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FP&A Software

Plan, Forecast, and Report with Confidence

Connect financial data, automate consolidation, and simplify budgeting, forecasting, and reporting. Give your finance team clearer insights to support business decisions.

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Trusted by finance teams 2,000+ finance teams already use Datarails for their FP&A workflows

Turn financial data into clear reports

Bring actuals, budgets, and forecasts together to understand business performance. Create financial reports and dashboards that help your team investigate variances and share results with decision-makers.

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AI-powered FP&A software dashboard from Datarails

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Simplify financial data consolidation

Connect your accounting systems and spreadsheets, bring financial data together across entities, and reduce repetitive collection work. Give your team a consistent foundation for reporting, budgeting, and forecasting.

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Automated FP&A consolidation workflow in Datarails

Build budgets and forecasts in Excel

Work with familiar Excel models to update assumptions, compare scenarios, and review forecasts against actuals. Explore how changes in revenue, costs, or headcount could affect your financial plan.

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Live FP&A reporting and financial planning dashboard in Datarails

Core capabilities for your FP&A workflow

Financial Consolidation

Bring financial data from connected systems and entities together for consolidated analysis and reporting.

Financial Reporting

Create P&L, balance sheet, and cash flow reports that help stakeholders understand financial performance.

Budgeting & Planning

Build budgets using Excel models and compare your plan with actual results as new data becomes available.

Forecasting & Scenarios

Update assumptions and compare base, upside, and downside scenarios to support business decisions.

AI-Assisted Analysis

Use AI to help investigate financial questions and draft commentary, with finance reviewing the results before sharing.

Excel-Based Workflows

Keep Excel central to modeling while adding connected data, reporting, and collaboration capabilities.

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Why finance teams choose Datarails FP&A software

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“I think choosing Datarails was the greatest decision ever for our company.”

Grace Li
Grace Li Origin Investments
Origin Investments
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“Thank goodness we went with Datarails, because there’s no way we’d be where we are as a team.”

Charlotte Kelly Head of FP&A, Butternut Box
Butternut Box
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“Datarails gives us a single source of truth. That kind of visibility changes everything.”

John Smith
John Smith CFO, CDG
CDG

See how Datarails supports your FP&A team

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