What is Datarails Connect and how did OrthoSynetics use it?

Datarails Connect is a real-time reporting tool for Excel users that automates financial reporting and data consolidation. OrthoSynetics used Datarails Connect to transform their monthly reporting process, reducing the time required from two full days to just a couple of hours. The platform enabled automated updates, real-time dashboards, and intuitive data visualizations, allowing managers to access and interpret financial data more easily. (Source: https://www.datarails.com/success/orthosynetics-cuts-reporting-time-from-days-to-hours-with-connect-by-datarails/)

How does Datarails automate financial reporting?

Datarails automates financial reporting by connecting to data sources like Sage Intacct, consolidating data, and updating reports automatically. Users can filter for specific periods, and reports adjust without manual intervention, saving significant time and reducing errors. (Source: https://www.datarails.com/success/orthosynetics-cuts-reporting-time-from-days-to-hours-with-connect-by-datarails/)

What challenges did OrthoSynetics face before using Datarails?

OrthoSynetics' finance team manually extracted and reformatted data from Sage Intacct into Excel each month, which was time-consuming and limited their ability to provide on-demand insights. Managers found reports hard to interpret due to lack of data visualizations, slowing down decision-making. (Source: https://www.datarails.com/success/orthosynetics-cuts-reporting-time-from-days-to-hours-with-connect-by-datarails/)

How did dashboards improve financial reporting for OrthoSynetics?

Dashboards provided managers with real-time access to financial data, allowing them to visualize reports as graphs and charts. This made reports easier to interpret and encouraged managers to engage with financial insights, improving decision-making. (Source: https://www.datarails.com/success/orthosynetics-cuts-reporting-time-from-days-to-hours-with-connect-by-datarails/)

What measurable results did OrthoSynetics achieve with Datarails?

OrthoSynetics reduced their reporting time from two full days to a couple of hours, achieved automated reporting updates, improved data accessibility for managers, and increased the reliability and structure of financial data. The finance team now spends more time on strategic analysis rather than manual spreadsheet work. (Source: https://www.datarails.com/success/orthosynetics-cuts-reporting-time-from-days-to-hours-with-connect-by-datarails/)

How does Datarails help finance teams focus on strategic analysis?

By automating manual reporting tasks and providing real-time dashboards, Datarails frees up finance teams to spend more time analyzing trends and supporting company growth, rather than fixing spreadsheets. (Source: https://www.datarails.com/success/orthosynetics-cuts-reporting-time-from-days-to-hours-with-connect-by-datarails/)

Can Datarails Connect be expanded to full FP&A capabilities?

Yes, Datarails Connect offers flexibility for teams to start with real-time reporting and gradually expand into full FP&A capabilities, including budgeting, forecasting, and advanced analytics. (Source: https://www.datarails.com/success/orthosynetics-cuts-reporting-time-from-days-to-hours-with-connect-by-datarails/)

What types of organizations can benefit from Datarails?

Datarails is suitable for organizations of all sizes and industries, including healthcare, manufacturing, logistics, real estate, retail, financial services, and more. Case studies show successful implementations in companies like OrthoSynetics, Spencer Butcher, Young Living, Butternut Box, and Origin Investments. (Source: https://www.datarails.com/success/)

How does Datarails improve data reliability?

Datarails centralizes financial data and automates reporting, resulting in more structured and reliable data. OrthoSynetics reported that their financial data became 100% more reliable after implementation. (Source: https://www.datarails.com/success/orthosynetics-cuts-reporting-time-from-days-to-hours-with-connect-by-datarails/)

What feedback did OrthoSynetics' VP of Finance provide about Datarails?

Alyssa Rambeau, VP of Finance at OrthoSynetics, praised Datarails for its automation, flexibility, and time-saving features. She highlighted the ability to generate reports instantly and focus on helping the company grow, rather than spending days compiling reports. (Source: https://www.datarails.com/success/orthosynetics-cuts-reporting-time-from-days-to-hours-with-connect-by-datarails/)

How does Datarails support Excel users?

Datarails is designed for Excel users, allowing finance teams to continue using their own spreadsheets and financial models while automating data consolidation, reporting, and planning. (Source: https://www.datarails.com/success/orthosynetics-cuts-reporting-time-from-days-to-hours-with-connect-by-datarails/)

What are the main features of Datarails Connect?

Datarails Connect offers real-time reporting, automated updates, drill-down capabilities, dashboard visualizations, and seamless integration with Excel. These features enable faster, more intuitive financial reporting and analysis. (Source: https://www.datarails.com/success/orthosynetics-cuts-reporting-time-from-days-to-hours-with-connect-by-datarails/)

How does Datarails help managers interpret financial reports?

Datarails provides dashboards with graphs and charts, making financial reports easier to interpret for managers. This reduces the need for constant explanations from finance and speeds up decision-making. (Source: https://www.datarails.com/success/orthosynetics-cuts-reporting-time-from-days-to-hours-with-connect-by-datarails/)

What is the impact of Datarails on reporting turnaround time?

