# Page 2 | Datarails Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Datarails the right Financial Reporting solution for you? Explore 201 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 (201) [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 April 15th, 2026 # Page 2 - Reviews of Datarails ## Showing most helpful reviews Showing 26-50 of 201 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Edward B. Financial Data Analyst Consumer Goods Used the software for: 2+ years ### "Fast, easy data - all in one place" March 26, 2026 4.0 We have been using DataRails for over 5 years and use it daily for all of our financial reporting, and because of how much time it saves us, we definitely get our money's worth. It is a highly effective tool, provided your team commits to maintaining clean data mapping. Pros Having all of our data in one place - pulling from our ERP, data warehouses, and manual inputs - has been very useful and has significantly reduced the endless manual work the team used to do. There is little friction when setting up new inputs as the layout of the system is pretty user friendly. Files are read quickly by the system so we always have the latest data to hand in a few minutes. Setting up tables within excel is as easy and dragging and dropping your metrics in. We use DataRails daily for all of our financial reporting so we definitely make the most out of the price - customer support and online help is always quick to respond to any questions we have as well. AI integration is coming soon so we are excited to see the further insights it can bring. Cons If your data infrastructure isn’t set up or maintained properly, it can create a lot of confusion within the team. That often means spending extra time searching for the right metrics and, in the worst case, reporting the wrong numbers. It’s up to our team to keep the mapping airtight; otherwise, it can quickly turn into a headache when you have to go back and rework the data structure. Review Source JW Jen W. Director of Accounting and Finance Medical Devices Used the software for: 6-12 months ### "Efficiencies Gained" February 20, 2026 4.0 Overall I am pleased with it. 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. It took more time than expected to learn how the system works and how everything flows. There is more troubleshooting that expected but it did provide more context around how the system works to be able to be more efficient and faster at finding issues. Now that we have been through one budget round - the ability to quickly pull data out and refresh it and slice and dice it in a way that our ERP system (Netsuite) couldn't, has been instrumental in finding things in our financials that we have been blind to previously. Pros Now that we have the set up complete, the way we are able to build reports and view our data in ways that Netsuite was limited on has been amazing. It is eliminating journal entries in the system that were done just for certain reporting views as we can now do those in Datarails and they automatically calculate. 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. \[sensitive content hidden\] was our implementation rep and has been amazing. He was extremely patient, responsive, and thorough in walking us through everything. He ensured we were comfortable and getting the data we needed and let us drive the meetings on what our priorities were. Cons It does take a bit of set up to get your data in the system and to be workable. Initially I thought it was more of a plug and play system (which for pulling your actuals out of your ERP it can be) but when entering your forecast and budgets in, you need to ensure you have all mappings and configurations correct. There is more troubleshooting that expected but it did provide more context around how the system works to be able to be more efficient and faster at finding Alternatives considered [Mosaic](https://www.capterra.com/p/166936/Mosaic/)[Planful](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/) Reason for choosing Datarails We needed something more than what we had but we are not that large of a company to justify a large expensive system. Switched from [NetSuite Excel Add-in](https://www.capterra.com/p/10018887/NetSuite-Excel-Add-in/) We needed a more robust system specifically to put in our budgets and slice and dice data differently. Review Source Elizabeth L. Finance Director Renewables & Environment Used the software for: 6-12 months ### "Streamlining Forecasting and Reporting with Datarails" March 31, 2026 5.0 Datarails is helping solve challenges around version control, manual consolidation, and lack of a single source of truth across our forecasting and reporting processes. Previously, we relied heavily on multiple Excel files with manual links, which created inefficiencies, increased risk of errors, and made it difficult to ensure consistency across outputs. Pros Datarails is helpful in bridging the gap between Excel-based workflows and a more centralized FP&A system. It allows us to maintain flexibility in our existing models while improving version control, collaboration, and data consistency. The integration with our accounting system and ability to automate reporting