Overview
Datarails platform provides data consolidation, robust FP&A and reporting tools, and a finance operating system that connects it all to any AI tool.
Focus Area
Enterprise AI Financial Planning & Analysis (FP&A) Platform for Excel
Core Features & Capabilities
DataRails Genius Financial Copilot: Answers CFO and FP&A queries regarding budget variance, revenue, and forecasts in plain English. Native Excel Unification: Keeps familiar Excel interface while automating data aggregation across ERPs and GLs. Automated Financial Reporting & Dashboards: Generates real-time board decks, P&L statements, and cash flow projections. Best For
Business OwnersFinance Professionals
Integrations
HubSpotSalesforceIntercomMake
Architecture & Security
Enterprise FP&A Cloud Platform: Integrates with Excel, QuickBooks, NetSuite, Sage, and SAP; SOC 2 Type II certified. Pricing Details
Enterprise Custom: Annual subscription pricing calibrated by enterprise finance team size and ERP connectors. 