Datarails Connect

Streamlined automated financial reporting and real-time analysis. For Excel and all your disparate systems.

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Explore how Datarails Connect has helped
hundreds of finance professionals

“The time savings mean we can get information to the higher-ups in a faster manner, which helps them make key decisions quickly. In turn, those key decisions help with the generating of income a lot faster.”

Steven Carkey

VP Finance Operations, 100%
Read full case study

Real-time analysis. Automated reporting.

200+ integrations

Datarails Connect integrates seamlessly with all your systems, spreadsheets, and platforms, bringing your financial data together in one place. With 200+ integrations, everything stays connected, accurate, and ready for analysis.
200+ integrations

Real-time reporting

See updates whenever your data changes. Datarails Connect helps you ensure that every report and dashboard reflects the latest information, giving you confidence in your numbers and enabling you to make decisions quickly. Reduce delays and version confusion, and keep your team aligned at all times.
Real-time reporting

Excel-native & web-based

Stay in Excel while leveraging modern reporting capabilities. Datarails Connect lets you stay in Excel while also providing web-based dashboards for visualization, collaboration, and sharing insights across your organization. You get the familiarity of Excel with the power of a centralized platform.
Excel-native & web-based

AI insights and analysis

Spot mistakes early and uncover trends with AI that scans your data for discrepancies, outliers, and trends. Generate quick reports and presentations directly from your data, making it easy to share insights with your team or leadership.
AI insights and analysis

Built for collaboration

Easily share reports, insights, and data across teams to keep everyone on the same page. Improve communication, accelerate decision-making, and ensure consistency across your organization.
Built for collaboration

In-house implementation & support

Our implementation and customer success teams come from finance. From initial setup to ongoing optimization, your dedicated customer success manager works with you every step of the way to make sure you get the most out of Datarails Connect.
In-house implementation & support
200+ integrations
Real-time reporting
Excel-native & web-based
AI insights and analysis
Built for collaboration
In-house implementation & support

Why Datarails Connect?

Easy data management

Eliminate manual exports and file versioning

Consistent reporting

Ensure consistency and control across all reports

Autonomy & automation

Enable true self-service automated reporting for finance teams

Automated consolidation

Across any system, department, or data source, Connect automatically creates one source of truth for instant and accurate data connectivity. No more manual downloads, CSVs, or working with outdated numbers.

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Dashboards & Insights

Uncover trends and anomalies with AI-powered insights. Drill down into the layers behind your data. Create board-ready decks with real-time numbers and visualizations. All built for seamless cross-department collaboration.

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Real-time reporting

Automating your financial reporting lets you close the month faster. All from within Excel with no change to your current set-up, cut down on manual work to let the finance team’s true value shine.

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Learn why finance teams choose Datarails

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Do I need IT to set this up?

No, Connect is built for finance teams with no-code configuration.

Can I connect to multiple ERPs or CRMs?

Yes. Datarails connects to over 200 systems. ERPs, accounting software, CRMs, HR systems, and more, so all your financial and operational data is consolidated in one place.

How often does data refresh?

Data can refresh instantly at the click of a button, or you can set it to update automatically on a schedule you choose

Can I connect to non-financial systems?

Yes, Datarails integrates with financial and non-financial systems.

How does Connect help with reporting speed?

By pulling real-time data directly into Excel from all your connected systems, Connect eliminates manual exports and consolidations, allowing you to update reports in seconds instead of hours.