--- title: Datarails Reviews meta_title: 'Datarails Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 365 reviews by the users' company size, role or industry to find out how Datarails works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 365 scale: '5' date_modified: '2026-07-17' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Datarails Reviews **Vendor:** Datarails **Category:** [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) **Average Rating:** 4.6/5.0 **Total Reviews:** 365 ## About Datarails Datarails is an AI-powered, Excel-connected platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace. With 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems, it automatically consolidates data into a single source of truth so finance teams can spend less time collecting information and more time analyzing it. Easy to use and built to fit the way finance teams work, Datarails supports existing workflows while strengthening visibility, controls, and collaboration. By removing manual tasks and unifying financial operations, it helps the CFO’s office deliver faster reporting, more accurate insights, and confident, data-driven decisions. ## Datarails Pros & Cons **What users like:** - Users appreciate the **ease of use** of Datarails for generating reports and managing data efficiently. (90 reviews) - Users value the **native Excel integration** , finding it enhances workflows while ensuring data governance and ease of use. (51 reviews) - Users praise Datarails for its **reporting efficiency** , enabling seamless data aggregation and streamlined financial management. (50 reviews) - Users value the **seamless data integration** in Datarails, enhancing workflows while ensuring accuracy and compliance. (48 reviews) - Users value the **efficiency** of Datarails, streamlining processes and enhancing financial visibility with automated reporting. (45 reviews) - Integrations (43 reviews) - Excel Compatibility (42 reviews) - Users appreciate the **automation** features of Datarails, significantly reducing manual tasks and enhancing overall efficiency. (37 reviews) - Users commend the **exceptional customer support** of Datarails, making implementation smooth and highly efficient. (36 reviews) - Users find **Datarails a significant time-saver** for reporting and financial analysis, enhancing efficiency and collaboration. (34 reviews) **What users dislike:** - Users find the **learning difficulty** challenging, especially when handling initial setup and resolving issues within the software. (36 reviews) - Users face a **steep learning curve** with Datarails, but support and updates help ease the onboarding process. (26 reviews) - Users are disappointed by **missing features** in Datarails, limiting their ability to fully leverage the platform. (24 reviews) - Users face a **steep learning curve** with Datarails, but support and updates help users adapt over time. (23 reviews) - Users find Datarails’ **complexity in backend processes** frustrating, complicating data tracing and troubleshooting efforts. (21 reviews) - Difficult Setup (20 reviews) - Users find **reporting issues** frustrating, particularly with inconsistent connections and data mapping challenges. (17 reviews) - Limited Functionality (16 reviews) - Implementation Issues (14 reviews) - Users find **data management cumbersome** , citing challenges with exporting data and limited flexibility in dashboard creation. (13 reviews) ## Datarails Reviews ### 1. Get it done! I dragged it out. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2022 **What do you like best about Datarails?** Once I start using it regularly it will drastically improve reporting. I have barely touched budgeting. **What do you dislike about Datarails?** I didn't understand the pricing and the use cases. I should have asked more questions upfront. **What problems is Datarails solving and how is that benefiting you?** Manual reporting. We use Microsoft D365 as our system and it does not have a good reporting tool. Closing reports should be simple in 2023! **Official Response from Anouk Amar:** > Thank you for your review! We’re so glad to see the impact Datarails is having on your company. It’s time we start spending less time on manual work and start automating processes. Thank you for being a part of the FP&A revolution with us! ### 2. DR has streamlined several FP&A processes **Rating:** 4.5/5.0 stars **Reviewed by:** Jan Carlo A. | Finance Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** November 29, 2022 **What do you like best about Datarails?** Automation tools and Office add ins are very useful **What do you dislike about Datarails?** Minor bugs in the app, e.g. formula builder not scrolling horizontally **What problems is Datarails solving and how is that benefiting you?** Time consuming tasks are simplified **Official Response from Anouk Amar:** > Thank you for your review Jan! Datarails is all about making life simpler and saving time so you can focus on more important things :) ### 3. DataRails is does an excellent job of streamlining our financial reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Datarails?** Integration of DR formulas with excel and the ability to integrate DR as little or as much as we would like into our current files **What do you dislike about Datarails?** Due to our industry, we have extremely large amounts of data that sometimes is too cumbersome for DR to handle. I wish there were more processing power on the backend to be able to efficiently work through all of our data **What problems is Datarails solving and how is that benefiting you?