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 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.
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.
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.
Board packages, management reports, and dashboards refresh from live data, no more rebuilding the deck by hand every month.
Build budgets and rolling forecasts collaboratively, with version control and audit trail, in the Excel your team already knows.
Consolidate entities, automate reconciliations and journal flows, and cut days off the close, with a clean, reviewable trail.
A live view of cash, runway, and working capital, so the number that decides everything is never a stale spreadsheet guess.
Ask your numbers questions in plain language, surface variances automatically, and draft commentary, the part most teams are most excited about.
Your formulas, your models, your way of working, kept. Datarails connects them to a single source of truth instead of replacing them.
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.
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Scenario One Partners
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.
We map your close, data sources, models, and reporting, and design the Datarails setup around the workflow you actually run, not a generic template.
We connect your source systems, build the consolidation and model structure, and set up the reports and dashboards your team and board need.
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.
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.
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.
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.
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 will get back to you within one business day.
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.