What is Datarails and how does it help finance teams?

Datarails is a financial planning and analysis (FP&A) platform that transforms Excel into a powerful tool for strategic decision-making. It automates manual processes like data consolidation and reporting, integrates financial and operational data from various systems, and provides real-time dashboards, scenario modeling, and AI-powered analytics. This enables finance teams to streamline workflows, reduce errors, and focus on strategic analysis rather than manual tasks. Learn more.

How did 100% Eyewear use Datarails to improve their financial operations?

100% Eyewear, a premium outdoor performance brand, used Datarails to move away from limited ERP reporting and manual Excel processes. With Datarails, they increased their reporting from 3-5 basic statements to over 25 detailed reports, automated data refreshes, improved forecasting accuracy, and expanded the user base from 3 to 30-35 users across multiple departments. This led to a 10-20% increase in overall working efficiency and 2-3x more effective reporting functions. Read the full case study.

What are the main features of Datarails?

Datarails offers automation of manual processes, centralized data management, real-time dashboards, scenario modeling, AI-powered analytics (including the FP&A Genius assistant), Excel-native integration, collaboration tools, and robust data visualization. These features help finance teams save time, reduce errors, and gain actionable insights for better decision-making. Learn more about data visualization.

How does Datarails integrate with Excel?

Datarails is Excel-native, allowing users to continue working in their familiar Excel environment while automating data consolidation, reporting, and planning. The Excel add-in enables users to refresh data with a single click, combine data from multiple sources, and update reports instantly. This preserves existing workflows and reduces the need for retraining. Learn more.

What integrations does Datarails support?

Datarails integrates with over 200 tools, including BambooHR, Oracle NetSuite, HubSpot, OneDrive, Dynamics 365, Power BI, QuickBooks, Sage Intacct, Square, SAP Business One, SharePoint, Shopify, Snowflake, Salesforce, SQL Server, Tableau, Xero, and Yardi. This allows users to consolidate data from Excel and other systems into one centralized platform. See the full list of integrations.

What are the key benefits of using Datarails?

Key benefits include saving up to 30-40 hours per month for finance teams, reducing errors through centralized data management, enabling faster and more strategic decision-making with real-time dashboards and AI analytics, improving productivity, and supporting revenue growth through better insights. Datarails is also scalable for businesses of all sizes. See customer success stories.

How does Datarails help with reporting and forecasting?

Datarails automates manual reporting and forecasting processes, provides real-time dashboards, and enables scenario modeling. For example, 100% Eyewear increased their reporting from 3-5 basic statements to over 25 detailed reports and improved forecasting accuracy, allowing for more strategic decision-making and better inventory planning. Read the case study.

Who can benefit from using Datarails?

Datarails is designed for finance professionals in mid-market companies and SMBs, including FP&A managers, controllers, and CFOs. It is used across industries such as real estate, manufacturing, retail, healthcare, technology, consumer goods, and more. See industry case studies.

What problems does Datarails solve for finance teams?

Datarails addresses manual Excel work, slow reporting turnaround, spreadsheet sprawl, lack of consistency in financial data, poor visibility, and slow access to insights. By automating processes and centralizing data, it enables finance teams to focus on strategic analysis and decision-making. Learn more.

What business impact can customers expect from using Datarails?

Customers can expect significant time savings (up to 30-40 hours per month), error reduction, enhanced decision-making, improved productivity, and revenue growth. For example, 100% Eyewear saw a 10-20% increase in efficiency and expanded Datarails usage to 30-35 users across departments. See more success stories.

Can you share specific case studies or success stories of customers using Datarails?

Yes. Notable success stories include: 100% Eyewear: Increased reporting from 3-5 to 25+ reports, improved forecasting, and expanded user base to 30-35 users. Read the case study. Spencer Butcher: Reduced month-end reporting from weeks to minutes. Read the case study. Young Living: Achieved a 500% productivity boost in FP&A operations. Read the case study. Butternut Box: Scaled operations significantly. Read the case study. Origin Investments: Reduced reporting time from 4 hours to 20 minutes. Read the case study.

What feedback have customers given about the ease of use of Datarails?

Customers consistently praise Datarails for its user-friendly design and seamless Excel integration. For example, Allan Kaplan (CFO) said, 'I was very pleasantly surprised when I saw Datarails and how it was put together and was so easy to use.' Datarails was also ranked #1 for Financial Analysis in the G2 Winter Report, with high scores for ease of use and product satisfaction. See G2 report.

How long does it take to implement Datarails and how easy is it to start?

