Datarails

Name: Datarails
Brand: Datarails

Your Excel. Your data. Full control. FP&A automation without the learning curve.

Datarails is an Excel-native FP&A platform for mid-sized finance teams.

BenchTrust Score:91/100

Independent B2B performance index (0–100 points). It is calculated mathematically and without subjective influence from four verified pillars: company stability, aggregated feedback from publicly available online sources, documented compliance certifications, and operational transparency. Comparable with other software providers.

BenchTrust Index weighting: Company stability 25 points · Customer reviews 30 points · Compliance & security 25 points · Transparency 20 points. Without reviews a neutral average is used; a few reviews move it only slightly

Review data basis: G2 (146)

BenchTrust takes the average rating and review count from the review platforms listed. BenchTrust does not itself verify whether individual reviews come from actual customers; according to the platforms, they apply their own verification procedures.

Overview

Datarails is a financial technology company founded in 2015, headquartered in New York, with around 410 employees. The company specializes in an innovative Financial Planning & Analysis (FP&A) platform and a comprehensive Finance Operating System (FinanceOS). The solution is primarily aimed at mid-sized finance departments that want to automate their processes without giving up the familiar environment of Microsoft Excel. By seamlessly integrating over 200 data sources—including ERP, CRM, and HR systems—Datarails consolidates scattered financial and operational data into a single, secure source of truth. Core features include the automation of financial reporting, the budgeting process, forecasting, and the month-end close. A particular highlight is the AI-powered assistant "FP&A Genius," which enables real-time ad-hoc analysis, as well as an automatic presentation generator for slide decks. Datarails combines the flexibility of Excel with the security and governance of a modern cloud platform. The system meets strict security standards, including SOC 2, ISO 27001, and GDPR, ensuring reliable data governance.

Core features

Excel-native FP&A platform that allows finance teams to keep working in their existing Excel spreadsheets and financial modelsCore

Automation of data consolidation, financial reporting, budgeting and planning for finance teams

Centralization of financial and operational data into one governed source of truth

End-to-end FP&A solution with web-enabled workflows, live data visualization and AI-native interfaces

AI-powered analytics including the FP&A Genius assistant

Integrations with 200+ systems including ERPs, CRMs, HR platforms and banks

Slide deck generator that automatically creates presentations from structured financial data

Finance operating system (FinanceOS) that connects and governs financial data across core finance workflows

Compliance & security

SOC 2

Security and availability

GDPR

GDPR compliant

ISO 27001

Information security

Contact the provider

www.datarails.com

Supported languages

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💬 Customer feedback summary

80% mention this

Time savings & fast month-end close

75% mention this

Reporting & dashboards

70% mention this

Integration with Excel & FP&A automation

60% mention this

Data quality & accuracy

Summary of customer feedback

Customer reviews for Datarails primarily highlight significant time savings, a faster month-end close, and significantly accelerated reporting as key strengths. Particularly praised are the tight Excel integration, the automation of FP&A processes, and higher data quality and reliability of numbers; minor weaknesses appear to be the initial implementation/learning curve and a rather premium pricing level. Datarails is especially suitable for finance departments (CFOs, controllers, FP&A teams) in medium to larger companies that currently operate heavily on Excel and want to scale and professionalize their budgeting, forecasting, and reporting processes.

AI-generated summary

📰 News & community feedback

🚀 Product updates & press releases

Datarails, a leading provider of financial planning and analysis (FP&A) software for small and medium-sized businesses, has expanded its platform with innovative features and strategic partnerships. The focus of recent product updates is the integration of advanced AI technologies, such as the AI finance assistant 'Loti', which enables finance teams to perform automated data analysis directly within their familiar Excel environment. By expanding integrations with popular ERP and HR systems, the company strengthens its market position in collaborative financial planning. These developments are specifically targeted at CFOs and finance leaders who want to reduce manual processes and accelerate data-driven decisions.

•Introduction of 'Loti': An AI-powered financial assistant to automate complex data analysis directly in Excel.
•Expanded System Integrations: Seamless connection to leading ERP, CRM, and HR platforms to consolidate data sources.
•Focus on Mid-Sized Businesses: Optimization of the FP&A solution for the specific requirements and resources of mid-sized finance teams.
•Preservation of the Excel Interface: Combining the familiar Excel interface with cloud-based databases and high audit security.

Source: Publicly available product updates or press releases from Datarails.

🎬Videos & screenshots

See Datarails in action

✓ Official

FG for Accounting is helping finance teams maximize efficiency and cut the month-end close in half.

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