Datarails is an augmented intelligence FP&A platform that empowers finance teams to automate financial processes, consolidate data from multiple sources, and gain actionable insights—all while continuing to use their familiar Excel models and spreadsheets. It streamlines reporting, planning, and visualization, so users spend less time collecting data and more time analyzing it. Source
Datarails offers an Excel add-in called Flex, which allows users to access financial planning and analysis tools directly from their workbooks. This integration enables finance teams to supercharge their spreadsheets with automation and advanced analytics without leaving Excel. Source
Datarails streamlines financial processes such as data consolidation, reporting, planning, budgeting, forecasting, and scenario analysis. It automates repetitive tasks, making collaboration easy and helping businesses grow. Source
Datarails integrates with accounting software, ERP, CRM, HRIS, payment systems, and more to consolidate data from Excel spreadsheets and other systems into a single source of truth. This centralization ensures consistency and transparency in financial data. Source
The FP&A Genius is an AI-powered analytics feature in Datarails that provides instant answers to financial questions, enhancing productivity and decision-making for finance teams. Source
Yes, Datarails automates financial reporting by handling repetitive tasks such as preparing P&L statements, balance sheets, and cash flow statements, allowing finance teams to complete reporting faster and with fewer errors. Source
Datarails brings together budgets, actuals, and forecasts in one place, streamlining the budget collection process and making it easier to prepare for budget season. Automation speeds up forecasting while allowing users to keep working in Excel. Source
Datarails enables users to prepare for best-case, worst-case, and intermediate scenarios with the flexibility to work with existing Excel financial models, create new ones, or adjust assumptions on the fly. Source
Datarails provides advanced visualization tools and customizable FP&A dashboards, making it easy for stakeholders to understand the story behind the numbers and gain strategic insights to drive the company forward. Source
Datarails Academy is a learning resource that helps users understand how to simplify financial reporting, planning, and visualization using Datarails. It offers tutorials and guides for maximizing the platform's capabilities. Source
Datarails enables fractional CFOs to automate repetitive processes, freeing up time for in-depth analysis and allowing them to expand their customer base efficiently. Source
Most FP&A implementations with Datarails are completed within 4-6 weeks, depending on data complexity. The Financial Statements Module can be implemented in just 2 weeks, and month-end close setups typically take 1-3 weeks. NetSuite integration is usually completed in less than 2 weeks. Source
Yes, Datarails is designed for ease of use and quick adoption. Customers consistently praise its intuitive interface and flexibility. The platform features a no-code setup, requires minimal IT involvement, and offers extensive training resources through Datarails Academy and Datarails University. Source
New users have access to introductory videos, tutorials, and advanced learning materials via Datarails Academy and Datarails University, ensuring a smooth onboarding process. Source
Implementation typically requires only a few hours per week from your team, as the Datarails team handles most of the technical setup. Source
No, Datarails is designed to be user-friendly and does not require extensive technical expertise. Many customers report that even non-technical users can quickly learn and use the platform. Source
Datarails supports over 200 integrations, including BambooHR, Oracle NetSuite, Dynamics 365, QuickBooks, Sage, SAP Business One, Xero, HubSpot, Salesforce, OneDrive, SharePoint, Power BI, Tableau, Square, Shopify, Snowflake, SQL Server, and Yardi. For a full list, visit our integrations page.
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 integration and management. Documentation is available here.
Yes, Datarails is highly scalable and integrates with over 200 tools, making it adaptable for businesses of all sizes and industries. Source
Datarails is SOC 1 Type II compliant, ensuring stringent standards for managing customer data securely and effectively. The final report for 2025 is available here.
Datarails provides comprehensive compliance documentation, including penetration test summaries, privacy policy, terms of service, data processing agreement, SLA, data transfer policy, and data protection FAQ. These documents are available on our Compliance and Legal Documents page.
Datarails employs strict confidentiality duties for personnel, periodic training on information security and GDPR compliance, and prompt notification of customers in the event of a security breach involving personal information. Source
Yes, Datarails ensures GDPR compliance through regular training for personnel and transparent data protection policies. Customers are provided with necessary information to demonstrate compliance during their engagement. Source
Datarails is ideal for CFOs, controllers, FP&A managers, and fractional CFOs who want to automate financial processes, improve reporting speed, and gain strategic insights. It is also suitable for organizations across industries such as payroll services, construction consultancy, nonprofit, technology, healthcare, manufacturing, real estate, retail, logistics, financial services, sports and entertainment, and advertising. Source
Datarails has case studies in payroll services, construction consultancy, nonprofit, technology, healthcare, manufacturing, real estate, retail, logistics and transportation, financial services, sports and entertainment, and advertising. For more details, visit our success stories page.