processes are also strong benefits, particularly for reducing manual consolidation and improving visibility across teams. Overall, it’s a good step toward standardizing our forecasting and reporting processes without fully disrupting how the team currently works. Cons The platform still requires significant setup and alignment to fully realize its value, particularly around data structure, dimensional consistency, and ownership of inputs. There are also limitations in handling more complex, highly customized models, which means we still rely heavily on Excel outside the system. Additionally, performance and usability can sometimes lag when working with larger datasets, and there is a learning curve for teams to adopt new workflows. More flexibility in modeling and clearer governance around data inputs would improve overall effectiveness. Alternatives considered [OneStream](https://www.capterra.com/p/153745/OneStream-XF/)[Vena](https://www.capterra.com/p/131246/Vena/) Reason for choosing Datarails Price point and number of features. Customer support. Switched from [Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/) Integration with Excel and flexibility of the product. Review Source Amari S. Finance Business Partner Non-Profit Organization Management Used the software for: 6-12 months ### "A fantastic product with a few quirks" February 20, 2026 4.0 The customer support has been very helpful. They always come back to you whenever you have a query very quick which is useful. As i said above the systems are great. We have been working on our budget submissions and the way we can all pull the most up to date figure on the system with 100% trust i think is a great USP for this product. Pros Everything that you need in one place. no need to worry about file versions or whether the file is most up to date. Its all there and ready to be captured with the entry of a formula. It can also be updated quite easily just by clicking roll forward. Ive used other systems where you have to reconcile a number to the value on the GL which can be time consuming. Datarails allows you to just right click and drill down which i find immensely helpful for my day to day activities as a finance business partner. Cons The build at the moment can be a little specific. There are some quirks with the overall system that you need to understand in order to get it to do exactly what you want it to do. I would say that learning curve is not extremely steep but its definately there. Switched from [SAP Analytics Cloud](https://www.capterra.com/p/249571/SAP-Analytics-Cloud/) wasnt meeting our needs. setting up reports using this product was time consuming and difficult to reconcile Review Source EP Elizabeth P. BI Lead Farming Used the software for: 2+ years ### "A Flexible BI Solution for Growing Teams" February 9, 2026 4.0 Overall, I really like Datarails and it fits the needs of a small to midsize, rapidly growing and changing company very well. It is highly modular and well suited for a fast changing environment. Pros I really like the Excel add-in features. The ability to create graphs, data tables, and widgets in Excel and publish them to a dashboard with auto-refresh allows complex calculations to be performed in a refreshable manner. I also like the version control and data storage features, which let us roll back to previous versions and review historical data. Cons The custom functions inside the Data Mapper can be finicky and difficult to use. Additionally, the ability to apply aggregate functions within a dataset is very limited compared to Power BI and Tableau. Review Source Response from Datarails March 10, 2026 Thank you Elizabeth for the thoughtful review! The ability to build in Excel is exactly what we are all about. We never want our users to feel like they are compromising their workflow for current data, so it is great to hear that the flexible modeling, dashboard publishing with auto-refresh, and version control are delivering on that. Regarding the Data Mapper custom functions and aggregate capabilities, please don't hesitate to reach out to your Customer Success Manager if there is anything we can help with. Alan Roberto C. Finance Senior Manager Computer Software Used the software for: 6-12 months ### "Efficient, Logical, and Ready to Elevate Reporting" December 23, 2025 4.0 Datarails has significantly improved our financial reporting process, making it faster and more structured. The platform’s logic and ease of generating Flash Reports provide excellent visibility, especially compared to Netsuite’s limitations. While there are some technical quirks—like extra steps for certain reports and version control challenges—the overall benefits far outweigh these issues. It’s a powerful tool that helps us deliver accurate insights quickly, and I’m excited to explore more advanced features like charts and custom reports. Pros I really appreciate the structure and logic built into the platform. In my opinion, this solution is excellent, especially considering that Netsuite is not the most user-friendly ERP when it comes to reporting. This tool has truly opened up new possibilities for visibility in reporting. What I like most is how easy it is to generate a