** Due to our large amounts of data and manual processes, we are able to speed up reporting and spend more time analyzing the data rather than manipulating it **Official Response from Anouk Amar:** > Thank you for your review! Our ultimate goal is all about making life easier for our customers and saving time so you can focus on more important things like analyzing your data instead of manipulating it. As always, let us know anything more we can help with. ### 4. Full Comprehensive implementation and training-Follows through on what is advertised **Rating:** 5.0/5.0 stars **Reviewed by:** Krista G. | Financial Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** July 05, 2022 **What do you like best about Datarails?** Data Rails was able to cut down on our time spent monthly doing financials and was able to streamline our budget process. Eli was our rep and was always available for questions and changes if needed. **What do you dislike about Datarails?** The mapping process was tedious and difficult, only because with our company we have such a complicated GL map. This was made easier by Eli, who was able to offer tips and solutions to make the process a little easier. It has also changed the way we enter new GL data, so overall that part led to a better solution! **What problems is Datarails solving and how is that benefiting you?** Data rails helped solve an efficiency issue with our financials and budget process. This has freed up more productive hours and allowed for more project time. **Official Response from Anouk Amar:** > Thank you for your feedback Krista! It’s great to hear how Eli helped with some of the challenges you were facing. We’re here to make your life easier - stay in touch and let us know anything more we can be doing. ### 5. DataRails proved to be a valuable piece of our Finance / Accounting tech stack. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** June 15, 2022 **What do you like best about Datarails?** 1. I can consolidate disparate accounting systems and multiple ledgers 2. The drill-down capability largely negates the constant need to pull reporting out of the accounting systems **What do you dislike about Datarails?** 1. The configuration and mapping require a DataRails employee to aid in the setup and maintenance 2. There are integrations I would like to see with DataRails that would make the product better **What problems is Datarails solving and how is that benefiting you?** I run large parts of Finance, Accounting, and general corporate operations on excel models. Largely, these models are populated and driven by accounting data. DataRails solved the issue of consolidation of multiple accounting systems and the issue of static accounting data within models. I no longer have to update Excel Forecasts with every small change that occurred in the accounting. **Official Response from Anouk Amar:** > Thank you for your review and feedback on what we can improve! This past year, we’ve really put a focus on the integrations we offer and they will only continue to grow in 2023. It is extremely important to us that our customers feel that they manage things on their own - this is also a big focus for the new year. Your CS is the icing on the cake :) ### 6. Financial Planning & Analysis heaven **Rating:** 5.0/5.0 stars **Reviewed by:** Terry M. | FPA Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Datarails?** The ease of learning the tool was the best thing. **What do you dislike about Datarails?** The changes were happening to the tool without news/notes of what was different. **What problems is Datarails solving and how is that benefiting you?** Consolidating multiple data sources, and creating dashboards that took alot of manual time to create. **Official Response from Anouk Amar:** > One of our main goals in the new year is to improve our customer communication so you will be aware of everything going on and the changes happening! Thank you for your feedback and review, Terry. Glad you’re enjoying your FP&A heaven :) ### 7. Professionalish **Rating:** 5.0/5.0 stars **Reviewed by:** Miller B. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Datarails?** Josh always takes the time to answer my questions and suggest new enhancements. **What do you dislike about Datarails?** I really don't have any problems or concerns with DataRails **What problems is Datarails solving and how is that benefiting you?** Makes reporting available to management in clear and concise reports. **Official Response from Anouk Amar:** > Hi Miller, thank you for your review! Josh is a superstar and we’re glad to hear that you’re getting everything you need out of Datarails :) ### 8. DataRails - Overview **Rating:** 5.0/5.0 stars **Reviewed by:** Laura M. | Senior Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** September 24, 2022 **What do you like best about Datarails?** I have been impressed with DataRails thoroughness and flexibility to provide financial statements for actuals, budgets and forecasts. DataRails has the ability to consolidate multiple sites, scenario playing, scorecards (financial and operational) and audit tracking by user. **What do you dislike about Datarails?** I have not identified a problem. All is working as designed. **What problems is Datarails solving and how is that benefiting you?