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The #1 real-time reporting tool 

for Excel, ERP, CRM and HRIS

Get access and import your disparate systems’ data directly from Excel for efficient financial reporting and hours back not spent on manual work. 


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Chosen by 1000+ industry leaders

From setup to success: 


How it works

Download the Datarails 
Excel Add-in

After downloading the Add-in, you’ll find it in the ribbon tab on your Excel spreadsheet.
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After downloading the Add-in, you’ll find it in the ribbon tab on your Excel spreadsheet.

Importing your data in Excel has never been easier

This is your new shortcut to working smarter not harder. “Get Data” at any point in time.
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This is your new shortcut to working smarter not harder. “Get Data” at any point in time.

Work with all your ERPs and CRMs

Whether it’s Salesforce, NetSuite, QuickBooks or any other system, importing your data with CONNECT happens in just a few clicks.
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Whether it’s Salesforce, NetSuite, QuickBooks or any other system, importing your data with CONNECT happens in just a few clicks.

Any field from any system, we’ve got you!

With a simple lookup table, select all the data fields you want to see and add conditions and filters based on your needs
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With a simple lookup table, select all the data fields you want to see and add conditions and filters based on your needs

Plug your CONNECT formulas into Excel and you’re set

Enjoy the real-time and updated flow of data from your systems into your Excel spreadsheet.
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Enjoy the real-time and updated flow of data from your systems into your Excel spreadsheet.

Who is for?

CONNECT for Finance 

  • AR and AP Management
  • Budgeting and Forecasting
  • Financial Reporting
  • Profit and Loss (P&L) Analysis
  • Cash Flow Management
  • Tax Compliance and Reporting
  • Treasury and Risk Management
  • Mergers and Acquisitions
  • Financial Forecast Variance
  • Cost Accounting and Costing
  • Cash Management and Banking

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CONNECT for Operations

  • Expense Management
  • CapEx Management
  • Financial Analysis
  • Performance Metrics
  • Revenue Recognition
  • Sales Analysis
  • Financial Disclosure
  • SEC Filings
  • Audit and Internal Controls

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CONNECT for Payroll

Use CONNECT for your Payroll processing. From Payroll Administration and Compliance to Payroll Register and Payroll Tax Report, CONNECT helps you get it done in a snap. 

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CONNECT for Compliance

Create your compliance status reports and your governance reports in Excel without breaking a sweat. 

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Access all your data in one place

Integrate with any ERP, CRM and HRIS you work with. CONNECT seamlessly consolidates your data so you can enjoy smooth real-time reporting and drilling into your numbers. 

Integrate with any ERP and CRM you work with. CONNECT seamlessly consolidates your data so you can enjoy smooth real-time reporting and drilling into your numbers. 

What finance leaders say about Datarails CONNECT

“I would definitely recommend Datarails to anyone looking to up their game from a simple Excel… to really understand what’s happening behind the numbers.”

BJ Weil,

SVP of Finance and Administration

NovaTech Automation

“A great tool that’s transformed our reporting processes.”

Charlotte Kelly

Head of FP&A

Butternut Box

“I enjoy working with Excel. I can create and manipulate my tables. I’m feeding the system and in just one shot I can open my table in Excel and ask it whatever information I need.”

Tereza Sahakian

Director of Financial Planning 
and Analysis

Alasko

“Datarails is so flexible and so easy to use. And that created real long-term value for the organization.”

Igor Bernadski

CFO

Montreal Mini-Storage

“Datarails gives me quick insights into what happened in different spreadsheet cells in different periods.”

Kristina Orta

Senior Reporting Analyst

Association Headquarters

The impact has been significant and has been immediately felt. Especially for smaller, newer companies those significant benefits have a heightened impact, even more so than at a larger company.

Anne Graffice

Executive VP Global Marketing 
and Public Affairs

Hall of Fame Resort and Entertainment

By

A new and improved experience
working with Excel 

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By

CONNECT by Datarails equips users to import live data from your ERP systems, effortless report construction, access to ERP data from within Excel, and straightforward business methodology.

Solutions

  • CONNECT for finance
  • CONNECT for operations
  • CONNECT for compliance
  • CONNECT for payroll

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Drive Business Performance With Datarails

Drive Business Performance With Datarails

Drive Business Performance With Datarails

Drive Business Performance With Datarails