall, it has been difficult learning the terminology and processes but what new systems arent in the beginning
Aspetti positivi:
The format and structure is so clear and easy to understand. It is also adaptable to data other then Finance
Aspetti negativi:
It can be confusing during the initial set up of importing data etc. I think i would find it helpful to see more real-life examples of how to set up lookups, tables etc.
Alternative considerate:
VIN Product Assessment
Commenti: The customer support and response is excellent
Aspetti positivi:
Easy to navigate and set-up the dashboards
Aspetti negativi:
It doesn't work well with Quickbook Desktop. It requires a lot of manual processes. It does not automatically integrate with the QB desktop version. It's too cumbersome.
Alternative considerate:
Excellent product with unparrelleled support during implementation
Commenti: This has been one of the best supported implementation of my career. [sensitive content hidden] was knowledgeable and willing to go the extra mile to ensure we were both confident and comfortable navigating and managing the product long-term. This is how all systems should be implemented.
Aspetti positivi:
Ease of use, easy implementation, excellent flexibility
Aspetti negativi:
Mac user excel plug-in is lacking and not user friendly.
Alternative considerate:
Datarails has become an integral part of our management reporting framework
Commenti: The Datarails product and support team have been very good to work with. The product has automated several very manual processes that save us time and deliver actionable information more quickly.
Aspetti positivi:
Seamless integration with key business applications; strong reporting and dashboarding capabilities; integrates well with Excel to allow for next-level data manipulation and analysis.
Aspetti negativi:
Early in the implementation we discovered a limitation on the volume of data we could effectively pull into and analyze with Datarails. The implementation team helped us reconfigure some workflows, limit the data we needed to expose to Datarails, and we got to a good, workable solution.
Alternative considerate:
Datarails Review
Commenti: Datarails is a good system, so far we've been using it for a couple of months and haven't had any issues
Aspetti positivi:
The ability to: - drill down on transactions within excel - the ability to create board decks with dashboards and storyboards
Aspetti negativi:
- at times the systems dont seem too advanced when it comes to complex issues
Alternative considerate:
Great Resource
Commenti: It has been very good. The product works as intended and the support team is strong.
Aspetti positivi:
It is a great tool for consolidating various complex datasets and compiling into a simple dashboard / reporting tool.
Aspetti negativi:
Some of the excel add-in functionality does not always appear to work. Excel formulas often do not work at first or require small tweaks to streamline.
Alternative considerate:
New FP&A user at a public company
Commenti: I really like it, I would recommend it to a friend in and instance if they work in FP&A.
Aspetti positivi:
The ability to immediately see real time KPis update automatically from integrations from CRM and Sage Intacct is incredibly valuable and saves a lot of time.
Aspetti negativi:
The set up and learning process is lengthy and quite complicated. I don't know how to solve it but just know it takes time.
Alternative considerate:
Growing Together
Aspetti positivi:
DataRails is amazing at increasing the speed of analysis. It has helped us gain a very quick overview of our business and all the branches.
Aspetti negativi:
As someone who needs to teach this to others, it is hard to teach to someone who does not have some background with technology. Even people with some background in excel have a tough time with all of the functionality offered.
Datarails is THE easiest Data reporting software
Commenti: From implementation, to connecting with our existing ERP, it's been a piece of cake to use. Learning more of the complex formulas and data comparison's now and really if you have a tiny bit of formula usage background, like even just excel formula's, then it isn't hard to use at all. And that's for the complex, multi-table data combining type of reporting.
Aspetti positivi:
We've utilized other softwares for our clients, NSAW, Quickbooks, Custom Spreadsheets - nothing has been easier to implement and use AND then share with colleagues than Datarails
Aspetti negativi:
Honestly, it's been about 4 months and I haven't had a bad experience with Datarails yet.
New User of Datarails
Aspetti positivi:
Visually stunning. Easy to manipulate reports and tables to fit the needs of the business unit leaders and executives.
Aspetti negativi:
Some of the reporting and visualizations need to be built out further. The company has done a GREAT job at listening to our needs and putting in efforts to customize and add some of our request along the way.
Alternative considerate:
Product that exceeds expectations
Commenti: In one word - "unbelievable" - I expected the software would be good, but once the software was up and running it exceeded expectations. The product drove down the manual time consuming data collection from 4 business days to a couple of hours. This was essential during the pandemic as more frequent turns of the forecast was required and without this software we would not have managed. The company used the product for other use cases we did not envision when we made the initial purchase.
Aspetti positivi:
Value for money, ease of use and accuracy. Because the program is excel based it did not take long for the team to master. Created an efficient process and removed the manual work from the department by automating the vast amounts of data in a matter of minutes. As the work load grew the product became more valuable to the company.
Aspetti negativi:
One difficulty was when a Microsoft patch was released it caused some issues with a formula, but the support desk was able to help correct when we brought it to their attention.
Alternative considerate:
Great forecasting/budgeting software
Commenti:
Great customer service, very quick to respond and very helpful walking me thru different ways to show my data that would be easiest to maintain.
Easy to use product that adapts to your company, rather than having to adapt to the product.
Aspetti positivi:
This software was very easy to implement as we transitioned from a different software. what sold us on DataRails was the ability to continue to use our current reports. Dashboard views are also great, it gave us the ability to report on operations metrics , versus some software's that only focus on financial reporting. We also really liked the idea of having a dedicated customer rep , this has been extremely helpful thru the implementation, but also in creation of all our reports
Aspetti negativi:
Would like to see more development in consolidation/conversion, as well as adding to dashboard reporting.
