Datarails Howto

Sign up for a Datarails account: Create a Datarails account by going to their website and clicking 'Sign Up'. Enter your details and create a password following their rules (at least 8 characters, 1 lowercase, 1 uppercase, 1 special character).

Download and install the Datarails Excel add-in: Download the Datarails add-in for Excel to connect your spreadsheets to the Datarails platform.

Connect your data sources: Integrate Datarails with your accounting software, ERP, CRM, and other data systems to consolidate all your financial data in one place.

Set up your financial models in Excel: Create or import your existing Excel financial models and spreadsheets. Datarails allows you to keep working in your familiar Excel environment.

Automate data consolidation: Use Datarails to automatically collect and consolidate data from across your organization into your Excel models.

Create reports and dashboards: Utilize Datarails' built-in visualization tools to create custom dashboards and reports showing key financial metrics and KPIs.

Perform financial analysis: Leverage the consolidated data to conduct deeper financial analysis, forecasting, budgeting, and scenario modeling within Excel.

Use AI-powered features: Take advantage of Datarails' AI capabilities like FP&A Genius for quick insights and Storyboards to automatically generate presentations from your data.

Collaborate with team members: Share dashboards and reports with other teams to enable data-driven decision making across the organization.

Maintain and update: Regularly refresh your data connections and update your models as needed. Datarails will automatically consolidate the latest data.