# Page 4 | Datarails Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - Is Datarails the right Financial Reporting solution for you? Explore 181 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/177451/DataRails/reviews

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Datarails

4.7 (181)

[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/)

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Last updated April 1st, 2026

# Page 4 - Reviews of Datarails

## Showing most helpful reviews

Showing 76-100 of 181 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

RF

Rich F.  
Finance Director  
Education Management  
Used the software for: 6-12 months

### "Datarails onboarding and getting started"

March 30, 2026

5.0

Great onboarding experience with \[sensitive content hidden\] who has been great in our training but also gone the extra mile in sharing his knowledge but also taking the time to help us resolve issues wiht our data and setup.

Pros

Intergration between Xero / Excel and the ability to be able to create dashboards and format data between systems to display in a informative format.

Cons

Xero issue mainly but the sync function limitations. Formuals blow my mind but our FP&A accountant has run with it!

Review Source

KL

Kyle L.  
CFO  
Hospital & Health Care  
Used the software for: 6-12 months

### "Don't wait any longer, sign up!"

December 10, 2024

5.0

My overall experience has been very positive. The implementation team was able to get me up to speed, and also help me build a lot of custom reports that fit my business and the metrics that are important to me.

Pros

I like that Datarails consolidates all of your financial data into one location, while also enabling a lot of customization. The implementation time is fantastic and really helped get me up to speed in a short amount of time. Special thanks to \[sensitive content hidden\] for all of his help along the way.

Cons

Not much that I haven't liked about Datarails, other than at times the platform gets bogged down and takes a long time to refresh. That's the worst that I have to say though. Outside of that, everything has been great.

Review Source

Richard F.  
Technical Consultant  
Civic & Social Organization  
Used the software for: Less than 6 months

### "Datarails is a good all round system for our Finance Team"

March 2, 2026

5.0

I have been very impressed by how quickly our finance team has been able to adopt and build new Dashboards as well as understanding how to import Budgets and Forecasts to produce management reporting. Our implementation manager has \[sensitive content hidden\] has been excellent in his understanding of our requirements and his ability to pass his knowledge on to our staff.

Pros

I like and I'm sure our Finance Team would agree that the Excel interface is a familiar friend that has been easy to relate to and has made learning the product easier than it might otherwise have been.

Cons

Although we have not experienced issues I can see how the system could be a steep learning curve for non-finance Users.

Review Source

SC

Steven C.  
VP of Finance and Operations  
Consumer Goods  
Used the software for: 6-12 months

### "Excellent product with unparrelleled support during implementation"

October 22, 2024

5.0

This has been one of the best supported implementation of my career. \[sensitive content hidden\] was knowledgeable and willing to go the extra mile to ensure we were both confident and comfortable navigating and managing the product long-term. This is how all systems should be implemented.

Pros

Ease of use, easy implementation, excellent flexibility

Cons

Mac user excel plug-in is lacking and not user friendly.

Alternatives considered

[NetSuite](https://www.capterra.com/p/135757/NetSuite/)[CUBE](https://www.capterra.com/p/157889/CUBE/)

Reason for choosing Datarails

Datarails flexibility and visualization was better

Switched from

[NetSuite](https://www.capterra.com/p/135757/NetSuite/)

Netsuite visualization was not intuitive, lacked flexibility and could not be manipulated easily.

Review Source

JN

Justin N.  
CFO  
Construction  
Used the software for: Less than 6 months

### "Great tool once you get past integration"

March 12, 2026

4.0

Overall good. I have not been able to recognize the impacts but can see where it is possible. It's all about time now to integrate the tool into my processes.

Pros

Reporting tools like the Dashboards and Storyboards. The Excel add-in functionality is great. This should really improve my overall process.

Cons

Integration has been more difficult than I expected. The ERP system I use is not as friendly as I thought making it difficult to integrate the data. Some elements I'm having to download and load manually to be able to use the system.

