Datarails
by Datarails · FP&A & Budgeting
Excel-native FP&A platform consolidating 600+ finance sources into a governed reporting layer.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
NetSuite
SAP
Oracle
Microsoft Dynamics 365
Sage IntacctQuickBooksXero
Workday+2 more- Deployment
- Cloud
- Company size
- SMB, Mid-market
- Pricing
- Quote-based (tiered)
- Founded
- 2015
- Headquarters
- Great Neck, NY, United States
Overview
Datarails is an Excel-native FP&A platform, marketed under the name FinanceOS, built for finance teams that want to keep working in spreadsheets while gaining a governed, automated data layer underneath. It consolidates financial data from more than 600 documented sources -- ERPs, CRMs, HRIS platforms, banks, billing systems and other spreadsheets -- into a single model, then layers live dashboards, planning workflows and AI-generated analysis on top without requiring users to leave Excel.
The core FinanceOS platform handles multi-entity consolidation, FX conversion, intercompany eliminations and allocations, with role-based access, version control and data lineage intended to keep the underlying figures auditable. On top of that, Datarails FP&A adds budgeting and collection workflows (templates, rollups, approvals and sign-off tracking), scenario planning, and AI-generated summaries, storyboards and anomaly flags via its Datarails AI Agents. A FinanceOS AI Connector exposes the same governed data to third-party AI tools such as ChatGPT, Claude and Copilot, with permissions and audit trails carried over.
Beyond the core FP&A product, Datarails sells three additional modules that can be added individually: Month-End Close (reconciliation, close checklists and audit trails), Cash (bank visibility, cash flow forecasting and scenario analysis), and Spend Control (contract tracking, AI-driven contract data extraction, and renewal/duplicate-subscription alerts). The company reports serving 2,000+ companies across industries including retail, construction, healthcare, manufacturing, non-profit, financial services, hospitality, technology and logistics.
Screenshots & demo
Screenshots sourced from Datarails.
Features & capabilities
FinanceOS Data Consolidation
The governed data layer underneath the Excel interface.
- 600+ documented source connectors (ERP, CRM, HRIS, banks, billing systems, spreadsheets)
- Multi-entity consolidation with FX conversion
- Intercompany eliminations and allocations
- Role-based access and permissions
- Data lineage and mapping controls
- Automated, scheduled data synchronization
- Centralized database replacing scattered spreadsheet versions
Excel-Native Planning & Reporting
A DataRails ribbon inside Excel that connects live to the consolidated model.
- Excel add-in ribbon (Submit, Upload, Versions, Cell Audit, Drill Down, Analysis, Dashboard, Functions, Tables, Filters, Data Mapper, Roll Forward, Dynamic Range)
- Live, auto-refreshing dashboards
- Consolidated P&L, balance sheet and cash flow statements
- Version control on submitted workbooks
- No IT setup or coding required to connect a workbook
- 4-6 week average time to go live (vendor-stated)
Budgeting, Forecasting & Collection Workflow
Structured budget cycles with approvals and sign-off tracking.
- Budget template distribution to department owners
- Collection management stage tracking (templates, rollups, collection, review)
- Submission status tracking (started, submitted, approved)
- In-app commenting on submissions
- Scenario planning and what-if analysis
- Rolling forecasts
AI-Powered Analysis & Reporting
AI features layered on top of the governed data model.
- Datarails AI Agents for report and summary generation
- AI-generated storyboards/presentation decks from live data (Text by Genius)
- Anomaly, outlier and trend detection in financial data
- FinanceOS AI Connector to ChatGPT, Claude and Microsoft Copilot
- Built-in permissions and audit trails carried into AI tool connections
Month-End Close (add-on module)
Sold separately from core FP&A; connects to SAP, NetSuite, Workday, Oracle and other ERPs.
- Centralized close workflow replacing spreadsheets and email threads
- Audit-ready reconciliations with version history
- Task assignment and progress tracking
- Month-end dashboard showing tasks, reconciliations and blockers
- Approval and sign-off tracking
Cash (add-on module)
Bank visibility and forecasting, sold separately from core FP&A.
- Real-time cash position visibility across bank accounts
- Cash flow forecasting
- Scenario analysis
- Consolidation of fragmented bank data into one view
Spend Control (add-on module)
Contract and subscription tracking, sold separately from core FP&A.
- Contract Hub with AI-driven data extraction from contracts
- DocuSign and inbox integrations to pull contract details automatically
- Customizable alerts for upcoming expirations and auto-renewals
- Duplicate-subscription detection across departments
- Real-time dashboards on vendors, cost and renewals
- Automated ERP reconciliation of invoices against contract terms
Common use cases
- Consolidating financial data from 600+ ERP, CRM, HRIS and banking sources into one governed model without leaving Excel
- Running departmental budget collection cycles with approval and sign-off tracking
- Building AI-generated board decks and storyboards directly from live financial data
- Speeding up month-end close with centralized reconciliation checklists and audit trails
- Forecasting cash flow and modelling liquidity scenarios across multiple bank accounts
- Tracking SaaS and vendor contracts to catch duplicate or auto-renewing subscriptions before they lock in spend
- Connecting governed financial data to ChatGPT, Claude or Copilot for AI-assisted analysis with audit trails preserved
Strengths & considerations
Strengths
- Keeps Excel as the primary interface -- spreadsheet models, formulas and formatting stay unchanged while the platform adds a governed data layer behind them
- One vendor covers core FP&A plus three separately-sold adjacent modules (Month-End Close, Cash, Spend Control)
- 600+ documented source connectors spanning ERP, CRM, HRIS, banking and billing systems
- A dedicated AI Connector exposes governed financial data to third-party AI tools (ChatGPT, Claude, Copilot) with permissions and audit trails carried over
ERP integrations
CRM data source into the consolidated model
Pricing
Three published tiers -- Professional (2 users, 1 integration), Premium (5 users, 2 integrations), Expert (15 users, 3 integrations plus one bundled add-on product: Month-End Close, Cash, or Spend Control). All tiers include the FinanceOS platform, unlimited dashboards, reporting, planning and Datarails AI Agents; exact price requires a custom quote and no list price is published. Get an independent shortlist with pricing guidance below.
About the vendor
- Founded
- 2015
- Headquarters
- Great Neck, NY, United States
- Employees
- ~320
- Ownership
- Private (venture-backed; ~$175M raised total, including a $70M Series C led by One Peak in January 2026)
- Notable customers
- SoftBank, Ceragon, Origin Investments, United Electric Cooperative
Alternatives to Datarails in FP&A & Budgeting
Datarails — frequently asked questions
Does Datarails require replacing Excel?
No. Datarails is built as an Excel add-in -- models, formulas and formatting stay in Excel while the platform adds a governed data layer, version control and automated consolidation behind the scenes.
What systems does Datarails integrate with?
Datarails documents connectors to 600+ systems, including ERPs such as NetSuite, SAP Business One, Sage Intacct, Acumatica, Microsoft Dynamics 365 and QuickBooks, plus CRM, HRIS and banking sources.
How is Datarails priced?
Datarails offers three FP&A tiers -- Professional, Premium and Expert -- priced by custom quote, varying by user count (2/5/15), number of integrations (1/2/3) and support level. The Expert tier bundles one additional add-on product.
What add-on modules does Datarails sell beyond core FP&A?
Datarails sells three modules alongside its core FP&A product: Month-End Close (reconciliation and close-task tracking), Cash (bank visibility and cash forecasting), and Spend Control (contract and subscription management).
Is there a free trial?
Datarails does not publish a self-serve free trial. Its pricing page directs prospects to request a custom quote and a demo instead.
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