# Page 5 | Datarails Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - Is Datarails the right Financial Reporting solution for you? Explore 187 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/177451/DataRails/reviews --- Datarails 4.7 (187) [View alternatives](https://www.capterra.com/p/177451/DataRails/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 2nd, 2026 # Page 5 - Reviews of Datarails ## Showing most helpful reviews Showing 101-125 of 187 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JDC Jonathan David C. Logistic support Logistics and Supply Chain Used the software for: Less than 6 months ### "Reliable and Helpful Tool" March 27, 2026 5.0 Pros I like how intuitive and reliable the platform is. It makes managing data and tasks much easier, saving me time and effort. Cons Honestly, there’s very little to dislike. If anything, I’d just appreciate even more customization options in the future. Review Source SB Stephanie B. Cost Analyst Oil & Energy Used the software for: 6-12 months ### "Ease of Reporting" February 25, 2026 5.0 Pros I like how easy it is to generate reports which are tailored to our company's specific needs. It is easy to toggle between reporting periods too. Cons Sometimes we experience downtime when the reports are not loading. This is an issue that we could face with any platform. Review Source EB Erick B. Financial Analyst Financial Services Used the software for: 6-12 months ### "Datarails overview" September 12, 2024 5.0 Datarails has greatly improved reporting for me as I create packages with a large quantity of sheets that are very easy to update by pulling down information from datarails and it does it much quicker than before Datarails. Pros Datarails brings a lot of value to financial planning and analysis by making financial processes more accurate and efficient. With its ability to integrate data from different systems, Datarails provides a comprehensive view of financial information, making reporting and analysis more straightforward. Cons The initial setup and integration with existing systems might be complex, as all new things can come with a learning curve, adjusting to new functions usually proves difficult at first. Review Source MM Mariana M. Senior Accountant Entertainment Used the software for: Less than 6 months ### "Great start, smooth integration" March 25, 2026 5.0 So far our experience has been positive. \[sensitive content hidden\] has been great at helping us navigate the set up. We're happy with the progress so far. Pros The Excel integration in Datarails makes it easy and feels familiar without changing our existing workflows. The integration with Xero has been going smoothly. Cons We’re still in the training and implementation phase, so there’s a bit of a learning curve. Some setup takes time as we align it with our current processes. Review Source JM Jennifer M. Controller Hospital & Health Care Used the software for: Less than 6 months ### "Datarails is a great tool!" December 3, 2025 4.0 We are in the middle of the implementation. I should have more feedback when complete. Much better reporting than what we currently have. Pros The reporting and filtering options are great. \[sensitive content hidden\] has been a wonderful help in getting with our implementation completed. I think it will be a great tool for other departments to understand the budget and expenses better. Cons No real downsides. It has taken much longer to implement than I expected. Much of that is on our side due to the technology requirements. Review Source SB Sheldon B. Team Lead, Financial Planning and Analysis Consumer Services Used the software for: Less than 6 months ### "Datarails Review" September 13, 2024 4.0 Datarails is a good system, so far we've been using it for a couple of months and haven't had any issues Pros The ability to: - drill down on transactions within excel - the ability to create board decks with dashboards and storyboards Cons \- at times the systems dont seem too advanced when it comes to complex issues Alternatives considered [Vena](https://www.capterra.com/p/131246/Vena/) Reason for choosing Datarails Datarails seemed less complicated and was the more cost efficient product. Switched from [Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/) Workday Adaptive was inefficient and was an expensive product. Review Source SV Shervin V. Financial Analyst Hospital & Health Care Used the software for: Less than 6 months ### "Review of the Web Dashboards" September 12, 2024 4.0 Pros I like how I can create infographics in Excel and then I can upload that to the web dashboard Cons Although it is nice to have web dashboards and be able to see that on the website, I would like a mobile feature so that my users can easily access the dashboards on their