I like how Datarails can automate the data import process and report generation. With Datarails I can set up the reports and data import once and generate our monthly reports in minutes. They also have great representatives who will help you get things set up and teach you how to use Datarails. I have been mostly working with Kyle and Jason and they have been exceptionally helpful in making sure our data is importing correctly and making sure I know how to use Datarails like a pro. Review collected by and hosted on G2.com.

We had some issues getting our data to import correctly into Datarails. We are a very security conscious company and that can make our data hard to access even by third parties we want to have access to our data. Jason at Datarails was very great at working with our IT team to find a way to connect to our data, despite the difficulties. Review collected by and hosted on G2.com.

What I like about it the most is its simplicity yet that's also what I sometimes find frustrating. It is nice to have a software that one can understand easily and understand the basics but sometimes its simplicity does not allow for more complex actions once you get more advanced. Review collected by and hosted on G2.com.

I think its lack of training when it comes to more complex actions, Data rails university covers the basics and the basics are easy to understand but, I want to be able to do the things the integration specialist was able to do but its too advanced and now that he's gone it is hard to get it explained to me. Review collected by and hosted on G2.com.

Ease of use. I was able to jump right in, and after a few tries I felt confident using all the basic tools I need without much effort. I also love that it takes our data set and makes it simple to create visual graphs and tables that we can share with non-accounting staff, especially those who have a hard time understanding spreadsheets. I really think it’s going to be a game changer for our leadership team. Review collected by and hosted on G2.com.

I don't think there is anything I dislike. There are always some small things that you have to learn and solve in any software. Most likely I just don't know about the solutions yet because I've only been using the platform for a couple of months. It seems robust and well thought out. Review collected by and hosted on G2.com.

The platform integrates with our accounting software - one which is seldom supported in my experience - and they were able to create bespoke connections for those unsupported. User friendly and intuitive UI that makes implementation a breeze. I found I learned best when working with the platform on my own, but anytime I ran into an issue, our implementation rep was always available - whether via email or our weekly meetings. Review collected by and hosted on G2.com.

So far, I think my only dislike is the loading speed of certain features - it seems to slow down when working with a large volume of data. The guides could also cover topics in more depth so that they apply to a wider range of use cases. While the visualizations within dashboarding do the job, they could benefit from some more customizations so that creating dashboards within the UI is the first choice and Excel is the second. Review collected by and hosted on G2.com.

The support from the integrations team is fantastic. The onboarding and integration process is very thorough, and the attention paid to customizing the datarails environment to fit our company's needs has been great. The Datarails team is committed to ensuring the tool not only meets the needs of our business, but also ensuring our company's power users have an in-depth understanding of how the platform interacts with our company's data. Review collected by and hosted on G2.com.

The data integrations can be complex and granular. This does require users to learn the Datarails direct reference structure on top of general excel knowledge, which can get a bit confusing when first learning the system. Review collected by and hosted on G2.com.

What I like about Datarails is how it makes FP&A work much more efficient without forcing teams to completely change how they work. The integration with Excel is a big advantage, since it allows you to keep the flexibility of spreadsheets while adding structure, automation, and better data control. It also simplifies reporting and consolidation, which saves a lot of time and reduces manual errors. Overall, it feels like a practical solution that actually fits into existing workflows instead of replacing them. Review collected by and hosted on G2.com.

There are still a few "bugs" that need to be fixed. Also, a lot of issues I can't do by myself, only with customer support, so it slows down the process, even tho the customer support is great and really responsive. Review collected by and hosted on G2.com.

Datarails helps us organize and analyze financial data more efficiently, especially during the monthly close process. I mainly use it to analyze budget vs. actuals and to extract and structure data from SAP in a more convenient way.

It allows us to turn raw ERP data into clear and user-friendly reports and share financial insights with relevant stakeholders across the company. The ability to structure the data and present it in a way that supports decision-making is very helpful. Review collected by and hosted on G2.com.

The implementation process was quite long and sometimes complex. Many configurations cannot be done independently and require support from the Datarails team, which creates a dependency during the setup phase. We also experienced several technical issues during implementation.

In addition, we expected a more complete integration with banks. In practice, when working with different banks not all the data is available for extraction, so the functionality is still limited compared to what we initially hoped for. Review collected by and hosted on G2.com.

Once that data is mapped, it is easy to standardize all sorts of reports and processes. Review collected by and hosted on G2.com.

The built in dashboards are not easy to customize in terms of layout and color schemes, which would make them much more useful for board decks, etc. Review collected by and hosted on G2.com.

The biggest strength of Datarails is its flexibility. Once you understand how the product works, it becomes incredibly powerful. It has enabled us to build a genuine single source of truth across CRM, finance, and HR systems.

The Excel foundation has been a major advantage for us. Rather than forcing significant change management, we enhanced an environment the business already understands, adding automation, control, and governance.

From an efficiency perspective alone, we’ve saved at least multiple days of rework per month — realistically close to one FTE’s worth of effort in a business of our size. But the bigger impact isn’t just time saved — it’s accuracy and insight. Having connected, structured data in one place has allowed us to generate insights we simply couldn’t before.

Most importantly, it has accelerated the maturity of the business. Instead of spending weeks pulling together one-off reports, we now have readily available, consistent performance data driving conversations in real time. That shift has been transformational. Review collected by and hosted on G2.com.

While the functionality is strong, dashboards are not the most user-friendly or dynamic compared to dedicated BI tools. That said, it is positioned as an Excel-based product, so this is partly expected.

The AI features are still in their early stages and not yet as impactful as they could be.

Board-level presentation output (e.g., pushing data into PowerPoint) could also be more developed and streamlined. Review collected by and hosted on G2.com.

Drill down. The drill down is one of the most useful aspects of a software I have ever used. Keep that. The ability to dig deep into line items within the context of a meeting quickly, within the context of the management accounts pack that they are familiar with helps enormously. Without that quick integration I'd have to move to our internal system which is slower and harder to manipulate data within. Review collected by and hosted on G2.com.

The link between it and our accounting software often seems to be down and the lag time (~1 hour) is extremely long. I have to post something and then generally wait until the day afterwards to review our records in context. Simply being quicker would be idea. Review collected by and hosted on G2.com.