Flash Report of the financials and how quickly we can dive into specific details. Cons I’ve noticed a few technical challenges. Some reports require downloading and refreshing in Excel or recalculating on the platform, which adds extra steps and validations. Collaboration can also be difficult—when multiple users work on the same Excel file, managing updates becomes cumbersome. Additionally, the need to frequently download files creates multiple versions, making it harder to maintain consistency. Alternatives considered [Planful](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/) Reason for choosing Datarails Price, ergonomics of the system and more suitable for our company size. Review Source Response from Datarails March 30, 2026 Thank you Alan for the wonderful review! It is great to hear that Datarails has opened up new reporting possibilities, especially coming from NetSuite, and that our reports and drill-downs are making your day-to-day so much faster. Regarding the multiple file copies, Datarails updates changes across connected files in real time and has version control built in. If you are experiencing inconsistencies, it may be worth checking whether files are being opened from saved desktop versions rather than downloaded directly from the platform. Your Customer Success Manager can help troubleshoot and share some pro tips on keeping reports organized. On working with multiple users in the same Excel file, this is a reflection of how Excel works natively and ensures a full audit trail so every change can be traced back to a specific person. We love the ambition to dive deeper into charts and custom reports. We are always adding new features and capabilities, so exciting times ahead! Donavan L. Chief Financial Officer Non-Profit Organization Management Used the software for: 2+ years ### "Reliable and Secured Product that Enhances Financial Planning and Analysis" May 8, 2026 5.0 DataRails have been a very positive experience for me and the organization. It has really enhance our sophistication around budgeting and financial reporting. It has create many efficiencies for us to help focus more on the strategy part of financial analytics. Pros Datarails have been very helpful in supporting us provide more efficient financial reports and analysis to non financial users. The customer support has been amazing in responding timely and solving our questions/issues. The security is very solid and performance has been extremely reliable. The Drilldown feature is also very helpful for non financial users to get more details to their financial information. Cons The AI integration of the software can definitely be improved. I know that there are some AI feature in the works but it will take the produce to new heights if AI can be incorporated in forecasting and more process heavy tasks like budgeting. Alternatives considered [Cube](https://www.capterra.com/p/206989/Cube/)[Limelight](https://www.capterra.com/p/165603/Limelight/) Reason for choosing Datarails DataRails customer support was a differentiating factor in my decision, in addition the ability to retain the excel formulas was another critical component in our decision making process. Review Source Katie R. CFO Hospitality Used the software for: Less than 6 months ### "Datarails Frees Up Our Time for Meaningful Analysis" December 18, 2025 5.0 Our experience to date has been excellent, we are still in the implementation phase but are so excited to get fully up and running. Previously, we were overwhelmed by handling massive data files in Excel and constantly having to update them manually whenever changes occurred. Most of our time was spent just managing data and reports, leaving little opportunity for meaningful analysis. Datarails is helping us reclaim that valuable time. Pros Datarails makes it so easy to manipulate lots of data, from multiple sources into meaningful reports and dashboards. The initial mapping of the data is easy to learn and quick to do, even with complicated mapping structures. The implementation process with Antonia has been excellent; we've genuinely enjoyed the sessions and found Datarails straightforward to learn. We feel assured that, once the implementation is finished, we'll be fully capable of managing Datarails on our own. Cons Like any software, Datarails has its limitations, and occasionally we encounter small quirks that require a workaround. However, these issues have been minor overall. Alternatives considered [Vena](https://www.capterra.com/p/131246/Vena/) Reason for choosing Datarails Datarails is more flexible if your data structure changes. For example, it is easy in Datarails to map new nominal codes, or change mappings. Review Source Response from Datarails February 25, 2026 Thank you for sharing such thoughtful feedback, Katie! We’re so glad Datarails is making it easier to bring your data together and build meaningful reports, and that your time with Antonia has been great. We look forward to supporting you throughout implementation and well beyond. BB Brad B. Assistant Controller Financial Services Used the software for: Less than 6 months ### "Datarails Improved our Financial Reporting" November 17, 2025 5.0 Overall the Datarials product is