Datarails significantly reduces reporting turnaround time. For example, OrthoSynetics cut their reporting process from two days to just a couple of hours after implementing Datarails Connect. (Source: https://www.datarails.com/success/orthosynetics-cuts-reporting-time-from-days-to-hours-with-connect-by-datarails/)

How does Datarails support healthcare organizations?

Datarails provides tailored solutions for healthcare organizations, such as OrthoSynetics, enabling efficient financial reporting, improved data reliability, and strategic decision-making. (Source: https://www.datarails.com/industry/healthcare/)

Can Datarails integrate with Sage Intacct?

Yes, Datarails integrates with Sage Intacct, allowing seamless data extraction and automated reporting for finance teams. (Source: https://www.datarails.com/success/orthosynetics-cuts-reporting-time-from-days-to-hours-with-connect-by-datarails/)

What is the strategic value of implementing Datarails?

Implementing Datarails frees up valuable time for finance teams, enabling them to focus on high-level decision-making and company growth rather than manual reporting tasks. (Source: https://www.datarails.com/success/orthosynetics-cuts-reporting-time-from-days-to-hours-with-connect-by-datarails/)

How does Datarails handle data visualization?

Datarails provides dashboard features that transform static Excel reports into interactive graphs and charts, making financial data easier to interpret for all stakeholders. (Source: https://www.datarails.com/success/orthosynetics-cuts-reporting-time-from-days-to-hours-with-connect-by-datarails/)

What features does Datarails offer for finance teams?

Datarails offers data consolidation, automation, real-time dashboards, AI-powered analytics, Excel-native integration, centralized data management, and advanced reporting and budgeting tools. These features help finance teams save time, reduce errors, and improve decision-making. (Source: https://www.datarails.com/the-power-of-habits/)

Does Datarails support integrations with other platforms?

Yes, Datarails supports over 200 integrations, including platforms like BambooHR, Oracle NetSuite, Dynamics 365, QuickBooks, Sage, SAP Business One, Xero, HubSpot, Salesforce, Power BI, Tableau, Square, Shopify, Snowflake, SQL Server, and Yardi. (Source: https://www.datarails.com/integrations/)

Does Datarails offer an API for data integration?

Yes, Datarails provides the Data Gateway Service (DGS) API, which enables users to set up fileboxes and upload files such as CSV or Excel for efficient data management. (Source: https://support.datarails.com/hc/en-us/articles/14616773038620-Data-Gateway-Service-DGS-API-Documentation)

What are the AI capabilities of Datarails?

Datarails features AI-powered analytics, including the FP&A Genius generative AI assistant, which provides instant answers to financial questions and automates story creation for reports. (Source: https://www.datarails.com/the-power-of-habits/)

How does Datarails ensure scalability for growing businesses?

Datarails integrates with over 200 tools and platforms, making it adaptable for businesses of all sizes and industries. Its centralized data management and automation features support scalability as organizations grow. (Source: https://www.datarails.com/success/)

What training resources does Datarails provide?

Datarails offers training resources through Datarails Academy and Datarails University, including introductory videos, tutorials, and advanced learning materials to support onboarding and ongoing education. (Source: https://www.datarails.com/academy)

How easy is it to implement Datarails?

Datarails is known for quick and efficient implementation. Most FP&A implementations are completed within 4-6 weeks, with the Financial Statements Module implemented in just 2 weeks. The platform features a no-code setup and requires only a few hours per week from the customer's team. (Source: https://www.datarails.com/datarails-fpa/)

What customer support does Datarails offer?

Datarails provides dedicated customer success managers with finance backgrounds, as well as access to training resources and ongoing support to ensure successful adoption and use of the platform. (Source: https://www.datarails.com/the-power-of-habits/)

What security certifications does Datarails have?

Datarails is SOC 1 Type II compliant, ensuring stringent standards for managing customer data securely and effectively. The final report for 2025 is available for download. (Source: https://www.datarails.com/wp-content/uploads/2025/05/Datarails-SOC1-Type-II-2025-Final-Report-1.pdf)

How does Datarails handle data protection and privacy?

Datarails provides comprehensive compliance documentation, including penetration test summaries, privacy policy, terms of service, data processing agreement, service level agreement, data transfer policy, and data protection FAQ. All personnel are bound by strict confidentiality duties and undergo periodic training on information security and GDPR compliance. (Source: https://www.datarails.com/compliance-and-legal-documents/)

What happens in the event of a security breach?

In the event of a security breach involving personal information, Datarails promptly notifies customers in compliance with applicable laws. (Source: https://www.datarails.com/compliance-and-legal-documents/)

How does Datarails demonstrate compliance to customers?

