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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AI-powered. Excel-native. Built for the modern CFO’s office.

Excel-native & web-based

Work the way you already know, without giving up the power of automation. Datarails FP&A lets you stay in Excel while connecting your data to a secure, centralized platform. Collaborate, review, and manage workflows easily while keeping everyone on the same page.
Excel-native & web-based

Automated consolidation

Eliminate manual data gathering and version chasing. Datarails FP&A automatically consolidates numbers from every system, entity, and spreadsheet, giving you a single source of truth for faster, more accurate reporting and planning.
Automated consolidation

Live reporting & planning

Plan, forecast, and adjust in real time. With Datarails FP&A, every report and model updates as your data changes, helping you build different scenarios and make confident, data-driven decisions on the spot.
Live reporting & planning

Real-time dashboards

Bring your numbers to life with dynamic dashboards that automatically refresh with a single click. Easily visualize KPIs, trends, and performance across your business, no design or coding skills needed.
Real-time dashboards

AI-powered insights

Catch issues early and uncover opportunities you might have missed. Datarails FP&A gives you AI-powered insights, scanning your financial data to surface discrepancies, outliers, and emerging trends. Generate quick reports and presentations from your data, so insights are always ready to share.
AI-powered insights

Dedicated Customer Support

Get the help you need, when you need it, at no extra cost. Our customer success team all come from a finance background, so they understand the challenges you face. From implementation 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.
Dedicated Customer Support
Excel-native & web-based
Automated consolidation
Live reporting & planning
Real-time dashboards
AI-powered insights
Dedicated Customer Support

Why Datarails FP&A?

Easy setup

No code or IT setup required so that you can get started fast

Built to scale

Scales easily as your business and reporting needs grow

Strategic focus

Empower finance teams to move from operational tasks to high-value analysis

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
Read full case study

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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Datarails AI

Meet the world’s first complete generative AI assistant for FP&A. Datarails AI 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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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.