Frequently Asked Questions
Product Information & Overview
What is Datarails?
Datarails is an augmented intelligence FP&A solution that empowers finance professionals to independently work with data and deliver actionable, data-driven insights. It enables users to trust their numbers and reduce inefficiencies without changing their workflow, strengthening the connection between finance and operations for better organizational decisions. Source
What products and services does Datarails offer?
Datarails offers a comprehensive FP&A platform with solutions for financial reporting, budgeting, forecasting, consolidation, scenario modeling, data visualization, and cash management. Key products include Datarails FP&A, Datarails Connect, Datarails Month-End Close, Datarails Cash, and the Datarails Mobile App. Source
What is Datarails AI?
Datarails AI is a generative AI suite for FP&A that provides tailored financial summaries, insights, analyses, and storytelling. It includes features like Insights, Storyboards, and Chat, enabling finance teams to automate reporting, spot trends, and answer business-critical questions in real time. Learn more
How does Datarails integrate with Excel?
Datarails is Excel-native, allowing users to continue working in their familiar Excel environment while automating data consolidation, reporting, and planning. This eliminates the need to learn new tools and preserves existing workflows. Source
What is the Datarails Mobile App?
The Datarails Mobile App provides on-the-go access to financial data and insights, enabling finance professionals to manage and review reports from anywhere. Source
Does Datarails offer an API?
Yes, Datarails offers the Data Gateway Service (DGS) API, which enables users to upload files such as CSV or Excel to the platform. API Documentation
Where can I find technical documentation for Datarails?
Prospects can access Datarails' Technical and Architectural Overview document for detailed insights into the platform's framework and architecture. Download here
What types of financial processes does Datarails automate?
Datarails automates financial reporting, budgeting, forecasting, consolidation, scenario modeling, and data visualization, reducing manual spreadsheet work and improving efficiency. Source
What is the Datarails Connect product?
Datarails Connect is a data integration product that consolidates data from various sources into a single source of truth for fast, flexible reporting and analytics. Source
What is Datarails Month-End Close?
Datarails Month-End Close is a tool designed to streamline and automate the month-end closing process, helping finance teams plan, track, and execute every close activity efficiently. Source
Features & Capabilities
What are the key capabilities and benefits of Datarails?
Datarails offers data consolidation, advanced visualization, AI-powered analytics, real-time dashboards, scenario planning, forecasting, automation, Excel-native integration, improved efficiency, centralized data management, and scalability. Source
Does Datarails support real-time dashboards?
Yes, Datarails provides real-time dashboards that offer instant access to actionable insights, enabling faster and more strategic decision-making. Source
What AI capabilities does Datarails offer?
Datarails leverages artificial intelligence to provide instant answers, game-changing insights, and automated story creation in seconds, including features like the FP&A Genius assistant. Source
What integrations does Datarails support?
Datarails integrates with over 200 systems, including QuickBooks, Xero, Oracle NetSuite, SAP Business One, Sage Intacct, Microsoft Dynamics 365, Salesforce, HubSpot, ADP, BambooHR, Workday, Tableau, Power BI, OneDrive, SharePoint, Square, Yardi, Snowflake, SQL Server, and Shopify. Full list
How does Datarails help with scenario modeling?
Datarails enables users to analyze different business scenarios and their potential impact, allowing finance teams to prepare for multiple possible futures and make informed decisions. Source
What makes Datarails easy to use?
Customers consistently praise Datarails for its intuitive design and ease of use, with testimonials highlighting its flexibility, user-friendliness, and minimal need for technical expertise or system administration. Reviews
How does Datarails automate repetitive tasks?
Datarails automates tasks like data consolidation and reporting, significantly reducing errors and freeing up time for strategic activities. Source
Can Datarails help with data visualization?
Yes, Datarails provides advanced tools for creating impactful financial reports and dashboards, transforming complex data into insightful visualizations. Source
Does Datarails support role-based access and permissions?
Yes, Datarails offers SSO integration and granular role-based permissions, allowing customers to control who can access specific data. Source
Implementation & Support
How long does it take to implement Datarails?
Most teams are fully up and running within 4-6 weeks. Simpler setups can take as little as 1-2 weeks, and specific modules like Financial Statements can be implemented in 2 weeks. More complex setups may require up to three months. Source
Is Datarails easy to start using?