phone. Right now the formatting looks weird if you go online on your phone and check. It also is very laggy when loading in Excel dashboards on the web dashboard. Review Source JP James P. Financial Analyst Machinery Used the software for: Less than 6 months ### "DR Review James P" September 30, 2024 5.0 Overall, Datarails provides a robust solution for financial planning and analysis. The platform’s intuitive design and powerful features make it a valuable tool for managing financial data. While there are some areas for improvement, such as the initial setup process and occasional software issues, the benefits generally outweigh the drawbacks. The customer support team is responsive and helpful, contributing to a positive user experience. Pros User-friendly interface Comprehensive financial reporting features Integration with various data sources Strong customer support Customizable dashboards and reports Cons Initial setup can be time-consuming Some advanced features may have a steep learning curve Occasional software bugs or glitches Higher cost compared to some competitors Limited offline functionality Review Source AK Akhyl K. Senior FP and A Analyst Machinery Used the software for: Less than 6 months ### "DR.Review." December 10, 2024 4.0 Very good so far with some improvements which can be made. Pros Data aggregation through minimalism. Very easy to learn. Cons Sometimes overcomplicated formulas which can take time to understand and remember. Review Source CB Charlene B. IT Service Compliance Analyst Packaging and Containers Used the software for: Less than 6 months ### "The future of data control" December 12, 2024 5.0 Very impressed overall, it has been difficult learning the terminology and processes but what new systems arent in the beginning Pros The format and structure is so clear and easy to understand. It is also adaptable to data other then Finance Cons It can be confusing during the initial set up of importing data etc. I think i would find it helpful to see more real-life examples of how to set up lookups, tables etc. Review Source GM Gideon M. Director of Strategic Finance Accounting Used the software for: Less than 6 months ### "Great Resource" September 30, 2024 5.0 It has been very good. The product works as intended and the support team is strong. Pros It is a great tool for consolidating various complex datasets and compiling into a simple dashboard / reporting tool. Cons Some of the excel add-in functionality does not always appear to work. Excel formulas often do not work at first or require small tweaks to streamline. Alternatives considered [Runway Gen-2](https://www.capterra.com/p/10014838/Runway-Gen-2/)[Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/)[OneStream](https://www.capterra.com/p/153745/OneStream-XF/)[Anaplan](https://www.capterra.com/p/129412/Anaplan/) Reason for choosing Datarails Datarails reputation as a reliable solution. Review Source jR jai R. Financial analyst Wholesale Used the software for: Less than 6 months ### "Good software" November 20, 2024 5.0 Pros Ease of using and how it is connected to excel Cons in the begining using datarails formulas was a little hard Review Source DH Daniel H. FP and A Manager Financial Services Used the software for: Less than 6 months ### "New FP&A user at a public company" August 8, 2024 5.0 I really like it, I would recommend it to a friend in and instance if they work in FP&A. Pros The ability to immediately see real time KPis update automatically from integrations from CRM and Sage Intacct is incredibly valuable and saves a lot of time. Cons The set up and learning process is lengthy and quite complicated. I don't know how to solve it but just know it takes time. Alternatives considered [Cube](https://www.capterra.com/p/206989/Cube/)[Prophix One](https://www.capterra.com/p/139909/Budgeting-Solution/)[Vena](https://www.capterra.com/p/131246/Vena/) Reason for choosing Datarails We ultimately chose data rails due to the customization aspect and ability to use excel as a key part of the data. Review Source JC Jonathan C. Head of FPA Financial Services Used the software for: Less than 6 months ### "Head of FP&A" August 6, 2024 5.0 Excellent - all the people I have dealt with are not only knowledgeable of the product but knowledgeable of their customer's use cases. Pros Ease of use - not months of set up. Product feels like you have looked into the minds of your customers and delivered what we need. Cons No cons so far. We have had the product for around 6 months. Review Source DD David D. SAP Consultant Transportation/Trucking/Railroad Used the software for: 1-2 years ### "Excellent Software" August 13, 2024 4.0 So far it has been overwhelmingly positive. Pros I like the ease of use. The report builder functionality makes it easy to build