Datarails Howto
Datarails is an AI-powered financial planning and analysis (FP&A) platform that automates financial reporting and planning while allowing finance teams to continue using familiar Excel spreadsheets.
View MoreHow to Use Datarails
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.
Datarails FAQs
Datarails is a financial planning and analysis (FP&A) software platform that automates financial reporting and planning while allowing finance teams to continue using familiar Excel spreadsheets and models.
Datarails Monthly Traffic Trends
Datarails experienced a 28.8% decline in traffic, reaching 124.5K visits. Despite recent recognition as the 92nd fastest-growing company on the Deloitte Technology Fast 500™ and being named the best overall FP&A software for 2025, the traffic drop suggests potential issues with user retention or market competition.
View history traffic
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