# Datarails vs OneStream - Unified EPM Comparison --- ## AI Generated Summary - **G2 reviewers report** that Datarails excels in **customizability** and integration capabilities, particularly with Excel. Users appreciate how easily they can incorporate Datarails into their existing workflows, with one reviewer noting that the "high level of customizability and direct integration with Excel are by far the product's highest-ROI features." - **According to verified reviews** , OneStream - Unified EPM stands out for its **automation** features, which help streamline processes. Users have highlighted the platform's ability to "automate and compile inputs from stakeholders," making it a valuable tool for enhancing efficiency in financial planning. - **Users say** that Datarails offers a **superior implementation experience** , with many praising the ease of getting started. One user mentioned that the implementation was "great" and that using Datarails would "reduce workforce by more than half," indicating significant time savings and efficiency gains. - **Reviewers mention** that OneStream - Unified EPM provides a robust set of features for **financial reporting** and **forecasting**. Users are excited about the upcoming V9 release, which includes new features like the "Genesis (Self Serve Dashboard builder)" and enhanced narrative reporting capabilities, indicating a commitment to continuous improvement. - **G2 reviewers highlight** that Datarails has a strong focus on **AI and intelligence** features, which enhance data analysis and decision-making. Users appreciate the platform's ability to leverage AI for better insights, making it a compelling choice for organizations looking to harness advanced analytics. - **According to recent feedback** , OneStream - Unified EPM is praised for its **ease of use** and **setup** , with users reporting a smooth onboarding process. The platform's intuitive design helps users quickly adapt, which is crucial for teams looking to minimize disruption during transitions. | | Datarails | OneStream - Unified EPM | |---|---|---| | **Star Rating** | 4.6 out of 5 | 4.6 out of 5 | | **Total Reviews** | 324 | 157 | | **Largest Market Segment** | Mid-Market (72.9% of reviews) | Enterprise (65.5% of reviews) | | **Entry Level Price** | Contact Us | Contact Us | --- ## Top Pros & Cons ### Datarails Pros: - Ease of Use (92 reviews) - Reporting Efficiency (53 reviews) Cons: - Learning Difficulty (36 reviews) - Learning Curve (26 reviews) ### OneStream - Unified EPM Pros: - Ease of Use (23 reviews) - Data Management (15 reviews) Cons: - Learning Difficulty (11 reviews) - Steep Learning Curve (9 reviews) --- ## Ratings Comparison | Rating | Datarails | OneStream - Unified EPM | |---|---|---| | **Meets Requirements** | 8.8 (296 reviews) | 9.2 (119 reviews) | | **Ease of Use** | 8.1 (303 reviews) | 8.6 (127 reviews) | | **Ease of Setup** | 7.7 (262 reviews) | 7.8 (113 reviews) | | **Ease of Admin** | 8.2 (175 reviews) | 8.1 (82 reviews) | | **Quality of Support** | 9.3 (289 reviews) | 9.1 (114 reviews) | | **Has the product been a good partner in doing business?** | 9.2 (174 reviews) | 9.2 (81 reviews) | | **Product Direction (% positive)** | 9.5 (299 reviews) | 9.8 (122 reviews) | --- ## Pricing ### Datarails #### Entry-Level Pricing Plan: Datarails FP&A Premium Price: Contact Us Key Features: - FinanceOS FP&A - 5 users - 2 integrations [Browse all 3 editions](https://www.g2.com/products/datarails/pricing) #### Free Trial No ### OneStream - Unified EPM #### Entry-Level Pricing Plan: OneStream Price: Contact Us Key Features: - Financial Close & Consolidation - Account Reconciliation - Financial Data Quality [Learn more about OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) #### Free Trial No --- ## Features Comparison By Category ### Budgeting and Forecasting | Product | Score | Reviews | |---|---|---| | **Datarails** | 8.2/10 | 214 | | **OneStream - Unified EPM** | 8.4/10 | 65 | #### Budget Creation | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Data Import** | 9.1 (172 reviews) | 8.8 (59 reviews) | | **Budget Hierarchies** | 8.5 (136 reviews) | 8.7 (57 reviews) | | **Versioning** | 8.9 (145 reviews) | 8.4 (56 reviews) | | **Formulas** | 8.5 (158 reviews) | 8.4 (58 reviews) | | **What-If** | 7.9 (119 reviews) | 7.6 (56 reviews) | | **Budget Periods** | 8.7 (139 reviews) | 8.5 (55 reviews) | #### Budget Management | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Consolidation** | 8.9 (164 reviews) | 9.1 (57 reviews) | | **Adjustments** | 8.3 (129 reviews) | 8.6 (54 reviews) | | **Workflows** | 8.0 (125 reviews) | 8.8 (57 reviews) | #### Forecasting | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Historical Data** | 8.8 (143 reviews) | 8.6 (56 reviews) | | **Reforecast** | 8.3 (128 reviews) | 8.2 (53 reviews) | | **Forecast Types** | 8.3 (125 reviews) | 8.3 (55 reviews) | | **Rolling Forecasts** | 8.2 (124 reviews) | 8.3 (55 reviews) | | **AI** | 6.6 (91 reviews) | 7.1 (46 reviews) | #### Analytics | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Variance Analysis** | 8.5 (145 reviews) | 8.4 (58 reviews) | | **Forecasts Comparison** | 8.4 (128 reviews) | 8.5 (56 reviews) | | **Forward Looking** | 8.2 (118 reviews) | 8.3 (52 reviews) | #### Agentic AI - Budgeting and Forecasting | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Natural Language Interaction** | 7.1 (33 reviews) | 8.5 (9 reviews) | | **Proactive Assistance** | 7.1 (33 reviews) | 8.1 (8 reviews) | | **Decision Making** | 7.4 (35 reviews) | 8.1 (8 reviews) | ### Financial Analysis | Product | Score | Reviews | |---|---|---| | **Datarails** | 8.4/10 | 184 | | **OneStream - Unified EPM** | N/A | N/A | #### Data Management | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Data Import** | 9.1 (167 reviews) | Not enough data | | **Data Consolidation** | 9.0 (171 reviews) | Not enough data | | **Data Validation** | 8.6 (160 reviews) | Not enough data | #### Reporting Structure | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Reporting Hierarchy** | 8.5 (140 reviews) | Not enough data | | **Report Templates** | 8.2 (149 reviews) | Not enough data | | **Report Types** | 8.4 (148 reviews) | Not enough data | #### Standard Analytics | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Standard KPIs** | 8.3 (136 reviews) | Not enough data | | **Standard Reports** | 8.3 (147 reviews) | Not enough data | | **Financial Statements** | 8.7 (153 reviews) | Not enough data | | **Drill Down** | 8.9 (159 reviews) | Not enough data | #### Custom Analytics | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Dashboards** | 8.4 (158 reviews) | Not enough data | | **Custom KPIs** | 8.4 (135 reviews) | Not enough data | | **Custom Reports** | 8.8 (154 reviews) | Not enough data | | **Self Service** | 8.2 (148 reviews) | Not enough data | | **Multiple Entities** | 8.6 (104 reviews) | Not enough data | #### Agentic AI - Financial Analysis | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Cross-system Integration** | 7.4 (30 reviews) | Not enough data | | **Decision Making** | 7.2 (29 reviews) | Not enough data | ### Cash Flow Management | Product | Score | Reviews | |---|---|---| | **Datarails** | 8.7/10 | 7 | | **OneStream - Unified EPM** | N/A | N/A | #### Cash Flow Management | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **File Exports** | Not enough data | Not enough data | | **Income and Expenses** | Not enough data | Not enough data | | **Track Cash Flow** | Not enough data | Not enough data | #### Cash Flow Forecasting | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Historical Data** | Not enough data | Not enough data | | **Reforecast** | Not enough data | Not enough data | | **Forecast Types** | Not enough data | Not enough data | | **Rolling Forecasts** | Not enough data | Not enough data | | **AI** | Not enough data | Not enough data | #### Analytics | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Variance Analysis** | Not enough data | Not enough data | | **Reports** | Not enough data | Not enough data | | **Forecast Comparison** | Not enough data | Not enough data | | **Forward Looking** | Not enough data | Not enough data | #### Financial Data Transfer | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Data Transfer** | Not enough data | Not enough data | | **Data Exchange** | Not enough data | Not enough data | | **Reporting** | Not enough data | Not enough data | | **Access** | Not enough data | Not enough data | | **Integration** | 8.7 (5 reviews) | Not enough data | #### Agentic AI - Cash Flow Management | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | ### Financial Close | Product | Score | Reviews | |---|---|---| | **Datarails** | 7.6/10 | 91 | | **OneStream - Unified EPM** | 8.4/10 | 84 | #### Reconciliation | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Consolidation** | 8.9 (77 reviews) ✓ Verified | 9.2 (78 reviews) ✓ Verified | | **Management** | 8.7 (74 reviews) ✓ Verified | 8.8 (76 reviews) ✓ Verified | | **Accounting** | 8.9 (36 reviews) | 8.7 (73 reviews) ✓ Verified | #### Reporting | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Report Types** | 8.4 (79 reviews) ✓ Verified | 8.7 (77 reviews) ✓ Verified | | **Standard** | 8.1 (80 reviews) ✓ Verified | 8.3 (76 reviews) ✓ Verified | | **Custom** | 8.5 (81 reviews) ✓ Verified | 8.8 (76 reviews) ✓ Verified | #### Closing Process | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Audit** | 7.6 (62 reviews) ✓ Verified | 8.7 (75 reviews) ✓ Verified | | **Journal Entries** | 7.0 (61 reviews) ✓ Verified | 8.3 (70 reviews) ✓ Verified | | **Distribution** | 7.9 (64 reviews) ✓ Verified | 8.5 (70 reviews) ✓ Verified | #### AI - Financial Close | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Autonomous Task Execution** | 6.1 (11 reviews) | 7.3 (13 reviews) | | **Compliance** | 6.4 (11 reviews) | 8.2 (12 reviews) | | **Reconciliation** | 6.2 (11 reviews) | 7.9 (12 reviews) | | **Data Collection** | 6.9 (12 reviews) | 8.2 (12 reviews) | | **Analysis** | 6.3 (12 reviews) | 8.2 (12 reviews) | ### FP&A (Financial Planning & Analysis) | Product | Score | Reviews | |---|---|---| | **Datarails** | 8.3/10 | 128 | | **OneStream - Unified EPM** | 8.5/10 | 77 | #### Financial Planning | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Extended Planning** | 8.0 (79 reviews) ✓ Verified | 8.7 (44 reviews) ✓ Verified | | **Reporting** | 8.8 (87 reviews) ✓ Verified | 8.9 (51 reviews) ✓ Verified | | **Integration** | 8.7 (90 reviews) ✓ Verified | 9.0 (52 reviews) ✓ Verified | #### Agentic AI - FP&A (Financial Planning & Analysis) | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Proactive Assistance** | 6.8 (28 reviews) | 7.9 (18 reviews) | | **Decision Making** | 7.2 (29 reviews) | 8.1 (18 reviews) | #### Financial Insight | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Budgeting** | 8.2 (98 reviews) ✓ Verified | 8.8 (64 reviews) ✓ Verified | | **Forecasting** | 8.0 (100 reviews) ✓ Verified | 8.7 (65 reviews) ✓ Verified | | **Planning** | 8.0 (96 reviews) ✓ Verified | 8.8 (61 reviews) ✓ Verified | #### Data | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Data Visualization** | 8.7 (106 reviews) ✓ Verified | 8.2 (66 reviews) ✓ Verified | | **Data Analysis** | 8.8 (108 reviews) ✓ Verified | 8.4 (64 reviews) ✓ Verified | | **Custom Reporting** | 9.2 (116 reviews) ✓ Verified | 8.8 (64 reviews) ✓ Verified | | **Reporting Templates** | 8.3 (105 reviews) ✓ Verified | 8.4 (62 reviews) ✓ Verified | #### Status Communication | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Collaboration** | 8.3 (96 reviews) ✓ Verified | 8.4 (62 reviews) ✓ Verified | | **Version Control** | 9.1 (98 reviews) ✓ Verified | 8.5 (62 reviews) ✓ Verified | | **Real-Time Data Updates** | 9.0 (104 reviews) ✓ Verified | 8.3 (57 reviews) ✓ Verified | | **Scorecards** | 8.1 (33 reviews) | 8.2 (55 reviews) ✓ Verified | ### Financial Reconciliation | Product | Score | Reviews | |---|---|---| | **Datarails** | 9.7/10 | 9 | | **OneStream - Unified EPM** | 8.4/10 | 34 | #### Reconciliation - Financial Reconciliation | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Automation** | 9.3 (7 reviews) | 8.4 (32 reviews) | | **Bank Statements** | Not enough data | 7.8 (29 reviews) | | **Exceptions** | Not enough data | 7.9 (30 reviews) | | **Algorithms** | Not enough data | 7.9 (28 reviews) | #### Audit - Financial Reconciliation | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Accuracy** | Not enough data | 8.5 (32 reviews) | | **Compliance** | Not enough data | 8.4 (30 reviews) | | **Reporting** | Not enough data | 8.6 (32 reviews) | | **Audit Trail** | Not enough data | 9.1 (29 reviews) | #### Integrations - Financial Reconciliation | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Accounting** | 9.7 (6 reviews) | 8.5 (31 reviews) | | **Inventory** | Not enough data | 8.1 (27 reviews) | | **ERP** | 10.0 (5 reviews) | 8.2 (28 reviews) | | **Banking** | Not enough data | 7.9 (26 reviews) | #### User Permissions and Security - Financial Reconciliation | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Access** | Not enough data | 8.9 (31 reviews) | | **Authentication** | Not enough data | 9.2 (30 reviews) | | **Encryption** | Not enough data | 9.1 (29 reviews) | | **Regulations** | Not enough data | 9.0 (29 reviews) | #### Agentic AI - Financial Reconciliation | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Autonomous Task Execution** | Not enough data | 6.9 (8 reviews) | ### Sales Planning | Product | Score | Reviews | |---|---|---| | **Datarails** | N/A | N/A | | **OneStream - Unified EPM** | N/A | N/A | #### Sales Performance Features - Sales Planning | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Account Scoring** | Not enough data | Not enough data | | **Revenue Planning** | Not