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No code600+ native connectorsEvery number traced to its source
Templates built around real finance work
Choose a ready-made Finance analysis, dashboard, or workflow, connect your data, and make it yours.
Synced · Every number traced to its source
Automate, build and analyze your Finance work
Workflows /Month-end close
JunJul
Repeats monthly · 1st business day
Run #14
August close signed off by Dana L. · next run Sep 1, automatically
Priya R.FP&A lead
New app
Build app →
Approval toolClose trackerReconciliation tool
Invoice approvals
Approval tool
Awaiting
Value$709K
Avg. time1.6d
Queue · assigned to you
Approved by Dana L. · routed to CFO
Analysis /Q2 OpEx · actual vs. budget
Analysis
Budget$7.21MQ2 plan
Actual$7.62MPosted in GL
Variance+$410K+5.7% vs. budget
What’s driving the change42% is the Q2 agency retainer — booked to S&M, never budgeted.
Marcus W.Budget owner
Marcus W.Budget owner
Reports /Q3 Performance
Live ·
Connected toNetSuite GLSalesforceBank feed
Revenue vs. plan · weeklyActualPlan
Shared with
CFO, Controller +4
CFO, Controller +4
Latest changes
The simplicity of AI building, made for Finance
01Understands the context behind your numbersWork with the context and relationships behind the numbers.
02Makes the numbers easier to verifyValidate your data, calculations, and where the numbers came from.
03Keeps Finance in controlManage permissions, approvals, versions, and controls around what gets built.
Frequently asked questions
No. Describe what you need in plain language, and Studio helps you create the analysis, dashboard, workflow, or automation. You can refine it as you go.
Yes. Studio can connect to data from your ERP, CRM, banks, HR systems, and the files you already use.
Studio runs on the governed Datarails platform, with permissions, approvals, versions and an audit trail around everything that gets built.
Yes. Studio works alongside your existing Excel models rather than replacing them.
Ready to build what your Finance team needs?
Finance team needs
Unlock more features
Attach Excel, CSV, or PDF files, apply templates, connect integrations, and more.
Sign in
Type what you want to build first.
Build what your Finance team needs
Try Studio for free
Finance team needs
Unlock more features
Attach Excel, CSV, or PDF files, apply templates, connect integrations, and more.
Sign in
Type what you want to build first.
No code600+ native connectorsEvery number traced to its source
FINANCE TEAMS AT 2,000+ COMPANIES RUN ON DATARAILS
Templates built around real finance work
Choose a ready-made Finance analysis, dashboard, or workflow, connect your data, and make it yours.
Budgeting /Budget vs. actual · by department
FY27 · YTDAll entitiesOpEx
Share
Share
DepartmentsAccountsMonths▮ Actual · ┃ Budget · ⚑ over 5%
Sales & marketing
+9.7%
R&D
+6.3%
G&A
+5.4%
Customer success
-1.8%
Operations
-3.1%
Finance
-0.8%
Forecast landing$49.1M+1.9% vs $48.2M budget
3 owners need to reviewS&M · R&D · G&A
S&M · R&D · G&ANotify ownersReforecast
Synced 2 min ago · NetSuiteEvery number traced to its source
Day 1Jul 31
9/9 tasks
Day 2Aug 1
11/11 tasks
Day 3 · TodayAug 2
8/11 tasks
Day 4Aug 3
2/7 tasks
Day 5Aug 4
0/4 tasks
To do · 2
Controller sign-offPNDue Aug 4
Flux review vs. prior monthSADue Aug 3
In progress · 2
Revenue cut-off reviewSADue Aug 2
Fixed asset roll-forwardDPDue Aug 2
In review · 2
Intercompany eliminationsDPDue Aug 2
Prepaid amortizationRCDue Aug 2
Done · 2
Bank recs — 14 accountsMLDue Aug 1
Payroll & benefits accrualRCDue Aug 1
Treasury /13-week cash forecast
Jul 27 – Oct 194 accountsBase case
Share
Share
WeeklyDailyOpening $6.4M · Jul 27
Inflows$9.8MAR + subscriptions
Outflows$10.9MPayroll-heavy weeks
Scenario suggestionMove the $860K tax payment from W9 to W11 — cash stays above $2M.
Apply scenarioCompare
Synced 2 min ago · bank feeds + NetSuite AP/AREvery number traced to its source
Analysis /Q2 OpEx · plan to actual
Q2 2026All entitiesOpEx
Share
Share
BridgeTable+$410K · +5.7% vs budget
WHY IT HAPPENEDThe Q2 agency retainer drove 42% of the overspend — booked to S&M, never budgeted.Marcus W. · “One-off for the Q2 launch — I’ll reforecast Q3.”
Marcus W. · “One-off for the Q2 launch — I’ll reforecast Q3.”Drill into transactions
Synced 5 min ago · NetSuite GL · 212 accountsEvery number traced to its source
Reporting /Q2 board pack
Q2 2026Draft v3
Share
Share
Board of directors · Q2 2026Slide 3 of 12
Operating review — P&L summaryRevenue$4.18M+6.9% QoQ
Gross margin71.2%+0.6 pts
EBITDA$0.35M+18% QoQ
Cash$6.4M14 mo runway
• Revenue grew 6.9% on enterprise expansion; S&M ran 9.6% over plan on a one-off retainer.
• EBITDA up 18% as R&D hiring landed below budget.
• EBITDA up 18% as R&D hiring landed below budget.
