Bring Salesforce data into your full financial picture

Datarails connects Salesforce directly to your financial reporting and planning environment, so revenue activity, pipeline movement, and customer performance don’t live in isolation. Work with CRM data inside structured financial models, alongside ERP and billing systems, and see how revenue performance truly impacts the business.

Unlock more from your Salesforce data

Understand the financial impact of CRM activity

Bring opportunity data, bookings, and customer metrics into the same environment as revenue, margin, and cost data. Move beyond CRM dashboards and understand how sales activity affects profitability and overall business performance.

Create a true single source of truth across systems

Combine Salesforce data with ERP, billing, and operational systems in one centralized place. Standardize and automate reporting logic across teams, so everyone works from the same numbers.

Turn CRM data into structured planning insight

Use real-time Salesforce data to support budgeting, forecasting, and scenario modeling. Connect revenue execution to structured financial plans and make decisions with greater clarity and confidence.

Trusted by finance teams using Salesforce

“Datarails saves us at least a week every month. The three to five days I used to spend building board reports are gone, and leaders no longer wait for updates. They see the numbers themselves, and we all move faster because of it.”

Andrew Polito
VP Controller

See how Datarails works with Salesforce

Become a Partner

Drive Business Performance With Datarails

Drive Business Performance With Datarails

Drive Business Performance With Datarails

Drive Business Performance With Datarails

Drive Business Performance With Datarails

Drive Business Performance With Datarails