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Datarails, implemented properly.

We set up Datarails end to end: connecting your ERP and other systems, consolidating entities, mapping your chart of accounts and building Excel-native dashboards that tie to the ledger.

PlatformDatarails · Excel · FinanceOS
SystemsERP · Accounting · CRM · HRIS · Banking
ModelDiscover · Connect · Validate · Deliver
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01 — Context Why Datarails projects succeed or stall

Datarails keeps Excel at the front. The hard part is everything behind it.

Datarails lets your team keep the Excel models they trust while the numbers refresh from your source systems. That only works when the data underneath is connected, mapped and reconciled correctly.

We handle that groundwork: connectors, chart of accounts mapping, entity and currency rules, intercompany eliminations and a tie-out to the general ledger before any dashboard goes live.

Whether you are starting a new Datarails rollout or fixing one that stalled, we work for your finance team as an independent consultancy.

02 — What We Do

Datarails services,
end to end.

S.01

Datarails Setup

Workspace configuration, data structure, dimensions and connecting your existing Excel models so they refresh automatically.

S.02

ERP & Source Connections

NetSuite, Sage Intacct, QuickBooks, Xero, SAP, Microsoft Dynamics and more, plus CRM, HR, banking and structured file feeds.

S.03

Consolidation

Multi-entity and multi-currency consolidation with intercompany eliminations and group reporting structures.

S.04

Dashboards & Board Packs

P&L, budget vs actual, cash, headcount and KPI dashboards, through to leadership and board reporting packs.

S.05

Rollout Rescue

A review of a stalled or unreliable Datarails setup: what is broken, what to fix first and a plan to get it trusted again.

S.06

Training & Support

Hands-on training, a monthly runbook and optional month-end support so your team owns the platform.

Live Pipeline

Every system, every entity,
moving at once.

Illustrative animation of how we connect, map, consolidate and reconcile your data

Illustration only. Figures are simulated and do not represent client data.

03 — How It Works

Four phases. No surprises.

Phase 01

Discovery

1–2 weeks: we review your systems and reporting needs, then deliver a plan, specifications and a fixed quote.

Phase 02

Connect & Map

We connect each source system and map accounts, entities, currencies and dimensions into one consistent structure.

Phase 03

Validate

We reconcile against your ledger for recent closed months, so numbers earn trust before reports are built on them.

Phase 04

Deliver & Handover

We build the reports, train your team and leave a runbook, with your sign-off at every phase.

Who It's For

Finance teams, CFOs, FP&A leaders and global capability centers (GCCs) using or choosing Datarails.

Other Platforms

NetSuite · Business Central · Cube · Vena · Planful · Adaptive Planning

04 — Field Guide

Datarails questions,
straight answers.

No. We are an independent consultancy. We work for your finance team, alongside Datarails' own onboarding where that applies.

Yes. Many teams buy the platform and then need hands-on help with connectors, mapping and dashboards. We can start from wherever your rollout is today.

Most projects take 6 to 10 weeks, depending on the number of entities, systems and reports. Discovery gives you a fixed timeline and price.

Yes. We start with a short review, find where numbers stop tying out, and give you a prioritised fix plan.

Ready when you are

Tell us about your Datarails setup and reporting goals. We'll come back with a clear plan.