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DataRails is a financial planning platform that accelerates budgeting, forecasting, and reporting efficiently. Bid farewell to clunky spreadsheets and embrace its streamlined processes, impeccable data accuracy, and real-time insights. It centralizes data, integrates cutting-edge analytics, and automates financial workflows. Revolutionize your business's financial planning with DataRails today.

DataRails Specifications

Financial Reporting

Invoice Management

Expense Tracking

Tax Management

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What Is DataRails?

Overview

DataRails is designed to provide personalized Excel modules for financial planning and analysis. This platform offers an AI-powered FP&A (financial planning and analysis) solution that streamlines data consolidation, reporting, and planning tasks. With DataRails, finance teams can effectively automate these manual processes while still being able to utilize their existing Excel spreadsheets and financial models. By integrating with several third-party ERP and CRM solutions, DataRails serves as a consolidated data management hub.

DataRails Pricing

As per the number of users and integrations, DataRails cost varies for each business. You can get a personalized price quote for DataRails accounting software for your business.

DataRails Integrations

DataRails software integrates with various third-party applications, including:

  • Power BI
  • Xero
  • Snowflake
  • Sage Intacct
  • Oracle NetSuite
  • Quickbooks Online
  • Shopify
  • Dynamics 365

Who Is DataRails For?

DataRails is used in various industries, including:

  • Healthcare
  • Logistics
  • Financial services
  • Manufacturing
  • Construction
  • HR and payroll
  • Information technology and services
Watch DataRails demo to learn more about its functionalities.

Is DataRails Right For You?   

DataRails is a reliable choice as software for managing intricate financial modules for Excel users. It can effortlessly collect and consolidate business information, generate visualizations from multiple spreadsheet sources, and seamlessly integrate Excel files with the company's business intelligence solution. All of these with its exclusive AI-powered and automated tools. Businesses can elevate their spreadsheet capabilities and unlock new data analysis and efficiency levels with DataRails.

Still unsure about DataRails? Contact us at (661) 384-7070 for further details about its services.

DataRails Features

A centralized dashboard of DataRails provides a comprehensive overview of your financial data. You can monitor live KPIs and track progress with its real-time dashboard updates. DataRails allows you to share dashboards with your teams to help them make informed decisions.

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This feature is your key to maintaining a detailed record of all changes made to your spreadsheets. It not only ensures transparency but also fosters accountability. With its tools, you can track modifications, view historical data, and perform accurate financial analysis.

how it worksSee How It Works

Leverage DataRails' ad hoc analysis capabilities to perform on-the-fly analysis. This facilitates exploring and integrating data in real-time to create custom reports and gain valuable insights for strategic decision-making.

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DataRails effectively helps manage your company's cash flow. You can monitor cash inflows and outflows, track financial transactions, and optimize liquidity management. Its accuracy and swiftness ensure financial stability and maximize profitability.

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With DataRails, budgeting becomes a collaborative and data-driven process. Team members can seamlessly work together, customize budget templates, allocate resources, and track actual versus planned expenses. This promotes improved financial planning and control, making budgeting more efficient and effective than ever before.

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Pros and Cons of DataRails

Pros

  • Seamless integration with accounting softwares
  • Flexible reporting tools
  • Insightful data management
  • Intuitive and visualized dashboard

Cons

  • Steep learning curve, as per DataRails reviews
  • Loading images and media files could be faster

DataRails Reviews

Overall Rating

4.8

25 Review(s)

Rating Distribution

5

star

(19)

4

star

(6)

3

star

2

star

1

star

June 2024

Datarails review

Cynthia

Accounting

Ease of use

9

Value for money

10

Customer Support

10

Functionality

10

Pros

Being able to create an Excel template and then delegate the weekly creation to a lower-cost resource is a great advantage.

Cons

We had a positive experience during the implementation process, although there were moments of frustration. This was mainly due to the learning curve we all faced, including our implementation specialist, as we worked towards achieving our business objectives.

June 2024

Datarails Review

Justin

Oil & Energy

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

Pros

I really enjoyed the flexibility provided by Datarail to integrate Excel files into the dashboards without relying solely on DR widgets or formulas.

Cons

In my opinion, there are some areas that could use improvement for a better user experience, but nothing that breaks the functionality. Specifically, I would like to see more options available in the widgets and dashboards.

May 2024

Best FPA Tool on the market

daniel

Real Estate

Ease of use

9

Value for money

10

Customer Support

10

Functionality

10

Pros

Flexibility with Excel is crucial for me, as I find it easy to use and scalable.

Cons

The integration with Sage is not flawless and requires workarounds.

View All 25 Reviews

Frequently Asked Questions

DataRails offers a subscription model, with prices depending on the number of users and integrations. You can request a custom DataRails pricing estimate for your business.