# Datarails Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Datarails the right Financial Reporting solution for you? Explore 226 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/177451/DataRails/reviews --- Datarails 4.7 (226) [View alternatives](https://www.capterra.com/p/177451/DataRails/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated June 14th, 2026 # Reviews of Datarails Ease of use 4.5 Customer Service 4.8 ## Pros and Cons in Reviews JW Jen W Director of Accounting and FinanceMedical Devices, 51 - 200 employeesUsed the software for: 6-12 months. “We are able to add non-finanical metrics into the system for reporting faster than we could before and able to get operations different views of the results to help them make decisions faster for the business.“ February 20, 2026 SF Sophie F Group Financial AccountantInformation Technology and Services, 201 - 500 employeesUsed the software for: 6-12 months. “At times, I found the initial data input a bit confusing. As datarails wants to show everything in a format that is 'positive' on the balance sheet, the concept of the multiplying the liabilities by -1 to get to this was a bit difficult initially and also meant it was a bit difficult to tie back to internal reports as the signage was changed.“ February 20, 2026 Chase C Vice President Financial Planning and AnalysisHospital & Health Care, 501 - 1,000 employeesUsed the software for: 1-2 years. “It has helped streamline budgeting, forecasting, financial reporting, and executive dashboarding while allowing our team to continue working within familiar Excel-based workflows.“ May 26, 2026 SZ Saba Z Accounts ManagerAccounting, 11 - 50 employeesUsed the software for: More than 2 years. “The Excel add-in can become sluggish or bloated when working with large datasets, multiple tabs, or complex financial models.“ March 23, 2026 CM Connor M Financial AnalystBuilding Materials, 11 - 50 employeesUsed the software for: Less than 6 months. “I really liked the feature to perform lookups and link multiple data mappers from different file box's to a single consolidated table, the excel add in is another great feature that will definitely help us with ease of reporting and looking forward to diving into dashboards and widgets (soon to come).“ December 16, 2025 JW Jen W Director of Accounting and FinanceMedical Devices, 51 - 200 employeesUsed the software for: 6-12 months. “I do feel a bit like we were undersold on the complexity of the system and all the mappings as it has taken us a bit a time to really learn how to get our data in a format that we want and is meaningful for us. “ February 20, 2026 NL Nick L Finance ManagerConsumer Goods, 51 - 200 employeesUsed the software for: Less than 6 months. “It's a very powerful tool that is dynamic enough to present all customized cuts of our financial data that we need to drive insights and assist with forward-looking decision making.“ June 3, 2026 AP Amber P Invoice CoordinatorSecurity and Investigations, 11 - 50 employeesUsed the software for: Less than 6 months. “Excel performance can be sluggish, since it sits on top of Excel, large workbooks with lots of tabs can become slow to refresh or load.“ June 1, 2026 ## Showing most helpful reviews Showing 1-25 of 226 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Zachery M. CFO Internet Used the software for: 2+ years ### "Automated reporting and Finance Driven" May 28, 2026 5.0 Really great has saved a lot of time. It has found a two million dollar mistake and we have been able to get information out faster. Pros Automates reporting and I dont have to have IT set it up. Our data is consolidated into one place and we can verify all information Cons Sharing of folders and switching licenses. It seems like we get billed for additional licenses when we switch them around Review Source KG Kevin G. Senior Financial Analyst Financial Services Used the software for: 1-2 years ### "Datarails Review" June 4, 2026 4.0 It has been very useful so far and has made our financial reporting much more efficient and accurate. Pros The financial reporting is incredibly easier with datarails live connection to our financial data on netsuite. Cons Sometimes it can hard to troubleshoot when data isn't coming through properly. Luckily, this is a rare occurance. Switched from [Solver](https://www.capterra.com/p/160355/BI360/) Solver did not have a live connection in their integration which made it incredibly difficult to update reports. Review Source EJ Emma J. VP of Finance Consumer Goods Used the software for: 6-12 months ### "Fully integrated forecasting model" March 31, 2026 5.0 Pros Love the fact that we can now connect multiple platforms to Datarails and refresh all the data instantaneously for financial modeling and planning. \[sensitive content hidden\] was instrumental in