Datarails Reviews & Product Details

Easy integration to Excel. No need to rebuild our current workflows. Review collected by and hosted on G2.com.

The Datarails trainings could use updating and refinement. Screenshots don't always match the current version and some steps are skipped. Review collected by and hosted on G2.com.

"Datarails eliminates manual consolidation work and enhances data accuracy. The ability to pull data from various sources and present it in clean dashboards makes financial reporting much easier. It's especially helpful for monthly closing, budget cycles, and variance analysis." Review collected by and hosted on G2.com.

Datarails updated very well and it's user interferce is improved. So Improvement requirwd when more data in place Review collected by and hosted on G2.com.

Centralized data allows us to run all reports in one platform Review collected by and hosted on G2.com.

The integration with CIN7 wasn’t possible making some of the processes a little harder Review collected by and hosted on G2.com.

Having a digital monthly scheduled workflow that updates as pieces are completed, providing exceptional visibility of progress made/work remaining. In general, Datarails guides us to complete all of the components of our global consolidation process in a timely manner.

The Excel add-on feature is exceptional for drilling-down into the data and uncovering the reasons behind the trends we are noticing. Review collected by and hosted on G2.com.

I have found that the formatting of my files tends to not save correctly from month-to-month and as such I often save my .exl file on my computer, and then perform Roll Forwards within the add-on feature as opposed to downloading a new filebox file. Review collected by and hosted on G2.com.

It makes consolidating simple in certain aspects easy and the dashboard function for finance business partnering is great. I also like the flexibility that it gives with their excel plug-in, making report creation a little more flexible. Review collected by and hosted on G2.com.

The initial setup and learning curve is difficult and I don't believe the training videos are as helpful as they could be. This is because how you map your data is up to you meaning that, whilst the possibilities are seemingly infinite, understanding how to get there could take you years to learn how to effectively use it. I also would not say it's a very intuitive system and you have to make a lot of mistakes before truly understanding how to use it effectively. I also dislike the way the integrate with Xero and how it shows so many journal entries that were deleted or adjusted. This has all meant I do not spend as much time with it because the time it would take to learn, design, implement and test new reports is significantly more than continuing with the way we currently do it Review collected by and hosted on G2.com.

Near perfect integration with QBO and with other accounting softwares and very easy to implement. Great automation, a lot of steps which mitigate manual mistakes and help with monthly and weakly reporting. Further, they have great customer support with great finance and accounting knowledge as well as great tehnical experties. Very user friendly software which is not hard to learn. Review collected by and hosted on G2.com.

When it comes to dashboards, there are some limitations in building it. We are still using some Excel built-in charts and our custom made dashboards, but hopefully we are trying to switch completly to Datarails. Review collected by and hosted on G2.com.

I appreciate the feature that allows me to define dimension tables using data from multiple sources. Review collected by and hosted on G2.com.

Being unable to directly connect to PowerBI models as opposed to just excel is a limitation Review collected by and hosted on G2.com.

Integrations, Customizing function and AI / Intelligence Review collected by and hosted on G2.com.

I am looking more on AI funtion support. Review collected by and hosted on G2.com.

Our implementation process with Datarails was a breeze! We received great support and guidance from their team every step of the way. From initial onboarding to full integration, the process was smooth, efficient, and well-structured. The customer success team was incredibly responsive, knowledgeable, and proactive in helping us tailor the platform to our unique needs. Within weeks, we were up and running with automated reports, live dashboards, and seamless NetSuite integration. Datarails has significantly improved our financial visibility and streamlined our reporting processes, ultimately saving us time and reducing errors. We couldn’t be happier with the experience and highly recommend Datarails to any organization looking to take their financial reporting to the next level! Review collected by and hosted on G2.com.

Through our integration process there was nothing to note here. Review collected by and hosted on G2.com.

Automated reporting and centralised data made budgeting faster and easier.

Great automation and clear, real‑time financial insights.

Loved the automation and how quickly it improved reporting accuracy. Review collected by and hosted on G2.com.

Some features felt less intuitive and needed extra setup time.

Initial setup and mapping took longer than expected.

Navigation wasn’t always clear, so tasks took longer at first. Review collected by and hosted on G2.com.