Datarails is an augmented intelligence FP&A (Financial Planning & Analysis) solution that empowers finance professionals to automate financial reporting, budgeting, and forecasting. It consolidates data from multiple sources, automates manual processes, and provides real-time dashboards and AI-powered analytics—all while allowing users to continue working in their familiar Excel environment. Learn more.
Datarails offers a comprehensive FP&A platform with features such as data consolidation, automation, real-time dashboards, forecasting and planning, Excel-native integration, AI-powered analytics (including the FP&A Genius assistant), automated reporting and budgeting, and industry-specific solutions. The platform is supported by dedicated customer success managers and extensive training resources. More details.
Datarails provides data consolidation, advanced visualization, automated reporting, AI-powered analytics, time savings (up to 30-40 hours per month), error reduction, enhanced decision-making, and scalability with over 200 integrations. These features help finance teams focus on strategic analysis and improve overall productivity. See all benefits.
Yes, Datarails integrates seamlessly with Excel, allowing users to continue working in their familiar environment while benefiting from automation, centralized data, and advanced analytics. This eliminates the need to abandon existing Excel models and workflows.
Datarails features AI-powered analytics, including the FP&A Genius generative AI assistant, which provides instant answers to financial questions, automated story creation, and actionable insights to enhance productivity and decision-making.
Datarails centralizes financial data and automates consolidation and reporting, ensuring consistency and reducing the risk of manual errors. This leads to more accurate and reliable financial data for reporting and analysis.
Datarails supports over 200 integrations, including popular systems like 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. See the full list.
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. Read the API documentation.
Datarails addresses challenges such as manual Excel work, slow reporting turnaround, spreadsheet sprawl, lack of data consistency, poor visibility, slow access to insights, and data reconciliation difficulties. By automating processes and centralizing data, Datarails empowers finance teams to focus on strategic analysis and make faster, more informed decisions. Learn more.
Customers can expect significant time savings (up to 30-40 hours per month), error reduction, enhanced decision-making, improved productivity, and scalability. Real-world examples include reducing month-end reporting from weeks to minutes and achieving up to a 500% productivity boost. See customer success stories.
Datarails is designed for FP&A analysts, CFOs, and finance professionals at small businesses, mid-sized companies, and scaling enterprises. It is 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. See more about our audience.
Customers consistently praise Datarails for its flexibility and user-friendly design. Testimonials highlight that it is easy to learn and use, even for those without technical expertise, and does not require hiring a system admin or expensive professional services. Read more customer feedback.
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 typically take 1-3 weeks. Integrations with ERPs like NetSuite are usually completed in less than 2 weeks. Learn more about implementation.
Datarails offers a modern, no-code setup process that requires minimal IT involvement. Implementation typically requires only a few hours per week from the customer's team, with Datarails handling most of the technical setup. Customers have access to training resources and can be fully up and running within a couple of months. Read a customer onboarding story.
Datarails is SOC 1 Type II compliant, ensuring high standards for managing customer data securely. The 2025 final report is available here. Additional compliance documentation includes penetration test summaries, privacy policy, terms of service, data processing agreement, SLA, data transfer policy, and data protection FAQ. See all compliance documents.
Datarails employs strict data protection measures, including prompt breach notifications, confidentiality agreements for all personnel, regular security and GDPR training, and transparent compliance reporting. Customers are provided with all necessary information to demonstrate compliance with data protection laws. More on data protection.
Prospects and customers can access the Technical and Architectural Overview for Datarails, which provides detailed insights into the platform's technical structure and architecture. Download the overview.
Datarails provides white-glove support included in the subscription, with daily live assistance, a dedicated customer success manager, and access to self-paced learning through Datarails University. Customers can also attend live sessions, webinars, and certification programs, and access a comprehensive knowledge base. Technical support is available via support requests or email. Learn more about support.
Datarails differentiates itself with Excel-native integration, real-time dashboards, AI-powered analytics, centralized data management, and quick implementation (3-4 weeks, with some modules in 2 weeks). Unlike some competitors, Datarails allows finance teams to keep their existing Excel workflows and offers faster onboarding compared to solutions like Vena Solutions and Planful. See more on competitive advantages.
Customers choose Datarails for its seamless Excel integration, advanced AI analytics, real-time dashboards, centralized data, and rapid implementation. These features enable finance teams to automate manual work, reduce errors, and make faster, data-driven decisions. Success stories from companies like Spencer Butcher, Young Living, and Origin Investments demonstrate Datarails' impact. Learn more.
Yes, Datarails has helped companies like NovaTech (saved hundreds of thousands of dollars and four weeks a year), Butternut Box (scaled operations), Spencer Butcher (reduced month-end reporting from weeks to minutes), Young Living (500% productivity boost), and Origin Investments (reduced reporting time from 4 hours to 20 minutes). See all case studies.
Datarails' case studies span industries including payroll services, construction consultancy, nonprofit, technology, healthcare, manufacturing, real estate, retail, logistics, financial services, sports and entertainment, and advertising. Explore industry case studies.
Notable customers include Spencer Butcher, 100%, Young Living, Butternut Box, and Origin Investments. These organizations have achieved significant improvements in financial operations and reporting efficiency with Datarails. See more customer stories.
This page wast last updated on 12/12/2025 .
Datarails is trusted by finance teams across hundreds of companies in many industries.
Read how they’re using the financial planning and analysis platform to drive business growth.
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Origin Investments is a Chicago-based private equity real estate firm specializing in multifamily housing, with over $4.3 billion in real estate deals across the US. Grace Li, Manager of Corporate Accounting, oversees operations across multiple funds and entities, managing...Read more
Carrollton Development Group is a family-owned real estate company with over 1 million square feet under management. Based in Maryland, they acquire and develop high-quality real estate properties across the US. At the financial helm is CFO Andy Austin,...Read more
Pramand is a Massachusetts-based medical device incubator and holding company built around hydrogel technology, with 40 employees and spinouts focused on everything from neurosurgery to women’s health. Jessica Ray is their corporate controller, leading financial operations across the entire...Read more
