We implement Datarails and similar FP&A tools: connecting your ERP, accounting, CRM and HR systems, mapping your data, and building the dashboards your leadership actually uses.
09Your numbers live in five systems. Your leadership wants one truth — without giving up Excel.
Most finance teams don't have a reporting problem; they have a plumbing problem. The ERP holds the ledger, the CRM holds the pipeline, payroll holds headcount, and the banks hold cash — so every month-end becomes a week of exports, copy-paste, and version-control anxiety before anyone can answer a simple question.
Tools like Datarails solve this by keeping Excel as the front end and connecting it to a governed, central source of truth. But the tool is only half the job: the value comes from disciplined integration, data mapping, and reconciliation — making sure the connected numbers tie back to the ledger before anyone trusts a dashboard built on them.
That engineering discipline is what we bring. We implement and support Datarails and similar FP&A platforms as an independent consultancy — we work for your finance team, not for any software vendor.
Full setup and configuration: connecting your existing Excel models, structuring the data layer, and consolidating actuals across multiple entities.
ERP and accounting (NetSuite, Sage Intacct, QuickBooks, Xero, SAP, Microsoft Dynamics, Oracle), CRM (Salesforce, HubSpot), HRIS and payroll (Workday and others), banking and billing data, plus Excel and CSV uploads where no connector exists.
Chart-of-accounts mapping, multi-currency and intercompany rules, and reconciliation against the general ledger — so the connected numbers tie out before anyone relies on them.
P&L, budget vs. actual, cash flow, headcount, and KPI dashboards — through to board packs your leadership team actually opens.
Hands-on help keeping consolidations, refreshes, and reports running through the close — until your team runs the process confidently on its own.
The same implementation discipline applied to Vena, Cube, Planful, Power BI, and Tableau — we fit the tool to your stack, not the other way around.
Illustration only. Figures are simulated and do not represent client data.
End-to-end Datarails setup, connectors, consolidation and Excel-native dashboards.
P.02Integrations, reporting, multi-subsidiary consolidation, health checks and migration.
P.03Integrations, Power BI reporting, multi-company consolidation and migration.
P.04Spreadsheet-native FP&A: source connections, data mapping and planning models.
P.05Excel-native planning: ERP integrations, templates, consolidation and reporting.
P.06Integrations, data mapping, planning, consolidation and reporting.
P.07Driver-based models, ERP integrations, data mapping and reporting.
P.08Power BI, Tableau, Sage Intacct, QuickBooks, Xero and more. Tell us what you use and we will tell you how we would approach it.
A fully interactive FP&A demo — KPIs, budget vs. actual, variance, revenue mix — running on illustrative sample data for a fictional company. No sign-up, nothing tracked.
1–2 weeks: we review your systems and reporting needs, then deliver a data-mapping plan, dashboard specifications, and a fixed quote.
We connect each source system and map your chart of accounts, entities, currencies, and dimensions into one consistent structure.
We reconcile the connected data against your ledger for recent closed months — numbers earn trust before dashboards are built on them.
We build the reports, train your team, and leave a runbook — so the system keeps working after we step back.
A short, fixed-fee engagement that maps your systems, defines the dashboards, and produces a firm implementation quote.
A fixed-scope project delivering the connected platform: integrations, mapping, validated data, and the agreed dashboards.
A monthly arrangement that keeps the system healthy: month-end assistance, new reports, new integrations as your stack evolves.
Finance teams, CFOs, FP&A leaders and global capability centers (GCCs) that want Excel-friendly planning and reliable reporting — without months of manual consolidation.
No. Datarails keeps Excel as the front end — your team keeps the models and formulas they already know. We connect those models to a central source of truth, so the numbers refresh from your systems instead of being pasted in.
Most major ERPs, accounting platforms, CRMs and HR systems — including NetSuite, Sage Intacct, QuickBooks, Xero, SAP, Microsoft Dynamics, Oracle, Salesforce, HubSpot, and Workday. Where no native connector exists, we set up structured file uploads or build a custom feed.
Yes. We support teams across North America, Europe, the Middle East and Asia-Pacific, and we schedule working sessions around your close calendar, not ours.
Yes — before any data is shared. Financial data gets the same handling discipline we apply to our government contract work.