# Page 7 | Datarails Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 7 - 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

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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/)

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Last updated April 2nd, 2026

# Page 7 - Reviews of Datarails

## Showing most helpful reviews

Showing 151-175 of 187 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

FB

Frank B.  
FP&A Sr Manager  
Real Estate  
Used the software for: 1-2 years

### "Fantastic Product! Highly Recommend!"

March 10, 2022

5.0

Terrific experience! I highly recommend DataRails! The product is amazing, the support is industry best, and the responsiveness to customer preferences is incredible!

Pros

Drill down features in both data and graphs/charts. The integration with diverse software packages is also super convenient.

Cons

Really robust product. DataRails has a learning curve, but once the approach is learned its super intuitive.

Reason for choosing Datarails

DataRails was the best fit for our needs.

Review Source

DV

Daniel V.  
Manager - Derivatives and Financial Planning and Analysis  
Oil & Energy  
Used the software for: 6-12 months

### "New User of Datarails"

January 2, 2024

4.0

Pros

Visually stunning. Easy to manipulate reports and tables to fit the needs of the business unit leaders and executives.

Cons

Some of the reporting and visualizations need to be built out further. The company has done a GREAT job at listening to our needs and putting in efforts to customize and add some of our request along the way.

Switched from

[Wdesk](https://www.capterra.com/p/106817/Wdesk/)

The company I worked for previously utilized Workiva. Eco-Energy had implemented Datarails before I returned.

Review Source

VR

Verified Reviewer  
Manager  
Information Technology and Services  
Used the software for: 2+ years

### "Product is best in the business"

August 28, 2019

5.0

It’s an easy tool to use and train on. Very adaptable, can look at our data in many different and useful ways with the Insights feature. Integrates with our ERP flawlessly. Can make changes in real time so decision makers always know exactly what’s happening and base the organizational direction on fresh data. Model building is straightforward, visualizations are enlightening, integrations are easy.

Pros

Using DataRails I can visualize data that I previously didn't have access to, this is by far the biggest pro-you can tap into data you've always had but previously couldn't work with. Other than that it's really easy to use, implementation is not lengthy, great customer service.

Cons

Occasionally freezes but I figure that happens with any sort of system

Review Source

Response from Datarails

December 5, 2021

Helping decision makers make data driven decisions by tapping into hidden data is what DataRails was created for. Thank you for highlighting these advantages!

Michael E.  
CFO  
Hospital & Health Care  
Used the software for: Less than 6 months

### "A great value"

December 23, 2021

5.0

Great support! Liat is awesome.

Pros

It's flexible and can do most anything I need it to do.

Cons

Just the usual learning curve when using a new program.

Review Source

Response from Datarails

December 30, 2021

Thank you Michael. Using DataRails is how finance teams supercharge their Excel spreadsheets. Consolidating multiple data sources for you and your team is our specialty. Happy to see you're enjoying the product!

Eran B.  
CFO  
Internet  
Used the software for: 6-12 months

### "A great tool for financial planning"

December 22, 2021

5.0

Wow. Such a great tool to bring logic from Excel to the web. I love it. It's also nice having tables from different files accessible from their cloud to other files - very useful when working with financial models that are composed from several files.

Pros

Easy Publish To Web makes is easy to make complex excel files accessible for C-level executives. Realtime sync with SharePoint Scenario analysis over the web with custom Inputs

Cons

Mapping tables for later use could be more friendly Have the add-in in Excel online so other users don't need to install the add-in.

Review Source

Response from Datarails

December 30, 2021

Thank you Eran. We love working with such an advanced and knowledgeable user who comes up with creative ideas during our calls. We look forward to continuously provide benefits to your organization's financial reporting activities and to turn your Excel into a lean, mean FP&A machine.

VR

Verified Reviewer  
Group CFO  
Logistics and Supply Chain  
Used the software for: 1-2 years

### "Best financial tool out there, dependable and accurate"

August 10, 2019

5.0

DataRails has substantially improved the accuracy of our budgeting and forecasting. I love the ease of it, how accessible it makes our numbers, and how simple it is to follow real-time statuses. With DataRails we know our figures are accurate and up to date, which is precisely what we need from the numbers we base important decisions on.

Pros

\-There are many ways to manipulate and look at your data -Drill downs are amazing. Can look at the smallest of variables. -Can work on both Excel and their Insights feature depending on what I want -Easy to use -Easy to connect with our ERP system

Cons

Sometimes it was buggy when logging out. Other than that I can't think of any other notable cons, it really is a great system.

