Datarails is an augmented intelligence FP&A solution designed to automate financial processes, consolidate data, and deliver actionable insights for finance professionals. It offers a centralized platform for financial planning, analysis, reporting, and budgeting, while allowing users to continue working in their familiar Excel environment. Source
Datarails features Excel-native integration, enabling users to leverage advanced automation and analytics capabilities without leaving their preferred Excel workflows. This preserves existing financial models and processes while adding powerful automation and reporting tools. Source
Datarails automates data consolidation, financial reporting, budgeting, forecasting, and scenario modeling. It streamlines repetitive manual tasks, allowing finance teams to focus on strategic analysis and planning. Source
Yes, Datarails includes AI-powered analytics such as the FP&A Genius generative AI assistant, which provides instant answers to financial questions and enhances productivity and decision-making. Source
Datarails automates the creation and distribution of financial reports and streamlines budgeting processes with advanced tools and templates, ensuring accuracy and saving time for finance teams. Source
Yes, Datarails provides tailored solutions for industries such as manufacturing, healthcare, logistics, property management, payroll services, construction consultancy, nonprofit, technology, retail, real estate, financial services, sports and entertainment, and advertising. Source
Datarails is trusted by organizations such as Spencer Butcher, 100%, Young Living, Butternut Box, and Origin Investments. These companies have achieved significant improvements in financial operations using Datarails. Source
The primary purpose of Datarails is to automate manual financial processes, centralize financial data, and provide actionable insights, enabling finance teams to focus on strategic activities and improve decision-making. Source
Yes, Datarails offers scenario modeling and dashboarding capabilities, allowing users to visualize data, model different financial scenarios, and gain real-time insights for better planning and analysis. Source
Datarails FP&A is a financial planning and analysis platform for Excel users that automates data consolidation, reporting, and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models. Source
Datarails Connect is a solution that enables seamless integration with various data sources and systems, supporting efficient data consolidation and management for finance teams. Source
Yes, Datarails offers a mobile app that allows users to access financial data and insights on the go, supporting flexible and remote work for finance professionals. Source
Datarails Month-End Close is a solution designed to streamline and automate the month-end financial close process, reducing manual effort and improving accuracy for finance teams. Source
Yes, Datarails offers training resources through Datarails Academy and Datarails University, providing introductory videos, tutorials, and advanced learning materials for users. Source
Datarails Cash is a module focused on cash management, helping finance teams optimize cash flow and liquidity planning. Source
Yes, Datarails supports over 200 integrations, including platforms such as 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. Source
Yes, Datarails offers 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. Source
Datarails provides data consolidation, advanced visualization, automated reporting, AI-powered insights, time savings (up to 30-40 hours per month), error reduction, enhanced decision-making, and scalability with over 200 integrations. Source
Datarails streamlines the process of consolidating data from multiple sources into a single, centralized location, reducing manual effort and errors, and ensuring consistency and transparency. Source
Datarails leverages artificial intelligence to deliver instant answers, automated story creation, and actionable insights, helping finance teams make faster and more strategic decisions. Source
Datarails eliminates inefficiencies by automating manual tasks, allowing finance teams to focus on strategic analysis and planning, resulting in improved productivity and business impact. Source
By centralizing data management and automating processes, Datarails ensures accurate and consistent financial data, reducing the risk of costly mistakes. Source
Datarails provides real-time dashboards and AI-powered analytics, giving finance teams quick access to actionable insights for faster and more strategic decision-making. Source
Datarails integrates with over 200 tools and platforms, making it adaptable for businesses of all sizes and industries. Source
Customers consistently praise Datarails for its flexibility and ease of use. Testimonials highlight its intuitive design, minimal IT requirements, and user-friendly interface, even for those without technical expertise. Source
Datarails addresses spreadsheet sprawl, inconsistent financial data, manual Excel work, slow reporting turnaround, poor visibility, slow access to insights, data reconciliation challenges, and high volume/complexity in financial processes. Source
Datarails automates repetitive processes like data consolidation and reporting, saving time and reducing errors, so finance teams can focus on strategic analysis rather than manual tasks. Source
Datarails provides real-time dashboards and AI-powered analytics, enabling faster reporting and decision-making, which improves planning cycles and ensures timely insights. Source
Datarails centralizes financial data into a single database, ensuring consistency and reducing inefficiencies caused by scattered spreadsheets, eliminating the need for manual reconciliation. Source
Datarails provides real-time dashboards and AI-powered analytics, giving CFOs enhanced visibility into financial data and enabling quick responses to board communication and investor requests. Source
Datarails is beneficial for CFOs, controllers, FP&A managers, and finance teams across industries such as manufacturing, healthcare, logistics, property management, payroll services, construction consultancy, nonprofit, technology, retail, real estate, financial services, sports and entertainment, and advertising. Source
Customers can expect time savings (up to 30-40 hours per month), error reduction, enhanced decision-making, improved productivity, revenue growth, and scalability. These benefits are supported by customer success stories such as Spencer Butcher, Young Living, and Origin Investments. Source
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 reduce reporting time from 4 hours to 20 minutes. Source
Most FP&A implementations 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 are completed within 1-3 weeks. NetSuite integration typically takes less than 2 weeks. Source
Datarails features a modern, no-code setup process, requiring only a few hours per week from the customer's team. The Datarails team handles most of the technical setup, and customers have access to training resources for a smooth onboarding experience. Source
Datarails is SOC 1 Type II compliant, ensuring stringent standards for managing customer data securely. The final report for 2025 is available for download. Source
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. Source
Datarails promptly notifies customers in the event of a security breach, ensures all personnel are bound by confidentiality duties, and provides periodic training on information security and GDPR compliance. Source
Datarails provides customers with the necessary information to demonstrate compliance with applicable data protection laws during the term of engagement. Source
Datarails stands out with its Excel-native integration, real-time dashboards, AI-powered analytics, centralized data management, and quick implementation (3-4 weeks). It allows finance teams to keep their preferred workflows and offers faster onboarding compared to competitors like Vena Solutions and Planful. Source
Datarails offers unique advantages such as seamless Excel integration, advanced AI analytics, centralized data management, and rapid implementation. These features, along with proven customer success stories, make it a compelling choice for finance teams seeking efficiency and strategic insights. Source
CFOs benefit from real-time dashboards and AI analytics; controllers gain centralized financial data and consistency; FP&A managers save time and reduce errors with automation and faster reporting. Source
Datarails excels with Excel-native integration, real-time dashboards, AI-powered analytics, centralized data management, and quick implementation. These features address key financial challenges and deliver measurable business impact. Source
This page wast last updated on 12/12/2025 .