** Ability to support the creation of comprehensive financial statements for actuals, budget and forecasts. **Official Response from Anouk Amar:** > Hi Laura, thank you for your overall review of Datarails - glad to hear you're happy with our product! Stay in touch and let us know anything more we can be doing. ### 9. Automate the report creation **Rating:** 4.5/5.0 stars **Reviewed by:** Alexander H. | Manager Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** June 08, 2022 **What do you like best about Datarails?** Datarails automates and standardises the reporting process while allowing us to use Excel as the input tool. It tracks changes and keeps version history on the reports and data submitted. It also helps in distributing the information by defining access rights on the reports at various levels. We also use Datarails for data input in the budgeting process. **What do you dislike about Datarails?** Datarails is very flexible and has a lot of options and possibilities, sometimes this flexibility can trip you when searching for errors. **What problems is Datarails solving and how is that benefiting you?** The reporting process both in collecting and distributing information. **Official Response from Anouk Amar:** > Hi Alexander! Thank you for your review - glad to hear Datarails is helping you with your reporting processes. We’re here to help so please let us know if there’s anything more we can do for you. ### 10. My project team have been extremely supportive and professional **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Enterprise (> 1000 emp.) **Reviewed Date:** November 20, 2022 **What do you like best about Datarails?** Doesn't feel like using a system. Using excel has made the change management seeamless **What do you dislike about Datarails?** Flexibility on how commenatry is captured /reported within Datarails. Not being able to move dashboard report to excel **What problems is Datarails solving and how is that benefiting you?** Version control Seamless reporting Drill down functionality **Official Response from Anouk Amar:** > It’s great to hear that your team has helped you! Thank you for your review and feedback - we are always looking to improve our product for our customers. ### 11. A great tool that's transformed our reporting processes! **Rating:** 5.0/5.0 stars **Reviewed by:** Charlie K. | FP&A Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 07, 2021 **What do you like best about Datarails?** It is a very intuitive system which means adoption has been good across the team. It is flexible and allows for customisation specific to our business model and reporting structure, but most importantly, everyone we work with at DataRails is exceptionally knowledgeable and helpful, always striving to find a solution to our challenges. **What do you dislike about Datarails?** It's not a one-stop-shop for all our reporting/forecasting/budgeting needs, so we have partnered DataRails with another tool (Layer) that specifically targets the data collaboration piece. **What problems is Datarails solving and how is that benefiting you?** Bring about improvements to a number of our key processes (weekly and monthly close, annual budget, rolling forecast, cashflow report, KPI dashboards) through reducing manual effort and therefore speeding them up and minimising human error. **Official Response from Anouk Amar:** > Hi Charlie, thanks for your review and the amazing shoutout to our incredible team! It’s great to hear that Datarails transformed your processes. Stay in touch and let us know anything more we can be doing :) ### 12. Intelligent tool, takes budgeting and planning to a new level **Rating:** 5.0/5.0 stars **Reviewed by:** Neil N. | Group CFO, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2019 **What do you like best about Datarails?** We have so much data at our disposal but previously didn't always know how to look at it. Thanks to DataRails we can easily access it all, compare and contrast between budgets and actuals, and decide how we want to go forward If you're looking to improve decision-making, DataRails is your tool. In my department we plan at a granular level and DataRails helps make the process even more effective, which helps us make better decisions. **What do you dislike about Datarails?** I'd be happy for there to be more software updates **What problems is Datarails solving and how is that benefiting you?** Trying to manage many different P&Ls can be challenging, but with DataRails the challenge is significantly reduced. DataRails helps us standardize reporting and analysis. It lets us compare plans and forecast reliably. Since we plan at a granular level, with DataRails we can do so accurately, consistently, reliably, etc. If you work in finance this tool will change your life. **Official Response from Anouk Amar:** > Thanks Neil! As you mentioned, we know how much of a life-saving tool Datarails can be for finance professionals so thank you for sharing your feedback. We’re working on providing our customers with regular product communication so you can feel that you are up-to-date with the latest information you need! ### 13. Give your FP&A team an upgrade! **Rating:** 5.0/5.0 stars **Reviewed by:** Izik A. | Director of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2019 **What do you like best about Datarails?** Flexible planning, comprehensive reporting, easy forecasting. **What do you dislike about Datarails?** Requires some serious knowledge of Excel but I guess that’s the point. **What problems is Datarails solving and how is that benefiting you?