everything we needed to empower our Finance team to perform efficient and effective FP&A. The product is great, but ran into some hiccups during implementation. From the beginning we were very clear on wanting to be able to link our GL to other data sources and tried to gauge how much of this we needed to do versus changing our GL posting processes to include said details. It took weeks/months into the implementation of asking and eventually getting a new more experienced implementer to show us this process (which wasn't as easy as we were hoping). We also ran into issues with our Excel Add-in not working properly because our PCs had both the Mac and Windows Add-in. The troubleshooting and back and forths on this issue persisted for months until it got identified and resolved. At times it felt like we were driving the ship not knowing exactly what the next steps were in the implementation when there were plenty of things to do. Overall, Datarails wants what is best for their customers, but their lack of internal communication and turnover in their organization made the implementation experience drag on. Pros The data mapping functionality is a really great way to get your data into a structured table setup that you can access anywhere in Datarails or Excel. We were able to update our GL posting processes to include more detailed descriptions and map those descriptions split by delimiter to the fields we wanted in datarails. We now can instantaneously report on all of our expenses by vendor when that could not easily be done before because of the data being segregated and in different formats. Cons There needs to be an easier way to make sure signage is consistent across data sources. Datarails should be clear on setting a standard convention of signage for the data inputs and alert you when that is not the case when setting up a new data source. Datarails should then make it easy for outputs (reports/dashboards) to flip signage as necessary. For instance, we wanted to show Revenues as positive and Expenses as negative in all of our reports. We mapped all of our data so this was standardized, but had hiccups as dealing with multiple sources of data where signages weren't consistent required intentionality to change signs and make them consistent within the data mappers. Then when creating dashboards there wasn't an easy way to toggle the graphs to show expenses increasing left to right above the axis. The solution is to create another amount field that converts expenses to positive values. This isn't ideal. Alternatives considered [Cube](https://www.capterra.com/p/206989/Cube/) Reason for choosing Datarails More robust offering at a better value. Also liked that we were able to negotiate the ongoing support and unlimited users. Review Source VR Verified Reviewer Commercial Finance Manager Staffing and Recruiting Used the software for: 1-2 years ### "datarails review" April 27, 2026 4.0 it has been a great experience being able to connect financial and non financial data at the click of a button, its enhanced our reporting and forecasting capabilities Pros Data Integrity - knowing there is a single source of truth gives confidence in our reporting Refresh of reports - we build reports once and this has created efficiencies in delivering our reporting packs. KPI reporting - connecting financial and non financial data to tell the true story Cons Customer support only reply via email therefore this causes delays when there is probably an easy fix to an issue Alternatives considered [Vena](https://www.capterra.com/p/131246/Vena/) Reason for choosing Datarails because of datarails flexibility in getting data to talk, as well as its better UI Review Source Jana R. Budget Analyst Utilities Used the software for: 6-12 months ### "Easy to Use & Great Value" March 6, 2026 5.0 Our company has had a great experience with Datarails. Despite the longer implementation we are able to clearly see how much time we will save in the future with Datarails and are excited for our company's future with Datarails Pros Datarails is easy to use and is a great value for the money. There are additional AI features now included that will be very beneficial for some companies. Cons The implementation of Datarails relied heavily on the company purchasing the system. While our implementation strategist was great implementation just took us a lot longer due to staffing constraints. Alternatives considered [Planful](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/) Reason for choosing Datarails Datarails provided more value for the cost Switched from [Oracle E-Business Suite](https://www.capterra.com/p/214932/Oracle-E-Business-Suite/) The Oracle product required a 3rd party support to make any changes and we needed more control over the process Review Source CM Connor M. Financial Analyst Building Materials Used the software for: Less than 6 months ### "Datarails Review" December 16, 2025 5.0 Overall so far I would recommend Datarails to business's trying to consolidate multiple systems into one. Pros Data consolidation and ease of manipulating between multiple enterprise systems. 