Alternatives considered

[Anaplan](https://www.capterra.com/p/129412/Anaplan/)

Reason for choosing Datarails

I didn't want to stop using Excels or migrate our information elsewhere.

Review Source

Response from Datarails

December 5, 2021

Companies that use DataRails don't need to migrate from excel, which is why choosing DataRails doesn't require making any changes to internal workflows. As you pointed out, noticing the smallest variables is what we believe is key to accurate, flexible and efficient reporting.

JA

Jim A.  
VP FP&A  
Retail  
Used the software for: 1-2 years

### "CPM of choice"

August 20, 2019

5.0

DataRails is used on a daily basis by my finance team as we perform analyses and drive insights. We chose to implement this cloud financial and analysis platform since we desperately needed a consolidation planning tool where we could continue using disparate spreadsheets and at the same time control our processes easier and better. DataRails gives us exactly this in addition to flexibility in reporting financial results.

Pros

1-We started using their Insights feature instead of our BI. Really useful. 2-Made data collection easy and organized 3-Constant access to up-to-date numbers

Cons

would be nice if it had the option of drag and drop for inputs

Review Source

Response from Datarails

December 2, 2021

Glad to hear your team benefits from our platform on a daily basis. As you mentioned, Jim, data consolidation and flexible reporting are game-changing benefits that we offer our customers.

Catherine D.  
FP&A Solution Architect  
Medical Practice  
Used the software for: 6-12 months

### "Awesome tool for a great price "

August 7, 2019

5.0

We've integrated DataRails within our finance department and it's just been great. For departments that rely heavily on Excel, this product is a must. All our information is in one place, it's accurate and reliable, and it boosts our confidence in the conclusions we draw from them. Really great, dependable tool.

Pros

DataRails improves the accuracy and accountability of so many processes such as reporting and budgeting. It saves my department hundreds of hours of previously unnecessarily wasted time. Amazing tool!

Cons

The platform doesn't integrate with Excel 2007 which is a bummer.

Review Source

Response from Datarails

December 30, 2021

Thank you Catherine :) Saving hundreds of hours of people's work time is what drove us to develop this industry changing tool. We are on a mission to turn every finance department's Excel into a lean, mean FP&A machine. Regarding Excel 2007, please contact your account manager, they will provide a solution for that.

AS

Ami S.  
Global Controller  
Security and Investigations  
Used the software for: 1-2 years

### "Review on first year use."

August 10, 2023

5.0

Pros

Datarails is an exhaustive FP&A tool and great for Budgeting and variance analysis. The Report Builder is a powerful feature that helps to review results by Office, department & Cost centers. This is my first year using Datarails & it is the only FP&A software I have tried but I am very happy with it thus far. The implementation team & Customer Success Manager was very knowledgeable, smart, responsive & understood our business needs quickly to provide an ideal solutions for creating our first Budget in Datarails.

Cons

The features are awesome but some of these are too complex to use without help from Datarails team member. Once the basic reports are created by Datrails team, it is then manageable to update filters and make format changes as needed. Building a report from scratch is difficult as the data mapper is too technical & hard to comprehend.

Review Source

BM

Bradley M.  
CFO  
Logistics and Supply Chain  
Used the software for: 6-12 months

### "Gives me the flexibility to make updates more frequently"

November 18, 2021

5.0

Great customer support starting during the demonstration phase and going throughout implementation and use. I choose DataRails because it gave me enough flexibility to present whatever data I wanted in the format I wanted. The customer support also helped to make it easy to upload data and start creating my dashboard.

Pros

Great customer support, they do a lot of the work so I can just feed data and get the information I need in the format I want.

Cons

Sometimes the software is cumbersome. Support always helps with any issues I have but I wish it was user friendly enough that I could do more without assistance. I am still learning and do more every month on my own.

Alternatives considered

[Jirav](https://www.capterra.com/p/195572/Jirav/)

Reason for choosing Datarails

report flexibility

Review Source

Response from Datarails

December 30, 2021

Thank you Bradley for the positive review! As you mentioned, using DataRails is how finance teams supercharge their Excel spreadsheets. Our great support team was thrilled to get such positive feedback on their amazing customer service.

EF

Elvamae F.  
Corporate Controller  
Veterinary  
Used the software for: 1-2 years

### "VIN Product Assessment"

January 13, 2022

4.0

The customer support and response is excellent

Pros

Easy to navigate and set-up the dashboards

Cons

It doesn't work well with Quickbook Desktop. It requires a lot of manual processes. It does not automatically integrate with the QB desktop version. It's too cumbersome.