making our implementation successful. Great support, thank you! Cons The implementation took a lot longer than anticipated due to some API connectivity issues between platforms and changes in the team Review Source SF Sophie F. Group Financial Accountant Information Technology and Services Used the software for: 6-12 months ### "Would recommend Datarails" February 20, 2026 5.0 Overall, Datarails is a really good product. We have been able to use Datarails to create all of the reports we had existing which was great as for management this was a seamless transition from our old software. It is easy to create new reports and I would recommend Datarails as software. The real time nature of Datarails has also been hugely beneficial especially at month end. Pros The customer experience at Datarails has been excellent. From initiation and data integration to going live, I have found our contacts have been very helpful and responsive whenever we have a query. Always fixing, recommending a fix or directing us to datarails education sources which has been very beneficial. Datarails has enabled us to do real time updates on our reporting really easily through the excel add in. This has sped up all of report generation and presentations to management. These are also easy to create and manage within Excel. The drill down function has been particularly helpful as any questions raised, using this functions allows us to get to an answer quickly. Cons At times, I found the initial data input a bit confusing. As datarails wants to show everything in a format that is 'positive' on the balance sheet, the concept of the multiplying the liabilities by -1 to get to this was a bit difficult initially and also meant it was a bit difficult to tie back to internal reports as the signage was changed. However, I do understand why this is being done for presentational reasons. Alternatives considered [Cube](https://www.capterra.com/p/206989/Cube/) Reason for choosing Datarails Deemed a bit easier to use than when we had the demo with cube. Switched from [Anaplan](https://www.capterra.com/p/129412/Anaplan/) Anaplan was expensive and too complex for the size of our organization. It was difficult to get to grips with the functionality - Datarails has been really easy on the other hand. Review Source EJ Ethan J. Senior FPA Analyst Consumer Services Used the software for: Less than 6 months ### "The Ultimately Force Multiplier" June 3, 2026 5.0 Overall, my experience with the software and representatives from Datarails has been great. The team has been very supportive. Pros I loved the flexibility, intuitive nature of Datarails. It is extremely versatile and power, and will undoubtfully be a force multiplier for any organization. Cons Parts of the web environment can be clunky and difficult to use. Sometime the connectivity in Excel can be disrupted. Also, having the plug-in can disrupt usage of loading non-datarails Excel files. Alternatives considered [Cube](https://www.capterra.com/p/206989/Cube/)[Vena](https://www.capterra.com/p/131246/Vena/) Reason for choosing Datarails Most versatile and scalable. Felt the most comfortable after the selection process. Review Source VR Verified Reviewer financial analyst Automotive Used the software for: 6-12 months ### "Efficient Financial Consolidation with Strong Support" May 4, 2026 5.0 Overall, my experience with Datarails has been positive. It has helped significantly with group consolidation across different data sources and made FP&A processes more centralized and efficient, especially by reducing manual Excel work.The platform is strong in automation, reporting, and bringing financial data together in one place. Features like AI-assisted custom columns and Excel-based workflows make it easy for finance teams to adapt quickly Pros Overall, the platform has been very helpful for our group consolidation across different databases, making FP&A processes more streamlined and centralized. I’d also like to highlight that our trainer, \[sensitive content hidden\], has been an excellent support and has provided wonderful training throughout the process Cons the dashboard in Datarails is limited because it doesn’t consistently support the same widgets for month-wise and cumulative views, which reduces flexibility in reporting Review Source RS Robert S. Senior Manager Accounting Used the software for: Less than 6 months ### "Robust System Where You'll Get Out What You Put In" May 20, 2026 5.0 I was apprehensive at first because we already had the ability to create pretty good reports between our accounting software and Excel, but I pretty quickly realized that Datarails allows us to get through our financial reporting way faster, and is way more flexible for creating advanced reporting for projections, budgeting, and analytics. What you're able to get