# Datarails Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Datarails Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more.

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

---

# 

 Datarails Software Review 2026: Features, Integrations, Pros & Cons

Last updated on April 15, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Datarails

## What is Datarails?

Datarails is a financial planning and analysis platform for Excel users. It automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models. Automating these manual processes paves the way for finance teams to spend more time analyzing data and less time collecting it. It also empowers them to answer essential strategic questions like what their organization can do to increase revenue and reduce expenses.

## What is Datarails used for?

[Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Budgeting](https://www.capterra.com/budgeting-software/)[Reporting](https://www.capterra.com/reporting-software/)

Recognitions

Shortlist

Top alternative

Featured

Overall rating

Based on 201 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Contact vendor  
for pricing

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

-   Financial Reporting / 2026

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

-   Budgeting / 2026
-   Business Performance Management / 2026
-   Sales Forecasting / 2026

Do you work for Datarails?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.datarails.com&name=Datarails)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Datarails

4.7 (201)

VS.

[4.4 (3,292)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting Price

Contact vendor

Starting Price

$25

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (201)

Ease Of Use

4.4 (7,681)

Value For Money

4.6 (193)

Value For Money

4.2 (6,593)

Customer Service

4.8 (196)

Customer Service

4.0 (6,297)

## Datarails alternatives

[4.2 (2,041)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.3 (684)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[3.9 (426)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/)

Starting price

$124.42

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

72%

of reviewers

rated it above 4 stars

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

[4.3 (8,447)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/)

Starting price

$38.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/)

[View all alternatives](https://www.capterra.com/p/177451/DataRails/alternatives/)

## Who uses Datarails?

Based on Capterra reviews from the past year

Talk to a software expert

to get a free software list  
tailored to your business needs

Company size

Based on 104 reviews

100%

75%

50%

25%

Smallbusiness

Midsizebusinesses

Enterprise

Top job functions

Based on 104 reviews

Finance & Accounting

84%

Finance & Accounting

84%

Administrative

8%

Consulting

4%

Logistics & Supply Chain

2%

Others

3%

Top industries

Based on 104 reviews

Construction

29%

Hospital & Health Care

23%

Health, Wellness and Fitness

16%

Non-Profit Organization Management

16%

Other

16%

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Data Import/Export

4.6 (110)

94.55% of 110 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Reporting/Analytics

4.7 (102)

96.08% of 102 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Profit/Loss Statement

4.7 (95)

91.58% of 95 reviewers that rated this feature as important or highly important

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Income & Balance Sheet

4.7 (59)

88.14% of 59 reviewers that rated this feature as important or highly important

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Customizable Reports

4.7 (53)

101.89% of 53 reviewers that rated this feature as important or highly important

Alter the layout and content of reports

Third-Party Integrations

4.5 (53)

98.11% of 53 reviewers that rated this feature as important or highly important

Set up connections to third-party platforms to improve business processes

Datarails 68 features

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Track money owed to a company's creditors/suppliers

Track outstanding invoices and the money owed from clients

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Generate one-off reports that meet information requirements

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Manage assets throughout their lifecycle to optimize profit

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

A record of all activities within the system, including user access, changes made, etc.

Create budgets based on historical data and future projections

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

A financial statement that lists a company's accounts and details the account type and balance

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Provides a channel for team members to share media files, communicate, and work together

Track and manage adherence to policies for any service, product, process, or supplier

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Alter the layout and content of dashboards

Alter the layout and content of reports

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Creation and customization of dashboards

Import and export data to and from software applications

Combining data from different sources and providing a unified view

Graphical representation of data

Assemble applications and processes by dragging over and arranging pre-built components

Plan, pay and track business related expenses.

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Generate reports to assess the financial performance of an organization

Designed for small businesses

Form predictions based on past and present data/trends

Centralized accounting record which tracks all financial transactions

Establish measurable goals and objectives and track their progress over a specific period of time

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

Tracking the status of previously identified performance measurements

Reports specific to marketing and associated campaigns

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Manage the accounting and financial aspects of multiple locations or companies in a single location

Manage and handle various international currencies

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

Allows users to manage data from a number of sources

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Predict future data based on historical data sets

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Document and report the progress of ongoing projects

Analyze and gain insights into data in real-time

Receive data and information in real time

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Reports specific to sales analysis for trends and strategies

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Develop potential scenarios to identify risks and opportunities

Set a time to generate routine reports automatically

Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions

Search and filter data across systems to locate required information by entering keywords or certain criteria

Allow users to create their own reports and financial statements

Track the status over time for a request, process, asset, or transaction

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Set up connections to third-party platforms to improve business processes