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). Cons Custom columns in data mapper syntax and complexity in terms of what it could handle. IF statements with multiple conditions had to break up into multiple custom columns. Review Source Response from Datarails March 23, 2026 Thank you for the great review, Connor! We are glad the data consolidation, cross-mapper lookups, and Excel add-in have been valuable so far, and we are excited for you to dive into dashboards and widgets. On the custom columns, we consider breaking out complex IF statements into multiple columns to be best practice. Keeping the logic simple and separated makes formulas easier to follow, audit, and troubleshoot down the line. That said, we also recently launched a built-in AI Assistant for Custom Columns that is worth trying and may make the process feel more intuitive. Check it out below and reach out with any questions! https://support.datarails.com/hc/en-us/articles/26225185031580-AI-Assistant-for-Custom-Columns DE Daniel E. Sr. Financial Analyst Aviation & Aerospace Used the software for: 6-12 months ### "Datarails, your new best friend" November 7, 2025 5.0 Datarails has saved us significant time each week by streamlining the consolidation of our financial statements. Previously, we managed multiple ERPs with different general ledger account structures and configurations, which meant we spent an excessive amount of time manually consolidating our financials. Now that we have set up all our mappings in Datarails, our financials are consistently consolidated and always reconcile accurately. Pros Datarails significantly simplifies the often challenging process of data consolidation, particularly when working with multiple ERPs. The dashboards offer clear and intuitive insights that are valuable to different stakeholders throughout the organization. We've consistently found their customer support to be helpful, and the integration and implementation process has been smooth and positive for us. Cons Our primary issue with Datarails is the cumbersome nature of its Excel Add-In feature. While it functions well, Excel workbooks that contain multiple tabs and Datarails references tend to take a long time to load and refresh. We would prefer if the add-on were more streamlined and efficient, rather than feeling so bloated. Alternatives considered [Planful](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/) Reason for choosing Datarails Datarails provided more value, support, realistic expectations, and features. 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 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 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 AN Andy N. Director of FPA Legal Services Used the software for: 2+ years ### "Quick Setup and Ease of Use " December 6, 2025 5.0 Pros Ease of integration and intuitive report designing. Customer support is excellent. Back end integration process is simple enough where I can do it. Cons It provides scheduled PDF reporting to non datarails users, but I need Excel report to automatically distribute to non Datarails coworkers. Alternatives considered [Solver](https://www.capterra.com/p/160355/BI360/) Reason for choosing Datarails More user friendly and felt more premium. Review Source Response from Datarails March 23, 2026 Thank you for the kind words, Andy! We are glad to hear that the integration process, report designing, and customer support have all been hitting the mark. On distributing Excel reports to non-Datarails users, the Export as Values option may be exactly what you are looking for. It converts the sheet to static values so it can be shared and viewed without platform access. Check out the support article below to see how, or reach out to your Customer Success Manager and they will be happy to show you how it works. https://support.datarails.com/hc/en-us/articles/17609991108892-Datarails-Flex-Add-In-Export-Reports VR Verified Reviewer Executive Director Utilities Used the software for: 6-12 months ### "Datarails is a great value." November 3, 2025 5.0 The implementation has been a terrific experience. Our subject matter expert, \[sensitive content hidden\], has been great to work with. Pros The integrations with Excel and having Datarails perform the implementation (not a third party). Having data refresh quickly has been a welcomed change from our previous platform. Cons I do not have anything negative to say about Datarails at this point. We are nearing the end of the implementation and highly recommend it. Alternatives considered [Planful](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/) Reason for choosing Datarails Cost, easier implementation, and did not have to hire a third party for implementation Switched from [Oracle Hyperion Planning](https://www.capterra.com/p/233326/Oracle-Hyperion-Planning/) easier functionality, faster reporting and ability to manage interface in house. Review Source CK Charles K. CFO Consumer Services Used the software for: 6-12 months ### "Because of Datarails, I can spend my time analyzing our results now rather than preparing them!" June 26, 2025 5.0 I had a GREAT experience with Datarails! Due to an aggressive acquisition strategy, my company has tripled in size in the past three years. We have 12 Quickbook companies which meant that closing