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Datarails vs Bob Finance Comparison (2026)

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Datarails logo

Datarails

Bob Finance logo

Bob Finance

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

Bob Finance is a strategic finance platform that powers planning, real-time reporting, analysis, and decision-making for startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.

  • 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
  • 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

Video & Screenshots

Pricing

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.7

246

5

4

3

2

1

183

62

1

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

4.8

58

5

4

3

2

1

44

14

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
86%
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.”
Verified reviewer profile picture

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.”
RS

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”
BP

Ben P.

Management Accountant

Pros

“We are using Mosaic for our forecast modeling, analyzing budget to actuals, and compiling our ARR. Once the models and canvases are set up, it is easy to refresh each month in order to quickly produce the reports that we need.”
JM

Junzhi M.

Senior Financial Analyst

“Having a way to distribute financial data where the user can interact with it in a controlled way saves extra seats in financial software and a lot of training on reporting practices.”
CC

Claire C.

Executive Asssistant

“Mosaic is a strategic resource management and planning platform designed to help businesses optimize team allocation, forecast capacity, and manage workloads more efficiently.”
LB

Linda B.

Executive Director

Cons

“the dashboard in Datarails is limited because it doesn’t consistently support the same widgets for month-wise and cumulative views, which reduces flexibility in reporting”
Verified reviewer profile picture

shihab h.

financial analyst

“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.”
JD

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.”
AJ

Aaditya J.

Finance and Data Analyst

Cons

“Have to unpublish models before editing them, making it difficult to edit a model and look at the canvas at the same time.”
JM

Junzhi M.

Senior Financial Analyst

“Find it sometimes difficult to find certain filters/data updates as it is not where I would expect things to be (not as user friendly in that sense).”
EK

Eden K.

Senior Reporting and Technical Accountant

“Most of its features are still not 100% where they should be, normally our reports/models tend to miss some kind of feature that would make it complete, such as reporting formats or the lack of depth in the modelling session, which makes modelling very superficial.”
BN

Bernardo N.

FPA Intern

  • Vendor responds to reviews
  • Last review14 days ago
  • Vendor responds to reviews
  • Last review23 days ago

Key features

  • Total features69
  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Query
  • Ad hoc Reporting
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Audit Management
  • Audit Trail
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Chart of Accounts
  • Charting
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Correlation Analysis
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Discovery
  • Data Extraction
  • Data Import/Export
  • Data Integration
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Drag & Drop
  • Dynamic Modeling
  • Employee Management
  • Exception Reporting
  • Expense Management
  • File Sharing
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For Investment Advisors
  • For Small Businesses
  • Forecasting
  • Functions/Calculations
  • General Ledger
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Idea Management
  • Income & Balance Sheet
  • Integrated Business Operations
  • KPI Monitoring
  • Key Performance Indicators
  • Marketing Reports
  • Modeling & Simulation
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Data Sources
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Predictive Analytics
  • Private Dashboards
  • Profit/Loss Statement
  • Progress Reports
  • Projections
  • Public Dashboards
  • Real Time Editing
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Reporting
  • Real-Time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Roadmapping
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Scenario Planning
  • Scheduled/Automated Reports
  • Scorecards
  • Search/Filter
  • Secure Data Storage
  • Self Service Data Preparation
  • Self-Service Reporting
  • Single Page View
  • Statistical Analysis
  • Status Tracking
  • Strategic Planning
  • Third-Party Integrations
  • Trend Analysis
  • Version Control
  • Visual Analytics
  • Widgets
  • Workflow Management
  • Total features88
  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Query
  • Ad hoc Reporting
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Audit Management
  • Audit Trail
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Chart of Accounts
  • Charting
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Correlation Analysis
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Discovery
  • Data Extraction
  • Data Import/Export
  • Data Integration
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Drag & Drop
  • Dynamic Modeling
  • Employee Management
  • Exception Reporting
  • Expense Management
  • File Sharing
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For Investment Advisors
  • For Small Businesses
  • Forecasting
  • Functions/Calculations
  • General Ledger
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Idea Management
  • Income & Balance Sheet
  • Integrated Business Operations
  • KPI Monitoring
  • Key Performance Indicators
  • Marketing Reports
  • Modeling & Simulation
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Data Sources
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Planning Tools
  • Predictive Analytics
  • Private Dashboards
  • Profit/Loss Statement
  • Progress Reports
  • Projections
  • Public Dashboards
  • Real Time Editing
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Reporting
  • Real-Time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Roadmapping
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Scenario Planning
  • Scheduled/Automated Reports
  • Scorecards
  • Search/Filter
  • Secure Data Storage
  • Self Service Data Preparation
  • Self-Service Reporting
  • Single Page View
  • Statistical Analysis
  • Status Tracking
  • Strategic Planning
  • Third-Party Integrations
  • Trend Analysis
  • Version Control
  • Visual Analytics
  • Widgets
  • Workflow Management

Integrations

  • Total integrations33
  • ADP Workforce Now
  • Amazon Redshift
  • BambooHR
  • Bullhorn
  • Chargebee
  • Dynamics 365 Business Central
  • Financial Management Cloud
  • Google Analytics 360
  • Gusto
  • Homebase
  • HubSpot CRM
  • HubSpot Content Hub
  • HubSpot Marketing Hub
  • HubSpot Service Hub
  • Justworks
  • Maxio
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Power BI
  • Microsoft SQL Server
  • Microsoft SharePoint
  • MySQL
  • Namely
  • NetSuite
  • OneDrive
  • Ordway
  • Paycom
  • Paylocity
  • PostgreSQL
  • Priority Software
  • Professional Services Cloud
  • QuickBooks Enterprise
  • QuickBooks Online
  • Rippling
  • Sage Intacct
  • Salesforce Nonprofit Cloud
  • Salesforce Starter
  • Shopify
  • Snowflake
  • Square Payments
  • Stripe
  • Tableau
  • TriNet HR Plus
  • TriNet PEO
  • Twinfield
  • UKG Pro
  • Workamajig
  • Xero
  • Total integrations22
  • ADP Workforce Now
  • Amazon Redshift
  • BambooHR
  • Bullhorn
  • Chargebee
  • Dynamics 365 Business Central
  • Financial Management Cloud
  • Google Analytics 360
  • Gusto
  • Homebase
  • HubSpot CRM
  • HubSpot Content Hub
  • HubSpot Marketing Hub
  • HubSpot Service Hub
  • Justworks
  • Maxio
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Power BI
  • Microsoft SQL Server
  • Microsoft SharePoint
  • MySQL
  • Namely
  • NetSuite
  • OneDrive
  • Ordway
  • Paycom
  • Paylocity
  • PostgreSQL
  • Priority Software
  • Professional Services Cloud
  • QuickBooks Enterprise
  • QuickBooks Online
  • Rippling
  • Sage Intacct
  • Salesforce Nonprofit Cloud
  • Salesforce Starter
  • Shopify
  • Snowflake
  • Square Payments
  • Stripe
  • Tableau
  • TriNet HR Plus
  • TriNet PEO
  • Twinfield
  • UKG Pro
  • Workamajig
  • Xero