reports. Cons The layout of the menu could improve a little bit. Review Source SB Shay B. Data Scientist Logistics and Supply Chain Used the software for: Less than 6 months ### "Datarails is certainly on "track" to becoming something huge " August 26, 2024 4.0 Overall positive for sure, I think its simple enough to learn and use. Very powerful for reporting. Pros The visuals are very impressive. Its simple enough to use if you map correctly from the initial data source. Cons There were a few options on the dashboarding side that did not allow me to do specifically what I wanted in terms of data comparisons and splitting the data on the same chart in the way I wanted. Review Source CH Cynthia H. CFO Accounting Used the software for: 6-12 months ### "Datarails review" June 3, 2024 5.0 Excellent onboarding experience, customer service is amazing. Pros The ability to create a template in excel and then hand off the weekly creation to a lower cost resource. Cons We enjoyed the implementation process a great day. It was frustrating at some times, but mostly because we all had a learning curve (including our implementation specialist) with what we wanted to accomplish as a business and how to accomplish that. Review Source BD Bogue D. Data Analyst Construction Used the software for: Less than 6 months ### "Growing Together" June 25, 2024 5.0 Pros DataRails is amazing at increasing the speed of analysis. It has helped us gain a very quick overview of our business and all the branches. Cons As someone who needs to teach this to others, it is hard to teach to someone who does not have some background with technology. Even people with some background in excel have a tough time with all of the functionality offered. Alternatives considered [Planful](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/)[Vena](https://www.capterra.com/p/131246/Vena/) Reason for choosing Datarails Backing by private equity while also hearing good reviews through colleagues Review Source JF Justin F. Sr. Financial Analyst Oil & Energy Used the software for: 1-2 years ### "Datarails Review " June 10, 2024 5.0 Pros I enjoyed the flexibility to integrate excel files into the dashboards that were not DR widgets or formulas Cons I think there are some rough around edge features that could be tweaked for quality of life, but nothing that is breaking anything. Mainly centered around more options in the widgets and dashboards Review Source NR Nicholas R. Financial Systems Manager Automotive Used the software for: 1-2 years ### "Fantastic and Flexible Reporting Software" January 18, 2024 5.0 Our setup and integration was extremely easy and fast. I was the dedicated builder and PM for the implementation for a 200+ store retails company and we were able to sync, validate and build out of data in just under 7 weeks. We've only had a few system hiccups along the way that Datarails has fixed or addressed with reasonably speed. We've been very happy with the decision to work with Datarails and foresee that that feeling will remain for a long time to come. Pros Datarails' direct integration with Excel has allowed our team to pick up using the system very quickly. It gives us the flexibility of Excel without having to worry about massive data tables or SQL pulls to get the data to represent in a proper manner. Datarails is constantly improving and they continue to work with their customers to advance their software and address needs. The sky is the limit for cuts of data that Datarails can provide, and with nearly constant improvement over our now two years of use, our satisfaction with the software grows with each passing month. Cons It's strength with Excel is also it's weakness. Reports are only as good as the logic that is layered into Excel, so it necessitates numerous data checks to ensure that our numbers are accurate. Fortunately, Datarails makes those overall checks simple. I really want to love the Dashboards and Storybook functions, but the overall functionality of their graphing does need some improvement. Their dashboard have a really amazing variance analysis tool, but it needs updating and resources to be fully fleshed out and used as intended. Alternatives considered [Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/)[Anaplan](https://www.capterra.com/p/129412/Anaplan/) Reason for choosing Datarails Datarails is far more flexible and its ability to seamlessly integrate with a very old ERP system is unmatched. We also felt that the bells and whistles of the other systems were very expensive and more flashy than practically useful. