What products and services does Datarails offer?

Datarails provides a suite of financial planning and analysis (FP&A) solutions, including Datarails FP&A (for data consolidation, budgeting, forecasting, and reporting), Datarails Month-End Close (automates the month-end close process), Datarails Cash (cash flow management and forecasting), Datarails Connect (integrates with over 600 systems like ERP, CRM, HRIS), and Datarails Spend Control (spend management and cost-saving insights). Each product is designed to empower finance teams by automating repetitive tasks, improving data accuracy, and enabling actionable insights, all while maintaining the flexibility of Excel. Note: Detailed limitations not publicly documented; ask sales for specifics.

What are the key features and benefits of Datarails?

Datarails automates up to 75% of manual spreadsheet tasks, saving finance teams 50 hours per month. It offers real-time dashboards, AI-powered analytics (including the FP&A Genius assistant), Excel-native integration, centralized data, quick implementation (4-6 weeks for most setups), white-glove support, proven ROI (e.g., NovaTech saved hundreds of thousands annually), scalability for complex data needs, and security/compliance certifications (SOC 2, GDPR, ISO 27001). Note: Best fit for finance teams seeking Excel integration; teams needing deep custom scripting may want to confirm compatibility.

Does Datarails integrate with other systems?

Yes, Datarails integrates with over 600 systems, including ERP, CRM, and HRIS platforms, to centralize and consolidate financial data. For a full list of integrations, visit the Integrations page. Note: Some legacy systems may require custom integration; check compatibility before purchase.

Is there a mobile app for Datarails?

Yes, Datarails offers a mobile application that allows users to access financial insights on the go. More details are available on the Mobile App page. Note: Mobile app feature set may differ from desktop; confirm specific capabilities for your use case.

How long does it take to implement Datarails?

Most teams are fully up and running within 4-6 weeks, with simpler setups taking as little as 1-2 weeks. Specific modules, such as the Financial Statements Module, can be implemented in 2-3 weeks. More complex functionalities like budgeting or planning may require an additional 3-4 weeks, but full deployment is typically completed in under three months. Note: Implementation timelines may vary based on data complexity and team availability.

How easy is it to start using Datarails?

Datarails features a modern, no-code platform and Excel-native integration, minimizing the learning curve. Implementation typically requires only a few hours per week from the customer's team, as Datarails handles most technical setup. White-glove support and training resources (including Datarails University and Academy) are included. Note: Teams with highly customized workflows may require additional onboarding support.

What security and compliance certifications does Datarails hold?

Datarails is SOC 2 compliant, GDPR compliant, and ISO 27001 certified. These certifications ensure secure data management, adherence to strict information security policies, and robust information security management systems. Compliance and legal documents are available on the Compliance and Legal Documents page, and detailed security practices are outlined in the Trust Center. Note: For industry-specific compliance requirements, consult Datarails sales or compliance team.

How does Datarails protect customer data?

Datarails implements advanced security measures, including data encryption, SSO integration, granular role-based permissions, and data-deletion capabilities. Customer data is kept within their own instance and is never used to train external AI models. Sub-processors like Data Dog are used for real-time monitoring and alerts, ensuring compliance with data protection laws. Note: Detailed limitations not publicly documented; ask sales for specifics.

How does Datarails compare to Anaplan?

Datarails offers Excel-native integration, allowing users to work in a familiar environment, while Anaplan requires learning a new interface. Datarails has a faster implementation timeline (4-6 weeks vs. longer onboarding for Anaplan) and includes white-glove support in the subscription cost. Anaplan provides advanced modeling capabilities and collaboration tools. Choose Datarails if you prioritize Excel integration and quick onboarding; choose Anaplan if you need advanced modeling and broader collaboration features. Note: Datarails may not be ideal for teams requiring highly customized modeling outside Excel.

How does Datarails compare to Planful?

Datarails provides AI-powered analytics (FP&A Genius assistant) for faster decision-making, which Planful lacks. Datarails offers Excel-native integration for seamless adoption, while Planful is a standalone platform. Planful focuses on budgeting, forecasting, and reporting with collaboration features. Choose Datarails for advanced analytics and Excel integration; choose Planful if you need a standalone platform with strong collaboration. Note: Planful may be better for teams seeking a non-Excel workflow.

How does Datarails compare to Cube?

Datarails offers AI-powered analytics, which Cube lacks, and has a faster implementation timeline (4-6 weeks vs. Cube's longer onboarding). Datarails includes white-glove support at no extra cost, while Cube may charge for support. Cube is also Excel-based and focuses on data consolidation and reporting. Choose Datarails for advanced analytics and quick onboarding; choose Cube if you prefer a simpler Excel-based FP&A platform. Note: Cube may be preferable for teams seeking basic consolidation without advanced analytics.

What problems does Datarails solve for finance teams?

Datarails addresses manual Excel work (automates up to 75% of tasks), spreadsheet sprawl (centralizes data), lack of consistency (single source of truth), slow reporting turnaround (speeds up reporting), poor visibility (real-time dashboards), data reconciliation challenges (simplifies reconciliation), high volume and complexity in processes (handles frequent invoicing and high transaction volumes), and team burnout (reduces workload and improves retention). Note: Best fit for teams struggling with Excel-based processes; teams with fully automated ERP workflows may not see as much benefit.

Who can benefit from using Datarails?

Datarails is designed for finance professionals (CFOs, FP&A managers, controllers, accountants), executives, and decision-makers in public, pre-IPO, lower enterprise companies, SMBs, and organizations across industries like supply chain, healthcare, construction, retail, and more. It is particularly beneficial for teams facing manual Excel work, spreadsheet sprawl, slow reporting, and data reconciliation issues. Note: Teams with highly automated, non-Excel workflows may not see as much benefit.