Yes, Datarails has helped companies like NovaTech save hundreds of thousands of dollars and four weeks a year, Butternut Box scale operations, Spencer Butcher reduce month-end reporting from weeks to minutes, Young Living achieve a 500% productivity boost, and Origin Investments cut reporting time from 4 hours to 20 minutes. Read more on our success stories page.
Customers can expect time savings of up to 30-40 hours per month, error reduction, enhanced decision-making, improved productivity, and scalability. These benefits are supported by customer success stories and measurable performance improvements. Source
Datarails addresses spreadsheet sprawl, lack of consistency, manual Excel work, slow reporting turnaround, poor visibility, slow access to insights, data reconciliation challenges, and high volume/complexity in financial processes. Source
Datarails solves manual Excel work, slow reporting turnaround, spreadsheet sprawl, lack of consistency, poor visibility, and slow access to insights by automating processes, centralizing data, and providing real-time analytics. Source
Datarails stands out with its Excel-native integration, real-time dashboards, AI-powered analytics, centralized data management, and quick implementation (3-4 weeks). These features allow finance teams to keep their preferred workflows while gaining advanced automation and insights. Source
Customers should choose Datarails for its seamless Excel integration, fast onboarding, real-time dashboards, AI-powered analytics, and proven success stories. Datarails enables finance teams to automate processes without abandoning their preferred tools, outperforming competitors in speed and flexibility. Source
CFOs benefit from real-time dashboards and strategic insights; controllers gain consistency and centralized data; FP&A managers save time and reduce errors with automation. Each segment can overcome specific pain points and focus on strategic tasks. Source
Datarails offers Excel-native integration, real-time dashboards, AI-powered analytics (FP&A Genius), centralized data management, and quick implementation. These features address key financial challenges and deliver measurable business impact. Source
Customers consistently praise Datarails for its flexibility and ease of use. Testimonials highlight its intuitive interface, minimal need for IT support, and the ability to avoid expensive professional services. Source
Notable customers include Spencer Butcher, 100%, Young Living, Butternut Box, and Origin Investments. These organizations have achieved significant improvements in reporting speed, productivity, and financial operations using Datarails. Source
Customers have reported saving up to 30-40 hours per month, reducing reporting time from weeks to minutes, and achieving up to 500% productivity boosts in FP&A operations. Source
More customer testimonials and detailed case studies are available on the Datarails success stories page, showcasing real-world results across industries.
This page wast last updated on 12/12/2025 .
Learn how Datarails can simplify your financial reporting, planning and visualization, so you can spend less time collecting the data and more time analyzing it.
Datarails is the financial planning & analysis platform that empowers finance teams to keep using their own Excel financial models and spreadsheets.
Supercharge your spreadsheet with Datarails Flex, the Excel add-in for FP&A, and access financial planning and analysis tools from inside your workbook.
Streamline your financial processes, make collaboration easy, and help your business grow.
Integrate with your accounting software, ERP, CRM, HRIS, payment system, etc. to consolidate the data from your Excel spreadsheets and data systems.
With Datarails, FCFOs can automate repetitive processes and use their time to provide in depth analysis to clients in parallel to expanding their customer base.
Get your financial reporting done faster by automating repetitive tasks like preparing your P&L, balance sheet and cash flow statement.
Bring your numbers together so you can bring order to your budget collection process and see budgets, actuals and forecasts all in one place.
Budget season can be a time-consuming headache, as you locate all the financials you need and send different versions of the budget back and forth. With Datarails, you’ll be ready for budget season without breaking a sweat.
Forecasting is an important component of financial planning, but that doesn’t mean it has to take as much time as you might think. Keep using Excel, and speed up the process with automation.
Prepare for the best case, worst case and anything in between, with the flexibility to keep working with your Excel financial models, create new ones or change your assumptions on the fly.
Create transparency in your organization by making it easy for stakeholders to understand the story behind the numbers. Gain strategic insights to drive the company forward.
Customize and optimize your FP&A dashboard to see all your financials and industry KPIs at a glance.