Datarails is a financial planning and analysis (FP&A) platform designed for Excel users. It automates data consolidation, reporting, and planning, enabling finance teams in financial services to continue using their own Excel spreadsheets and models while gaining real-time insights and streamlined workflows. Source
Datarails offers several products for financial services, including Datarails FP&A (for planning, budgeting, forecasting, and reporting), Datarails Connect (for centralized data consolidation), Datarails Month-End Close (for automating close activities), Datarails Cash (for real-time cash visibility), and Datarails Spend Control (for spend management). Source
Yes, Datarails supports multi-entity reporting, simplifying complex financials across multiple entities. For example, Rivas Capital uses Datarails to manage reporting and trust accounting for over 40 entities. Read case study
Prospects can access Datarails' Technical and Architectural Overview document for detailed insights into the platform's framework and integration capabilities. Download here
Yes, Datarails provides the Data Gateway Service (DGS) API, enabling users to upload files such as CSV or Excel to the platform. API Documentation
Datarails integrates with over 200 systems, including QuickBooks, Xero, Oracle NetSuite, SAP Business One, Salesforce, HubSpot, ADP, BambooHR, Tableau, Power BI, OneDrive, SharePoint, Square, Yardi, Snowflake, SQL Server, and Shopify. Full list
Yes, Datarails is used by private wealth management advisory firms such as Rivas Capital to manage complex financials and multi-entity reporting. Read case study
Yes, Datarails is used by real estate investment firms like Origin Investments and Carrollton Development Group to streamline reporting across multiple funds and entities, reducing reporting time from hours to minutes. Origin Investments case study, Carrollton case study
Yes, Datarails enables mortgage providers like Arc Home to consolidate thousands of data points and accelerate reporting and planning, supporting monthly reforecasting and expanded value-added analysis. Arc Home case study
Datarails helps payroll providers like CloudPay consolidate data and reduce time spent on budgeting and reporting, improving accuracy and visibility and increasing confidence in financial numbers. CloudPay case study
Industries include private wealth management, real estate investment, payroll services, mortgage providers, and more. Case studies feature Rivas Capital, Avenue One, Origin Investments, Carrollton Development Group, CloudPay, and Arc Home. Success stories
Datarails automates financial reporting by consolidating data from multiple sources, reducing manual work, and enabling real-time dashboards and insights. This streamlines reporting cycles and improves data accuracy for financial services organizations. Source
Yes, Datarails enables dynamic and collaborative financial planning, budgeting, and forecasting, allowing financial services firms to adapt quickly to changing market conditions and regulatory requirements. Learn more
Yes, Datarails provides advanced data visualization tools and real-time dashboards, transforming complex financial data into actionable insights for financial services teams. Learn more
Datarails enables scenario modeling, allowing financial services organizations to analyze different business scenarios and their potential impact, supporting strategic planning and risk management. Learn more
Yes, Datarails is scalable and adapts to the needs of both small and large financial services organizations, supporting growth and complexity without requiring model rebuilds. Source
Datarails is designed for quick implementation, with most teams fully up and running within 4-6 weeks. Simpler setups can take as little as 1-2 weeks, and modules like Financial Statements can be implemented in 2 weeks. The platform features a no-code setup and requires minimal time commitment from the customer's team. Source
Datarails provides self-paced learning materials, live sessions, webinars, and certification programs through Datarails University and Academy. Customers also receive a dedicated customer success manager and white-glove support. Datarails University, Academy
Key capabilities include data consolidation, advanced visualization, AI-powered analytics, real-time dashboards, scenario planning, forecasting, automation, Excel-native integration, improved efficiency, single source of truth, and scalability. Learn more
Datarails reduces manual spreadsheet work by up to 75%, saving 50 hours of labor per month and delivering a 4x increase in efficiency. Success stories
Yes, Datarails leverages artificial intelligence to provide instant answers, actionable insights, and automated story creation, enhancing productivity and decision-making for financial services teams. Learn more