out of Datarails is only limited by how much you're willing to put into it. Pros This is a really powerful tool that significantly improved the speed of our month end reporting. We went from having enormous, clunky Excel files to having a Datarails report package that could be refreshed instantly and didn't crash the computer. The onboarding support is very strong, and they strike a great balance of getting the work done themselves while also leaving enough to my team that we were able to learn the system so we're prepared for go-live. Cons It seems like there is a lot of technical work required on the back end to get everything to work the way it should. This comes with the territory of being such a robust program, but if I wanted to make a new report from scratch I think I'd need to rely on their consultants or dedicate a lot more time mastering the system. So far really can't complain though - they've been able to help us create everything we've requested. Review Source MP Monica P. Finance Director Accounting Used the software for: 6-12 months ### "Datarails Streamlines Financial Reporting with Powerful Dashboards and Excel Integration" May 13, 2026 5.0 Datarails has helped solve a lot of the inefficiencies that come with manual financial reporting and spreadsheet management. Before using the platform, a large amount of time was spent manually updating reports, consolidating data, and preparing dashboards. With Datarails, much of that process is automated, which has significantly improved efficiency and reduced manual input and the risk of human error. The dashboard visibility has also been a huge benefit because it allows leadership and stakeholders to quickly review financial performance, variances, cash flow, and budget information in a much more organized and user-friendly way. Overall, it has helped save time, improve reporting accuracy, and provide faster access to meaningful financial data for decision-making. Pros Datarails has been a valuable tool for improving financial reporting, dashboard visibility, and budgeting efficiency. The Excel integration makes it easy to work within familiar processes while still benefiting from automation and real-time insights. It has helped streamline board reporting, improve financial transparency, and save significant preparation time for our team. Cons Honestly, we have not experienced any major challenges with Datarails. The platform has been very helpful for financial reporting, dashboard visibility, and improving overall efficiency for our team. The integration with Excel and the ability to customize reporting has made the process smooth and user-friendly. Review Source VR Verified Reviewer Accountant Health, Wellness and Fitness Used the software for: 1-2 years ### "Our financial data foundation " May 20, 2026 5.0 Great! It saved us a lot of time, and our team uses it constantly. The financeOS hase become our single source of truth and we'll definitely use it more and more. Pros Financial reporting, customer support, amazing AI features, manual work automation. Report generation, is clearly a big feature together with all our financial data consolidation. Cons Honestly I don't have anything specific to highlight, the bugs that my team update were all fixed, and we know if anything is found they will be quickly fixed. Review Source JD Joseph D. Financial Analyst Internet Used the software for: 1-2 years ### "Good product with room to improve. " May 26, 2026 4.0 It has been more good than bad. The report generation is great and easy to follow. I think it is a good value for the time it would take me making reports on other platforms. Pros I like the user interface of Datarails. The website is easy to follow, and it makes planning easy with the workflows feature. Cons I am concerned with the security of how we set up the ChatGPT interface. I have had times where I have reached out to customer support and I was instantly passed off to the engineering team with no resolution in sight. We run into random bugs and sometimes that causes crucial delays. Review Source Luis C. P. Head of Planning, Analytics and Systems Management Consulting Used the software for: 2+ years ### "Head of Planning, Analytics and Systems" February 20, 2026 5.0 Overall, Datarails has been a game-changer for our planning and reporting cycles. What used to take our team days now takes hours. If your finance team is still drowning in disconnected spreadsheets, this is the tool you've been waiting for. Highly recommended. Pros \- Seamlessly integrates with Excel, so there's virtually no learning curve for anyone in the team - Dramatically reduces time spent on manual consolidation and reporting - Real-time data updates mean we're always working with accurate numbers - Excellent version control — no more "final\_FINAL\_v3" spreadsheet chaos - Strong customer support team that's responsive and genuinely helpful Cons \- Initial setup and data migration can take time depending on your existing infrastructure - Some advanced features have a learning curve - Pricing may be a stretch for smaller teams or startups Alternatives considered [Board](https://www.capterra.com/p/73473/BOARD/)[Oracle Hyperion Planning](https://www.capterra.com/p/233326/Oracle-Hyperion-Planning/)[Anaplan](https://www.capterra.com/p/129412/Anaplan/) Reason for choosing Datarails Ease of use, implementation speed and value for money Review Source SC Stephen C. Corporate Controller Hospital & Health Care Used the software for: 6-12 months ### "From Skeptic to Believer" December 26, 2025 5.0 As an overall natural skeptic, Datarails has given me a new perspective on my financial tech stack. As an ASC with BI coming from multiple sources, we needed a platform that could truly integrate everything, not just promise it. Datarails centralizes our disparate systems, connects them to historical financials, and is on its way to becoming a single source of truth for budgeting and forecasting. It's eliminated the manual visual build-out headaches and freed up time for actual FP&A discussions, making it easier to keep leadership aligned without building custom reports from scratch. Pros The platform's ability to centralize multiple data sources seamlessly. We integrated two EHR/ERP systems, Paycom for HCM, and two other applications, and Datarails was able to crosswalk our chart of accounts historically to connect financials and aggregate data without losing anything. For those of us who still live in Excel, it remains flexible for ad-hoc reporting. The dashboards have simplified executive visibility into key clinical and operational metrics. And the customer service team follows a servant-leadership model, is highly responsive, and is always willing to help. Cons The Storyboards narrative tool can sometimes glitch if you don't size or format the visuals to the board's native resolution. Alternatives considered [Vena](https://www.capterra.com/p/131246/Vena/) Reason for choosing Datarails Greater Ease of Use compared to the Vena Solution Excel-driven framework. Review Source SS Sam S. Head of Commercial Finance Retail Used the software for: Less than 6 months ### "Impressive Speed and Drill-Down Reporting That Makes Day-to-Day Finance Easier" February 10, 2026 5.0 Really has given us a clear vision on how we consolidate two companies together and streamline reporting and is going to add so much value to the visibility we can give our stakeholders Pros The speed at which you can pull data and slice and dice it from our financial system is impressive. It’s given us the ability to create reports and roll-ups that would have been a distant dream in the past. It did take us a while to get used to, and we’ve been using it while also building our budget within it, but now I KNOW it’s going to make our day-to-day so much easier going forward. I also LOVE that you can drill into balances to get transactional-level detail, rather than having to go back to our system to analyse it. WIN WIN! Our implementation provider \[sensitive content hidden\] was excellent and so helpful at taking our dilemmas about how to do something in Datarails and giving us a practical method Cons It’s quite annoying that Datarails is so sensitive to capitalization and lowercase. I wish it could simply default the parameters to one or the other, so I don’t have to worry about case differences. Switched from [NetSuite Excel Add-in](https://www.capterra.com/p/10018887/NetSuite-Excel-Add-in/) Not advanced enough, needed to reset parameters/dimensions that live outside of netsuite Review Source Response from Datarails March 30, 2026 Thank you Sam for this wonderful review! The ability to slice and dice data at speed, drill all the way down to transactional detail, and consolidate two companies for streamlined reporting is exactly what we built Datarails for. We are so glad it is going to add real value to your stakeholder reporting. We will absolutely pass your kind words on to Mihir. It is great to hear he turned your dilemmas into practical solutions. We are lucky to have him. RS Rijesh S. Finance Controller Outsourcing/Offshoring Used the software for: 6-12 months ### "Great tool for Financial Reporting & Forecasting!" February 20, 2026 5.0 I personally really enjoy using Datarails - it's been a game changer for the company since it's adoption, particularly as I first encountered Datarails through a marketing post on LinkedIn. Now we use it every day in Finance and has really revolutionised how we work. Pros \- Saves time – Automates manual spreadsheet tasks, reducing time spent on data consolidation and reporting. - Improves accuracy – Minimises human error by centralising