Typical onboarding takes 3-4 weeks. The Financial Statements Module can be implemented in just two weeks. Datarails offers a modern, no-code setup process, introductory videos, tutorials, and advanced learning materials through Datarails Academy and Datarails University. Dedicated Customer Success Managers and technical support are available to guide users through implementation and adoption. Getting Started Guide.

What customer service and support does Datarails provide after purchase?

Datarails provides maintenance, upgrades, troubleshooting, and extensive training resources. Customers can access introductory videos, advanced learning materials, and submit support requests or email Support@datarails.com. Dedicated Customer Success Managers help optimize platform use. Datarails Academy | Support Page.

How does Datarails ensure product security and compliance?

Datarails maintains industry-standard safeguards, complies with GDPR, and provides a comprehensive set of legal and compliance documents, including a Privacy Policy, Data Processing Agreement, and Penetration Test Summary. All personnel undergo periodic security and GDPR training. See compliance documents.

Where can I find technical documentation and compliance resources for Datarails?

Datarails provides downloadable documents such as the Penetration Test Summary, Privacy Policy, Terms of Service, Data Processing Agreement, Service Level Agreement, Data Transfer Policy, and Data Protection FAQ. These are available on the compliance and legal documents page.

How does Datarails compare to competitors like Vena Solutions, Planful, and Anaplan?

Datarails stands out with its Excel-native integration, real-time dashboards, AI-powered analytics (FP&A Genius), centralized data management, and faster onboarding (3-4 weeks). For example, Datarails preserves familiar Excel workflows, while Planful and Anaplan require users to adapt to new environments. Datarails also offers advanced AI features not found in Vena Solutions or Anaplan. Learn more.

Why should a customer choose Datarails over other FP&A solutions?

Datarails offers unique advantages such as seamless Excel integration, automation of manual processes, real-time dashboards, AI-powered analytics, centralized data management, and quick implementation. These features help finance teams overcome common pain points and improve productivity, making Datarails a preferred choice for many organizations. Learn more.

When was this page last updated?

This page wast last updated on 12/12/2025 .

Success Story: 100 Percent Eyewear

Eye on the Problems

Before adopting Datarails, the 100% finance team, led by Steven Carkey, VP of Finance & Operations, grappled with the limitations of their existing ERP, NetSuite. NetSuite lacked flexible reporting and forecasting. This meant they were reliant on manual and time-consuming Excel processes.

Their ERP struggled to provide scalable solutions and:

Limited basic financial analysis tools, such as viewing multi-period balance sheets
Time-consuming manual processes for forecasting and budgeting
Complex domain planning that required several days of manual work in Excel
Limited board reporting tools

The Finance & Operations teams needed a user-friendly, self-sufficient, and flexible solution.

Getting Clear Vision with Datarails

Steven describes himself as an “Excel guy.” Datarails appealed to him as the perfect tool that offered an Excel-native approach with the most flexibility of any FP&A solution on the market. Datarails’ flexibility is inbuilt with users uniquely able to map and manage data dynamically, making modifications when needed (on their own).

I can use and implement Datarails at my will. I’ve been able to sustain implementation entirely and support all the different functions within the system.

Steven CarkeyVP of Finance & Operations

Feature Favorite: The Excel Add-In

One of Steven’s favorite features is the Excel add-in, allowing him to refresh data with a single click. “I’ve built reports that combine data from multiple sources, and with one button, I’ve got the whole system updated,” he says.

Datarails not only met the initial needs for budgeting and forecasting but also adapted to become 100%’s core tool for operations planning and board preparation.

Benefits and Key Results Post-Implementation

The difference since using Datarails includes enhanced reporting capabilities, transformed data domain planning, and effective partnerships with other departments.

Enhanced Reporting Capabilities

Increased from 3-5 basic statements to 25+ detailed reports
Board reporting with drill-down capabilities with data visualization for storytelling
Faster error identification and resolution

Transformed Data Domain Planning

Automated refresh capabilities with a single click
Better forecasting of consumer behavior for more strategic decision-making
Enhanced inventory planning capabilities

We can now forecast consumer behavior much more accurately.

Improved Team Efficiency

10-20% increase in overall working efficiency
2-3x more effective reporting functions
Less time spent on data integrity checks ensures more strategic analysis

Without Datarails I would’ve needed to double the current team size of 3 to produce what we currently are.

Impact on other departments

Such was the power of Datarails that the finance team expanded the user base from the initial finance team to 30-35 users across sales, purchasing, and executive teams.