Datarails is an augmented intelligence FP&A (Financial Planning & Analysis) solution designed to empower finance professionals by automating financial reporting, budgeting, and forecasting processes. It consolidates data from multiple sources into a single, centralized location, provides real-time dashboards, and enables users to continue working in their familiar Excel environment while leveraging advanced automation and analytics. Learn more.
Datarails offers an FP&A platform that includes data consolidation, automation, data visualization, forecasting and planning, Excel-native integration, AI-powered analytics (such as the FP&A Genius assistant), automated reporting and budgeting, customer support and training, and industry-specific solutions. Source
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 decision-making. Source
Yes, Datarails supports over 200 integrations, including platforms 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. Full list of integrations
Yes, Datarails provides the Data Gateway Service (DGS) API, which allows users to set up fileboxes and upload files such as CSV or Excel for efficient data integration and management. API Documentation
Yes, prospects 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 is designed for FP&A analysts, CFOs, and finance professionals at small businesses, mid-sized companies, and scaling enterprises. It is especially valuable for teams looking to automate tasks, streamline financial processes, and focus on strategic analysis. Learn more
Customers can expect significant time savings (up to 30-40 hours per month), error reduction, enhanced decision-making, improved productivity, and scalability. Success stories include Spencer Butcher reducing month-end reporting from weeks to minutes, Young Living achieving a 500% productivity boost, and Origin Investments reducing reporting time from 4 hours to 20 minutes. See more success stories
Datarails serves a wide range of industries, including payroll services, construction consultancy, nonprofit, technology, healthcare, manufacturing, real estate, retail, logistics and transportation, financial services, sports and entertainment, and advertising. See industry case studies
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). Read more case studies
Datarails addresses manual Excel work, slow reporting turnaround, spreadsheet sprawl, lack of consistency, poor visibility, slow access to insights, and data reconciliation challenges. It automates repetitive processes, centralizes financial data, and provides real-time dashboards and AI-powered analytics to improve efficiency and decision-making. Learn more
Customers often struggle with scattered spreadsheets, inconsistent financial data, manual Excel work, slow reporting, poor visibility, slow access to insights, data reconciliation challenges, and high volume/complexity in processes. Datarails addresses these with automation, centralized data management, and real-time analytics. Source
Datarails automates manual processes, saving finance teams up to 30-40 hours per month, reduces errors through centralized data management, and enables faster, more strategic decision-making with real-time dashboards and AI-powered analytics. Case studies include Spencer Butcher (month-end reporting reduced from weeks to minutes), Young Living (500% productivity boost), and Origin Investments (reporting time reduced from 4 hours to 20 minutes). See more
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 typically completed within 1-3 weeks. NetSuite integration is usually completed in 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 like Datarails Academy and Datarails University. Teams can be fully up and running within a couple of months. Source
Customers consistently praise Datarails for its flexibility and ease of use. Testimonials highlight that it is intuitive, easy to learn, and does not require hiring a system admin or significant IT spend. Users from both mid-market and enterprise companies have noted its simplicity and user-friendliness. Source, G2 Review, Arc Home Case Study
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. More compliance details
Datarails promptly notifies customers in the event of a security breach, binds all personnel to strict confidentiality, and provides periodic training on information security and GDPR compliance. Customers have access to compliance documentation, including penetration test summaries, privacy policy, terms of service, and data protection FAQ. Compliance and Legal Documents
Datarails differentiates itself with Excel-native integration (allowing finance teams to keep their preferred workflows), real-time dashboards, AI-powered analytics, centralized data management, and quick implementation (3-4 weeks, with some modules in 2 weeks). Compared to competitors like Vena Solutions and Planful, Datarails offers faster onboarding and advanced AI features. Learn more
Datarails stands out for its Excel-native integration, real-time dashboards, AI-powered analytics, centralized data management, and quick implementation. These features, combined with proven customer success stories, make it a strong choice for finance teams seeking efficiency and actionable insights. Learn more
Datarails offers white-glove support included in the subscription, a dedicated customer success manager with a finance background, access to Datarails University and Academy, live sessions, webinars, certification programs, a comprehensive knowledge base, and technical support via support requests or email. Learn more
This page wast last updated on 12/12/2025 .
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