How did Datarails help Rivas Capital manage reporting across 40+ entities?

Datarails enabled Rivas Capital to automate financial consolidation and reporting for over 40 entities, each with unique accounting needs and review cycles. The platform integrated directly with Sage Intacct and Excel, turning hours of manual work into minutes and reducing the risk of human error. Tasks like updating financials and preparing board presentations, which previously took days, now take minutes. Note: For organizations with highly customized workflows outside Excel, additional configuration may be required.

What specific improvements did Rivas Capital experience after upgrading to Datarails FP&A?

After upgrading to Datarails FP&A, Rivas Capital expanded their reporting capabilities to include budgeting, forecasting, planning, and deeper analysis. The upgrade was completed in three weeks, allowing the team to rebuild financial packages and finalize board presentations quickly. Reporting across entities, accounts, and investments became streamlined, and last-minute changes no longer derailed workflows. Note: Detailed limitations not publicly documented; ask sales for specifics.

What types of organizations benefit most from Datarails?

Datarails is best suited for finance professionals (CFOs, FP&A managers, controllers, accountants) in public, pre-IPO, and lower enterprise companies, as well as small to medium-sized businesses. It is particularly valuable for organizations managing complex financials across multiple entities, such as family offices, supply chain companies, healthcare, construction, and retail. Note: Teams with minimal Excel usage may require additional onboarding.

What are the key features of Datarails that simplify multi-entity reporting?

Datarails automates up to 75% of manual spreadsheet tasks, provides real-time dashboards and AI-powered analytics, and integrates natively with Excel. It consolidates financial data from systems like Sage Intacct, enabling quick updates and accurate reporting across multiple entities. The platform also supports budgeting, forecasting, and planning. Note: For highly specialized reporting formats, custom setup may be needed.

Does Datarails integrate with other financial systems besides Sage Intacct?

Yes, Datarails integrates with a wide range of ERP, accounting, CRM, HRIS, and analytics platforms, including NetSuite, SAP Business One, Sage Intacct, Microsoft Dynamics 365, Oracle, JD Edwards, Acumatica, Epicor, Infor, QuickBooks, Xero, Salesforce, HubSpot, Workday, BambooHR, ADP, Paychex, Power BI, Tableau, Google Analytics, Stripe, Square, SharePoint, and OneDrive. Note: Some integrations may require additional configuration.

How does Datarails improve data accuracy and reduce errors?

Datarails consolidates financial data into a single source of truth, automates manual spreadsheet tasks, and provides real-time updates. This reduces inconsistencies and human error, as demonstrated by Rivas Capital's experience where last-minute changes no longer derailed reporting. Note: For organizations with highly fragmented data sources, initial setup may require extra validation.

How long does it take to implement Datarails for multi-entity reporting?

Implementation for multi-entity reporting can be completed in as little as three weeks, as shown by Rivas Capital's experience. Most teams are fully up and running within 4-6 weeks, with simpler setups taking 1-2 weeks. The process requires only a few hours per week from the customer's team, as Datarails handles most technical setup. Note: Complex budgeting or planning modules may require up to three months.

What kind of support and training does Datarails provide?

Datarails offers hands-on, daily live assistance and a dedicated Customer Success Manager with a finance background. Training resources include self-paced learning materials, live sessions, webinars, and certification programs via Datarails University and Academy. Rivas Capital's Controller noted the exceptional support and training during implementation. Note: For highly specialized workflows, additional training may be needed.

What security and compliance certifications does Datarails hold?

Datarails is SOC 2 compliant, GDPR compliant, and ISO 27001 certified. The platform implements data encryption, SSO integration, granular role-based permissions, and data-deletion capabilities. Customer data is kept within its own instance and is never used to train external AI models. Compliance and legal documents are publicly available, and a Trust Center provides detailed information. Note: For industry-specific compliance needs, consult the Trust Center or sales.

How does Datarails compare to Anaplan for multi-entity reporting?

Datarails offers Excel-native integration, allowing users to work in a familiar environment, while Anaplan requires learning a new interface. Datarails has a faster implementation timeline (4-6 weeks vs. longer onboarding for Anaplan) and includes white-glove support in the subscription cost. Anaplan provides advanced modeling capabilities and collaboration tools, which may be preferable for teams needing highly customizable modeling. Choose Datarails for rapid Excel-based adoption; choose Anaplan for advanced modeling outside Excel.

How does Datarails compare to Planful for FP&A and reporting?

Datarails provides AI-powered analytics (FP&A Genius assistant) for faster decision-making, which Planful lacks. Datarails integrates natively with Excel, ensuring seamless adoption, while Planful operates as a standalone platform. Planful offers collaboration features and a cloud-based FP&A platform. Choose Datarails for Excel-native workflows and advanced analytics; choose Planful for teams prioritizing collaboration in a standalone environment. Note: Planful may be preferable for organizations with established cloud-based FP&A processes.

How does Datarails compare to Cube for Excel-based FP&A?