data and standardising financial models. - Better visibility – Gives real‑time access to financial performance, trends, and KPIs. - Enhanced collaboration – Teams can work from one version of the truth rather than sending spreadsheets around. - Scenario planning – Makes forecasting and what‑if analysis easier and faster. Cons \- Slow refresh times – Large datasets or complex models can cause delays when syncing or refreshing. - Dependent on excel – Because it layers on top of excel, issues in spreadsheets can still cause problems. Alternatives considered [Vena](https://www.capterra.com/p/131246/Vena/)[Anaplan](https://www.capterra.com/p/129412/Anaplan/) Reason for choosing Datarails Better engagement, good demonstrations, and value for money. Review Source Richard F. VP Construction Used the software for: 6-12 months ### "The reporting tool that everyone wants from the other BI platforms but can't match!" August 21, 2025 5.0 Before Datarails we had to rely on the standard basic reports directly from our ERP and any customized summary reports had many complex manual mappings that often resulted in errors in the data. Now those summaries are all automated and reconciled automatically and it saves a ton of time and low value effort. Pros The tool is extremely flexible and really helps automate the manual mapping files that are typically used in summary reports and consolidations. The ability to track version changes and share data across multiple user groups makes the tool very valuable in scenario analysis. Compared to other SaaS companies, I have never had an onboarding experience like Datarails. The team instinctively knew where we wanted to get and efficiently got us to that goal without making the process overwhelming. I was expecting to have to learn a whole new language and buy huge training manuals from Amazon, that could not have been further from the truth. Cons Given the complexity of the source data and the functionality of the tool it can be difficult to troubleshoot when you first start using the tool. But again, the implementation and support teams have been right there to support and teach you how to fix those problems. I hope that I can find more time to experiment more in the system to pull in other sources of data to further enhance the forecasting and budgeting processes. Alternatives considered [Giraffe](https://www.capterra.com/p/233687/Giraffe/)[Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) Reason for choosing Datarails Financial reporting focus, the other BI tools just can't compete and are not able to build these types of dynamic reports. Review Source AZ Anna Z. Head of Financial Planning and Analysis Marketing and Advertising Used the software for: 2+ years ### "Easy to implement game changer for FP&A teams" March 13, 2026 5.0 From the procurement stage to actual usage of the application the experience was very good. Datarails helps me to deliver business critical analysis in a short period of time. Pros Datarails does not feel like a black box, the design is very intuitive. The Onboarding was very quick and didn't require huge time investment. Working in SME it is very important. Cons It was one technical incident, however Support/ R&D department managed to help in a short period of time. Alternatives considered [Pigment](https://www.capterra.com/p/10004043/Pigment/)[Planful](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/) Reason for choosing Datarails Value for money, no 3d party needed to implement Review Source VR Verified Reviewer CFO Real Estate Used the software for: 6-12 months ### "Easy to Use and Set Up - Great for mid-market companies." November 4, 2025 4.0 Datarails was easy to set up once our data integration was created, and we were able to pull financial reports within a month of the data integration. Pros Excel native, easy to figure out the data structure and it is easy to feed additional data into the cloud. Cons The formulas are unique to Datarails, and while they are similar to Excel, you cannot trust that they are all the same. Alternatives considered [Jirav](https://www.capterra.com/p/195572/Jirav/)[Vena](https://www.capterra.com/p/131246/Vena/) Reason for choosing Datarails Ease of use, consumer reviews, and time to implement. Review Source DC Dave C. Financial Consultant Medical Devices Used the software for: 6-12 months ### "Chief Financial Officer" March 25, 2026 4.0 Great time saver. Helps with complex analysis like PVM and has automated our budgeting. Our monthly financial package is a breeze to complete. Pros Great for FP&A and Financial reporting. The financial reporting package is automated, and our budgeting/forecasting cycles are efficient and accurate Cons A little more complex than originally thought. Data mapping and formulas can be cumbersome but if your experienced with Excel it