What It Does
Datarails is an AI-powered, Excel-native FP&A platform that helps finance teams consolidate data, automate reporting, speed up month-end close, forecast cash, and build smarter budgets without leaving Excel.
It turns the CFO’s office into a central hub of business insights.
Key Features
- FinanceOS (One Source of Truth) – Connects with 200+ ERPs, CRMs, HRIS, and accounting systems to keep all financial data synced and ready for analysis.
- Datarails FP&A – Handles budgeting, planning, consolidation, reporting, collaborative workflows, and data visualization—all enhanced by AI (Genius).
- Month-End Close Automation – Centralizes tasks, reconciliations, and documentation to simplify and speed up the entire close process.
- Cash Management – Provides real-time visibility into cash across multiple accounts with automatic transaction categorization and built-in forecasting.
- Datarails Connect – Real-time consolidation, reporting, and analytics for teams who don’t need full FP&A capabilities.
- Genius by Datarails (AI Assistant) – A generative AI designed for finance teams to eliminate repetitive tasks and help analyze numbers fast.
- Excel Compatibility – Keeps 100% of your Excel functionality so teams can continue using familiar models while gaining automation and real-time syncing.
- Powerful Visual Dashboards – Turns raw financials into clean dashboards that make it easy to spot trends, variances, and anomalies.
Who Is Datarails For?
- CFOs & Finance Leaders – Get fast, accurate reporting and real-time visibility into the business.
- FP&A Teams – Automate consolidation, modeling, and scenario planning while staying in Excel.
- Controllers & Accounting Teams – Streamline month-end close and cut down manual reconciliation hours.
- Growing Companies – Scale financial processes without hiring large teams.
- Excel-Heavy Organizations – Keep working in spreadsheets while upgrading to full automation and AI insights.
Final Thoughts
Datarails combines the comfort of Excel with the power of real FP&A automation. It’s built for teams who want cleaner data, faster reporting, and AI-driven insights without replacing their existing financial models.
If you’re looking to modernize your finance department without abandoning the tools you already rely on, Datarails is one of the best platforms to explore. Requesting a demo is the quickest way to see how much time it can save your team.