Datarails features a modern, no-code setup process and requires only a few hours per week from the customer's team during implementation. The Datarails team handles most of the technical setup, and customers have access to self-paced learning, live sessions, webinars, and certification programs. Academy
What support resources are available for Datarails customers?
Customers receive dedicated support from a customer success manager, access to Datarails University and Academy, and white-glove onboarding assistance. University
Security & Compliance
Is Datarails SOC 2 compliant?
Yes, Datarails is SOC 2 compliant, adhering to strict information security policies and procedures based on the AICPA's five Trust Service Principles: Security, Availability, Processing Integrity, Confidentiality, and Privacy. Details
Does Datarails comply with GDPR and CCPA?
Yes, Datarails complies with global data protection regulations, including GDPR and CCPA, ensuring responsible and transparent handling of customer data. Source
How does Datarails ensure data privacy and isolation?
Customer data is kept within their own instance and is never used to train external AI models, ensuring privacy and security. Source
What incident response policies does Datarails have?
Datarails maintains an incident response policy and monitors security using internal and external expertise. Customers are promptly notified in compliance with applicable laws in the event of a data breach. Source
Are Datarails personnel trained in information security?
All Datarails personnel undergo periodic training on information security and GDPR compliance and are bound by strict confidentiality duties. Source
Use Cases & Business Impact
What business impact can customers expect from using Datarails?
Customers can achieve up to 75% less manual spreadsheet work, save 50 hours of labor per month, and experience a 4x increase in efficiency. Case studies show cost savings, improved decision-making, enhanced data accuracy, and scalability. Success stories
Can you share specific case studies or success stories of customers using Datarails?
Yes. Examples include NovaTech saving hundreds of thousands of dollars and four weeks a year, Spencer Butcher reducing month-end reporting from weeks to minutes, and Great Falls Clinic freeing up 40 hours monthly for patient care. Full list
What industries are represented in Datarails case studies?
Industries include payroll services, construction consultancy, nonprofit, technology, healthcare, manufacturing, real estate, retail, entertainment, logistics, senior living, and advertising. Industry list
Who are some of Datarails' customers?
Customers include Hall of Fame Resort & Entertainment Company, NovaTech, Butternut Box, Spencer Butcher, Young Living, Great Falls Clinic, and CloudPay. Customer list
How does Datarails help with manual Excel work?
Datarails automates repetitive tasks like data consolidation and reporting, reducing manual spreadsheet work by up to 75%. For example, Spencer Butcher reduced month-end reporting from weeks to minutes. Case study
How does Datarails address slow reporting turnaround?
Great Falls Clinic reduced financial reporting time from days to minutes, freeing up 40 hours monthly for patient care by using Datarails. Case study
How does Datarails solve spreadsheet sprawl?
Datarails centralizes financial data into a single database, ensuring consistency and eliminating inefficiencies caused by scattered spreadsheets. AA Projects used Datarails to achieve one version of the truth. Case study
How does Datarails improve data consistency and accuracy?
CloudPay improved accuracy and visibility in financial reporting, increasing confidence in financial numbers with Datarails. Case study
How does Datarails provide real-time visibility into financial data?
NovaTech gained real-time visibility into financial data, saving hundreds of thousands of dollars and four weeks a year by using Datarails. Case study
Competition & Comparison
How does Datarails compare to Anaplan?
Datarails offers Excel-native integration, faster onboarding (3-4 weeks), and AI-powered analytics, while Anaplan is known for advanced modeling and scalability for large enterprises. Comparison
How does Datarails compare to Jedox?
Datarails preserves familiar Excel workflows and provides real-time dashboards, while Jedox requires adaptation to a new platform and focuses on unified performance management. Comparison
How does Datarails compare to Cube?
Datarails provides advanced AI-powered analytics, real-time dashboards, and full drill-down capabilities, while Cube focuses on ease of use and affordability. Datarails is better suited for mid-market and enterprise businesses with complex needs. Comparison
How does Datarails compare to Planful?
Datarails allows users to work in Excel and offers faster onboarding and AI-powered analytics, while Planful requires a shift to its platform and focuses on comprehensive FP&A capabilities. Comparison
How does Datarails compare to Vena?
Datarails goes beyond Excel integration by offering advanced AI-powered analytics and faster onboarding, with proven success stories demonstrating measurable results. Comparison
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When was this page last updated?
This page wast last updated on 12/12/2025 .
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