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Datarails

The FP&A Platform for Excel Users.

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Overview

Datarails is a financial planning and analysis (FP&A) platform designed for businesses that rely on Microsoft Excel. It automates the process of data consolidation from various sources, allowing finance teams to generate reports, budgets, and forecasts more efficiently. The platform includes features for data visualization, scenario modeling, and AI-powered insights, all while allowing users to continue working within their existing Excel spreadsheets.

✨ Key Features

  • Data Consolidation
  • Financial Reporting
  • Budgeting and Forecasting
  • Scenario Modeling
  • AI-powered Insights
  • Excel Integration
  • Dashboarding

🎯 Key Differentiators

  • Strong focus on AI-powered insights
  • Ease of implementation for Excel-based teams

Unique Value: Allows finance teams to leverage their existing Excel skills and models while gaining the benefits of automation, data consolidation, and AI-driven analysis.

🎯 Use Cases (5)

Board Reporting FP&A Financial Close Cash Management Management Reporting

✅ Best For

  • Automating the collection of data for board decks
  • Creating dynamic financial models in Excel
  • Improving the speed and accuracy of the monthly close process

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies that have completely moved away from Excel for financial planning
  • Large enterprises with highly complex, non-Excel based planning processes

🏆 Alternatives

Vena Solutions Cube Jirav

Offers a more seamless transition for Excel-heavy organizations compared to platforms that require a complete migration to a new system.

💻 Platforms

Web API

🔌 Integrations

QuickBooks NetSuite Salesforce Sage Intacct Microsoft Dynamics 365 SAP API

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (All plans tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 Type II ✓ ISO 27001

💰 Pricing

Contact for pricing

✓ 14-day free trial

Free tier: N/A

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