About insightsoftware
Financial Planning & Analysis
Bridge the gap between Finance and Operations with more accurate plans that prepare you for all eventualities.
Financial Reporting
Shrink reporting cycles with software purpose-built for finance that directly integrates with your ERP and EPM systems.
Budgeting & Planning
Shorten planning cycles and improve your team’s productivity to support a continuous planning process.
Embedded Analytics
Provide real-time data insights and empower data-driven decision-making within your applications.
Dashboards & Data Visualization
Bring all your data together in one place with fast, flexible dashboards for smart decisions in Excel and on the web.
Consolidation and Close
Expedite time-to-value and shorten your close cycle with actionable insights and real-time consolidation.
Disclosure Management
Reduce risk and increase accuracy with a centralized, controlled internal and external disclosure reporting platform.
Equity Management
Streamline your equity administration and reporting with software and administration services that grow with your business.
Tax & Transfer Pricing
Automate tax data collection and processing and bring your data together in one place to speed up and simplify tax activities.
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About DataRails
The DataRails cloud solution is designed for FP&A teams in medium to large companies, enabling accurate budget/forecast processes in a fraction of the time without leaving the comfort of Excel.
The product is based on a patented technology that automates data aggregation and consolidation without disrupting the way you currently work, not only saving significant amounts of time but giving you powerful insights and reporting that was previously unachievable.
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About Layer
Layer equips your existing Google Sheets with the needed tools to accelerate your FP&A processes.
Share parts of your spreadsheet, request input, accept or reject changes, and sync data from different sources – all in one place.
Using Layer, you can:
Collaborate (Collect and Validate Data):
- Manage Data Access: Define individual user access and editing permissions on a sheet level.
- See Who Changed What: Monitor new edits and data updates, increasing transparency and accountability.
- Merge With Confidence: Track proposed changes by collaborators and manually accept or reject them.
Automate (Streamline Data Tasks):
- Schedule and Forget: Automate repetitive data distribution and aggregation tasks.
- Never Miss a Deadline: Define due dates for your tasks, and Layer will notify and remind all your collaborators for you!
- Stay On Top of Submissions: Monitor progress and evaluate results with an overview of your workflows and status of tasks.
Integrate (Sync Your Latest Data):
- Blend Data From Multiple Sources: Retrieve data from your tech stack directly into your sheets. No more copying and pasting!
- Automate Data Pulling: Schedule data transfers and manage your live data in one place at all times.
- Double-Check Your Data: Gain confidence in data quality with checks that compare and highlight unexpected changes.
Visualize (Keep Everyone in the Loop):
- Turn Data Into Decisions: Derive action from your raw data by transforming it into high-quality reports and dashboards.
- Live Reports. Real-Time Data: Streamline your reporting with on-demand reports synced with your latest data and always up-to-date.
- Involve Stakeholders: Share, present, and collaborate on your reports with the relevant stakeholders.
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Features
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2-Factor Authentication
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Accounts Payable
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Accounts Receivable
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API
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Balance Sheet
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Billing/Invoicing
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Budgeting
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Calendar Management
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CRM Integration
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Dashboard
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Data Export
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Data Import
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Data Visualization
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Document Comparison
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Expense Tracking
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External Integrations
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Forecasting
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General Account Ledger
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Multi-Currency
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Multi-User
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Notifications
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P&L
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Payroll
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Scheduling
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Tax Management
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SAP Integration
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Features
-
2-Factor Authentication
-
Accounts Payable
-
Accounts Receivable
-
API
-
Balance Sheet
-
Billing/Invoicing
-
Budgeting
-
Calendar Management
-
CRM Integration
-
Dashboard
-
Data Export
-
Data Import
-
Data Visualization
-
Document Comparison
-
Expense Tracking
-
External Integrations
-
Forecasting
-
General Account Ledger
-
Multi-Currency
-
Multi-User
-
Notifications
-
P&L
-
Payroll
-
Scheduling
-
Tax Management
-
SAP Integration
|
Features
-
2-Factor Authentication
-
Accounts Payable
-
Accounts Receivable
-
API
-
Balance Sheet
-
Billing/Invoicing
-
Budgeting
-
Calendar Management
-
CRM Integration
-
Dashboard
-
Data Export
-
Data Import
-
Data Visualization
-
Document Comparison
-
Expense Tracking
-
External Integrations
-
Forecasting
-
General Account Ledger
-
Multi-Currency
-
Multi-User
-
Notifications
-
P&L
-
Payroll
-
Scheduling
-
Tax Management
-
SAP Integration
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FAQs
No FAQs associated with this application.
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FAQs
Does this service offer multi-user capability (e.g. teams)?
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Yes. DataRails offer an extensive multi user capability. In addition, DataRails fully integrates with Windows Active Directory.
Who are the main user groups of this service?
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FP&A teams
Does this service integrate with any other apps?
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SAP, NetSuite, Salesforce, Marketo
Does this service offer guides, tutorials and or customer support?
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Yes
What platforms does this service support?
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Cross platform
Does this service offer an API?
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Yes
What is this service generally used for?
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FP&A Process
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FAQs
Who are the main user groups of this service?
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Finance teams looking to automate your data collection, distribution, and reporting on top of their existing Google Sheets financial models.
Does this service offer guides, tutorials and or customer support?
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Yes.
What is this service generally used for?
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Budgeting, Forecasting, and Reporting.
Does this service offer an API?
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No.
What platforms does this service support?
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Web App
What are some applications this service is commonly used in tandem with?
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The platform works on top of Google Sheets.
Does this service offer multi-user capability (e.g. teams)?
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Yes, as a user you can:
- Manage Data Access: Control the visibility of your data by defining individual access and editing permissions on a sheet level, eliminating error-prone email-driven aggregation processes while protecting your data.
- See Who Changed What: Easily monitor new edits with comprehensive records, giving you a quick overview of data updates and increasing transparency and accountability.
- Merge With Confidence: Keep track of inputs and proposed changes by collaborators and manually accept or reject them, adding an extra layer of auditing before merging with the main spreadsheet and avoiding human error.
Does this service integrate with any other apps?
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Layer allows you to blend and sync all your scattered numbers and metrics in one place by connecting your spreadsheet to your tech stack, giving you a timely, holistic view of your data.
Current integrations include:
- HubSpot
- Salesforce
- BambooHR
- Xero
- Personio
- QuickBooks
- Hibob
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