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Management Reporter (not listed) simply did not have the tools to produce the reports that we needed. Datarails has actually filled a number of holes within our accounting software, as the lookup tables have allowed to create dimensions that would be VERY difficult to manage within the ERP itself. It has taken our financial reporting from the Dark Ages and very much been a proven resource for both internal and external reporting. Review Source dH daniel H. CFO Real Estate Used the software for: 6-12 months ### "Best FPA Tool on the market" May 18, 2024 5.0 great. Ari was amazing in implementation Pros flexibility with excel is key, i find it easy to use and scalable Cons integtration with sage is not perfect, requiring workaround Review Source VR Verified Reviewer Chief Financial Officer Hospital & Health Care Used the software for: 1-2 years ### "Datarails has become an integral part of our management reporting framework" February 28, 2024 4.0 The Datarails product and support team have been very good to work with. The product has automated several very manual processes that save us time and deliver actionable information more quickly. Pros Seamless integration with key business applications; strong reporting and dashboarding capabilities; integrates well with Excel to allow for next-level data manipulation and analysis. Cons Early in the implementation we discovered a limitation on the volume of data we could effectively pull into and analyze with Datarails. The implementation team helped us reconfigure some workflows, limit the data we needed to expose to Datarails, and we got to a good, workable solution. Alternatives considered [Logi Symphony](https://www.capterra.com/p/10005468/Logi-Symphony/)[Vena](https://www.capterra.com/p/131246/Vena/) Reason for choosing Datarails Datarails' interface was more intuitive. Datarails was open to signing a business associates' agreement that allowed us to access our key operational data, which is protected health information. Review Source GV Garry V. Associate Director Biotechnology Used the software for: 6-12 months ### "Datarails Review" May 21, 2024 5.0 Pros the support we Receive. \[sensitive content hidden\] is the best Cons the Storyboards do not work well with Powerpoint Review Source MM Mark M. Director of Financial Planning and Analysis Hospital & Health Care Used the software for: 1-2 years ### "Best FP&A Software" December 12, 2023 5.0 Fantastic! It has streamlined my workdays allowing me to focus on analysis instead of creating new reports. Pros Datarails has massively cut down on the time we spend assembling reports, updating our KPI's and financial reporting package is streamlined with the ability to refresh data in Excel, in addition version control is a thing of the past as we are easily able to keep track of what data we upload and when files were changed. The dashboards and widgets allow for quick and easy visualization of our data that we distribute across our locations for managers to use. Datarails continues to develop the software adding new features at a regular cadence. Cons There is not much I have run into that I dislike about the software, in the beginning some of the formula writing in setting up custom columns was difficult but the release of Datarails University with all the tutorials solved many of the issues of needing a refresher on how to do certain things in the software. Review Source Craig M. Head of Financial Planning & Analysis Computer Software Used the software for: 6-12 months ### "DataRails Review by Craig Morrow" February 25, 2022 5.0 My experience with DataRails has been first class. I have assisted with a seamless integration for Budgeting purposes and have now rolled out the solution for month end reporting. In both scenario's I have been able to reduce the time required for completion by around 40%. I particularly like the approach of having the Customer Success Manager driving the implementation and having the single point of contact through the customer journey. Pros The ease in which the product was to learn and become and expert in. The functionality within the solution is exactly what any FP&A professional should be looking for in a solution. The implementation was extremely efficient as you start to build out real life business processes from the outset which mean you get a return on investment from day 1. Cons When deciding to partner with DataRails I was fully aware that they are at the beginning of solution development journey. However, DataRails are always keen to receive feedback on possible suggestions for improvement and are continuously developing and releasing improved functionality. Alternatives considered [NetSuite](https://www.capterra.com/p/135757/NetSuite/)[Vena](https://www.capterra.com/p/131246/Vena/) Reason for choosing Datarails Implementation timescales, project milestones, cultural/company size growth alignment. Ease of use and value for money. Review Source Similar Products Featured