Datarails for Professional & Business Services

In service-driven businesses, performance depends on people, projects, and time – and every change affects your margins. Revenue is project-based, costs shift with staffing, and data lives across billing systems, time tracking tools, CRMs, and spreadsheets.

Your business moves fast. Now your financials can, too.

Datarails connects your data sources, automates reporting and budgeting, and gives you real-time analytics and insights into revenue, costs, and performance so you can make confident decisions and support growth without slowing down.

Visibility across your entire business

See all your financials in one place, by service line, team, project, or department, in dashboards anyone can understand.

Hours back every week

Automate consolidation and reporting so your team can spend more time on strategy and less time stitching together spreadsheets.

Smart forecasting for evolving workloads

Model workload changes, revenue shifts, and cost scenarios with accurate, connected data that adapts as your pipeline changes.

“Reporting used to take us days. Now, it’s done within a few hours. The time savings mean we can get information out and make key decisions quickly, which helps us generate income a lot faster.”

Aubrey Lane
Business Analyst, Merlin Law Group

Automated consolidation

A single source of truth for the CFO’s office

Billing systems, time tracking, payroll, CRM data, and project tools each hold important pieces of your financial story, but they don’t live in one place. Datarails automatically consolidates all of it into a single, accurate financial source of truth. No manual merges, no version control issues, no chasing numbers. Just clean, connected data you can rely on.

Scenario planning & forecasting

Adapt to changing priorities

Workloads change, timelines shift, and new opportunities appear quickly. Datarails lets you model the impact of staffing changes, new work, pricing updates, or cost fluctuations in seconds. Compare scenarios side by side and understand how today’s decisions affect revenue, margins, and resources without rebuilding spreadsheets.

Customizable dashboards & visibility

Clear insights for everyone

Some teams need high-level visibility, while others need detail. Datarails gives you customizable dashboards and visualization tools that clearly show performance by service line, team, project, or department. Drill into the numbers, track what’s changing, and share insights with stakeholders in formats they can understand, even if they’re not numbers people.

AI-powered insights & analytics

Answers when you need them

When priorities shift quickly, waiting for monthly or weekly reports isn’t an option. With analytics and Datarails AI, you can generate reports and presentations from your data, highlighting trends, unusual movements, and emerging risks. Get answers in real-time, surface insights you may have missed, and share insights in minutes to make smarter decisions across your organization.

Give your business the financial upgrade it deserves

75%

less manual spreadsheet work

50

hours of labor saved a month

4x

increase in efficiency

Learn why business leaders choose Datarails to streamline reporting, improve forecasting, and make faster, more confident decisions.

FAQ

Does Datarails integrate with our existing systems?

Yes. Datarails connects with 200+ systems, including CRMs, billing systems, payroll platforms, HR tools, and accounting software, to automatically pull and consolidate your financial data.

How secure is our data?

Security is built in. Your data is encrypted, access is role-based, and the platform complies with leading security and privacy standards.

Is Datarails suitable for businesses of different sizes and structures?

Absolutely. Whether you run a small business or a multi-entity organization with multiple service lines, Datarails adapts to your structure and scales with you.

Can we continue using Excel?

Yes. Datarails enhances Excel with automation, real-time syncing, and version control, so you keep the workflows you know without the manual work.

How long does implementation take?

Most teams are fully up and running within 4-6 weeks. Our onboarding specialists configure your reports and connect your systems for a smooth rollout.