Review Source

MM

Marianne M.  
Financial Planning and Analysis Manager  
Real Estate  
Used the software for: 1-2 years

### "Quick and easy!"

January 27, 2025

5.0

I've been using Datarails for over a year now, and it makes our FP&A experience much easier and quicker. We can update our budgets and quickly see the final consolidated results, which gives our management more time for making strategic decisions.

Pros

I love how quick and easy it is to get down to the details when I need more information on a specific P&L line.

Cons

I wish it would refresh reports faster - but I guess this is an issue with how large and complex our database is!

Review Source

AL

Alyssa L.  
Strategic Finance Manager  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Datarails Review"

December 11, 2025

5.0

Pros

The aggregation of data from multiple sources into one place that can then be referenced in Excel through simple formulas

Cons

Multiple users cannot work in the same document at the same time, and document must be downloaded and uploaded each time.

Review Source

Response from Datarails

March 23, 2026

Thank you for the kind review, Alyssa! We are glad the aggregation of multiple data sources into one place, referenced through simple Excel formulas, has been valuable for your team. We hear you on the multi-user limitation. This is actually a reflection of how Excel works natively, and ensures a full audit trail, so every change can be traced back to a specific person. Please do not hesitate to reach out if there is anything we can help with.

JF

Jack F.  
Finance Manager  
Airlines/Aviation  
Used the software for: Less than 6 months

### "Datarails Review - Cellpoint"

November 28, 2025

5.0

The experience overall has been positive and the customer service specifically from \[sensitive content hidden\] has been excellent.

Pros

The financial report building aspects thats allow us to streamline our month end reporting, plus the direct integration to our accounting system.

Cons

The volume of information to remember at the start when creating reports ect however this gets easier with practice.

Review Source

ES

Elisabet S.  
Finance Administrator  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "Easy use of Datarails"

March 26, 2026

5.0

It has been easy to navigate and update budget numbers onto Datarails. Real time numbers can be shared accross the department almost instantly.

Pros

All the budget numbers are on one worksheet and one dashboard, this makes it easier to view the overall budget numbers.

Cons

All updates to budget numbers require worksheet download and a submit. It would be helpful if Datarails can have a function to update numbers on the dashboard.

Review Source

CF

Corine F.  
Controller  
Investment Management  
Used the software for: Less than 6 months

### "Excellent product and great trainer!"

December 10, 2025

5.0

Very well. Excellent training with \[sensitive content hidden\] . She was very well versed in the product and made training always engaging. She also would go out of her way to look into issues outside of her normal working hours to assist.

Pros

The functionality and customization of financial reporting. The use of dynamic ranges and lookups are super helpful and not found in many other reporting software.

Cons

Sometimes the dynamic ranges can act up where they have to be removed and setup again...they'll just stop working.

Review Source

Response from Datarails

March 30, 2026

Thank you Corine for the wonderful review! It is great to hear that the dynamic ranges and lookups have been so valuable for your reporting needs. We hear you on the occasional dynamic range hiccups and appreciate the patience. Please do not hesitate to reach out to support if it happens again. It is also wonderful to hear such kind words about your trainer. Going above and beyond outside of working hours to help resolve issues is exactly the dedication we strive for, and we will make sure to pass that along to her!

CK

Corina K.  
Controller  
Automotive  
Used the software for: Less than 6 months

### "Great tool for our organization"

September 18, 2024

5.0

Overall, my experience has been pretty good. My primary contact understands our end goal and has been able to assist in either creating the dashboards/widgets/reports needed or helping walk me through some of them. Sometimes, I feel like it is information overload, but in the end, it is what my team needs to understand where we stand financially.

Pros

Visually appealing. There are so many opportunities to show your data to your organization in a way that most can understand. You don't have to be in finance to be able to appreciate it.

Cons

It is not intuitive. There is quite a bit of a learning curve when it comes to importing data and molding it correctly to give out the data you're looking for. The report building and formulas are pretty complex. I'm good at Excel but this takes the cake. I thought the process would be quicker to get our data into datarails.

