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Datarails vs ClearPoint Strategy Comparison (2026)

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Datarails

ClearPoint Strategy

Overview

Datarails is a financial planning and analysis platform for Excel users. It automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models. Automating these manual processes paves the way for finance teams to spe

ClearPoint is OKR and strategy reporting software that automates the collection and dissemination of Performance Management, OKR, and other metrics and overlays them clearly against goals. ClearPoint makes it easy to keep everyone in your organization focused on the things that matter most.

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Video & Screenshots

Pricing

Starting from

No pricing info

Free trial available
Credit cardless trial
Free account
Subscription based

Starting from

Per month

Free trial available
Credit cardless trial
Free account
Subscription based

User reviews

4.7

250

186

Value for money

Ease of use

Features

Customer support

92%

would recommend this app

4.8

Value for money

Ease of use

Features

Customer support

93%

would recommend this app

Pros

“We particularly valued the ability to consolidate data from multiple sources, automate recurring reporting processes, create dashboards for executive and board-level reporting, and maintain version control without completely rebuilding our finance workflows.”

Chase C.

Vice President Financial Planning and Analysis

“I was apprehensive at first because we already had the ability to create pretty good reports between our accounting software and Excel, but I pretty quickly realized that Datarails allows us to get through our financial reporting way faster, and is way more flexible for creating advanced reporting for projections, budgeting, and analytics.”

Robert S.

Senior Manager

“The seamless use, when everything is set up and mapped, it cuts down processing times and reporting deadlines came forward, it's UI is very intuitive and easy to use, I've not personally encountered any bugs or issues that weren't down to errors in the data itself, this has made budgeting and financial month end processes seamless and I would recommend Datarails to any business that has lengthy data processing times”

Ben P.

Management Accountant

Pros

“Dawan has taken the time to understand what we are trying to accomplish, troubleshoot issues with us, and help us think through both immediate needs and how to manage the system over time.”

Cynthia P.

Managing Director, Operations

“appreciated the video and online guidance resources and tools that helped staff learn steps to create their dashboards and utilize other functions of the platform.”

Sarahjean S.

Public Health Epidemiologist

“We’ve had a positive experience using ClearPoint to manage our strategic and annual planning and reporting.”

Cynthia P.

Managing Director, Operations

Cons

“The excel add-in can be a bit buggy, the software has some confusing duplicative interfaces that I haven't figures out and sometimes the software is slow to fully sync new data across users.”

Jackson D.

Director, Corporate Finance

“Fonts, font sizes, and formatting options aren't as flexible as I'd like especially for KPI widgets where getting a consistent look takes more effort than it should. When you're building dashboards for senior leadership, those small formatting details matter more than you'd think.”

Aaditya J.

Finance and Data Analyst

“We are a very security conscious company and that can make our data hard to access even by third parties we want to have access to our data.”

Tiffany S.

Financial Analyst

Cons

“Lack of features on doing bulk admin work such as setting reporting frequencies, mass delete accounts etc.”

John S.

BI Data Analyst

“Support overall is good but the customer service chat option over the past few months has been slow to respond.”

Briane S.

Strategic Planning Analyst