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GET ACTIONABLE INSIGHTS
WITH THE AI-POWERED
FP&A PLATFORM




Keep your own Excel financial models and spreadsheets and use AI to automate
repetitive processes




What are your biggest FP&A needs?


Data consolidation

Financial reporting

Budgeting & Forecasting

Scenario analysis

ERP-Excel Connectivity

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Capterra rating: 4.7

G2 rating: 4.9




ACCESS ALL YOUR DATA
IN ONE PLACE

Integrate with the most popular accounting software, ERPs and CRMs,
so all your data can be consolidated

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THE FLEXIBILITY OF EXCEL.
THE POWER OF DATARAILS.

FinanceOS allows you to keep working in your Excel environment with 100%
functionality. Automated consolidation and reporting saves you time, letting you
focus on the strategic insights that drive business growth.


LET YOUR DATA
TELL THE STORY

 * Show stakeholders the business-critical KPIs at a glance. Because you know
   what they say: A dashboard’s worth 1,000 rows
 * Drill down into the underlying data in real time and answer questions on the
   spot
 * Get a quick grasp of a built-in visualization tool that’s easy to learn, has
   immediate access to all your data, and integrates with other BI tools

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DATARAILS:
POWERED BY AI

Do you want quick answers to burning questions based on complete and
consolidated finance data from across your company? AI-powered FP&A Genius
provides conversational AI on your real data to give you the answers you need.

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WHICH TASKS CAN DATARAILS HELP YOU WITH?

ConsolidationFinancial reporting & monthly closeBudgetingForecastingScenario
modelingAnalysisData visualization


CONSOLIDATION

Automate the collection of data from across your organization and bring it all
to one place

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FINANCIAL REPORTING & MONTHLY CLOSE

Streamline your financial close by automating repetitive tasks like preparing
your Pu0026L, balance sheet and cash flow statement

Request a demo


BUDGETING

Estimate costs and revenues for the entire business, while bringing order to
your budget collection process and saying goodbye to back-and-forth emails

Request a demo


FORECASTING

Plan ahead to make sure your company’s business decisions are founded on
informed and up-to-date projections

Request a demo


SCENARIO MODELING

Prepare for multiple possible futures by evaluating how various changes in your
financials can be expected to affect business outcomes

Request a demo


ANALYSIS

Dive deeper into your financial or operational data to examine anything from key
variance drivers to head count, sales performance, COGS and (virtually)
everything in between

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DATA VISUALIZATION

Embrace the notion that not everyone loves a spreadsheet as much as you do, and
use graphs and charts to share the story of your data and collaborate with other
teams

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TRUSTED BY FINANCE TEAMS ACROSS MANY INDUSTRIES


Construction

Technology

Logistics & transportation

Manufacturing

Health care

Retail

> “With Datarails, we save anywhere between two to five full working days per
> month. Amazing!

Jens Stottman
CFO

> “I’m not a stranger to using Excel, but Datarails opened my eyes to what it
> can do. Datarails maximized our efficiency and made the current process
> incredibly effective. It was a big win for us.”

Will Lederer
Senior Finance Manager of Business Systems

> “We’re growing, so I’ve got to have the flexibility that the company needs to
> do that financial planning. I really could not do that very frequently before
> using DataRails, and now I can.”

Bradley McKnight
CFO

> “Having the data living in just one place that is accessible has been a
> game-changer. Datarails makes it much easier to get the data.”

Annette DeYoung
Director of FP&A

> “I was very pleasantly surprised when I saw Datarails and how it was put
> together and was so easy to use.”

Allan Kaplan
CFO

> “Datarails is saving a lot of us time and frustration, and allows us to
> dynamically look at our business and our strengths.”

Lynn Hopper
Senior Financial Analyst
Read more success stories


SPEND MORE TIME ANALYZING DATA AND LESS TIME COLLECTING IT

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REVOLUTIONIZE YOUR FP&A WITH CUTTING-EDGE AI 

Fast finance requests

Management Self Service

Storyboards



FAST FINANCE REQUESTS

Execute last-minute requests made to finance in seconds using AI. No more
working into the early hours or canceling plans with friends and family making
frantic additions to tomorrow’s board meeting. It can be done in 60 seconds.

Request a demo


MANAGEMENT SELF SERVICE

Does your CEO have a burning question about revenues? How will results be
impacted if revenue grows by 10% next year?’ Your CEO and executive team can get
accurate answers on any number in any visual format, no longer tying up your
finance team.

Request a demo


STORYBOARDS

Finance professionals constantly struggle to efficiently convey their numbers in
impactful presentations. Datarails’ AI storytelling creator, “Storyboards”, uses
AI to turn your dashboards into presentations in seconds. In just 2 clicks,
transform your complex financial data into engaging and actionable storytelling.

Request a demo


LEARN WHY FINANCE TEAMS
CHOOSE DATARAILS

Request a demo

Datarails is a financial planning and analysis platform for Excel users. Its
FP&A software solution automates data consolidation, reporting and planning,
while enabling finance teams to continue using their own Excel spreadsheets and
financial models.


SOLUTIONS

 * Budgeting and Forecasting
 * Financial Close
 * Scenario Modeling
 * Dashboarding
 * AI for FP&A


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DRIVE BUSINESS PERFORMANCE WITH DATARAILS




DRIVE BUSINESS PERFORMANCE WITH DATARAILS




DRIVE BUSINESS PERFORMANCE WITH DATARAILS


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