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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 111-120 out of 131

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.

AU

Anonymous User

06/15/22

4.5 out of 5

"DataRails proved to be a valuable piece of our Finance / Accounting tech stack."

What do you like best about Datarails? 1. I can consolidate disparate accounting systems and multiple ledgers 2. The drill-down capability largely negates the constant need to pull reporting out of the accounting systems

AH

Alexander H

06/08/22

4.5 out of 5

"Automate the report creation"

What do you like best about Datarails? Datarails automates and standardises the reporting process while allowing us to use Excel as the input tool. It tracks changes and keeps version history on the reports and data submitted. It also helps in distributing the information by defining access rights on the reports at various levels. We also use Datarails for data input in the budgeting process.

BW

BJ W

06/01/22

5 out of 5

"Checks all the boxes!"

What do you like best about Datarails? I love the ability to map any of our data into the system and apply routines with custom logic to always get the same results. From there, the dashboarding creates easy to understand visuals that bring the data to life. From there, sharing web-based dashboards with multiple people within organization is simple. Additionally, the system has simplified and streamlined our annual budgeting process by giving our teams access to the source budget files that ...

Read more

BW

BJ W

06/01/22

5 out of 5

"Checks all the boxes!"

What do you like best about Datarails? I love the ability to map any of our data into the system and apply routines with custom logic to always get the same results. From there, the dashboarding creates easy to understand visuals that bring the data to life. From there, sharing web-based dashboards with multiple people within organization is simple. Additionally, the system has simplified and streamlined our annual budgeting process by giving our teams access to the source budget files that ...

Read more

KO

Kristina O

05/26/22

5 out of 5

"Powerful Tool"

What do you like best about Datarails? DataRails seamlessly connects to the Excel files, identifies the relevant data, performs the necessary calculations, and securely saves it in the cloud. DataRails lookup tables ensure descriptions are consistent on the reports even when they’re not consistent in the source data. And DataRails auto calculate tool breaks total budgets into monthly buckets, while summarizing daily transactions by month. The refined data can be reported to dashboards with ...

Read more

KO

Kristina O

05/26/22

5 out of 5

"Powerful Tool"

What do you like best about Datarails? DataRails seamlessly connects to the Excel files, identifies the relevant data, performs the necessary calculations, and securely saves it in the cloud. DataRails lookup tables ensure descriptions are consistent on the reports even when they’re not consistent in the source data. And DataRails auto calculate tool breaks total budgets into monthly buckets, while summarizing daily transactions by month. The refined data can be reported to dashboards with ...

Read more

A

Arnaldo

11/07/21

5 out of 5

Every Finance Team needs this!

PROS: I love the insights feature of this app! This is especially useful for finance teams! CONS: There might be better systems.

A

Arnaldo

11/07/21

5 out of 5

Every Finance Team needs this!

PROS: I love the insights feature of this app! This is especially useful for finance teams! CONS: There might be better systems.

L

Lance

11/01/21

5 out of 5

My new favorite resource consolidating tool!

PROS: We mainly use this tool for consolidating financial statements of our different global offices. It is accurate and reliable. I love how easy it is to use! CONS: I have nothing bad to say about this product. I love it.

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

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