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DataRails - New SaaS Software

DataRails Reviews in June 2026: User Ratings, Pros & Cons

Better financial planning made easy.

5

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DataRails Reviews & Ratings

5

Excellent

Based on 4 ratings & 131 reviews

Rating Distribution

Excellent

(112)

Very Good

(19)

Good

(0)

Poor

(0)

Terible

(0)

Spotsaas Editor’s POV

Datarails is an Excel-centric FP&A platform designed to help finance teams centralize, automate, and analyze financial data. It connects with ERPs, accounting systems, CRMs, ecommerce platforms, and BI tools to consolidate actuals, budgets, and forecasts. Datarails builds on familiar Excel workflows while eliminating manual data entry and version control issues, ...Read more

DataRails pros and cons

  • Scalable insights & analytics: Dashboards and KPI tracking provide real-time visibility into financial performance.

  • Audit trail & governance: Tracks changes, user activity, and version history to support compliance and internal controls.

  • Robust planning & forecasting: Supports dynamic budgeting, forecasting, and scenario modeling with live data.

  • Excel-friendly interface: Builds on familiar Excel models while adding automation, version control, and governance.

  • Integration setup: Connecting multiple data sources (ERP, CRM, BI) may require initial IT support or coordination.

  • Excel reliance: While a strength, power users expecting a non-Excel native interface may find the UI less modern than standalone BI platforms.

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Showing 101-110 out of 131

AU

Anonymous User

11/20/22

5 out of 5

"My project team have been extremely supportive and professional"

What do you like best about Datarails? Doesn't feel like using a system. Using excel has made the change management seeamless What do you dislike about Datarails?

TM

Terry M

11/17/22

5 out of 5

"Financial Planning & Analysis heaven"

What do you like best about Datarails? The ease of learning the tool was the best thing. What do you dislike about Datarails?

AU

Anonymous User

11/17/22

4.5 out of 5

"DataRails is does an excellent job of streamlining our financial reporting"

What do you like best about Datarails? Integration of DR formulas with excel and the ability to integrate DR as little or as much as we would like into our current files

LM

Laura M

09/24/22

5 out of 5

"DataRails - Overview"

What do you like best about Datarails? I have been impressed with DataRails thoroughness and flexibility to provide financial statements for actuals, budgets and forecasts. DataRails has the ability to consolidate multiple sites, scenario playing, scorecards (financial and operational) and audit tracking by user.

LM

Lori M

09/23/22

5 out of 5

"Datarails great company with a great product!"

What do you like best about Datarails? Datarails provides exceptional customer service before, during and after implementation. They were with us every step of customization and building reports and dashboards. The tool provided accessibility and timeliness of information to the business leaders and business analysts.

LM

Lori M

09/23/22

5 out of 5

"Datarails great company with a great product!"

What do you like best about Datarails? Datarails provides exceptional customer service before, during and after implementation. They were with us every step of customization and building reports and dashboards. The tool provided accessibility and timeliness of information to the business leaders and business analysts.

YC

Yoav C

09/22/22

4.5 out of 5

"Highly efficient software for Fractional CFOs"

What do you like best about Datarails? The data consolidation and visualization capabilities with Datarails are great for my Fractional CFO service. Datarails has drastically reduced the time we spend on monthly reporting and budgeting. The dashboards have become an important part of all our processes because they're very intuitive and connect directly to Excel and other various data sources. Overall it's an extremely flexible tool, and they have some nice spreadsheet templates available, too.

JM

Josh M

07/06/22

5 out of 5

"Position to Win"

What do you like best about Datarails? The best aspects of DataRails for our business are the ability to do 2 key things: span multiple systems gathering data to efficiently and effectively tell the story through data visualization. Visualization was the key to bringing internal systems, NetSuite, Rippling, JobVite and other systems into the mix in ONE location to provide Best In Class dashboards for our business leaders. Second, is the ability to consolidate financial information by taking ...

Read more

JM

Josh M

07/06/22

5 out of 5

"Position to Win"

What do you like best about Datarails? The best aspects of DataRails for our business are the ability to do 2 key things: span multiple systems gathering data to efficiently and effectively tell the story through data visualization. Visualization was the key to bringing internal systems, NetSuite, Rippling, JobVite and other systems into the mix in ONE location to provide Best In Class dashboards for our business leaders. Second, is the ability to consolidate financial information by taking ...

Read more

KG

Krista G

07/05/22

5 out of 5

"Full Comprehensive implementation and training-Follows through on what is advertised"

What do you like best about Datarails? Data Rails was able to cut down on our time spent monthly doing financials and was able to streamline our budget process.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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