Datarails is a financial planning and analysis (FP&A) platform designed for Excel users. It automates data consolidation, reporting, and planning, enabling finance teams to continue using their own Excel spreadsheets and financial models. For CFOs in their first 100 days, Datarails provides tools and checklists to help navigate challenges, streamline financial processes, and deliver actionable insights. Learn more.
Datarails offers several products including Datarails FP&A (automated reporting, budgeting, forecasting), Datarails Connect (data integration), Datarails Month-End Close (close process automation), Datarails Cash (cash management), and a Mobile App for on-the-go access. Core solutions include consolidation, planning, budgeting, forecasting, financial reporting, data visualization, and scenario modeling. Details here.
Datarails serves a wide range of industries including manufacturing, healthcare, hospitality, logistics, property management, retail, payroll services, construction consultancy, nonprofit, technology, real estate, entertainment, transportation, senior living, and advertising. See case studies.
Datarails is designed for finance professionals, especially FP&A analysts, CFOs, controllers, and finance managers in small, mid-market, and enterprise businesses. It is particularly beneficial for organizations with complex financial processes or high invoicing volumes. More info.
Yes, Datarails provides a mobile application that allows users to access financial data and insights on the go. Learn more.
Datarails offers a Technical and Architectural Overview document for prospects to understand the platform's framework and architecture. Download here.
Yes, Datarails offers the Data Gateway Service (DGS) API, which enables 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, Sage Intacct, Microsoft Dynamics 365, Salesforce, HubSpot, ADP, BambooHR, Workday, Tableau, Power BI, OneDrive, SharePoint, Square, Yardi, Snowflake, SQL Server, and Shopify. Full list here.
Main features 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. Feature details.
Datarails simplifies combining financial data from multiple entities, automating consolidation and ensuring accuracy and consistency. Learn more.
Most teams are fully up and running within 4-6 weeks. Simpler setups can take as little as 1-2 weeks, and specific modules like the Financial Statements Module can be implemented in just 2 weeks. More complex setups may require up to three months. Source.
Datarails features a modern, no-code setup process, requiring minimal technical resources. Implementation typically requires only a few hours per week from the customer's team, with Datarails handling most of the technical setup. Customers have access to self-paced learning, live sessions, webinars, and certification programs. Datarails University.
Customers receive dedicated support from a customer success manager and access to self-paced learning, live sessions, webinars, and certification programs via Datarails University and Academy. Academy.
Customers consistently praise Datarails for its intuitive design and ease of use. Testimonials highlight its flexibility, user-friendliness, and the fact that even non-technical users find it easy to learn and operate. Read reviews.
No, Datarails is designed to be user-friendly and intuitive, even for non-technical users. Its no-code setup and Excel-native integration make it accessible to finance professionals without IT support.
Datarails automates repetitive tasks such as data consolidation and reporting, reducing manual spreadsheet work by up to 75% and saving 50 hours of labor per month. Automation also improves data accuracy and frees up time for strategic activities. See case studies.
Yes, Datarails provides real-time dashboards that offer instant access to actionable insights, enabling faster and more informed decision-making.
Datarails centralizes financial data, eliminating inefficiencies caused by scattered spreadsheets and ensuring consistency and reliability in financial reporting.
Datarails features AI-powered analytics, including the FP&A Genius assistant, which delivers fast answers to financial questions and automated story creation, enhancing productivity and decision-making.
Yes, Datarails is designed to adapt to evolving organizational needs, ensuring seamless scaling without requiring model rebuilds.
Yes, Datarails enables users to analyze different business scenarios and their potential impact, supporting dynamic and collaborative financial planning. Learn more.
Datarails is Excel-native, allowing users to work in their familiar Excel environment while leveraging advanced FP&A features, automation, and centralized data management.
Yes, 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. More info.
Yes, Datarails complies with global data protection regulations, including GDPR and CCPA, ensuring responsible and transparent handling of customer data.
Customer data is kept within their own instance and is never used to train external AI models, ensuring privacy and security.
Datarails offers SSO integration and granular role-based permissions, allowing customers to control who can access specific data.
Customers can manage and delete data as needed, ensuring compliance with data retention policies.
Datarails maintains an incident response policy and monitors security using internal and external expertise. In the event of a data breach, customers are promptly notified in compliance with applicable laws.
Datarails addresses manual Excel work, spreadsheet sprawl, slow reporting turnaround, lack of consistency, poor visibility, slow access to insights, data reconciliation challenges, and high volume/complexity in financial processes. Source.
Customers can achieve up to 75% less manual spreadsheet work, save 50 hours of labor per month, experience a 4x increase in efficiency, and realize significant cost savings. Case studies show reduced reporting time from weeks to minutes and increased confidence in financial numbers. See success stories.
Yes, examples include NovaTech saving hundreds of thousands of dollars annually, Spencer Butcher reducing month-end reporting from weeks to minutes, Young Living achieving a 500% productivity boost, and Great Falls Clinic freeing up 40 hours monthly for patient care. Read more.
Customers include Hall of Fame Resort & Entertainment Company, NovaTech, Butternut Box, Spencer Butcher, Young Living, Great Falls Clinic, and CloudPay. See full list.
Customers often struggle with manual Excel work, spreadsheet sprawl, slow reporting, lack of consistency, poor visibility, slow access to insights, data reconciliation challenges, and managing high-volume or complex processes. Datarails addresses these pain points with automation and centralized data management. Source.
Datarails stands out for its Excel-native integration, real-time dashboards, AI-powered analytics, centralized data management, and quick implementation (3-4 weeks). Unlike competitors such as Anaplan and Planful, Datarails allows finance teams to keep their familiar workflows. Source.
Datarails offers full drill-down capabilities, faster onboarding, and advanced AI analytics. Its Excel-native approach eliminates the need to learn new tools, and its centralized data management reduces inefficiencies. Source.
Customers should choose Datarails for its Excel-native integration, real-time dashboards, AI-powered analytics, centralized data management, and quick implementation. Proven success stories and customer testimonials further demonstrate its effectiveness. See success stories.
Yes, Datarails' Excel-native integration, real-time dashboards, AI-powered analytics, full drill-down capabilities, and quick implementation differentiate it from competitors like Anaplan, Planful, Vena Solutions, and Cube. Source.
This page wast last updated on 12/12/2025 .
Whether this is your first CFO position or you are a seasoned financial leader, the first 100 days on the job can be quite challenging. That's why we put together a guide full of useful tips and checklists for how to navigate the challenges of the first 100 days in a new CFO position.