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Datarails
Exclusive Implementation Partner

The FP&A platform built for teams that live in Excel.

Datarails is the leading platform for accounting and finance teams to automate and streamline reporting, planning, month-end close, and the cash and treasury function, and, for many, to finally bring AI into the mix. We're an exclusive implementation partner, and we configure it around how your team already works.

Datarails connecting Oracle NetSuite, Xero, QuickBooks and Salesforce data into a live Excel model
What Datarails does

One platform for the whole finance function.

Datarails sits on top of the spreadsheets your team already builds, no rip-and-replace, no learning a foreign interface, and automates the work that eats your month.

AI-powered FP&A

Ask your numbers questions, get answers in plain English.

Datarails surfaces the variances that matter, ranks them by impact, and explains what's driving them, then drafts the commentary. Your team spends its time on the decision, not the data pull. It's the part finance leaders get most excited about.

  • Automatic variance detection, drivers ranked by impact
  • Plain-language Q&A on your live financial data
Datarails AI variance analysis ranking the top revenue variances and their drivers by region and department
Dashboarding & insights

Board-ready dashboards that refresh themselves.

Revenue, margin, cash, and KPIs across every entity and region, live, on one screen, and always tied back to the Excel underneath. Share it with leadership without rebuilding the deck every month.

  • One-click refresh from live, consolidated data
  • Customizable widgets, no design or code skills needed
Datarails dashboard showing Revenue by Region and YTD Revenue and COGS charts

Automated reporting

Board packages, management reports, and dashboards refresh from live data, no more rebuilding the deck by hand every month.

Planning & budgeting

Build budgets and rolling forecasts collaboratively, with version control and audit trail, in the Excel your team already knows.

Month-end close

Consolidate entities, automate reconciliations and journal flows, and cut days off the close, with a clean, reviewable trail.

Cash & treasury

A live view of cash, runway, and working capital, so the number that decides everything is never a stale spreadsheet guess.

AI in the mix

Ask your numbers questions in plain language, surface variances automatically, and draft commentary, the part most teams are most excited about.

Excel-native, by design

Your formulas, your models, your way of working, kept. Datarails connects them to a single source of truth instead of replacing them.

100%
Excel-native, your models, unchanged
Zero
Code or IT required to get started
4–6 wks
Typical time to go live
600+
ERP, CRM & HRIS integrations
Why the implementation matters

Great software, set up wrong, still fails.

The platform is only as good as the rollout. A rushed, misconfigured implementation is the difference between a finance team that transforms and one that quietly drifts back to the old spreadsheets within a quarter.

That's why Datarails refers clients to partners like us. We've been on the inside of hundreds of these rollouts and learned exactly what separates the ones that land from the ones that stall, and we start with your workflow, not the software's defaults.

  • Configured around your actual close and reporting, not a template
  • Your team trained until it sticks, adoption, not just go-live
  • Measured by your first real forecast, not a project deadline
Datarails × Scenario One Partners
Time to first real forecast
Typical
With us

Weeks, not months. Because we start from your workflow and a partner who's done this hundreds of times, you reach a working close-and-forecast far faster than a cold rollout.

How we implement

Workflow first, software second.

We configure the platform around how your finance team actually works, not the other way around. Here's the path from kickoff to a finance function running on Datarails.

1

Discover

We map your close, data sources, models, and reporting, and design the Datarails setup around the workflow you actually run, not a generic template.

2

Configure

We connect your source systems, build the consolidation and model structure, and set up the reports and dashboards your team and board need.

3

Migrate & validate

We bring your historical data in and reconcile it to the penny, so the first numbers out of Datarails match the numbers you already trust.

4

Train & launch

We train your team on the workflows they'll actually use and stay on through the first live close and forecast, we measure success by adoption, not go-live.

Datarails sends clients to us for a reason.

Years inside Datarails as a top customer success manager, in the room for hundreds of implementations. We know what a finance team needs to actually adopt this platform, and we've seen every way a rollout can go sideways, so yours doesn't.

Talk to us about your rollout →
Customer story, coming soon

A finance team that finally trusts go-live.

We're finishing an implementation story, how a multi-entity company moved from spreadsheet chaos to a consolidated, AI-assisted Datarails model their whole team adopted. Check back soon, or reach out and we'll walk you through it.

Weeks
To first live forecast
100%
Team adoption
1
Source of truth

Let's implement Datarails the right way.

Whether you're evaluating the platform or already bought and stuck, tell us where you are. We'll tell you honestly what a successful rollout looks like for your team.

andy@scenarioone.com · United States, remote

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