Datarails

Datarails: The FP&A Software Solution for Excel Users

Datarails is an AI-powered FP&A platform that enables finance teams to consolidate data, automate reporting, and plan, all while letting users continue working within their existing Excel environment. It connects to popular accounting software, ERPs, and CRMs to bring data into one place, and uses AI to accelerate repetitive tasks and generate insights from consolidated data.

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How it works

1. Connect your data sources (ERP, accounting software, CRM, and Excel files).
2. Consolidate and automate reporting, budgeting, forecasting, and scenario modeling.
3. Visualize data and generate insights with AI-assisted tools and dashboards.
4. Deliver fast finance requests, story-driven presentations, and executive-facing outputs.

What problems it solves

• Data consolidation across systems in one place
• Streamlined financial close and monthly reporting
• Efficient budgeting, forecasting, and scenario planning
• AI-assisted analysis and storytelling to communicate insights effectively
• In-Excel workflow with full feature parity for familiar users

Core Capabilities

• Central data consolidation from multiple sources
• Financial reporting and monthly close automation
• Budgeting and forecasting with organized workflows
• Scenario modeling for multiple futures
• Data visualization and dashboarding
• AI-powered FP&A insights and conversational answers on consolidated data
• AI storytelling (Storyboards) to turn dashboards into presentations in seconds
• Management self-service for executives to answer questions without Finance bottlenecks
• Fast finance requests and automation to handle ad-hoc asks quickly
• Excel compatibility with 100% functionality within the Datarails environment

AI-powered features

• AI-assisted answers to questions from complete, consolidated data
• AI storytelling to transform dashboards into compelling presentations in two clicks

Integrations

• Connects with the most popular accounting software, ERPs, and CRMs to consolidate data
• Built to keep Excel-based models and spreadsheets intact while benefiting from automated consolidation and reporting

Target users

• Finance teams (CFOs, FP&A analysts, controllers) who rely on Excel but need scalable FP&A automation

Security and compliance

• Centralized data in one place with controlled access across connected systems

How it helps you automate

• Automates data collection and consolidation across the organization
• Automates repetitive close routines (P&L, balance sheet, cash flow)
• Streamlines budget collection and reduces email back-and-forth
• Enables rapid scenario planning and real-time analysis

Key Outcomes

• Faster month-end close
• More accurate and timely insights
• Enhanced storytelling for leadership and boardrooms

What customers say

• “We save 2–5 full working days per month.”
• “Excel power with Datarails speed.”
• Positive feedback on flexibility, efficiency, and ease of use

How to get started

• Request a demo to see how AI-powered FP&A can transform your Excel-based workflows

Target industries

• Construction, Technology, Logistics & Transportation, Manufacturing, Healthcare, Retail

Core Features

• Excel-native workflow with 100% functionality inside Datarails
• Automated data consolidation from multiple sources
• Automated financial reporting and monthly close
• Budgeting and forecasting with structured processes
• Scenario modeling for multiple business outcomes
• Data visualization and storytelling dashboards
• AI-powered insights and conversational analytics
• AI Storyboards for rapid executive presentations
• Management self-service for rapid answers to executive questions
• Fast, AI-assisted finance requests