** Keep using Excel while also updating financials with the click of a button. I feel so much more confident in the work I do with this tool. It’s such an enabler, helping me see things I couldn’t see in the same way before. **Official Response from Anouk Amar:** > We’re happy to hear that your FP&A team got a much-needed upgrade :) Thank you for your review Itzik! While many of our users are already very familiar with Excel, we do want to provide access to information to help our customers get an even better understanding of what it can do for you. Stay tuned! ### 14. Full implementation with excellent results **Rating:** 5.0/5.0 stars **Reviewed by:** Dorin S. | Founder & CEO , Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2019 **What do you like best about Datarails?** It’s easy-to-use so we don't need any expensive technical people to maintain it, time-saving platform. Enables transparency and accountability **What do you dislike about Datarails?** As great as it is, occasionally it crashes **What problems is Datarails solving and how is that benefiting you?** The platform lets us aggregate large amounts of data in a controlled environment. The cell level audit trail is a brilliant feature that we use extensively. A really smart tool that helps us plan better, we’re running all FPA processes with this tool. **Official Response from Anouk Amar:** > Hi Dorin, thanks for your feedback. Glad to hear that Datarails has saved you time and transformed your FP&A processes. As for the platform crashing - I’m sorry to hear that you’ve experienced this! Our team works really hard to keep improving our software to be the very best it can be. ### 15. Great planning & analytics software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** September 15, 2019 **What do you like best about Datarails?** Continuously updated with new features and has everything I need. Great support from the team. **What do you dislike about Datarails?** Missing an integration with our ERP so we had to use an automated export/import **What problems is Datarails solving and how is that benefiting you?** This tool is a must for any dynamic business. Gave us the comfort of continued Excel use. I could not be happier with this cloud-based solution. **Official Response from Anouk Amar:** > Thank you for this review! We love hearing from our customers about how Datarails has helped them. Please let us know if there’s anything we can do for you. ## Datarails Discussions - [What do you like most about Datarails for financial planning, and what features do you find most valuable?](https://www.g2.com/discussions/what-do-you-like-most-about-datarails-for-financial-planning-and-what-features-do-you-find-most-valuable) - [View Datarails pricing details and edition comparison](https://www.g2.com/products/datarails/reviews?page=8§ion=pricing&secure%5Bexpires_at%5D=2026-07-20+01%3A20%3A47+-0500&secure%5Bsession_id%5D=8a28c34c-0eb6-4a5f-a353-360284c81ee8&secure%5Btoken%5D=dd07c2b546c3305c3fb08b4660ed58c33dcc4a0a64bab1cc9f75a5104fb90262&format=llm_user) ## Datarails Integrations - [ADP TotalSource](https://www.g2.com/products/adp-totalsource/reviews) - [ADP Workforce Now](https://www.g2.com/products/adp-workforce-now/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Amazon Redshift](https://www.g2.com/products/amazon-redshift/reviews) - 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[Xledger](https://www.g2.com/products/xledger/reviews) ## Datarails Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Data Management** - Data Import - Data Consolidation - Data Validation **Cash Flow Management** - File Exports - Income and Expenses - Track Cash Flow **Reconciliation** - Consolidation - Management - Accounting **Financial Planning** - Extended Planning - Reporting - Integration **Reconciliation - Financial Reconciliation** - Automation - Bank Statements - Exceptions - Algorithms **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning **Budget Management** - Consolidation - Adjustments - Workflows **Reporting Structure** - Reporting Hierarchy - Report Templates - Report Types **Cash Flow Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Reporting** - Report Types - Standard - Custom **Audit - Financial Reconciliation** - Accuracy - Compliance - Reporting - Audit Trail **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Standard Analytics** - Standard KPIs - Standard Reports - Financial Statements - Drill Down **Analytics** - Variance Analysis - Reports - Forecast Comparison - Forward Looking **Closing Process** - Audit - Journal Entries - Distribution **Integrations - Financial Reconciliation** - Accounting - Inventory - ERP - Banking **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Custom Analytics** - Dashboards - Custom KPIs - Custom Reports - Self Service - Multiple Entities **Financial Data Transfer** - Data Transfer - Data Exchange - Reporting - Access - Integration **User Permissions and Security - Financial Reconciliation** - Access - Authentication - Encryption - Regulations **Agentic AI - Cash Flow Management** - Autonomous Task Execution **Agentic AI - Financial Reconciliation** - Autonomous Task Execution **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Financial Analysis** - Cross-system Integration - Decision Making **AI - Financial Close** - Autonomous Task Execution - Compliance - Reconciliation - Data Collection - Analysis ## Top Datarails Alternatives - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) - 4.4/5.0 (218 reviews) - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (471 reviews) - [Planful](https://www.g2.com/products/planful/reviews) - 4.3/5.0 (492 reviews)