Alternatives considered

[Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)

Reason for choosing Datarails

It was recommended by some of the accounting professionals at the AICPA conference

Review Source

TS

Theresa S.  
Director of FP&A  
Consumer Electronics  
Used the software for: 1-2 years

### "CPM tool of choice, excellent value"

August 18, 2019

5.0

In my organization we use DataRails’ cloud financial and analysis platform for budgeting and forecasting all of our financial metrics. Each department continues to rely on Excel as usual for budgets, and then using DataRails Finance sees real-time updates and compares budgets with actuals. Useful for a variety of processes including workforce management, income statement analysis, forecasting, reporting, etc.

Pros

Seamless integration with Excel User friendly interface Has streamlined our budgeting process

Cons

Occasionally there are glitches in our templates

Review Source

Response from Datarails

December 5, 2021

We couldn't have said it better, Theresa! Providing our system's reporting benefits while enabling our customers to stay in excel makes using DataRails so much easier.

Eric N.  
VP FP&A  
Financial Services  
Used the software for: 1-2 years

### "Love this useful, insightful product"

August 13, 2019

5.0

DataRails is really great for automating unnecessary work. Using the system has improved my work significantly since now I don't have to waste time on copying and pasting info in order to make sense of it. This used to take up so much time, and now it takes up no time at all.

Pros

\-Insights feature is really useful -No more wasting time on something that can be automated -work better

Cons

\-Can't think of anything atm it's a platform I love using and it does that job well

Review Source

Response from Datarails

December 2, 2021

Couldn't agree more, Eric. Automating processes and financial reports is key to increasing efficiency and saving valuable time. Now you can use your time to learn more insights from your data :)

UG

Uru G.  
FP&A Business Partner  
Defense & Space  
Used the software for: 6-12 months

### "Excelent product"

January 27, 2022

5.0

Datarails helped us to make better decisions. Our experience is excellent.

Pros

The product is very easy to use. The implementation process was very good, first understanding the company needs, and then using the relevant tools of the product. Very good implementation and support team.

Cons

Some features were missing but already developed recently.

Review Source

jK

joseph K.  
Director  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "datarails implementation"

January 25, 2024

5.0

Pros

It is excel based and comes with a lot of templates and dashboards. You can do a lot of analysis on the platform and it simplifies a lot of complex analysis

Cons

learning phase taking longer than expected but comes with an on-demand easy to access video bank

Reason for choosing Datarails

because of the ease of use as well as the good ratings

Review Source

sI

silvio I.  
VP Accounting and Finance  
Environmental Services  
Used the software for: 1-2 years

### "DataRails Review"

February 26, 2024

5.0

Its been pretty good. It was easy to get up and running. Running monthly reports is easy.

Pros

Its ease of use and how quickly we were able to get up and running

Cons

Don't get to use as much as I would like

Review Source

JT

Jacob T.  
Digital Transformation Consultant  
Real Estate  
Used the software for: 6-12 months

### "A great product for FP&A"

February 27, 2024

5.0

Tool was great, easy to use and setup. Only real issue was with the data import however that stemmed from our source data and was one of the reasons we used the product in the first place.

Pros

Product is comprehensive and responsive. Support provided by our implementation partner was fantastic

Cons

Just the small quirks and inconsistencies with some of the UI, additionally the inability to manually edit it.

Review Source

MB

Michael B.  
Staff Accountant  
Medical Devices  
Used the software for: Less than 6 months

### "Great Software for Reporting!"

January 24, 2024

5.0

Working with \[sensitive content hidden\] throughout the implementation process has been great. Whoever gets him during the implementation will not be disappointed.

Pros

Once you learn how to use the system, you won't look at reporting the same way. The reports take time to build out the first time, but can then be refreshed within seconds to have data available. No more creating pivot tables over and over.

Cons

The system takes some time to get used to and understand the powerful features available. There are a lot of how to links to teach yourself how to use the system.

Review Source

BA

Bryan A.  
Financial Planning and Analysis Manager  
Chemicals  
Used the software for: Less than 6 months

### "Great reporting tool "

January 3, 2024

5.0

Pros

Enjoy the Excel integration functionality. Formulas are easy to use once you get the hang of them. The online platform is clear and easy to navigate.

Cons

It is not an all-in-one tool; it requires upgrades to get additional functionality.

