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What is Datarails?

Datarails is an Excel-native FP&A platform and finance operating system (FinanceOS) that connects and consolidates financial data from 600+ sources into one governed, AI-ready layer. It automates reporting, budgeting, forecasting, and the month-end close while letting finance teams keep working in Excel.

How to use Datarails?

Connect your financial systems — ERP, CRM, bank, and HRIS — through 600+ integrations so Datarails consolidates everything into FinanceOS. Build reports, budgets, and forecasts in Excel with the Datarails Flex add-in, and use Datarails AI to handle repetitive analysis. Request a demo to scope your use cases, users, and integrations.

Datarails Core Features

FinanceOS

An Excel-native finance operating system that connects and consolidates every financial data source into a single governed, secure, and AI-ready layer.

Datarails FP&A

A financial planning and analysis solution for consolidation, reporting, budgeting, and planning, with data visualization, collaborative workflows, and Genius AI capabilities.

Datarails AI

The world's first complete generative AI assistant for FP&A, reducing time spent on manual, repetitive work so teams focus on strategic analysis.

Data Consolidation

Automate data collection from across your organization and integrate with 600+ accounting, ERP, CRM, bank, or HRIS systems into one source of truth.

Financial Reporting

Automate repetitive close tasks such as preparing your P&L, balance sheet, and cash flow statements, with real-time drill-down across the business.

Budgeting & Forecasting

Estimate costs and revenues for the entire business, bring order to budget collection, and replace back-and-forth emails with a collaborative workflow.

Cash Management

Gain real-time visibility into cash position, automatically categorize transactions, and forecast cash across multiple bank accounts and entities.

Datarails Use Cases

Consolidate financial data from 600+ ERP, CRM, bank, and HRIS systems into one governed source

Automate monthly financial reporting including P&L, balance sheet, and cash flow statements

Build budgets and forecasts without endless back-and-forth email collection

Run the month-end close in a centralized workspace with multi-entity and intercompany support

Get real-time cash position visibility and forecasting across multiple bank accounts

Datarails Frequently Asked Questions

What is Datarails?

Datarails is an Excel-native FP&A platform and finance operating system (FinanceOS) that consolidates, reports, budgets, and plans financial data while letting finance teams keep working in Excel.

How much does Datarails cost?

Pricing is tailored to each company based on its use cases, number of users, and integrations. You request a custom quote; there are no consultant fees and all reports, dashboards, and PowerPoints are included.

Do I have to leave Excel to use Datarails?

No. With a Datarails license you get Datarails Flex, the Excel add-in for FP&A, plus a web app that stores your data securely in the cloud—so you keep Excel and all its flexibility.

What AI capabilities does Datarails offer?

Datarails AI (Genius) is a generative AI assistant for FP&A that handles repetitive work. FinanceOS also includes an AI Connector and AI Agents across all plans.

Datarails Product Background & Official Links

Datarails Support Email & Customer service contact & Refund contact etc.

Datarails Support Email: compliance@datarails.com

More Contact, visit the about us page(https://datarails.com)

Datarails Company Info

Datarails Company name: Datarails

More about Datarails, Please visit the about us page(https://datarails.com)

Datarails Pricing

Datarails Pricing Link: https://www.datarails.com/pricing/

Datarails Twitter

Datarails Twitter Link: https://x.com/datarails

Datarails Pricing & Plans

FP&A Professional

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Contact sales

FinanceOS with unlimited dashboards, reporting & planning
2 users
1 integration
Datarails AI Agents
FinanceOS AI Connector
Standard support

Subscribe & upgrade now

FP&A Premium

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Contact sales

FinanceOS with unlimited dashboards, reporting & planning
5 users
2 integrations
Datarails AI Agents
FinanceOS AI Connector
Premium support

Subscribe & upgrade now

FP&A Expert

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Contact sales

FinanceOS with unlimited dashboards, reporting & planning
15 users
3 integrations
Datarails AI Agents
FinanceOS AI Connector
Premium support
One additional product: Month-End Close, Cash Management, or Spend Control

Subscribe & upgrade now

Datarails Tags

API Available For Enterprise AI Agent Ready Secure Data No-Code Paid

Best Suited Occupations for Datarails

Finance & Accountants Executives & Decision Makers Small Business Owners

What is Datarails?

How to use Datarails?

Datarails Core Features

FinanceOS

An Excel-native finance operating system that connects and consolidates every financial data source into a single governed, secure, and AI-ready layer.

Datarails FP&A

A financial planning and analysis solution for consolidation, reporting, budgeting, and planning, with data visualization, collaborative workflows, and Genius AI capabilities.

Datarails AI

The world's first complete generative AI assistant for FP&A, reducing time spent on manual, repetitive work so teams focus on strategic analysis.

Data Consolidation

Automate data collection from across your organization and integrate with 600+ accounting, ERP, CRM, bank, or HRIS systems into one source of truth.

Financial Reporting

Automate repetitive close tasks such as preparing your P&L, balance sheet, and cash flow statements, with real-time drill-down across the business.

Budgeting & Forecasting

Estimate costs and revenues for the entire business, bring order to budget collection, and replace back-and-forth emails with a collaborative workflow.

Cash Management

Gain real-time visibility into cash position, automatically categorize transactions, and forecast cash across multiple bank accounts and entities.

Datarails Use Cases

Consolidate financial data from 600+ ERP, CRM, bank, and HRIS systems into one governed source

Automate monthly financial reporting including P&L, balance sheet, and cash flow statements

Build budgets and forecasts without endless back-and-forth email collection

Run the month-end close in a centralized workspace with multi-entity and intercompany support

Get real-time cash position visibility and forecasting across multiple bank accounts

Datarails Frequently Asked Questions

What is Datarails?

Datarails is an Excel-native FP&A platform and finance operating system (FinanceOS) that consolidates, reports, budgets, and plans financial data while letting finance teams keep working in Excel.

How much does Datarails cost?

Do I have to leave Excel to use Datarails?

No. With a Datarails license you get Datarails Flex, the Excel add-in for FP&A, plus a web app that stores your data securely in the cloud—so you keep Excel and all its flexibility.

What AI capabilities does Datarails offer?

Datarails AI (Genius) is a generative AI assistant for FP&A that handles repetitive work. FinanceOS also includes an AI Connector and AI Agents across all plans.

Datarails Product Background & Official Links