Review data from past periods to reveal recurring tendencies and predict future performance

Track revisions and updates made to files and navigate between different versions

Interact with data visualization elements, such as charts and graphs, to drill down into data

An extended application or connector that enables users to perform additional services with their current set of tools

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.6 (201)

4.6

Based on 201 reviews

## Pricing

Value for money

4.6 (193)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

[View all Pricing Plans](https://www.capterra.com/p/177451/DataRails/pricing/)

Value for money

4.6 (193)

4.6

Based on 193 reviews

## Integrations

[

QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

OneDrive](https://www.capterra.com/p/161304/OneDrive/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/)[

Shopify](https://www.capterra.com/p/83891/Shopify/)[

HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[

Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.8 (196)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.8 (196)

4.8

Based on 196 reviews

## User reviews

Overall rating

4.7

Based on 201 reviews

Filter by rating

5(149)

4(51)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AU

Anonymous User

Accountant

Health, Wellness and Fitness

### "Our financial data foundation "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 20, 2026

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

TM

Taylor M.

Data Analytics Manager

Construction

### "User-Friendly, Innovative, and Great All Around! "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 18, 2026

We've had a great experience with Datarails! Implementation was smooth and our "Go-Live" has been great as well. We're happy with Datarails!

Pros

Datarails is very user-friendly and innovative. The team is very helpful and responsive to any requests or needs, and we're super happy with everything!

Cons

There's nothing I dislike so far. We've had a few requests for features, but the Datarails team has been super receptive and confirmed they'll add our request to their list of request features.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MB

Michaele B.

CFO

Automotive

### "Dashboards that actually get used"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 15, 2026

Overall it's been a positive experience. The dashboards have made sharing financials with the team a lot easier, and once you get past the initial learning curve, it just works. Solid tool for the job.

Pros

The dashboards are my favorite part. They make it so much easier to share financial data with the team without having to rebuild everything each month.

Cons

Honestly, not much to complain about. There's a bit of a learning curve at first, but once you get the hang of it, it's pretty smooth.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AR

asia r.

HOD

Automotive

### "A Helpful Tool for Collections Reporting"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

May 14, 2026

Overall, my experience with Data rails has been very positive as it made reporting faster, clearer, and more organized.

Pros

Data rails made work much easier by bringing all our data together automatically and keeping everything updated. It saves us valuable time.

Cons

Because the system has many features, it took some time to get fully comfortable. Some reports also required customization at the beginning, but once the workflow was understood and the setup was completed, the process became much easier.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BC

Bhavain C.

Corporate Finance Analyst

Executive Office

### "Efficient Reporting, User-Friendly Experience, and Strong Support"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

May 14, 2026

Pros

Ability to make better reports Ability to make faster reports Ease of use Support in resolution of issues

Cons

The dashboard functionality lacked the flexibility needed for more complex or customized reporting requirements. Making adjustments to layouts, visualizations, and data structures often felt restrictive, which limited the ability to tailor dashboards to evolving business needs. While the platform is strong for standard financial reporting, greater customization and adaptability within the dashboard environment would significantly improve the overall user experience.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MP

Monica P.

Finance Director

Accounting

### "Datarails Streamlines Financial Reporting with Powerful Dashboards and Excel Integration"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 13, 2026

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

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Donavan L.

Chief Financial Officer

Non-Profit Organization Management

### "Reliable and Secured Product that Enhances Financial Planning and Analysis"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

May 8, 2026

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/)

Reasons 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

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

PS

Paul S.

Finance Director

Retail

### "Game changing FP&A"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 6, 2026

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

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

TS

Thomas S.

Senior FP and A

Music

### "Great FP&A Tool That Transforms Excel Based Reporting"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 5, 2026

Overall, my experience with Datarails has been very positive. It’s a powerful tool for FP&A teams looking to improve efficiency while still leveraging Excel. It has significantly streamlined reporting processes and improved data accuracy, making it a valuable addition to the finance function.

Pros

Datarails integrates seamlessly with Excel, which makes adoption very easy without needing to completely change existing models. The automation of data consolidation and reporting is a huge time saver, reducing manual work and risk of error. The ability to centralize data while still working in a familiar Excel environment is a standout feature. It also offers strong version control and audit trail capabilities, which are very helpful for finance teams.

Cons

At times, the system can feel slightly complex when setting up new reports or integrations, especially for first-time users. Some features require a bit of a learning curve to fully utilise, and performance can occasionally slow down with very large data sets.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

financial analyst

Automotive

### "Efficient Financial Consolidation with Strong Support"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 4, 2026

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

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/177451/DataRails/reviews/)

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Popular comparisons

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[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

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