Datarails FP&A

Empower your finance team with a one-stop shop for all your FP&A needs built for Excel users. It integrates data from all your Excel files, ERPs, CRMs, HRIS systems, or banks and enables real-time AI-powered reporting, budgeting & forecasting, and analysis.

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Modern AI-powered FP&A – Built for Excel users

Give your finance team superpowers with a platform that automates the grunt work and empowers smarter, faster AI-powered decisions. All from the tool you already use: Excel.

Our platform offers you the best of both worlds. It is 100% Excel-native with web-enabled workflows and data visualization.

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Trusted by finance teams across many industries

“You don’t need more people – you just need smart people using Datarails.”

Andrew (Andy) Austin
CFO Carrollton, Development Group
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One single source of truth

Reduce the repetitive, time-consuming, and error-prone tasks needed for manual data collection. From any source, in any format, Datarails automatically consolidates and speeds up your financial processes and gives you more time for the analysis and insights needed to drive your company’s sustainable growth.

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Automated financial reporting

Automate the work needed to collect data for your P&L, balance sheet, and cash flow statements. So your financial reporting can be as timely as possible. Leaving more time and resources for planning and analysis.

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Planning, budgeting & forecasting

Datarails is your ultimate planning partner, streamlining collaboration across teams. Easily track versions, feedback, and status with our collaborative workflows, and plan ahead using our dashboards and reports.

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Data analysis & insights

You may live in spreadsheets, but others don’t. Let your data tell the story with real-time dashboards and PowerPoints. Instantly drill down, spot trends and anomalies, and inspire smarter decisions with data from across the business.

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Genius by Datarails

Meet the world’s first complete generative AI assistant for FP&A. Genius by Datarails delivers tailored summaries, insights, and presentations- powered by a system that knows you. So you get instant answers and stay ahead.

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Why Datarails FP&A?

Excel-native interface with web-enabled workflows

Built for finance teams. No code, no IT

Self-service and intuitive

Automated
consolidation

Live reporting, planning & scenario modeling

Real-time dashboards & visualization tools

AI-powered insights to detect anomalies and spot trends

100% flexibility to manipulate your data your way

Dedicated premium Customer Support

Learn why finance teams choose Datarails

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How will Datarails FP&A make my budgeting and forecasting easier?

By automatically pulling in all your financial and operational data, Datarails removes the need for manual copy-paste and version chasing. You can build, update, and share budgets and forecasts in a fraction of the time, so you can focus on analysis, not admin.

Can I still work in Excel?

Absolutely. You keep working in the Excel you know and love, but without the headaches. Datarails takes care of data consolidation, version control, and real-time syncing, so your spreadsheets are always accurate and connected.

How often does data refresh?

Whenever you want. Refresh instantly at the click of a button, or set up an automatic schedule so your numbers are always current without you lifting a finger..

What kinds of reports can I build?

Whether it’s P&L, cash flow, balance sheet, department budgets, rolling forecasts, or custom dashboards, if you can model it in Excel, you can automate and visualize it in Datarails.

Does it integrate with my ERP and other systems?

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 long does it take to implement?

Most FP&A implementations are completed within 4-6 weeks, depending on the complexity of your data and models.