enough data | Not enough data | | **Account Segmentation** | Not enough data | Not enough data | | **Sales Performance** | Not enough data | Not enough data | | **Sales Forecasting** | Not enough data | Not enough data | | **Integrations** | Not enough data | Not enough data | | **Scenario Modeling** | Not enough data | Not enough data | #### Territory Management - Sales Planning | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Territory Management** | Not enough data | Not enough data | | **Territory Planning** | Not enough data | Not enough data | #### Quota & Capacity Management - Sales Planning | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Quota Management** | Not enough data | Not enough data | | **Capacity Management** | Not enough data | Not enough data | | **Quota Planning** | Not enough data | Not enough data | #### Agentic AI - Sales Planning | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **Datarails** | N/A | N/A | | **OneStream - Unified EPM** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Datarails | OneStream - Unified EPM | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | --- ## Categories **Shared Categories (4):** [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting), [Financial Close Software](https://www.g2.com/categories/financial-close), [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis), [Financial Reconciliation Software](https://www.g2.com/categories/financial-reconciliation) **Unique to Datarails (2):** [Financial Analysis Software](https://www.g2.com/categories/financial-analysis), [Cash Flow Management Software](https://www.g2.com/categories/cash-flow-management) **Unique to OneStream - Unified EPM (1):** [Sales Planning Software](https://www.g2.com/categories/sales-planning) --- ## Reviewer Demographics ### By Company Size | Segment | Datarails | OneStream - Unified EPM | |---|---|---| | **Small-Business** | 20.2% | 7.6% | | **Mid-Market** | 72.9% | 26.9% | | **Enterprise** | 6.9% | 65.5% | ### By Industry #### Datarails - **Financial Services:** 7.2% - **Hospital & Health Care:** 6.2% - **Manufacturing:** 5.3% - **Construction:** 5.3% - **Accounting:** 5.0% - **Non-Profit Organization Management:** 4.0% - **Oil & Energy:** 4.0% - **Staffing and Recruiting:** 3.4% - **Marketing and Advertising:** 2.5% - **Consumer Goods:** 2.2% - **Other:** 54.8% #### OneStream - Unified EPM - **Manufacturing:** 19.3% - **Automotive:** 6.2% - **Construction:** 6.2% - **Accounting:** 5.5% - **Electrical/Electronic Manufacturing:** 5.5% - **Financial Services:** 5.5% - **Oil & Energy:** 4.8% - **Management Consulting:** 3.4% - **Mining & Metals:** 2.8% - **Chemicals:** 2.8% - **Other:** 37.9% --- ## Alternatives ### Alternatives to Datarails - 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[Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (475 reviews) - [Planful](https://www.g2.com/products/planful/reviews) — 4.3/5 stars (496 reviews) - [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) — 4.3/5 stars (307 reviews) - [CCH Tagetik](https://www.g2.com/products/cch-tagetik/reviews) — 4.3/5 stars (72 reviews) - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) — 4.5/5 stars (2145 reviews) - [Board](https://www.g2.com/products/board/reviews) — 4.4/5 stars (318 reviews) - [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews) — 4.5/5 stars (1068 reviews) - [FloQast](https://www.g2.com/products/floqast/reviews) — 4.6/5 stars (1410 reviews) - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) — 4.4/5 stars (219 reviews) --- ## Top Discussions ### Datarails No discussions available for this product. ### OneStream - Unified EPM - Title: [What does OneStream XF stand for?](https://www.g2.com/discussions/what-does-onestream-xf-stand-for) — 2 comments > **Top comment:** "XF stands for extensible finance" - Title: [Is OneStream an ERP?](https://www.g2.com/discussions/is-onestream-an-erp) — 2 comments > **Top comment:** "No" - Title: [What type of system is OneStream?](https://www.g2.com/discussions/what-type-of-system-is-onestream) — 2 comments > **Top comment:** "Hi there - OneStream is a Corporate Performance Management (CPM) software that conquers complexities in Finance organizations by providing an all-in-one..." - Title: [What is OneStream Excel add in?](https://www.g2.com/discussions/what-is-onestream-excel-add-in) — 1 comment > **Top comment:** "OneStream Quick View Excel add-in allows users to Safely edit, update and analyze data as Excel respects workflow and security." --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/datarails-vs-onestream-unified-epm)