Datarails

What does Datarails do?

Datarails consolidates financial data from ERPs, spreadsheets, CRMs, HRIS, payroll, billing, and other systems into a governed layer that finance teams can use for reporting and planning. Its FinanceOS engine automatically syncs and structures data, while Datarails AI and the FinanceOS AI Connector help teams work with trusted numbers instead of scattered files. The platform keeps Excel in the workflow, so users can keep their models while automating consolidation, dashboards, and analysis. At scale, FinanceOS connects to 600+ systems and data sources and is built around a fully auditable data layer with every number traceable to its source. Datarails says the AI connector can go live in 15 minutes, and customer stories point to outcomes like 96% less time spent on reporting processes, 75% faster report preparation, and $2M saved yearly. Named customers include La Fosse, Go HQ, Oxford Road, Avenue One, and Nova Medical Centers.

Why use Datarails?

• It keeps Excel in the workflow, so teams can preserve existing models instead of rebuilding finance processes from scratch.
• FinanceOS creates a governed, auditable data layer, which helps boards and auditors trace numbers back to source systems.
• The platform connects to 600+ systems and data sources, reducing the need to stitch together disconnected finance tools manually.
• Customer stories show large time savings in reporting and close work, including 96% less time spent on reporting processes.
• The AI layer is designed to work with trusted finance data, so outputs from tools like Claude or ChatGPT are grounded in reconciled numbers.

Who is Datarails for?

• FP&A teams who need to consolidate data without leaving Excel.
• Finance leaders who want faster board reporting and planning cycles.
• Controllers who need audit-ready numbers and version control.
• Operations finance teams that manage reporting across multiple entities.
• Analysts who want live dashboards and drill-downs from trusted data.

What are Datarails's key features?

What does Datarails integrate with?

• Microsoft
• Salesforce
• QuickBooks
• NetSuite
• ADP
• Oracle NetSuite
• Xero
• Sage
• Dynamics 365
• HubSpot
• Snowflake
• SAP
• Power BI
• MRI Software
• Workday
• Epicor
• Paychex
• Yardi
• Claude
• ChatGPT
• Lovable
• Gamma
• Copilot
• Sage Intacct
• Sage 50cloud
• Sage X3
• Sage 200
• SAP Business One
• Microsoft Dynamics 365
• BambooHR

What are Datarails's use cases?

How does Datarails work?

1. Connect your first source through Integrations or ERP-Excel Connectivity, then map accounts into Data Consolidation so Datarails can build a governed finance model from trusted numbers.
2. Load historical actuals and planning assumptions into Budgeting & Forecasting, using Excel-native FP&A platform workflows to keep finance teams working in familiar spreadsheets.
3. Build Financial Reporting templates and live dashboards, then use Datarails AI to surface variances, drill into drivers, and prepare board-ready commentary faster.
4. Run Month-End Close with version control and governance and permissions, so controllers can track changes, reconcile updates, and keep audit-ready numbers aligned.
5. Expand into Cash Management or additional integrations as needs grow, and keep one source of truth updated for ongoing reporting, analysis, and planning.

How much does Datarails cost?

Frequently asked questions