12 slides · auto-filled
1 · Cover
2 · CEO letter
3 · P&L summary
4 · Revenue
5 · Cash & runway
6 · Headcount
Export PDFPPTX
Numbers refreshed from the Q2 close packageEvery number traced to its source
Hiring plan · start datesBars run from start date
OctNovDecJanFebMar
Senior FP&A analystFinance
Account executive ×4Sales
Staff backend engineerR&D
Customer success leadCS
Payroll specialistFinance
Data engineerR&D
Base planHiring freeze Q1Aggressive
Fully loaded cost · FY27$5.9M
R&D
$2.4M
Sales
$1.9M
Finance
$0.9M
CS
$0.7M
$240K under headcount budgetRoom for one more senior hire in Q2.
Receivables /AR aging & collections
As of Jul 31All regions
Share
Share
$3.26Mopen · DSO 47 daysAmountCount
$1.62M0–30 d
$0.74M31–60 d
$0.38M61–90 d
$0.30M91–120 d
$0.22M120+ d
Top overdue · prioritized
Brightwater Retail$142,80094 d
Northline Media$96,40071 d
Harbor Logistics$74,10066 d
Kestrel Health$51,90062 d
Send 4 remindersExport
Synced 1 min ago · NetSuite AR · 312 open invoicesEvery number traced to its source
Annual recurring revenue$16.7M +28% YoY
New $2.1MExpansion $2.4MChurned −$0.8M
Net revenue retention+3 pts vs Q1Logo churn 1.4% / month
Revenue retention by cohort (%)
Q1 241009693919089Q2 2410097959392Q3 24100959290Q4 241009896Q1 2510097Q2 25100
Invoices awaiting approval · 12MineAll
Northline Media Group$412,600Aug 8Over budget
AWS$212,900Aug 12Within policy
WeWork$38,400Aug 15Within policy
Gong.io$26,750Aug 20Missing PO
Deloitte$18,000Aug 22Within policy
Northline Media · INV-40912$412,600
GL account6120 · Agency feesDepartmentMarketingBudget left−$172,000
✓Requester · Dana LeviSubmitted
✓Budget owner · Marcus WebbApproved
•Controller · YouWaiting on you
New budget request
DepartmentMarketing
QuarterQ4 2026
Amount$85,000
JustificationTwo regional events in Q4, expected to source $1.2M in pipeline based on last year’s conversion.
Marketing budget used after this request
88%Open requests7$412K requested
Avg. approval1.6 days−2 days vs Q2
Recent requests
Q4 tooling$24,000Customer successApproved
GPU capacity$140,000R&DIn review
SKO travel$62,000SalesIn review
Legal retainer$30,000G&ADeclined
RepBookingsQuota attainment%Payout
Ava Chen$1.86M
124%$74,400
Liam Ortiz$1.62M
108%$58,300
Noa Shapiro$1.44M
96%$46,100
Ethan Brooks$1.21M
81%$33,900
Mia Rossi$0.96M
64%$21,100
Q3 payout$233,8005 reps · 2 over quota
vs accrual−$6,200Under accrued
Plan rules · FY26 AE plan
0–80% of quota6%
80–100%8%
100%+ accelerator12%
Close /Bank reconciliation · July
Operating accountJul 2026
Share
Share
All 482Exceptions 10Bank statement ↔ General ledger
Stripe payout$84,210.00
AWS 88231−$21,290.00
Brightwater wire$142,800.00
Payroll · ADP−$640,300.00
Amex card fees−$1,184.20
GL$84,210.00
GL−$21,290.00
GL$142,080.00
GL−$640,300.00
GL—
10 open items · $18,420
1 mismatch · 1 missing GL entry · 8 timingSign-off: Dana L.
1 mismatch · 1 missing GL entry · 8 timing
Sign-off: Dana L.Approve & postAssign
Synced 2 min ago · bank feed + NetSuite GLEvery number traced to its source
Automate, build and analyze your Finance work
Workflows /Month-end close
JunJul
Repeats monthly · 1st business day
Run #14
August close signed off by Dana L. · next run Sep 1, automatically
Priya R.FP&A lead
New app
Build app →
Approval toolClose trackerReconciliation tool
Invoice approvals
Approval tool
Awaiting
Value$709K
Avg. time1.6d
Queue · assigned to you
Approved by Dana L. · routed to CFO
Analysis /Q2 OpEx · actual vs. budget
Analysis
Budget$7.21MQ2 plan
Actual$7.62MPosted in GL
Variance+$410K+5.7% vs. budget
What’s driving the change42% is the Q2 agency retainer — booked to S&M, never budgeted.
Marcus W.Budget owner
Marcus W.Budget owner
Reports /Q3 Performance
Live ·
Connected toNetSuite GLSalesforceBank feed
Revenue vs. plan · weeklyActualPlan
Shared with
CFO, Controller +4
CFO, Controller +4
Latest changes
The simplicity of AI building, made for Finance
01Understands the context behind your numbersWork with the context and relationships behind the numbers.
02Makes the numbers easier to verifyValidate your data, calculations, and where the numbers came from.
03Keeps Finance in controlManage permissions, approvals, versions, and controls around what gets built.
Frequently asked questions
No. Describe what you need in plain language, and Studio helps you create the analysis, dashboard, workflow, or automation. You can refine it as you go.
Yes. Studio can connect to data from your ERP, CRM, banks, HR systems, and the files you already use.
Studio runs on the governed Datarails platform, with permissions, approvals, versions and an audit trail around everything that gets built.
Yes. Studio works alongside your existing Excel models rather than replacing them.
Ready to build what your Finance team needs?
Finance team needs
Unlock more features
Attach Excel, CSV, or PDF files, apply templates, connect integrations, and more.
Sign in
Type what you want to build first.