Alternative considerate:
Easy to Implement and Superb Customer Service
Commenti: We have had an excellent experience with the DataRails implementation Team. The person assigned to our account [SENSITIVE CONTENT] is very responsive to our questions and he has been able to trouble shoot all challenges that we have found during our configuration and implementation process. This Excellent Customer service is the primary reason why we stayed with DataRails.
Aspetti positivi:
We found the software very easy to implement as we were able to quickly interface our current Excel Spreadsheets with DataRails.
Aspetti negativi:
We are currently using DataRails primarily for Budgeting and we are using a significant number of spreadsheets/Budget Schedules to feed into the budget. The more sheets you add, the more DataRails slows down in order to update the budget when you revised one of these spreadsheets. If different people are updating various spreadsheets at the same time, it takes more time for DataRails to update all budget figures.
Best FP&A Software
Commenti: Fantastic! It has streamlined my workdays allowing me to focus on analysis instead of creating new reports.
Aspetti positivi:
Datarails has massively cut down on the time we spend assembling reports, updating our KPI's and financial reporting package is streamlined with the ability to refresh data in Excel, in addition version control is a thing of the past as we are easily able to keep track of what data we upload and when files were changed. The dashboards and widgets allow for quick and easy visualization of our data that we distribute across our locations for managers to use. Datarails continues to develop the software adding new features at a regular cadence.
Aspetti negativi:
There is not much I have run into that I dislike about the software, in the beginning some of the formula writing in setting up custom columns was difficult but the release of Datarails University with all the tutorials solved many of the issues of needing a refresher on how to do certain things in the software.
Experience with Datarail
Aspetti positivi:
I like the flexibility and how intuitive the platform is Datarail. I only had great experience working with their support team and they answered in a timely manner every time I had questions.
Aspetti negativi:
I would love a datarail team who could recreate our financial package from our excel version into Datarail because that part can be very time consuming.
Great Product and Very quick implementation
Commenti:
Great product, Helped us combined several source of data into one dashboard.
Very easy to use and present all the data in one place.
Save us time in closing the BVA and creating the Board presentation.
Aspetti positivi:
Easy and quick implementation Able to connect to all file sources - Netsuite, Bizdoc etc User Friendly to all users
Aspetti negativi:
The price is a little bit high. I approved it before signing and enjoy the product but its still high :-)
Great product, highly recommend!
Commenti: Overall it's been a really good experience for me and I find the product really beneficial to the work that I do.
Aspetti positivi:
What I like most about Datarails is the ease of creating daily, weekly and monthly reports.
Aspetti negativi:
The implementation and learning curve was difficult having never seen a system like this before.
Great product
Commenti: Really good, would recommend............
Aspetti positivi:
Ease of implementation, cost effective, great support, new features added
Aspetti negativi:
getting used to DR formulae as a typical Excel user. Would be great if i could copy paste excel formulae into DR and it could translate to DR formulae.
datarails implementation
Aspetti positivi:
It is excel based and comes with a lot of templates and dashboards. You can do a lot of analysis on the platform and it simplifies a lot of complex analysis
Aspetti negativi:
learning phase taking longer than expected but comes with an on-demand easy to access video bank
Great Software for Reporting!
Commenti: Working with [sensitive content hidden] throughout the implementation process has been great. Whoever gets him during the implementation will not be disappointed.
Aspetti positivi:
Once you learn how to use the system, you won't look at reporting the same way. The reports take time to build out the first time, but can then be refreshed within seconds to have data available. No more creating pivot tables over and over.
Aspetti negativi:
The system takes some time to get used to and understand the powerful features available. There are a lot of how to links to teach yourself how to use the system.
Review on first year use.
Aspetti positivi:
Datarails is an exhaustive FP&A tool and great for Budgeting and variance analysis. The Report Builder is a powerful feature that helps to review results by Office, department & Cost centers. This is my first year using Datarails & it is the only FP&A software I have tried but I am very happy with it thus far. The implementation team & Customer Success Manager was very knowledgeable, smart, responsive & understood our business needs quickly to provide an ideal solutions for creating our first Budget in Datarails.
Aspetti negativi:
The features are awesome but some of these are too complex to use without help from Datarails team member. Once the basic reports are created by Datrails team, it is then manageable to update filters and make format changes as needed. Building a report from scratch is difficult as the data mapper is too technical & hard to comprehend.

A great value
Commenti: Great support! Liat is awesome.
Aspetti positivi:
It's flexible and can do most anything I need it to do.
Aspetti negativi:
Just the usual learning curve when using a new program.
Risposta di Datarails
3 anni fa
Thank you Michael. Using DataRails is how finance teams supercharge their Excel spreadsheets. Consolidating multiple data sources for you and your team is our specialty. Happy to see you're enjoying the product!
CPM of choice
Commenti: DataRails is used on a daily basis by my finance team as we perform analyses and drive insights. We chose to implement this cloud financial and analysis platform since we desperately needed a consolidation planning tool where we could continue using disparate spreadsheets and at the same time control our processes easier and better. DataRails gives us exactly this in addition to flexibility in reporting financial results.
Aspetti positivi:
1-We started using their Insights feature instead of our BI. Really useful. 2-Made data collection easy and organized 3-Constant access to up-to-date numbers
Aspetti negativi:
would be nice if it had the option of drag and drop for inputs
Risposta di Datarails
3 anni fa
Glad to hear your team benefits from our platform on a daily basis. As you mentioned, Jim, data consolidation and flexible reporting are game-changing benefits that we offer our customers.