Back to Recommended Tools
📊

Datarails

Excel-native FP&A for the Office of the CFO

FP&AExcel-NativeFinancial PlanningFinance AutomationCFO Tools

By Trace Cohen · How we assess tools

Datarails (marketed as FinanceOS) consolidates financial data from 600+ sources — ERPs, CRMs, HRIS systems, and scattered spreadsheets — into one governed source of truth, while letting finance teams keep working in the Excel interface they already know instead of migrating to a new UI. It's built for CFOs and VPs of Finance who want to modernize FP&A, budgeting, forecasting, and reporting without abandoning Excel or fighting spreadsheet sprawl across the finance function. Datarails is used by 2,000+ companies across manufacturing, healthcare, retail, and professional services, and holds a 4.9-star G2 rating and 4.8-star Capterra rating.

Get Started with Datarails
📊

Ready to get started with Datarails?

Join thousands of teams already using Datarails.

Try Datarails Free
2,000+
Companies
600+
Data Sources
4.9
G2 Rating
4.8
Capterra Rating

Key Highlights

Keeps finance teams working natively in Excel instead of migrating to a new UI
Consolidates 600+ data sources into one governed financial model
Used by 2,000+ companies across manufacturing, healthcare, retail, and professional services
4.9-star G2 rating and 4.8-star Capterra rating
Microsoft Solutions Partner
Winner, Newsweek AI Impact Awards 2026 (Most Innovative AI Technology or Service)

Why We Recommend Datarails

01

Excel-Native FP&A

Build budgets, forecasts, and reports in the familiar Excel interface, connected to live, governed data instead of static exports that go stale.

02

600+ Data Source Integrations

Pulls from ERPs, CRMs, HRIS platforms, and existing spreadsheets into a single governed model, cutting down manual data consolidation.

03

Month-End Close Automation

Automates repetitive close tasks so finance teams spend less time reconciling and more time analyzing.

04

Cash Management

Centralizes cash visibility and forecasting alongside the rest of the financial model rather than in a separate tool.

05

Spend Control

Adds budget-vs-actual visibility and controls on spend directly within the same governed data layer.

06

FinanceOS AI Connector

Grounds AI tools in verified, auditable financial data rather than letting them work from ungoverned spreadsheets.

Best For

Mid-market and enterprise finance teams that want to modernize FP&A without leaving Excel
CFOs consolidating scattered spreadsheets into one governed source of truth
Finance teams that want AI tools grounded in verified, auditable financial data

Pricing

Custom pricing via sales quote — not publicly listed. No free trial.

Limitations to Know

No published self-serve pricing — sales-led with custom quotes
No free trial (per G2), so evaluation runs through a sales process
Likely more infrastructure than a very early-stage startup needs

Frequently Asked Questions

What is Datarails?

Datarails, marketed as FinanceOS, is an FP&A platform that connects 600+ data sources into one governed financial model while letting finance teams keep working natively in Excel.

Does Datarails replace Excel?

No — it works inside Excel rather than replacing it, connecting the spreadsheet interface finance teams already use to a governed, automatically updated data layer.

Is there a free trial?

No. Datarails is sold through a sales-led process with custom quotes rather than a self-serve free trial.

Who uses Datarails?

2,000+ companies' finance teams across manufacturing, healthcare, retail, and professional services use Datarails for FP&A, budgeting, forecasting, and reporting.

📊

Ready to get started with Datarails?

Join thousands of startups and teams already using Datarails to work smarter.

Try Datarails Today

This is an affiliate link that helps support Value Add VC at no extra cost to you.

On the Datarails team? This page isn't sponsored yet — see rates and reach for featured placement.