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

View All Specifications

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.

how it worksSee How It Works

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.

how it worksSee How It Works

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.

how it worksSee How It Works

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.

how it worksSee How It Works

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

Has multiple useful features

Cynthia

Accounting

Ease of use

9

Value for money

10

Customer Support

10

Functionality

10

Pros

I love that I can create a template in Excel and then hand off the weekly updates to someone else, which really helps cut down on costs. It's such a simple but super useful feature that makes managing tasks so much easier.

Cons

I actually enjoyed the implementation process. Even though there were some frustrating moments, but that was mostly because we all had a bit of a learning curve including our implementation specialist. It took some figuring out to nail down exactly what we wanted to achieve as a business and how to make it happen, but it was worth it in the end.

June 2024

Works as per my expectations

Justin

Oil & Energy

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

Pros

One thing I really like is how flexible Datarail is when it comes to working with Excel files. Also it is great that I don't have to depend only on their widgets or formulas to build dashboards.

Cons

Well I feel like there are a few features that need improvements to make things a bit easier to use, but it's nothing thats causing major issues. As it is mostly about having more options in the widgets and dashboards to make them more versatile.

May 2024

Market's top FPA solution

daniel

Real Estate

Ease of use

9

Value for money

10

Customer Support

10

Functionality

10

Pros

Flexibility with Excel is very important for me and the good thing is that Datarails offer it. Also it is easy to use and scalable.

Cons

The integration with Sage is not perfect and it needs some workarounds to get things running properly.

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.