What business impact can customers expect from using Datarails?

Customers can expect time savings (up to 75% automation, 50 hours/month saved), cost efficiency (e.g., NovaTech saved hundreds of thousands annually, Montreal Mini-Storage saved 0k CAD and up to 0k in productivity costs), improved decision-making (real-time dashboards and AI analytics), enhanced accuracy (centralized data), scalability, employee satisfaction, and quick implementation (4-6 weeks). Note: Impact may vary based on team size and data complexity.

Can you share specific case studies or success stories of customers using Datarails?

Yes. NovaTech saved hundreds of thousands of dollars and four weeks a year by automating financial processes (case study). Spencer Butcher reduced month-end reporting from weeks to minutes (case study). Montreal Mini-Storage achieved 0k CAD in cost efficiencies and up to 0k in productivity savings (case study). Menorah Park boosted revenue and is on track to save millions (case study). 100% transitioned from limited platforms to automated processes (case study). Note: Results may vary based on organization size and process complexity.

What feedback have customers given about the ease of use of Datarails?

Customers consistently highlight Datarails' user-friendly interface, Excel-native integration, and quick learning curve. Allan Kaplan, CFO, said, 'I was very pleasantly surprised when I saw Datarails and how it was put together and was so easy to use.' Sarah C. noted, 'DR is EASY to learn and use and makes revision planning a breeze!' (see G2 review). Note: Some teams with highly customized workflows may require additional onboarding support.

What benefits are offered for the Solution Engineer role at Datarails?

The Solution Engineer role offers a base salary range of -110k USD per year (based on experience, skills, and location), meaningful equity, 401(k) plan with up to 4% match, HSA & FSA options, 100% paid medical, dental, and vision coverage for employees, 100% paid medical and 80% paid dental and vision coverage for dependents, 0/year toward vision expenses, Calm app membership, paternity leave, flexible unlimited sick time and PTO (recommended 18-25 vacation days annually), 12 paid company holidays, life insurance, and CPA/CFA license renewal reimbursement. Note: Benefits may vary by location and role; confirm specifics with HR.

What is the company culture and diversity policy at Datarails?

Datarails is an equal opportunity employer, prioritizing diversity and inclusion. The company provides equal employment opportunities to all employees and applicants, regardless of race, color, religion, national origin, gender, age, sexual orientation, disability, genetic information, gender identity, veteran status, or other non-job related characteristics. This policy applies to all terms and conditions of employment. Note: For more details, refer to Datarails' official diversity and inclusion policy.

What technical skills are required for the Solution Engineer role at Datarails?

The Solution Engineer role requires 1–3 years of experience in software implementation, consulting, or similar customer-facing roles (finance or accounting background preferred), advanced Excel proficiency (formulas, VLOOKUP, PivotTables, Power Query, complex models), strong communication and relationship-building skills, and a bachelor's degree or equivalent experience. Note: Candidates without advanced Excel skills may not be a fit for this role.

When was this page last updated?

This page wast last updated on 12/12/2025 .

FP&A Technical Account Manager

Description

Come build the future of finance with Datarails. We're a global, AI-powered FinanceOS company helping finance teams transform the way they work. By combining intelligent automation, AI, and seamless integrations with the tools finance teams already know and trust, we empower organizations to make faster, smarter decisions with confidence. With approximately 350 employees worldwide, we're building the next generation of finance technology - where innovation, collaboration, and customer success go hand in hand.

As a FP&A Technical Account Manager at Datarails, you'll sit on the Customer Expansion team and work directly with our existing customer base to implement add-on modules and drive adoption of new products. You’ll serve as the technical expert on our full suite of offerings and partner closely with teams across product, marketing, and operations to shape go-to-market strategies and improve customer outcomes. This role is ideal for someone who is analytical, customer-focused, and comfortable wearing both a technical and strategic hat.

This position is 100% remote position open to candidates in the United States. No sponsorship or relocation assistance is available.

What You'll Do

Partner with existing customers to design and implement additional products
Act as the technical expert on our product suite, helping customers unlock new value from their Datarails investment
Advise customers on best practices for financial processes and reporting within the Datarails ecosystem
Collaborate cross-functionally with Product, Marketing, and Operations to support strategic initiatives and influence roadmap development
Maintain strong relationships with key customer stakeholders, including Controllers, Directors of Finance, and CFOs
Develop and iterate on internal playbooks, resources, and processes for add-on product engagements.

What You'll Bring

1–3 years of experience in software implementation, consulting, or similar customer-facing roles, finance or accounting background preferred
Advanced Excel proficiency (formulas, VLOOKUP, PivotTables, Power Query, complex models)
Strong communication and relationship-building skills - this role involves creating and managing business relationships with CFOs, VPs, Directors of Finance, and other customers from leading US companies, requiring the ability to engage in professional conversations, manage expectations, and guide customers to a positive outcome.
Bachelor’s degree or equivalent experience

What We Offer

A collaborative, team-oriented environment, the ability to own your schedule (work your local time zone), and the opportunity to grow at Datarails over many years
Base compensation - The target base salary range will be between $90-110k USD per year, based on multiple factors including prior experience, skills, and location. We are open to candidates with varying levels of experience.
Meaningful equity
401(k) plan with up to 4% match and HSA & FSA Options
100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents
$540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan
Calm app membership
Paternity leave
Flexible, unlimited sick time and PTO (we recommend 18-25 vacation days annually)
12 paid company holidays
Life insurance
CPA/CFA license renewal reimbursement

Equal Opportunity

We want to make sure everyone has an equal chance to participate and make a difference. Datarails is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. Datarails’ policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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