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Datarails

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371 reviews
  • 1 profiles
  • 6 categories
Average star rating
4.6
#1 in 4 categories
Grid® leader
Serving customers since
2015
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Datarails Reviews

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Profile Name
Star Rating
285
80
6
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0
JG
Jamie G.
07/24/2026
Validated Reviewer
Verified Current User
Review source: Organic

Huge Time-Saver for Journals, TB Refreshes, and Instant Transaction Listings

It saves me and the team a lot of time when you can post journals and refresh TBs, Transaction Listings instantly rather than having to run reports manually within the system which is vital around busy times like month end. We also have the connections integrated into our workbooks to help improve processes.
Verified User in Accounting
UA
Verified User in Accounting
07/23/2026
Validated Reviewer
Verified Current User
Review source: Organic

Fantastic Support and Stress-Free Integration with Datarails

Their support team is FANTASTIC and has made integration virtually stress free. Access to current client financials in a user-friendly format is also great!
Verified User
G
Verified User
07/21/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Efficient Dashboarding with Connectivity Hiccups

I like the dashboards, which help me see different financial statements quickly. The Excel add-in is also a feature I appreciate. Additionally, I find the connection to Claude really helpful, as it allows me to get numbers and projections out effectively. The setup process was pretty easy since we've had it set up before, so mapping and understanding the process was straightforward.

About

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HQ Location:
New York

Social

@datarails

What is Datarails?

Datarails is a financial planning and analysis platform that automates financial reporting and planning, while enabling finance teams to continue benefiting from the familiar spreadsheets and financial models of Excel. Automating these time-consuming manual processes paves the way for finance teams to spend more time analyzing data and less time gathering it. And it empowers them to answer essential strategic questions like what their organization can do to increase revenue and reduce expenses.

Details

Year Founded
2015