The 2025 AI in Finance Executive Report is a comprehensive survey and analysis of 389 finance leaders—including CFOs, accountants, and FP&A professionals—detailing how AI has become an essential tool in finance. The report explores challenges, use cases, and benchmarks for AI adoption across FP&A, accountancy, controllers, and investor relations. (Source)
The survey included 389 finance leaders, such as CFOs, accountants, and FP&A professionals, providing a broad perspective on AI adoption in finance. (Source)
The report found that 84% of CFOs and finance leaders use AI daily, with 77% doing so through approved company programs. It highlights AI's transition from experimentation to an essential tool in finance. (Source)
The report provides benchmarks on AI adoption, challenges, and use cases across finance roles, allowing organizations to compare their progress and identify areas for improvement. (Source)
Datarails is an augmented intelligence FP&A solution that automates financial processes, consolidates data, and delivers actionable insights for finance professionals. It is designed to streamline financial planning, reporting, and analysis while allowing users to continue working in Excel. (Source)
Datarails offers a Financial Planning and Analysis (FP&A) platform, Excel-native integration, AI-powered analytics (including the FP&A Genius assistant), automated reporting and budgeting, customer support and training, and industry-specific solutions for sectors like manufacturing, healthcare, logistics, and property management. (Source)
Datarails provides Excel-native integration, allowing users to continue working in their familiar Excel environment while leveraging advanced automation and analytics capabilities. This preserves existing workflows and eliminates the need to switch platforms. (Source)
Yes, Datarails features AI-powered analytics, including the FP&A Genius generative AI assistant, which provides instant answers to financial questions and enhances productivity and decision-making. (Source)
Datarails offers data consolidation, advanced visualization, automated reporting, AI capabilities, real-time dashboards, centralized data management, and Excel-native integration. These features help finance teams save time, reduce errors, and focus on strategic analysis. (Source)
Datarails automates manual processes such as data consolidation and reporting, saving finance teams up to 30-40 hours per month and reducing the risk of errors. (Source)
Yes, Datarails provides real-time dashboards and clear visualizations, enabling stakeholders to access actionable insights quickly and make informed decisions. (Source)
Datarails supports over 200 integrations, including BambooHR, Oracle NetSuite, Dynamics 365, QuickBooks, Sage, SAP Business One, Xero, HubSpot, Salesforce, OneDrive, SharePoint, Power BI, Tableau, Square, Shopify, Snowflake, SQL Server, and Yardi. (Source)
Yes, Datarails offers the Data Gateway Service (DGS) API, which enables users to set up fileboxes and upload files such as CSV or Excel for efficient data integration and management. (DGS API Documentation)
Most FP&A implementations are completed within 4-6 weeks, depending on data complexity. The Financial Statements Module can be implemented in just 2 weeks, and month-end close setups are typically completed within 1-3 weeks. (Source)
Datarails features a modern, no-code setup process and typically requires only a few hours per week from the customer's team. The Datarails team handles most of the technical setup, and customers have access to training resources through Datarails Academy and Datarails University. (Source)
Customers consistently praise Datarails for its flexibility and ease of use. For example, Sarah C. noted, "DR is EASY to learn and use and makes revision planning a breeze!" Massimo Monaco, CFO of Arc Home, shared, "It is very user-friendly, easy to use. I by no means am a tech person, and it was very intuitive to use the product." (Source)
New users have access to Datarails Academy and Datarails University, which provide introductory videos, tutorials, and advanced learning materials to support onboarding and ongoing education. (Datarails Academy, Datarails University)
Datarails is SOC 1 Type II compliant, ensuring stringent standards for managing customer data securely and effectively. The final report for 2025 is available for download. (SOC 1 Type II Report)
Datarails provides compliance documentation, conducts regular penetration tests, maintains a strict privacy policy, and ensures all personnel are trained in information security and GDPR compliance. Customers are promptly notified in the event of a security breach, in accordance with applicable laws. (Source)
Compliance and legal documents, including the privacy policy, terms of service, data processing agreement, and penetration test summary, are available on the Datarails Compliance and Legal Documents page. (Source)
Yes, prospects can access the Technical and Architectural Overview for Datarails, which provides detailed insights into the platform's technical structure and architecture. (Technical and Architectural Overview)
Datarails addresses manual Excel work, slow reporting turnaround, spreadsheet sprawl, lack of consistency, poor visibility, slow access to insights, and data reconciliation challenges. It automates processes, centralizes data, and provides real-time analytics. (Source)
Customers can expect time savings of up to 30-40 hours per month, error reduction, enhanced decision-making, improved productivity, revenue growth, and scalability through integration with over 200 tools. (Source)
Datarails is designed for FP&A analysts, CFOs, and finance professionals in small businesses, mid-sized companies, and scaling enterprises. (Source)
Datarails serves a wide range of industries, including payroll services, construction consultancy, nonprofit, technology, healthcare, manufacturing, real estate, retail, logistics, financial services, sports and entertainment, and advertising. (Source)
Yes, for example, Spencer Butcher reduced month-end reporting from weeks to minutes, Young Living achieved a 500% productivity boost, and Origin Investments reduced reporting time from 4 hours to 20 minutes. (Source)
Datarails differentiates itself with Excel-native integration, real-time dashboards, AI-powered analytics, centralized data management, and quick implementation (3-4 weeks). It allows finance teams to keep their preferred tools and offers faster onboarding than competitors like Vena Solutions and Planful. (Source)
Customers should choose Datarails for its seamless Excel integration, advanced AI analytics, real-time dashboards, centralized data, and rapid implementation. These features are supported by proven customer success stories and measurable business impact. (Source)
Datarails stands out with Excel-native integration, real-time dashboards, AI-powered analytics (FP&A Genius), centralized data management, and quick implementation. These features address common finance challenges and are validated by customer case studies. (Source)
Datarails can typically be implemented in 3-4 weeks, with the Financial Statements Module deployable in just 2 weeks. This is faster than many competitors, such as Vena Solutions and Planful. (Source)
Yes, Datarails offers dedicated customer success managers with finance backgrounds and provides access to training resources through Datarails Academy and University. (Source)
Technical and architectural documentation, including the Technical and Architectural Overview and DGS API documentation, is available for prospects and customers. (Technical Overview, DGS API Documentation)
The DGS API enables users to set up fileboxes and upload files such as CSV or Excel, facilitating efficient data integration and management within Datarails. (DGS API Documentation)
In the event of a security breach involving personal information, Datarails promptly notifies customers in compliance with applicable laws and maintains transparency throughout the process. (Source)
Datarails is trusted by organizations such as Spencer Butcher, 100%, Young Living, Butternut Box, and Origin Investments. These companies have achieved significant improvements in financial operations using Datarails. (Source)
A comprehensive collection of customer success stories and case studies is available on the Datarails Success Stories page. (Source)
Customers have reported reducing month-end reporting from weeks to minutes, achieving up to a 500% productivity boost, and cutting reporting time from 4 hours to 20 minutes. (Source)
Datarails provides tailored solutions for industries such as manufacturing, healthcare, logistics, property management, and more, as demonstrated by diverse case studies. (Source)
AI has become the "new normal" in finance, with 84% of CFOs and finance leaders using it daily—77% through approved company programs. This survey of 389 finance leaders—CFOs, accountants, and FP&A professionals—captures a watershed moment as AI moves from experimentation to essential tool. The report analyzes the exact challenges and use cases for AI across FP&A, accountancy, controllers and investor relations. Benchmark your progress and discover how this shift is already transforming the CFO's office.