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Datarails.com

AI-powered Excel-native FP&A platform and finance operating system for CFOs and finance teams.

About

Datarails is an Excel-native financial planning and analysis (FP&A) platform that consolidates financial data from 600+ accounting, ERP, CRM, and banking systems. It includes Datarails FP&A for budgeting and reporting, Datarails Cash Management for liquidity forecasting, and Datarails Month-End Close for workflow automation. The platform features Genius by Datarails, a generative AI assistant that helps finance teams make faster, smarter decisions while maintaining full Excel functionality.

Core use cases

  • Financial planning and budgeting
  • Data consolidation and reporting
  • Cash forecasting and month-end close automation
AI type
AI-native
Primary product type
Analytics & BI Tool
Secondary product type
Workflow Automation Platform

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