Datarails

Datarails is an FP&A platform for finance teams that rely on Excel and do not want to give it up. Rather than replacing spreadsheets, it sits underneath them: it consolidates data from accounting systems, ERP platforms, and HR tools into a structured data layer, then surfaces that data back into the Excel models your team already uses.

The platform covers budgeting and planning, dashboards and reporting, cash forecasting, and month-end close workflows. The FinanceOS layer handles automated consolidations and version control across multiple spreadsheet models, so teams no longer reconcile conflicting files by email. Dashboards update as source data changes. The AI analysis feature scans for variances and trend shifts, flagging them with written descriptions so the finance team can focus attention on what changed rather than hunting for it manually.

Datarails works with QuickBooks, NetSuite, Sage, Salesforce, Workday, and other common business systems. Custom pricing applies across three named tiers: FP&A Professional (2 users, 1 connection), FP&A Premium (5 users, 2 connections, AI suite), and FP&A Expert (15 users, 3 connections, plus cash management and month-end close modules). All tiers include unlimited dashboarding and reporting. No implementation consultant fees apply. Pricing is available on request.

Datarails targets small to mid-sized finance functions, typically in-house teams at companies with between 50 and 500 employees. It runs as a cloud platform with an Excel plugin and is available across the US, UK, EU, Canada, and globally. A referral partner programme exists for accounting firms that recommend the platform to clients.