FP&A Software for Finance Teams

Build the FY26 budget: your structure, no rigid template Live model

FY27 operating budget

$0.0M

Six department templates, cloned from FY26

Approved · Version 3 · Audit trail

Owners edit in Excel desktop or web.

Sales & Marketing–Not started

R&D–Not started

G&A–Not started

Customer Success–Not started

Operations–Not started

Finance–Not started

Total, $K–

R&D · FY27 budget

$0.00M

Built from four drivers. Inputs in pink; everything else is a formula.

Each input is a live DR.GET cell; payroll and the total are plain Excel on top.

Average headcount62

Loaded cost per FTE$165K

Payroll$10.23M=B3*B4

Cloud hosting$1.84M

Contractors$1.00M

R&D budget$13.07M=B5+B6+B7

FY27 forecast landing

$46.0M

vs budget $46.0M +3.0%

YTD Sep actual$35.71M

YTD Sep budget$34.50M

Synced 2 min ago · NetSuite

Variance vs budget, YTD−5%0+5%

Sales & Marketing+6.3%Over 5%

R&D+5.4%Over 5%

Cloud hosting+$310K

Contractors+$220K

Ties to +$530K · Source: NetSuite GL

G&A−1.7%

Customer Success−0.8%

Operations+1.4%

Finance−2.4%

FY27 OpEx landing

[Scenario]Base▾

$47.4M

vs budget $46.0M +3.0%

Switch the Scenario cell and every DR.GET on the sheet refreshes.

BaseUpsideDownside

Budget $46.0M $47.0M $47.4M $47.9M $45M$46M$47M$48M$49M

YTD actuals plus the current run-rate for Q4.

Finance teams at 2,000+ companies close, report, and plan on Datarails

One platform, three things it never lets slip

What finance teams tell us they can’t get anywhere else, and why they can stand behind every number they report.

Consolidation

Every system, one governed model

ERP, CRM, and HRIS data, consolidated in one place

Datarails consolidates your financial data into one governed model. Apply eliminations, FX translations, and allocations centrally, so your team works from the same reliable numbers.

Benchmark your close

ERP · NetSuite, QuickBooks, Sage 4,251,300

CRM · Salesforce 4,410,000

Workbook v5 · Excel 4,151,200

None of them agree

ERP ledgers, 3 entities 4,251,300

FX translation, monthly average (14,800)

Intercompany eliminations (54,500)

Allocations Applied to OpEx

Group revenue, Q2 4,182,000

One reliable number for the whole team

Excel & Google Sheets

Keep working in Excel or Google Sheets

Most FP&A tools require finance teams to move away from their existing spreadsheets and learn a new interface.

Datarails lets you keep working in Excel or Google Sheets. DR.GET formulas connect your existing models to live financial data, so you can refresh reports without rebuilding your spreadsheets.

The same governed model now works natively in Google Sheets, with Datarails formulas, tables, and reports, plus the familiar collaboration features of Google Workspace.

[Reporting Date] Q1-26

Revenue DR.GET 3,949,000

Gross margin DR.GET 70.8%

Headcount cost DR.GET 1,598,400

Pasted values · static

Lineage

Every number, traceable to the transaction

When your CFO or auditor asks where a number came from, you need an answer you can verify.

In Datarails, any figure drills from the reported total, through the components that built it, down to the source transaction and its GL posting, with each line tagged with the system it came from.

Try the drilldown

Sales & marketing 988,400

ERPAgency, Q2 campaign 412,600

HRISMarketing payroll 318,900

ERPSoftware & tooling 147,200

CRMPartner commissions 109,700

Components tie to 988,400

Invoice #INV-40912 Northline Media · GL 6120 · 14 May 2026

Live in weeks, without changing how you work

No migration, no rip-and-replace, no new interface to learn.

Read the FAQ

100%Excel- or Google Sheets-native: your models, unchanged

ZeroCode or IT required

4–6 wksAverage time to go live

600+ERP, CRM & HRIS integrations

Where is your close actually losing time?

Five questions, no email. See how you stack up against mid-market finance teams, and where you’re losing the most.

Question 1 of 5

Drilldown

Click any number. See exactly where it came from.

Click a cell in the P&L. Datarails resolves the formula, queries the model, validates the total, and returns the breakdown sorted by amount: an invoice from the ERP, a closed deal from the CRM, a payroll line from the HRIS, all reconciled, all traceable back to the source transaction.

Calculated using your definition of the metric, against your reconciled actuals, with the audit trail intact.

Resolve formulaQuery modelValidate total

CRMEnterprise renewals2,410,300

CRMNew business (recognized)1,318,900

ERPServices & implementation452,800

Ties to 4,182,000 · reconciled

Lineage: 148 opportunities → rev-rec schedule → GL 4000

ERPHosting & infrastructure612,400

HRISSupport & success payroll498,100

ERPThird-party licences94,400

Ties to 1,204,900 · reconciled

Lineage: 92 vendor invoices → GL 5000 → allocation rule “COGS / Product”

ERPAgency, Q2 campaign invoice412,600

HRISMarketing payroll & benefits318,900

ERPSoftware & tooling147,200

CRMPartner commissions109,700

Ties to 988,400 · reconciled

Lineage: invoice #INV-40912 → GL 6120 → allocation rule “Marketing / US”

Trust

Top-rated by the finance teams who use it

Independent ratings, a Microsoft partnership, and the certifications your IT team will ask for.

Read customer stories

Capterra

4.8 Average rating out of 5

4.9 Average rating out of 5

Microsoft

Partner Microsoft Solutions Partner

Frequently asked questions

Absolutely. You keep working in the Excel you know and love, but without the headaches. Datarails takes care of data consolidation, version control, and real-time syncing, so your spreadsheets are always accurate and connected.

Yes. Datarails connects to over 600 systems. ERPs, accounting software, CRMs, HR systems, and more, so all your financial and operational data is consolidated in one place.

Most FP&A implementations are completed within 4-6 weeks, depending on the complexity of your data and models.

Yes. Every figure traces back to the transaction it came from, so the audit trail is already there when auditors ask for it. Datarails is SOC 2 Type II certified, and GDPR compliant.

Datarails consolidates every financial and operational source into one governed source of truth that lives natively in Excel and Google Sheets. Every number stays connected, governed, and AI-ready, with built-in dashboards and drill-down to the source.

Thirty minutes on your numbers, not slideware. We start from the gap you found here and drill into your own reports, so you leave knowing whether it fits, not just what it does.

See Datarails FP&A software in action

See how Datarails fits your financial planning and reporting process.

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