Review Source

DO

David O.  
Marketing & Operations  
Venture Capital & Private Equity  
Used the software for: 6-12 months

### "Best in Customer Success!"

January 30, 2022

4.0

Visualization and insights are great, but can be confusing to set up without any support

Pros

It can be confusing to manage and update new data mappers (for users not very familiar with Data), but the support I've received and the willingness of my CSM, \[SENSITIVE CONTENT\], truly makes Datarails shine over other competitors. His willingness and availability is extremely helpful to our organization

Cons

Small bug issues, little features to develop more (like exporting data to a ppt or new excel)

Review Source

MR

Matthew R.  
EHS Manaqger  
Packaging and Containers  
Used the software for: 1-2 years

### "DataRails is friendly and very easy to use "

January 13, 2022

5.0

I have had good experiences with DataRails.

Pros

I like the ease of budgeting and maintaining my departments spending- I like the dig down functions

Cons

I haven't found anything yet. I find the system user friendly and easy to use.

Review Source

Response from Datarails

January 18, 2022

Hi Matthew, thank you so much for the kind review, and most of all, for agreeing to take part in one of our success story case studies. We look forward to helping you and your team continuously improve the FP&A reporting processes.

VR

Verified Reviewer  
Director , finance business systems  
Computer Software  
Used the software for: 1-2 years

### "Solves problems for us!"

March 18, 2019

5.0

We use it a lot for data verification using the compare feature, do monitor data changes when we are changing our financial models. We use it to compare versions of our financial reporting decks and spreadsheets, and we use it for collaboration in collecting and prepareing (ETL) with data files for exporting from one system and into another.

Pros

The way the features are now integrated with Excel, the more "active" way it organizes files tags and compares versions.

Cons

I originally had a little trouble with the interface from excel (widget popups) but they replaced this with simple right-clicks and tighter integration with Excel and windows explorer that has not only eliminated the problems, but made it easier to use.

Review Source

Response from Datarails

December 2, 2021

Happy to hear that our customer support was helpful. As each and every one of our happy customers knows, anything and everything that our customer support can do for you is a simple request away. Thank you for ranking us 10/10 in every aspect.

MA

Mark A.  
VP Finance and Controller  
Oil & Energy  
Used the software for: 2+ years

### "Smartest FPA solution"

August 23, 2019

5.0

Great solution for planning across a distributed organization. Can handle multiple systems and locations with ease. It’s flexible, easy to use, and allows for planning at a granular level to improve budgeting and forecasting. Staff is always nice and easy to work with. Integrates well with other systems.

Pros

Allows for the reduction of errors, improves reporting, more time for analysis

Cons

Takes a little bit of getting used to but what system doesn’t

Review Source

Response from Datarails

December 30, 2021

Mark, we are happy to help your team in reducing errors and improving the quality of their reports to Excel to the power of DataRails. You hit the nail on the head in what that enables Finance employees to do when we do the heavy lifting for them. Using DataRails enables analysts to learn what their data means when they spend less time creating manual reports.

VR

Verified Reviewer  
Financial Executive Recruiter  
Financial Services  
Used the software for: 6-12 months

### "Solid cloud FPA solution"

August 25, 2019

5.0

Our finance team is incredibly satisfied with the experience with this platform. DataRails has changed the way we plan. It has enabled integrated and connected planning, enhancing our business and financial planning processes greatly in little time. A great product, we were able to take existing excel-based planning models and make them better with this FPA solution.

Pros

Well built, simple tool. Backed up data on centralized database, great support

Cons

No cons worth mentioning. Our finance team is very happy with this platform.

Review Source

Response from Datarails

December 2, 2021

Another satisfied customer :) We couldn't be prouder in your statement about how we changed the way you plan by consolidating your data to enhance your financial planning.

VR

Verified Reviewer  
Group CFO  
Logistics and Supply Chain  
Used the software for: 1-2 years

### "FPA tool to beat them all"

August 11, 2019

5.0

Before DataRails, it would take too much time to get final numbers. Excels pass through so many hands that you never really know how you ended up getting the figures you wind up with. DataRails ensures this no longer applies, without requiring my team to change how we work or requiring lengthy or complicated implementation. I'm very happy with what it has added to my team

Pros

Cloud focused, connects all data,allows for easy planning across different teams. Insights feature is fantastic for customized slicing of data. Information and changes are available instantly.

Cons

I have nothing but good things to say about this platform

Review Source

Response from Datarails

December 30, 2021

So happy to hear how your team is benefitting from our platform and turning their Excel into a lean, mean FP&A machine. Expediting data collection helps so many of our customers to deliver their reports in a fraction of the time it used to.

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