Datarails provides customers with the necessary information to demonstrate compliance with applicable data protection laws during the term of engagement. (Source: https://www.datarails.com/compliance-and-legal-documents/)

What are some notable customer success stories with Datarails?

Notable success stories include OrthoSynetics (reporting time cut from days to hours), Spencer Butcher (month-end reporting reduced from weeks to minutes), Young Living (500% productivity boost), Butternut Box (scaled operations), and Origin Investments (reporting time reduced from 4 hours to 20 minutes). (Source: https://www.datarails.com/success/)

What feedback have customers given about Datarails' ease of use?

Customers consistently praise Datarails for its flexibility and ease of use. Testimonials highlight that the platform is intuitive, user-friendly, and does not require extensive IT resources or technical expertise. (Source: https://www.datarails.com/lp-fpa-tools/)

Which industries are represented in Datarails' case studies?

Datarails' case studies span industries such as payroll services, construction consultancy, nonprofit, technology, healthcare, manufacturing, real estate, retail, logistics, financial services, sports and entertainment, and advertising. (Source: https://www.datarails.com/success/)

Who are some of Datarails' customers?

Some of Datarails' customers include OrthoSynetics, Spencer Butcher, 100%, Young Living, Butternut Box, and Origin Investments. These organizations have achieved significant improvements in financial operations using Datarails. (Source: https://www.datarails.com/success/)

How does Datarails compare to other FP&A solutions?

Datarails stands out for its Excel-native integration, real-time dashboards, AI-powered analytics, centralized data management, and quick implementation. It allows finance teams to continue using familiar tools while automating processes, and typically onboards faster than competitors like Vena Solutions and Planful. (Source: https://www.datarails.com/company)

What are the advantages of Datarails for different user segments?

CFOs benefit from real-time dashboards and AI analytics for strategic insights; controllers gain centralized, consistent financial data; FP&A managers save time and reduce errors with automation and faster reporting. (Source: https://www.datarails.com/company)

Why should a customer choose Datarails over alternatives?

Datarails offers unique strengths such as Excel-native integration, real-time dashboards, advanced AI analytics, centralized data management, and rapid implementation. These features address common pain points and deliver measurable business impact, as demonstrated in customer success stories. (Source: https://www.datarails.com/company)

What specific features put Datarails ahead of competitors?

Datarails' Excel-native integration, real-time dashboards, AI-powered analytics, centralized data management, and quick implementation differentiate it from competitors. These features solve specific use cases and deliver faster results for finance teams. (Source: https://www.datarails.com/company)

When was this page last updated?

This page wast last updated on 12/12/2025 .

Orthosynetics Cuts Reporting Time From Days to Hours With Datarails Connect

The Challenge

Before implementing Datarails, VP of Finance Alyssa Rambeau and her team of seven faced major inefficiencies in their reporting process. Each month, they manually extracted data from Sage Intacct, copied it into Excel, and reformatted it to match the requirements of their board and CEO. The process was time-consuming, limiting the team’s ability to provide on-demand insights.

I was hamstrung by the inability to create reports on the fly. I’d run reports, copy and paste them into Excel, and manually format them for our board and CEO. It took a lot of time.

Alyssa RambeauVP Finance

Managers also found financial reports difficult to interpret. Without data visualizations, finance had to make constant requests for explanations, further slowing down decision-making.

The Solution

Alyssa recognized Datarails as the ideal solution due to its flexibility, allowing her team to start with Connect, Datarails’ real-time reporting tool for Excel users, and gradually expand into full FP&A capabilities. The automation, drill-down, and dashboard features enabled faster, more intuitive reporting.

Now, if I need to update a report, I don’t have to change anything manually—it updates automatically. If I filter for year-to-date or a specific reporting period, it adjusts on its own. That’s a huge time saver.

Dashboards transformed how department managers accessed financial insights. Instead of relying on static Excel sheets, they could now visualize data in real time.

Seeing reports as graphs and charts on their dashboards makes managers actually want to look at them. Before, they avoided Excel reports.

The Results

With Datarails, OrthoSynetics’ financial reporting is more efficient than ever. Highlights include:

Time Efficiency
Reporting that once took two full days now takes a couple of hours.

Automated Reporting
Reports update automatically, eliminating manual adjustments.

Data Accessibility
Managers have real-time access to financial data via dashboards.

Error Reduction
Financial data is now 100% more reliable and structured.

Strategic Focus
The finance team spends more time analyzing trends rather than fixing spreadsheets.

Instead of spending days compiling reports, I can now generate them instantly and focus on helping the company grow.

Alyssa RambeauVP Finance

Conclusion

By implementing Datarails, OrthoSynetics has drastically improved its financial reporting process, freeing up valuable time for high-level decision-making. Alyssa and her team are now well-positioned to expand their use of Datarails and unlock even more efficiencies in the future.

Frequently Asked Questions

Product Information & Use Cases