Review Source

LF

Lázaro F.  
Junior FPA Analyst  
Real Estate  
Used the software for: Less than 6 months

### "Datarails Satisfaction Survey"

December 2, 2024

4.0

Overall, I have had a good experience. The Datarails course helped me to adapt to the software smoothly. As well, the help of the team has helped to understand how to solve issues.

Pros

The compatibility with Excel and the features it has and prospects to have. I also liked that the customer service is always there if there is something wrong going on. In other words, customer service seems like a perk of Datarails.

Cons

The dashboards should have more options for customization. For example, when selecting a cell in dashboard table, for the whole row or column to highlight depending on the objective.

Switched from

[Tableau](https://www.capterra.com/p/208764/Tableau/)[Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)

The way we wanted to structure our data was not compatible with the mentioned software.

Review Source

KT

Kristopher T.  
General Manager  
Entertainment  
Used the software for: Less than 6 months

### "Datarails? More like DataRULES!"

March 19, 2026

5.0

My experience has been great. When I am given a tool to use at work, I want it to be quick to setup, easy to grasp, and for it to run smoothly. So far, Datarails has nailed all those needs.

Pros

The ease of use. Once I got my accounted created and set everything up with Excel, I was up and running rather quickly. I have had 0 problems since I started using Datarails.

Cons

I haven't run into any issues yet, so nothing! I started using Datarails in January of 2026, and after nearly 3 full months of use, it's been great.

Review Source

HG

Harry G.  
Group Financial Accountant  
Import and Export  
Used the software for: 6-12 months

### "Datarails first time user review"

February 5, 2025

5.0

Great experience and the onboarding team of \[sensitive content hidden\] have been helpful. Since being setup the ongoing support has also been great.

Pros

Ease of use once fully integrated with our ERP Dashboard functionality Budgets and Forecasting module Version control

Cons

Setup process did take abit of time and alot to understand however once setup it has been pretty straightforward to use

Switched from

[Spreadsheet Server](https://www.capterra.com/p/39269/Spreadsheet-Server/)

Insights was no longer suitable for use for our company.

Review Source

TK

Thomas K.  
VP of Finance  
Construction  
Used the software for: Less than 6 months

### "Outstanding Customer Service"

November 24, 2025

5.0

My overall experience has been good and appreciate the efforts from the implementation team. The implementation for the most part has been smooth.

Pros

I like the ease of its functionality. I also like the charts and graphs it has been able to produce.

Cons

I think the implementation phase is a little long. I did not realize that the build-out of the system was on the user.

Review Source

LH

Lindsay H.  
Senior Financial Planning Analyst  
Building Materials  
Used the software for: Less than 6 months

### "Great Scenario Planning and Budgeting Tool"

November 5, 2025

4.0

Implementation was fairly easy, and many videos on how to use the tool were provided prior to our first call.

Pros

The ease of scenario planning, which allowed us to upload multiple budgets and forecasts for comparison purposes.

Cons

We couldn't upload our next year budget to an account that doesn't currently have activity or historical data.

Review Source

BR

Braxton R.  
Controller  
Wholesale  
Used the software for: 6-12 months

### "Fantastic and Flexible Supporting Software"

August 28, 2024

5.0

Datarails has been great in getting us the help we need to get not only our financials more easily displayed, but get employees up to date with processes as well.

Pros

Datarails makes financial analytics much smoother than before. You are able to knock out the data collection portion of financial tasks in nearly an instant, and if you are capable with the system even get it to the point it does a majority for you.

Cons

The user interface can be rough to pick up on when using the mapper and other tools. The help course videos are great and will get you up to speed but it can be a bear without them.

Review Source

GM

Ginny M.  
Finance Administrator  
Museums and Institutions  
Used the software for: Less than 6 months

### "Datarails: First Time User Approved"

March 4, 2026

5.0

Pros

I liked that the dashboards were flexible, easy to generate, and simple to connect with Excel. It helped visualize data very easily.

