Average Ratings 31 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
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Description

Datarails transforms financial planning and analysis by combining the flexibility of Excel with the automation power of AI. Its FinanceOS platform enables finance teams to keep using their familiar spreadsheets while automating consolidation, reporting, and planning tasks that often consume days of work each month. Seamless integrations with popular accounting, ERP, and CRM systems ensure that all company financial data is accessible from a single source of truth. With Datarails, dashboards become more than just visuals—they provide real-time drill-down capabilities, allowing finance professionals to respond instantly to stakeholder inquiries. The built-in AI, FP&A Genius, delivers conversational access to consolidated data, helping teams handle last-minute finance requests in seconds instead of hours. From budgeting and forecasting to scenario modeling and cash management, Datarails supports every stage of the FP&A process. Its user-friendly design eliminates the steep learning curve associated with new software while maintaining Excel’s full functionality. By saving time on manual processes, finance teams can reallocate effort toward strategic decision-making that drives measurable growth.

Description

Enhance your business operations with a clear, unified source of information. Streamline your workflows and take charge of transforming your data. You've chosen this path to make a difference, not to be bogged down by repetitive tasks. Our platform is designed to handle the technological heavy lifting, allowing you to concentrate on your passions. Experience impactful results without the stress. Dedicate your energy to priorities that truly count. Turn raw data into insightful information with added context. Establish dynamic datasets that are consistently current. Avoid creating disorganized spreadsheets; instead, develop assets that can be reused across your organization. Foster collaboration among various data sources. Integrate and amalgamate information from any origin. Build datasets that can be utilized multiple times. Ensure that accurate answers are readily accessible to everyone, because you deserve that convenience. Our platform takes care of monotonous tasks such as data collection, number updates, narrative adjustments, tracking changes, and managing approvals. Is it magic? Perhaps, but it's really just smart technology at work. With these capabilities, your organization can thrive in a more efficient environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Bead AI No 
EPIC No 
FloQast No 
Indent No 
Microsoft Dynamics 365 Yes 
Microsoft Excel Yes 
NetSuite Yes 
Persefoni No 
QuickBooks Online Yes 
Rayven No 
SAP CRM Yes 
SAP Store No 
Sage 100 Yes 
Velt Yes 
Xero Yes 
Zoho Directory No 

Integrations

Bead AI Yes 
EPIC Yes 
FloQast Yes 
Indent Yes 
Microsoft Dynamics 365 No 
Microsoft Excel No 
NetSuite No 
Persefoni Yes 
QuickBooks Online No 
Rayven Yes 
SAP CRM No 
SAP Store Yes 
Sage 100 No 
Velt No 
Xero No 
Zoho Directory Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Datarails

Founded

2015

Country

United States

Website

www.datarails.com

Vendor Details

Company Name

Workiva

Founded

2008

Country

United States

Website

www.workiva.com/platform

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control Yes 

Financial Management

Budgeting & Forecasting Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Currency Management Yes 
Financial Reporting Yes 
Investment Management No 
Project Management Yes 
Revenue Recognition Yes 
Risk Management No 
Tax Management No 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Revenue Management

Competitor Analysis No 
Dynamic Pricing No 
For Airlines No 
For Hospitality Industry No 
Forecasting Yes 
Inventory Control No 
Price Optimization No 
Recommendation Engine No 
Yield Management No 

Product Features

Audit

Alerts / Notifications No 
Audit Planning No 
Compliance Management No 
Dashboard No 
Exceptions Management No 
Forms Management No 
Issue Management No 
Mobile Access No 
Multi-Year Planning No 
Risk Assessment No 
Workflow Management No 

ESG

Activity Dashboard No 
Analytics/Reporting No 
Audit Management No 
Benchmarking No 
Compliance Management No 
Data Visualization No 
Document Management No 
Performance Metrics No 
Risk Assessment No 

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