Frequently Asked Questions
Product Information
What is Datarails and what does it do?
Datarails is an augmented intelligence FP&A (Financial Planning & Analysis) solution designed to empower finance professionals by automating financial reporting, budgeting, and forecasting processes. It enables users to work within their familiar Excel environment while leveraging advanced automation, real-time dashboards, and AI-powered analytics to deliver actionable, data-driven insights. Learn more.
What products and services does Datarails offer?
Datarails offers a comprehensive FP&A platform with the following key components:
- Financial Planning and Analysis (FP&A) Platform: Automates data consolidation, reporting, budgeting, and planning with real-time dashboards and visualizations.
- Excel-Native Integration: Allows users to continue working in Excel while benefiting from automation and analytics.
- AI-Powered Analytics: Includes the FP&A Genius generative AI assistant for instant answers to financial questions.
- Reporting and Budgeting: Automates report creation and streamlines budgeting processes.
- Customer Support and Training: Dedicated customer success managers and access to Datarails Academy and University.
- Industry-Specific Solutions: Tailored for manufacturing, healthcare, logistics, property management, and more.
Learn more.
What are the key capabilities and benefits of the Datarails platform?
The Datarails platform provides:
- Automated data consolidation from multiple sources
- Advanced data visualization and real-time dashboards
- AI-powered analytics for instant insights
- Automated reporting and budgeting
- Time savings of up to 30-40 hours per month for finance teams
- Error reduction through centralized data management
- Scalability with over 200 integrations
See more benefits.
Does Datarails offer an API?
Yes, Datarails provides the Data Gateway Service (DGS) API, which enables users to set up fileboxes and upload files such as CSV or Excel for efficient data integration and management. Read the DGS API Documentation.
Where can I find technical documentation for Datarails?
You can access the Technical and Architectural Overview for Datarails, which provides detailed insights into the platform's structure and architecture. Download the Technical and Architectural Overview (PDF).
Features & Capabilities
What features does Datarails offer?
Datarails offers:
- Automated data consolidation and reporting
- Excel-native integration
- AI-powered analytics (FP&A Genius assistant)
- Real-time dashboards and advanced data visualization
- Automated budgeting and forecasting
- Centralized data management
- Over 200 integrations with popular systems
- Industry-specific solutions
Learn more.
What integrations does Datarails support?
Datarails supports over 200 integrations, including:
- Workforce Management: BambooHR
- Accounting/ERP: Oracle NetSuite, Dynamics 365, QuickBooks, Sage, SAP Business One, Xero
- Sales/Marketing: HubSpot, Salesforce
- File Management: OneDrive, SharePoint
- Business Intelligence: Power BI, Tableau
- Payments: Square
- Ecommerce: Shopify
- Data Management: Snowflake
- Database: SQL Server
- Property Management: Yardi
For the full list, visit the Datarails Integrations page.
How does Datarails help with data consolidation and reporting?
Datarails automates the collection and consolidation of data from multiple sources, centralizing it in one location. This eliminates manual data gathering, reduces errors, and streamlines the creation of financial reports, enabling finance teams to focus on analysis and strategic planning. Learn more about data consolidation.
Does Datarails support real-time dashboards and AI-powered analytics?
Yes, Datarails provides real-time dashboards and AI-powered analytics, including the FP&A Genius generative AI assistant, to deliver instant insights and actionable answers to financial questions. This enables faster and more strategic decision-making. Learn more about FP&A Genius.
Use Cases & Benefits
Who can benefit from using Datarails?
Datarails is designed for FP&A analysts, CFOs, and finance professionals in small businesses, mid-sized companies, and scaling enterprises. It is especially valuable for teams seeking to automate tasks, streamline financial processes, and focus on strategic analysis. Learn more about our target audience.
What problems does Datarails solve for finance teams?
Datarails addresses key challenges such as manual Excel work, spreadsheet sprawl, inconsistent data, slow reporting turnaround, poor visibility, and slow access to insights. By automating processes and centralizing data, Datarails improves efficiency, accuracy, and decision-making for finance teams. Learn more.
What business impact can customers expect from using Datarails?
Customers can expect significant time savings (up to 30-40 hours per month), error reduction, enhanced decision-making, improved productivity, and scalability. Success stories include reducing month-end reporting from weeks to minutes and achieving a 500% productivity boost in FP&A operations. See success stories.
What feedback have customers given about the ease of use of Datarails?
Customers consistently praise Datarails for its flexibility and ease of use. For example, Sarah C. noted, "DR is EASY to learn and use and makes revision planning a breeze!" Massimo Monaco, CFO of Arc Home, shared, "It is very user-friendly, easy to use. I by no means am a tech person, and it was very intuitive to use the product." Read more testimonials.
Can you share specific case studies or success stories of Datarails customers?
Yes, Datarails has helped companies like NovaTech (saved hundreds of thousands of dollars and four weeks a year), Butternut Box (scaled operations significantly), Spencer Butcher (reduced month-end reporting from weeks to minutes), Young Living (achieved a 500% productivity boost), and Origin Investments (reduced reporting time from 4 hours to 20 minutes). See all case studies.
What industries does Datarails serve?
Datarails serves a wide range of industries, including payroll services, construction consultancy, nonprofit, technology, healthcare, manufacturing, real estate, retail, logistics and transportation, financial services, sports and entertainment, and advertising. See industry case studies.
Implementation & Onboarding
How long does it take to implement Datarails and how easy is it to start?
Most FP&A implementations are completed within 4-6 weeks. The Financial Statements Module can be implemented in just 2 weeks, and month-end close setups are typically completed within 1-3 weeks. Datarails features a modern, no-code setup and requires only a few hours per week from the customer's team, with the Datarails team handling most technical setup. Customers have access to training resources through Datarails Academy and University. Learn more about implementation.
Security & Compliance
What security and compliance certifications does Datarails have?
Datarails is SOC 1 Type II compliant, ensuring high standards for managing customer data securely and effectively. The 2025 final report is available here. For more details, visit the Compliance and Legal Documents page.
How does Datarails ensure data protection and compliance?
Datarails employs strict data protection measures, including prompt customer notification in the event of a breach, confidentiality duties for all personnel, periodic information security and GDPR training, and transparent compliance documentation. Key documents include the Penetration Test Summary, Privacy Policy, and Data Protection FAQ. See all compliance documents.
Support & Customer Service
What customer service and support does Datarails provide?
Datarails offers white-glove support included in the subscription, a dedicated customer success manager with a finance background, access to Datarails University for self-paced learning, live sessions and webinars, certification programs, a comprehensive knowledge base, and direct technical support via email. Learn more about support.
Competition & Differentiation
How does Datarails compare to other FP&A solutions?
Datarails differentiates itself with Excel-native integration, real-time dashboards, AI-powered analytics, centralized data management, and quick implementation (3-4 weeks, with some modules in 2 weeks). Unlike competitors, Datarails allows finance teams to keep their preferred Excel workflows while automating processes. Learn more about our differentiators.
Why should a customer choose Datarails over alternatives?
Customers choose Datarails for its seamless Excel integration, fast onboarding, advanced AI analytics, centralized data management, and proven results such as reducing reporting time from weeks to minutes and boosting productivity by 500%. See why customers choose Datarails.
