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Planful vs Datarails Comparison

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Overview

Cloud-based Financial Planning and Analysis (FP&A) software providing numerous tools to help with financial planning, modeling, and reporting.

Category Leaders

Datarails is an FP&A solution that automatically consolidates your data from all organizational systems without changing...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

0.01

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

ic-pricetag

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.2

47

5

4

3

2

1

17

27

1

1

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

4.8

70

5

4

3

2

1

54

16

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

I originally got into Host for budgeting and it has been great for that, but I have found it great for many other things. I also love the way it can grow with me.
My overall experience with Planful has been overwhelmingly positive. Their team is frequently engaged to ensure that we're utilizing the solution to our maximum benefit.
Great experience for me. We have a dedicated business systems resource on our team who helps a lot.

Pros

Wonderful, they have been there for us from the beginning, and are still there when we need assistance. SENSITIVE CONTENT] has been amazing to work with.
DataRails has substantially improved the accuracy of our budgeting and forecasting. I love the ease of it, how accessible it makes our numbers, and how simple it is to follow real-time statuses.
It has been smooth and will be an easy transition for us. Above all else, [SENSITIVE CONTENT] has been super helpful.

Cons

The inability to do calculations in the report without creating a new template. Also as we are on Macs the inability to use spotlight in Mac Excel.
A data pull is not immediate and can cause some frustration if data is not pulled 100% accurately the first time.
The interface is pretty dated. I also mainly use chrome as my browser and there seems to be a lag time when scrolling in a template which is a bit of a pain.

Cons

We have been struggling to get a live connection to DataRails from our ERP for some time now.
We were trying to work with our internal controls, but it was proving to be too manually intensive and costly with upkeep and designated staff.
The platform doesn't integrate with Excel 2007 which is a bummer.
  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last review13 days ago

Key features

  • Total features70
  • "What If" Scenarios
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Ad hoc Reporting
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Audit Management
  • Audit Trail
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Chart of Accounts
  • Charting
  • Collaboration Tools
  • Compliance Management
  • Consolidation/Roll-Up
  • Customizable Dashboard
  • Customizable Reports
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Integration
  • Data Management
  • Data Visualization
  • Drag & Drop
  • Expense Management
  • Expense Tracking
  • Financial Analysis
  • Financial Consolidation & Close Management
  • Financial Management
  • Financial Reporting
  • For Small Businesses
  • Forecasting
  • General Ledger
  • Goal Setting/Tracking
  • Idea Management
  • Income & Balance Sheet
  • Journal Entry Processing
  • KPI Monitoring
  • Key Performance Indicators
  • Marketing Reports
  • Modeling & Simulation
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Data Sources
  • Multiple Projects
  • OLAP
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Predictive Analytics
  • Profit/Loss Statement
  • Progress Reports
  • Project Accounting
  • Project Planning
  • Projections
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Relational Display
  • Reporting & Statistics
  • Reporting/Analytics
  • Roadmapping
  • Sales Reports
  • Sales Trend Analysis
  • Scenario Planning
  • Scheduled/Automated Reports
  • Scorecards
  • Search/Filter
  • Self-Service Reporting
  • Single Sign On
  • Status Tracking
  • Strategic Planning
  • Task Management
  • Third-Party Integrations
  • Trend Analysis
  • Version Control
  • Visual Analytics
  • Visual Discovery
  • Workflow Management
  • Total features65
  • "What If" Scenarios
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Ad hoc Reporting
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Audit Management
  • Audit Trail
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Chart of Accounts
  • Charting
  • Collaboration Tools
  • Compliance Management
  • Consolidation/Roll-Up
  • Customizable Dashboard
  • Customizable Reports
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Integration
  • Data Management
  • Data Visualization
  • Drag & Drop
  • Expense Management
  • Expense Tracking
  • Financial Analysis
  • Financial Consolidation & Close Management
  • Financial Management
  • Financial Reporting
  • For Small Businesses
  • Forecasting
  • General Ledger
  • Goal Setting/Tracking
  • Idea Management
  • Income & Balance Sheet
  • Journal Entry Processing
  • KPI Monitoring
  • Key Performance Indicators
  • Marketing Reports
  • Modeling & Simulation
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Data Sources
  • Multiple Projects
  • OLAP
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Predictive Analytics
  • Profit/Loss Statement
  • Progress Reports
  • Project Accounting
  • Project Planning
  • Projections
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Relational Display
  • Reporting & Statistics
  • Reporting/Analytics
  • Roadmapping
  • Sales Reports
  • Sales Trend Analysis
  • Scenario Planning
  • Scheduled/Automated Reports
  • Scorecards
  • Search/Filter
  • Self-Service Reporting
  • Single Sign On
  • Status Tracking
  • Strategic Planning
  • Task Management
  • Third-Party Integrations
  • Trend Analysis
  • Version Control
  • Visual Analytics
  • Visual Discovery
  • Workflow Management

Integrations

  • Total integrations10
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • Gmail
  • HubSpot CRM
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • authorize.net
  • Total integrations36
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • Gmail
  • HubSpot CRM
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • authorize.net