Datarails

What is Datarails?

Datarails is a finance operations platform for finance teams that want to keep working in Excel while gaining governed data, consolidation and planning tools. Its product, Datarails FinanceOS, pulls data from ERP, CRM, HRIS and other sources into a single source of truth.

Key features of Datarails

• Data and governance: Live data from 600+ sources with version control, audit trails and permissions.
• Consolidation: Maps entities, currencies, intercompany eliminations and charts of accounts.
• Datarails FP&A: Planning, budgeting, forecasting, scenario modeling and dashboards.
• Month-End Close: Checklists, automated reconciliations, task management and approvals.
• Datarails Cash: Live bank visibility and 13-week cash forecasting.
• Datarails Spend: Purchase orders, invoice matching, corporate cards and vendor management.
• FinanceOS AI Connector: Connects AI tools to governed financial data with an audit trail.

How Datarails works

Datarails connects to accounting, CRM, HR and BI systems and consolidates the data. Finance teams build reports, budgets and forecasts in Excel, with the platform keeping versions and permissions. Close checklists and reconciliations run alongside planning.

Who uses Datarails?

The vendor reports finance teams at 2,000+ companies, with CFOs, VPs of Finance and controllers across manufacturing, healthcare, hospitality, logistics, property management and retail.

Datarails pricing

Datarails does not state prices on its homepage and links to a pricing page. The vendor offers a demo, a free AI workshop and an interactive product tour.

Datarails integrations

The vendor names Oracle NetSuite, Xero, Sage, QuickBooks, Microsoft Dynamics 365, SAP Business One, HubSpot, Salesforce, Snowflake, Power BI, ADP, Workday, Paychex, MRI Software and Yardi.

Datarails alternatives

Planful is a cloud FP&A platform with broader consolidation and planning workflows built for mid-market and enterprise finance teams. Vena is another Excel-based planning platform, closest to Datarails in approach. Prophix, Jirav and Causal are planning tools, with Causal and Jirav aimed at smaller and startup finance teams.