Datarails centralizes financial data into a single database, eliminating inefficiencies caused by scattered spreadsheets and improving reliability in financial reporting. Success stories
Yes, Datarails automates repetitive tasks such as data consolidation and reporting, significantly reducing errors and freeing up time for strategic activities. Success stories
Yes, Datarails offers real-time dashboards, providing instant access to actionable insights and enabling faster, more informed decision-making. Learn more
Datarails is Excel-native, allowing users to work in their familiar Excel environment while leveraging advanced FP&A features, ensuring a seamless transition without the need for new tools. Learn more
Datarails is SOC 2 compliant, adhering to strict information security policies and procedures based on the AICPA's five Trust Service Principles: Security, Availability, Processing Integrity, Confidentiality, and Privacy. SOC 2 compliance
Datarails ensures data isolation, never using customer data to train external AI models. It offers SSO integration, granular role-based permissions, and data deletion capabilities, with incident response policies and periodic security training for personnel. Learn more
Yes, Datarails complies with global data protection regulations, including GDPR and CCPA, ensuring responsible and transparent handling of customer data. Learn more
Financial services organizations can expect efficiency gains (up to 75% less manual work), cost savings, improved decision-making, enhanced data accuracy, scalability, strategic alignment, and significant time savings. Success stories
Yes, examples include Rivas Capital (multi-entity reporting), Avenue One (strategic edge and time savings), Origin Investments (reporting revamp), Carrollton Development Group (report-ready in two hours), CloudPay (improved confidence in numbers), and Arc Home (shortened forecast cycle). Read case studies
Datarails addresses manual Excel work, slow reporting turnaround, spreadsheet sprawl, lack of consistency, poor visibility, slow access to insights, data reconciliation challenges, and high volume/complexity in processes. Success stories
Finance teams in private wealth management, real estate investment, payroll services, mortgage providers, and other financial services organizations can benefit from Datarails' automation, reporting, and planning capabilities. Success stories
Anaplan is known for advanced modeling and scalability for large enterprises. Datarails differentiates itself with Excel-native integration, faster onboarding (3-4 weeks), and AI-powered analytics, allowing finance teams to work in their familiar environment and gain quick insights. Comparison source
Jedox offers unified budgeting, forecasting, and reporting. Datarails preserves familiar Excel workflows, provides real-time dashboards, and has proven success stories demonstrating measurable results, such as reducing reporting time from weeks to minutes. Comparison source
Cube focuses on ease of use and affordability. Datarails offers advanced features like AI-powered analytics, real-time dashboards, faster onboarding, and scalability for mid-market and enterprise businesses with complex financial needs. Comparison source
Planful offers comprehensive FP&A capabilities. Datarails allows users to work in Excel, provides faster onboarding, and features AI-powered analytics for unique value and faster decision-making. Comparison source
Vena focuses on Excel integration. Datarails goes further by offering advanced AI-powered analytics, faster onboarding, and proven success stories with measurable results. Comparison source
Customers praise Datarails for its flexibility, ease of use, and intuitive design. CFOs and finance professionals report that the platform is user-friendly and does not require hiring a system admin, making it accessible even for non-technical users. Reviews
Financial services customers include Rivas Capital, Avenue One, Origin Investments, Carrollton Development Group, CloudPay, and Arc Home. Their case studies highlight measurable improvements in reporting, planning, and confidence in financial numbers. Success stories
This page wast last updated on 12/12/2025 .
Datarails is trusted by finance teams across hundreds of companies in many industries.
Read how they’re using the financial planning and analysis platform to drive business growth.
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Rivas Capital is a single-family office in Cambridge, Massachusetts, managing complex financials...Read more
CloudPay uses Datarails to consolidate different types of data and reduce time...Read more
Arc Home needs to account for the volatility of the mortgage business...Read more