Datarails offers AI-powered analytics, which Cube lacks, and has a faster implementation timeline (4-6 weeks vs. Cube's longer onboarding). Datarails includes white-glove support at no additional cost, while Cube may charge extra for support services. Cube focuses on data consolidation and reporting within Excel. Choose Datarails for advanced analytics and rapid onboarding; choose Cube for teams seeking basic Excel-based FP&A with minimal analytics. Note: Cube may be preferable for organizations with simpler reporting needs.

What feedback did Rivas Capital provide about Datarails?

Corine Fischer, Controller at Rivas Capital, praised Datarails for its intuitive design, rapid implementation, and exceptional support: 'The training was excellent, and we quickly started seeing dashboards come to life.' She also noted, 'I've never had this level of support and training from any other product.' Note: Individual experiences may vary; consult additional case studies for broader feedback.

Are there other customer success stories demonstrating Datarails' impact?

Yes, Datarails has documented success stories across industries. NovaTech saved hundreds of thousands of dollars and four weeks a year; Spencer Butcher reduced month-end reporting from weeks to minutes; Montreal Mini-Storage achieved 0k CAD in cost efficiencies and up to 0k in productivity savings; Menorah Park boosted revenue and is on track to save millions. For more, visit the success stories page. Note: Results may vary based on organizational complexity and adoption.

Where can I find technical documentation about Datarails integrations and mobile app?

Technical documentation about Datarails integrations is available on the Integrations page. Information about the Datarails mobile app, including features and capabilities, can be found on the Mobile App page. Note: For advanced technical requirements, contact support or consult the documentation pages.

When was this page last updated?

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

Multi-Entity Reporting, Simplified: Rivas Capital's Finance Upgrade with Datarails

A Multi-Entity Reporting Nightmare

Corine and her team were juggling financials for 40+ entities, each with unique accounting needs, reporting structures, and review cycles. They had to produce regular financial statements and prepare detailed board presentations for each entity. As the portfolio expanded, their Excel-based workflows couldn’t keep up.

Every reporting cycle meant pulling data from Intacct, cleaning and formatting in Excel, adding notes and supporting schedules, and manually compiling PDFs and slide decks. Small last-minute adjustments derailed hours of work.

“It was a nightmare. If one number changed, we’d have to go back through six different versions just to update it.”

The complexity extended beyond their web of spreadsheets. Within their many entities, there were nearly 100 bank and brokerage accounts and 400+ alternative investments, all requiring individual tracking, reconciliation, and consolidation. Reporting was manual, time-consuming, and highly prone to human error.

Corine knew they needed a smarter and more reliable way to handle the family office’s growing financial operations.

Fast, Flexible, Reliable

She sought a tool to automate consolidation and simplify reporting, without changing her team’s Excel workflow. She discovered Datarails at a conference and immediately saw it could handle Rivas Capital’s scale and complexity.

The team started using Datarails for automated reporting and analytics, seeing results from the moment the rapid implementation began. Financial data from Sage Intacct refreshed directly in Excel, turning hours of work into minutes. Datarails handled their reporting with ease, giving the team confidence in the platform and in their data.

The training was excellent, and we quickly started seeing dashboards come to live.

Corine FischerController

After their reporting success, and realizing the potential of having complete FP&A capabilities, Rivas Capital upgraded to Datarails’ full FP&A platform. The timing of the upgrade was critical: board meetings were approaching, and the family office needed to finalize financials fast. Within just three weeks, Corine and her Datarails Customer Success Manager had rebuilt the financial packages in FP&A, ensuring everything was accurate, automated, and ready for review.

Datarails FP&A not only expanded their reporting capabilities but also opened the door to budgeting, forecasting, planning, and deeper analysis, essential for the growing complexity of the family office.

Beyond the dramatic improvement to reporting and workflows, Corine was especially impressed by the quick implementation and level of support across both products.

I’ve implemented numerous software products over the years, and I’ve never had this level of support and training from any other product. It’s been nothing short of amazing, with fast implementation, truly seamless communication, constant guidance, and real partnership.

Stress-Free Reporting

The upgrade to Datarails’ full FP&A capabilities quickly paid off. Tasks that once took days, like updating financials or preparing board presentations, take minutes, with low risk of human error.

We were able to split our balance sheet by cost and unrealized values with just one small adjustment. It was that easy. Other systems couldn’t even handle that request.

The platform’s flexibility has also been a game-changer. Reporting across entities, accounts, and investments is now seamless, and last-minute changes no longer derail the team’s work.

I feel super calm heading into tight deadlines. Everything updates quickly, and I know it’s accurate.

Future-Ready Finance

Beyond immediate reporting improvements, Datarails FP&A has set the foundation for future growth at Rivas Capital. They now have the flexibility to scale reporting, adapt to new requirements, and support the family office as it plans for future generations.

It’s not just the product, it’s the people. With Datarails in place and the team alongside us, we now manage reporting across all entities with confidence and plan for the family office’s long-term success.

Corine FischerController