our books and preparing consolidated reporting was manual and time consuming with limited analytical insights. Prior to the implementation of Datarails, the closing and consolidation process took several days in excel. After the implementation of Datarails, the consolidation process takes only minutes. Even better is that I now have the ability to drill down on our results to gain further insights. \[sensitive content hidden\] , our implementation specialist was AWESOME! I highly recommend Datarails for any private equity backed or rapidly growing company that finds itself bogged down in manual reporting processes. Make sure your request \[sensitive content hidden\] as your implementation specialist! Pros The monthly consolidation/reporting process prior to Datarails took several days to complete with limited analytical ability. The consolidation process now takes only minutes and provides ability to easily drill down to analyze our results. Our implementation specialist was incredible to work with and made the implementation as smooth as possible. Cons Hard to think of anything...they keep adding new features and services, so the product only getting better! Alternatives considered [Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/)[Anaplan](https://www.capterra.com/p/129412/Anaplan/) Reason for choosing Datarails Ease of implementation. Intuitive look and feel. Great value for the investment. Review Source DG David G. Financial Reporting Controller Construction Used the software for: 2+ years ### "Customer Experience - Datarails" May 1, 2026 5.0 My experience is very positive. The onboarding process was well supported, any issue we encounter have always been rectified with the SLA. The people who I've dealt with have always been very knowledgeable. Pros Datarails is reliable and easy to use. It maintains our historical records and allows to report a single version of the truth. Cons We've had a few different people look after our account so I'd like to see a bit more continuity on that front. I understand the company is growing and opportunities for staff open up however I'd prefer not to be building up new working relationships every 6 months. Alternatives considered [Dynamics 365 Business Central](https://www.capterra.com/p/212111/Dynamics-365-Business-Central/) Reason for choosing Datarails I seemed fairly quick to set up and get going with the product Review Source LF Laura F. Senior Commercial Finance Manager Information Technology and Services Used the software for: 6-12 months ### "Great product and great potential once you get through the learning curve" February 26, 2026 4.0 The product is brilliant and flexible. It does require a learning curve however once built and once trained it can deliver a great model and analytics platform. I am very excited about what we can achieve with our new customer success manager this year. Pros The ability to handle such large volumes of data to build very specific models and provide niche analysis is not something I've been able to do outside of datarails. with a complex business being able to have segmented models and bring them together in a streamlined way is so valuable. Cons We have quite a complex structure with lots of remapping of segments and departments. The company structure changed and reworking this was quite complex and has caused some bugging issues. Lastly we went through a couple of months with difficult communication and handover when I joined. This has now been completely resolved with our new customer success manager. 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 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 John R. Chief Financial Officer Health, Wellness and Fitness Used the software for: 6-12 months ### "Data Rails Flexibility and Customer Support" February 20, 2026 5.0 \[sensitive content hidden\] and the other Customer Success Managers have been very hands on and helpful in teaching the system as they assist us in implementing. Pros Ease of use, and reliability of the tool. It is a comprehensive FP&A system with a lot of flexibility. Cons It's a great tool. It's benefit of leveraging excel language is just a watch-out. The teams may sometimes lean on it too heavily, instead of leveraging all datarails has to offer. Review Source PS Paul S. Finance Director Retail Used the software for: 6-12 months ### "Game changing FP&A" May 6, 2026 5.0 It's been a game changer. Implementation was smooth and easy to understand and support is quick to respond to any issues. Pros The use of Excel and Powerpoint makes creating reports quick and easy to prepare. Month end reporting is quicker and more professional. Cons Nothing to dislike although it does make you want all the modules which then obviously comes at a cost! Switched from [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) Cost and functionality. The ability to create ad hoc reports more easily Review Source Similar Products Featured ## Related categories [Budgeting](https://www.capterra.com/budgeting-software/)[Reporting](https://www.capterra.com/reporting-software/)[Business Performance Management](https://www.capterra.com/business-performance-management-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.