Datarails
by Datarails · FP&A & Budgeting
Excel-native FP&A platform consolidating 600+ finance sources into a governed reporting layer.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
NetSuite
SAP
Oracle
Microsoft Dynamics 365
Sage IntacctQuickBooksXero
Workday+2 more- Deployment
- Cloud
- Company size
- SMB, Mid-market
- Pricing
- Annual subscription, tiered by user count
- Founded
- 2015
- Headquarters
- Great Neck, NY, United States
Overview
Datarails is an Excel-native FP&A platform, marketed under the name FinanceOS, built for finance teams that want to keep working in spreadsheets while gaining a governed, automated data layer underneath. It consolidates financial data from more than 600 documented sources -- ERPs, CRMs, HRIS platforms, banks, billing systems and other spreadsheets -- into a single model, then layers live dashboards, planning workflows and AI-generated analysis on top without requiring users to leave Excel.
The core FinanceOS platform handles multi-entity consolidation, FX conversion, intercompany eliminations and allocations, with role-based access, version control and data lineage intended to keep the underlying figures auditable. On top of that, Datarails FP&A adds budgeting and collection workflows (templates, rollups, approvals and sign-off tracking), scenario planning, and AI-generated summaries, storyboards and anomaly flags via its Datarails AI Agents. A FinanceOS AI Connector exposes the same governed data to third-party AI tools such as ChatGPT, Claude and Copilot, with permissions and audit trails carried over.
Beyond the core FP&A product, Datarails sells three additional modules that can be added individually: Month-End Close (reconciliation, close checklists and audit trails), Cash (bank visibility, cash flow forecasting and scenario analysis), and Spend Control (contract tracking, AI-driven contract data extraction, and renewal/duplicate-subscription alerts). The company reports serving 2,000+ companies across industries including retail, construction, healthcare, manufacturing, non-profit, financial services, hospitality, technology and logistics.
Screenshots & demo
Screenshots sourced from Datarails.
Modules & capabilities
Datarails covers 28 of 54 capabilities we track in this category
52%- Annual budgeting workflowsBudget template distribution to department ownersSupported
- Rolling forecastsCore strength
- Driver-based planning modelsNot evidenced
- Top-down / bottom-up collaborative budgetingCollection management stage tracking (templates, rollups, collection, review)Supported
- Long-range / multi-year strategic planningNot evidenced
- Cash flow forecastingCash add-on moduleCore strength
- Profitability & margin analysisNot evidenced
- Budget-vs-actual variance analysisNot evidenced
“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
Common use cases
- Consolidating financial data from 600+ ERP, CRM, HRIS and banking sources into one governed model without leaving Excel
- Running departmental budget collection cycles with approval and sign-off tracking
- Building AI-generated board decks and storyboards directly from live financial data
- Speeding up month-end close with centralized reconciliation checklists and audit trails
- Forecasting cash flow and modelling liquidity scenarios across multiple bank accounts
- Tracking SaaS and vendor contracts to catch duplicate or auto-renewing subscriptions before they lock in spend
- Connecting governed financial data to ChatGPT, Claude or Copilot for AI-assisted analysis with audit trails preserved
Strengths & considerations
Strengths
- Keeps Excel as the primary interface -- spreadsheet models, formulas and formatting stay unchanged while the platform adds a governed data layer behind them
- One vendor covers core FP&A plus three separately-sold adjacent modules (Month-End Close, Cash, Spend Control)
- 600+ documented source connectors spanning ERP, CRM, HRIS, banking and billing systems
- A dedicated AI Connector exposes governed financial data to third-party AI tools (ChatGPT, Claude, Copilot) with permissions and audit trails carried over
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Rate itERP integrations
Live listing on the Sage Intacct Marketplace. (Live on marketplace.intacct.com; validator's allowed Sage Intacct domain list does not include this live host, so recorded as prebuilt rather than certified.)
Live listing on the Xero App Store.
Vendor-documented prebuilt connector; no SuiteApp Marketplace listing found.
Documented integration is specifically with SAP Business One.
Vendor-documented prebuilt connector; no Oracle Cloud Marketplace listing found.
Datarails has generic AppSource listings (Office/SaaS categories) but none scoped to the Dynamics 365 ERP marketplace category, so graded as prebuilt rather than certified.
Vendor-documented prebuilt connector; no QuickBooks App Store listing found.
Vendor-documented prebuilt connector; no Workday Marketplace listing found.
Vendor-documented prebuilt connector; no Acumatica Marketplace listing found.
Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-20.
Pricing
Full Datarails pricing breakdown — cost at 25/100/500 seats, competitor rates & FAQs
Datarails starts at roughly $24,000 a year, with reported licence fees from about $400 a month for a single user rising to around $3,500 a month for ten. Its positioning is Excel-native FP&A: finance teams keep their existing spreadsheets and Datarails consolidates and version-controls them, which shortens implementation dramatically against model-rebuild platforms like Anaplan. All-in year one for SMB and startup buyers commonly lands between $10,000 and $125,000 depending on scope. Get an independent shortlist with pricing guidance below.
What does Datarails cost?
Datarails publishes a starting price (From about $24,000/year; ~$400/month single user to ~$3,500/month for 10 users) but not a per-user rate, so there is no seat arithmetic to run. Here is what actually drives the total — and what to confirm before you sign.
4 of the 15 vendors we track in this category publish no list price at all.
About the vendor
- Founded
- 2015
- Headquarters
- Great Neck, NY, United States
- Employees
- ~320
- Ownership
- Private (venture-backed; ~$175M raised total, including a $70M Series C led by One Peak in January 2026)
- Notable customers
- SoftBank, Ceragon, Origin Investments, United Electric Cooperative
Alternatives to Datarails in FP&A & Budgeting
Datarails — frequently asked questions
Does Datarails require replacing Excel?
No. Datarails is built as an Excel add-in -- models, formulas and formatting stay in Excel while the platform adds a governed data layer, version control and automated consolidation behind the scenes.
What systems does Datarails integrate with?
Datarails documents connectors to 600+ systems, including ERPs such as NetSuite, SAP Business One, Sage Intacct, Acumatica, Microsoft Dynamics 365 and QuickBooks, plus CRM, HRIS and banking sources.
How is Datarails priced?
Datarails offers three FP&A tiers -- Professional, Premium and Expert -- priced by custom quote, varying by user count (2/5/15), number of integrations (1/2/3) and support level. The Expert tier bundles one additional add-on product.
What add-on modules does Datarails sell beyond core FP&A?
Datarails sells three modules alongside its core FP&A product: Month-End Close (reconciliation and close-task tracking), Cash (bank visibility and cash forecasting), and Spend Control (contract and subscription management).
Is there a free trial?
Datarails does not publish a self-serve free trial. Its pricing page directs prospects to request a custom quote and a demo instead.
Compare Datarails head-to-head
The FP&A & Budgeting Buyer's Guide
Before you commit to Datarails, see how it sits against the 15 FP&A & budgeting systems we track — on capability, ERP integration depth and what each one actually charges for.
FP&A & Budgeting Buyer's Guide
15 systems compared · 2026
ERP Research
- Datarails compared side-by-side with 14 alternatives
- ERP integration checklist — what to verify before you shortlist
- The pricing questions that change the quote
- A Datarails evaluation brief, included with the guide
FP&A & Budgeting Buyer's Guide
Get a quote for Datarails
Datarails publishes a list price, but the number you pay depends on volume, modules and integration scope. Tell us your setup and we'll come back with a realistic figure and the alternatives worth quoting against it.