Case Study: Rivas Capital streamlines multi-entity reporting with Datarails

Rivas Capital cuts board reporting from days to minutes with DataRails

Rivas Capital, a single-family office managing over 40 entities, faced a multi-entity reporting nightmare. Their Excel-based processes for consolidating financial data from Sage Intacct and creating board presentations were manual, error-prone, and could be derailed by small changes. Controller Corine Fischer sought a tool to automate consolidation and simplify reporting without abandoning Excel.

The solution was implementing DataRails, starting with its automated reporting and later upgrading to the full FP&A platform. DataRails integrated directly with Excel, automating data refresh and report generation. This turned tasks that once took days into minutes, eliminated errors, and provided flexibility for last-minute adjustments. The implementation was rapid, with strong support, and established a scalable foundation for the family office's future growth.

Rivas Capital