Cons

The setup is a multistep process, but our team was able to work around it. Like any new software, it can take some time to get used to.

Review Source

DB

Devin B.  
Budget Analyst  
Utilities  
Used the software for: Less than 6 months

### "Datarails User"

December 1, 2025

5.0

Pros

The customer support is unmatched. Datarails is very innovating with the development of this forecasting and budgeting software.

Cons

I have not been a user of Datarails for a very long period of time yet but so far I have not found any cons with it.

Review Source

Response from Datarails

February 25, 2026

Thanks for sharing, Devin! We’re so glad our support team has stood out and that Datarails is helping with your forecasting and budgeting.

CD

Christopher D.  
Manager of FPA  
Financial Services  
Used the software for: 1-2 years

### "Datarails has great people"

October 30, 2024

4.0

Pros

Our CSM \[sensitive content hidden\]. He has been extremely responsive when we reach out, and is patient with us. From the top to the bottom our organization really appreciates him. I also appreciate the DR support team, especially \[sensitive content hidden\], he communicates clearly what's going on and what is being done to solve it

Cons

We are experiencing significant Latency issues when we load certain dashboards

Review Source

SB

Stephanie B.  
Cost Analyst  
Oil & Energy  
Used the software for: 6-12 months

### "Ease of Reporting"

February 25, 2026

5.0

Pros

I like how easy it is to generate reports which are tailored to our company's specific needs. It is easy to toggle between reporting periods too.

Cons

Sometimes we experience downtime when the reports are not loading. This is an issue that we could face with any platform.

Review Source

EB

Erick B.  
Financial Analyst  
Financial Services  
Used the software for: 6-12 months

### "Datarails overview"

September 12, 2024

5.0

Datarails has greatly improved reporting for me as I create packages with a large quantity of sheets that are very easy to update by pulling down information from datarails and it does it much quicker than before Datarails.

Pros

Datarails brings a lot of value to financial planning and analysis by making financial processes more accurate and efficient. With its ability to integrate data from different systems, Datarails provides a comprehensive view of financial information, making reporting and analysis more straightforward.

Cons

The initial setup and integration with existing systems might be complex, as all new things can come with a learning curve, adjusting to new functions usually proves difficult at first.

Review Source

JM

Jennifer M.  
Controller  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Datarails is a great tool!"

December 3, 2025

4.0

We are in the middle of the implementation. I should have more feedback when complete. Much better reporting than what we currently have.

Pros

The reporting and filtering options are great. \[sensitive content hidden\] has been a wonderful help in getting with our implementation completed. I think it will be a great tool for other departments to understand the budget and expenses better.

Cons

No real downsides. It has taken much longer to implement than I expected. Much of that is on our side due to the technology requirements.

Review Source

SV

Shervin V.  
Financial Analyst  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Review of the Web Dashboards"

September 12, 2024

4.0

Pros

I like how I can create infographics in Excel and then I can upload that to the web dashboard

Cons

Although it is nice to have web dashboards and be able to see that on the website, I would like a mobile feature so that my users can easily access the dashboards on their phone. Right now the formatting looks weird if you go online on your phone and check. It also is very laggy when loading in Excel dashboards on the web dashboard.

Review Source

MM

Mariana M.  
Senior Accountant  
Entertainment  
Used the software for: Less than 6 months

### "Great start, smooth integration"

March 25, 2026

5.0

So far our experience has been positive. \[sensitive content hidden\] has been great at helping us navigate the set up. We're happy with the progress so far.

Pros

The Excel integration in Datarails makes it easy and feels familiar without changing our existing workflows. The integration with Xero has been going smoothly.

Cons

We’re still in the training and implementation phase, so there’s a bit of a learning curve. Some setup takes time as we align it with our current processes.

Review Source

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