Datarails

Founded by Didi Gurfinkel in 2015

Consolidate financial data and automate reporting directly inside Microsoft Excel

Pricing model

Demo, Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Datarails to connect financial and operational records across disparate business systems without leaving Microsoft Excel. It consolidates numbers from accounting software, CRM systems, and spreadsheets into a single reliable database. Finance teams can run budgeting cycles, build forecast models, conduct variance analysis, and manage month-end close workflows with full audit trails. The system automatically reconciles bank balances, tracks cash positions across multiple accounts, and monitors organizational spending. You can also connect governed financial models to modern artificial intelligence models for rapid reporting.

What Datarails does

Reconcile bank accounts against general ledger actualsTrack month-end close checklist progress and sign-offsForecast cash positions across multiple currencies and entitiesConsolidate financial statements from disparate accounting systemsReview purchase orders and compare them to department budgetsInvestigate monthly budget variance across individual accountsGenerate automated management reporting packages inside ExcelConnects live accounting and ERP data straight into Microsoft Excel spreadsheetsConsolidates multiple currencies, legal entities, and charts of accounts automaticallyProvides thirteen-week cash forecasting with real-time bank account trackingMaintains complete audit trails and version history for financial modelsOffers pre-built task management workflows and checklists for month-end closeMonitors purchase requests and checks transactions against budgets before approvalConnects governed financial records directly to conversational artificial intelligence models

Pricing breakdown

Pricing model: Book a demo

Tutorials & Demos

Frequently asked

Microsoft Excel Claude

Claude

Salesforce

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