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FP&A that works inside your spreadsheets
Datarails is an FP&A platform designed for finance teams that live in Excel, consolidating data from spreadsheets and source systems into a central database while letting analysts keep working in the spreadsheets they know. It automates data collection and consolidation, powers reporting and dashboards, and adds AI-driven analysis so teams can budget, forecast, and report faster without abandoning familiar workflows.
Datarails is popular with small and mid-market finance teams that want automation and a single source of truth but not a lengthy platform migration. It pulls actuals from ERPs and CRMs, standardizes messy spreadsheet models, and surfaces variances and insights, including a conversational AI assistant for finance questions. For teams seeking a fast path to modern FP&A on top of Excel, Datarails offers a pragmatic middle ground.
Pricing Model
PAID
Starting Price
Contact vendor
Free Options
None
| Feature | Core Popular | Advanced |
|---|---|---|
| Spreadsheet consolidation | — | |
| Central data source | — | |
| Reporting and dashboards | — | |
| ERP and CRM integrations | — | |
| Excel add-in | — | |
| Everything in Core | — | |
| AI-driven insights | — | |
| Advanced modeling | — | |
| Workflow and collaboration | — | |
| Dedicated support | — |
Other
CRM
Finance
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API Types
SDK Availability
Verify SDK availability in vendor's documentation.
Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Modeling, forecasting, and dashboards for finance
