Datarails
An AI-powered FP&A platform that automates financial planning and analysis within Excel.
Category: Automation
Price Model: Subscription
Audience: Business
Trustpilot Score: 3.2
Trustpilot Reviews: 1
Our Review
Datarails: AI-Powered Financial Planning & Analysis for Excel Users
Datarails is an AI-powered Financial Planning & Analysis (FP&A) platform designed specifically for Excel users, enabling finance teams to automate data consolidation, reporting, budgeting, forecasting, and scenario modeling while continuing to use their existing Excel spreadsheets and financial models. Built to streamline financial operations, Datarails integrates with over 200 accounting, ERP, CRM, and HRIS systems and offers a suite of tools including FinanceOS, Datarails FP&A, Datarails Connect, and Datarails Cash. The platform features "Genius by Datarails," an AI assistant that enhances FP&A workflows, and supports real-time data visualization, cash management, and mobile access. Ideal for finance professionals across industries such as manufacturing, healthcare, hospitality, logistics, property management, and retail, Datarails empowers teams to work more efficiently and make data-driven decisions.
Key Features:
- AI-Powered FP&A Assistant (Genius by Datarails): Enhances financial analysis with AI-driven insights.
- Data Consolidation Automation: Automates the aggregation of financial data from multiple sources.
- Financial Reporting & Dashboarding: Enables real-time data visualization and reporting.
- Budgeting & Forecasting: Streamlines planning and predictive modeling.
- Scenario Modeling: Allows for dynamic what-if analysis and financial simulations.
- Financial Close & Month-End Close: Automates and accelerates the month-end closing process.
- Cash Management: Provides tools for real-time cash flow tracking and management.
- Excel Integration: Works seamlessly within Excel via an add-in (Datarails Flex), preserving existing models.
- Extensive Integrations: Connects with over 200 accounting, ERP, CRM, bank, and HRIS systems.
- Mobile App: Enables access to financial data and workflows on the go.
- Variance Analysis & Drilldown: Offers detailed financial analysis with roll forward/backward and drilldown capabilities.
Pricing: Datarails offers three subscription tiers: FP&A Professional, FP&A Premium, and FP&A Expert, with features including the AI suite, unlimited reporting, and premium support.
Conclusion: Datarails is a powerful, Excel-native FP&A platform that combines automation, AI, and deep integrations to transform financial planning and analysis, making it an essential tool for finance teams seeking efficiency, accuracy, and real-time insights.
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