should be no problem. Alternatives considered [Cube](https://www.capterra.com/p/206989/Cube/) Reason for choosing Datarails Formula based better drill down functionality Review Source BM Benjamin M. FP and A Manager Internet Used the software for: Less than 6 months ### "Great product with helpful integration team" June 27, 2025 5.0 It has been a really good experience. I have found all the Datarails staff helpful, professional and friendly. They understand their product very well and are intent on our success. The product makes analysis very easy and is flexible to our needs. The ease of use allows creating and editing reports to be completely managed inhouse. Pros I like the fact it is Excel based. It means you can really hit the ground running as you already understand all off the basics of how it works. I also really like the drill down ability in the P&L and BS showing you all the information you need and where the data has come from. We have a very knowledgeable and helpful Customer Success Manager (\[sensitive content hidden\]) who goes above and beyond to ensure we are getting the very best out of Datarails. Cons When updating mapping in the background you can refresh the P&L but you have to then go to the portal and check that the database is updated to ensure the refresh is correct. It would be helpful to see in the P&L if there is still a update process going on in the back ground. Alternatives considered [Cube](https://www.capterra.com/p/206989/Cube/) Reason for choosing Datarails There was more training available on the Datarails portal allowing more self sustainability. Switched from [Anaplan](https://www.capterra.com/p/129412/Anaplan/) It was too complicated and inflexible. Difficult to track the source data. Review Source ZH Zain H. FPandA Analyst Telecommunications Used the software for: 6-12 months ### "A Game-Changer for Financial Consolidation and FP&A" March 31, 2026 5.0 Overall, my experience with Datarails has been overwhelmingly positive. It has significantly improved the efficiency and accuracy of our FP&A processes. Consolidation is faster, reporting is more reliable, and stakeholders trust the numbers because they know everything comes from a single, consistent source. The automation has reduced manual workload, while the dashboards provide quick, meaningful insight that supports decision-making. The combination of a strong platform and excellent support—particularly from \[sensitive content hidden\] —has made Datarails a major asset to our finance function. I’d highly recommend it to any team looking to modernise and streamline their financial reporting and analysis. Pros Datarails has completely transformed how we manage financial consolidation and reporting. The biggest advantage is having a true single source of truth, everything syncs seamlessly, and version control issues have essentially disappeared. The platform’s integration with Excel makes adoption incredibly smooth, and the automated consolidation workflows save significant time. Another major positive has been the implementation manager, \[sensitive content hidden\] , who has been exceptional throughout the process. He’s knowledgeable, responsive, and always willing to go the extra mile to help with setup, troubleshooting, or optimisation. His support made the on boarding process far easier and more efficient. Cons The main challenge lies with the data mapper. While powerful, it does take some time to fully understand how it works, especially when dealing with more complex data structures or mappings. The learning curve can be a bit steep and they've recently added an AI feature, which I haven't personally used yet but should help going forward. Review Source Evan P. FPA Manager Facilities Services Used the software for: Less than 6 months ### "Useful Aggregation and Reporting Tool" December 31, 2025 4.0 The tool is useful for aggregation of financial data and creating financial reporting. Response times and customer service from my implementation manager \[sensitive content hidden\] have been fantastic. Use of the product certainly reduces manual manipulation of data to aggregate from different ERPs, however, by solving this problem there are other areas that require investment such as communication with the Datarails team to stay on the same page about data sources and calculations. Use of the product requires getting up to speed on the environment and features in Excel. I think these areas are intuitive enough for a finance person but potentially a little steep for a casual user outside of FP&A (even if just using in Excel). The product does its job well, if you are lacking in top notch Excel talent or data sources are unwieldly this software can provide significant value at the fraction of what it would cost to make a new hire with the requisite skills. Pros \- Automated aggregation of data from different ERP sources. - Allows user to work within excel framework. - Pre-populated templates get you started. Cons \- Data import from older sources can be unreliable and require support from IT, reducing autonomy for finance team. - Online environment and Excel features have a bit of a learning curve. - Handing over data aggregation and calculation reduces knowledge of outputs and creates reliance on a third party. Datarails team uses best practices and executes at a high level but you still need to make sure you are on the same page about terms and calculations. Review Source Response from Datarails March 30, 2026 Thank you Evan for the thoughtful review! We are glad the automated aggregation, Excel framework, and pre-populated templates are delivering value, and that our team has been responsive and executing at a high level. On the older data source challenges, Datarails has a strong track record with historical data, and reliability issues with imports typically stem from the source systems themselves, mainly QBD or SQL servers. Your Customer Success Manager can help identify where the friction is coming from and find the best path forward. Please do not hesitate to reach out if there is anything we can help with! SZ Saba Z. Accounts Manager Accounting Used the software for: 2+ years ### "Excellent product with unparalleled support during implementation" March 23, 2026 5.0 Pros The automation is a game-changer. It has slashed our month-end close and reporting cycles by automatically pulling data from our ERP into one central source of truth. And, what we like most is that it keeps us in Excel. Datarails layers automation over our existing models, meaning we get all the benefits of a robust CPM/FP&A tool without losing the familiarity, flexibility, and power of Excel formulas and spreadsheets Cons The Excel add-in can become sluggish or bloated when working with large datasets, multiple tabs, or complex financial models. Review Source CW Charlie W. Financial Performance and Analysis Manager Financial Services Used the software for: 6-12 months ### " \[sensitive content hidden\] and the Team have helped set up our database excellently." November 18, 2025 5.0 A very smooth transition, the team always had the answer to my queries during the entire setup process. Pros The dashboards make it so easy to read all financial information and draw insights you wouldn't be able to without using it. All our team are able to access all areas of the online database without issues of operating software and obtain information that would usually be in the form of time consuming excel spreadsheets. Cons Overall the software is great. I think some of the templates they give you in terms of reporting structure could be improved but the good thing is if you already have your own structure set up you can tailor it to fit with you/ Review Source BD Bill D. Chief Financial Officer Hospital & Health Care Used the software for: Less than 6 months ### "Chief Financial Officer" November 17, 2025 5.0 It's been a very productive experience so far. I know over the next 6-12 months as we really dive into the capabilities of Datarails, we'll be able to really lean into the power. The team, including \[sensitive content hidden\], have been great to work with! Pros We're currently working through the implementation phase but we can already see the benefits the system will provide. The dashboard and widgets will be very powerful and will provide us the opportunity to change our reporting from just providing reports to analyzing information in a report structure that is impactful to decision makers. Cons Not necessarily a con about Datarails, but it would have been helpful to have a stronger understanding of the flow of data into Datarails from the ERP. Most organizations don't contain dedicated ERP solution specialists that can help troubleshoot issues, but the Datarails team has been very helpful in building the necessary bridges to get the system functional. Review Source CH Connor H. General Ledger Accountant Entertainment Used the software for: 6-12 months ### "Effortless Financial Reporting and Outstanding Support" December 31, 2025 5.0 Datarails has provided us with greater clarity regarding our financials and has made the budgeting season much easier. Pros I found that using Datarails has truly streamlined our financial reporting and analysis. Getting started was straightforward, and the platform was easy to understand. It made our budget season go much more smoothly. Whenever we encountered any issues, the Datarails team responded quickly and helped us resolve the problems right away. Cons We experienced a few small limitations due to our complex organization, but I have no major dislikes. 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