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Spreadsheet Server vs Datarails Comparison (2026)

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Datarails logo

Datarails

Overview

Connect 140+ ERPs to Excel. Real-time financial reports using formulas you know. AI help built-in. Drill to details. Zero IT needed.

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

  • 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

4.6

93

5

4

3

2

1

61

29

2

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
87%
would recommend this app

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

Pros

“It made reporting much faster because I didn't have to manually copy and update information every time. Since it works within Excel, the learning curve wasn't too steep, especially for people who are already comfortable using spreadsheets.”
Verified reviewer profile picture

Audie A.

Customer Relationship Associate

“The only thing recently is the fact that after implementing a new system Unanet, that the amount of time to update the data has taken up to 1 hour to update. ”
PM

Penny M.

Financial Planning and Analysis

“I can generate reports quickly and have up to date information. Once you get to know Spreadsheet server and how it works, you can get things done.”
KS

Kathryn S.

Assistant Controller

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

Cons

“Users mention slowness within the software”
TS

Tim S.

Senior Network Administrator

“There have been issues with updating the software, based on previously installed version of Spreadsheet server.”
GO

Gbolahan O.

IT Applications

“It takes very long time to run when it involves multiple time periods and sheets.”
SW

Sabrina W.

Accountant

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

  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last review10 days ago

Key features

  • Total features40
  • "What If" Scenarios
  • Access Controls/Permissions
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Ad hoc Reporting
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Chart of Accounts
  • Charting
  • Collaboration Tools
  • Compliance Management
  • Consolidation/Roll-Up
  • Customizable Dashboard
  • Customizable Reports
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Integration
  • Data Visualization
  • Drag & Drop
  • Expense Management
  • Expense Tracking
  • Financial Analysis
  • Financial Reporting
  • Fixed Asset Management
  • For Small Businesses
  • Forecasting
  • General Ledger
  • Goal Setting/Tracking
  • Idea Management
  • Income & Balance Sheet
  • Inventory Management
  • KPI Monitoring
  • Key Performance Indicators
  • Marketing Reports
  • Modeling & Simulation
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Data Sources
  • Payroll Management
  • Performance Metrics
  • Planning Tools
  • Predictive Analytics
  • Profit/Loss Statement
  • Progress Reports
  • Project Accounting
  • Purchase Order Management
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Roadmapping
  • Sales Reports
  • Sales Trend Analysis
  • Scenario Planning
  • Scheduled/Automated Reports
  • Scorecards
  • Search/Filter
  • Self-Service Reporting
  • Status Tracking
  • Strategic Planning
  • Tax Management
  • Templates
  • Third-Party Integrations
  • Trend Analysis
  • Version Control
  • Visual Analytics
  • Widgets
  • Workflow Management
  • Total features69
  • "What If" Scenarios
  • Access Controls/Permissions
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Ad hoc Reporting
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Chart of Accounts
  • Charting
  • Collaboration Tools
  • Compliance Management
  • Consolidation/Roll-Up
  • Customizable Dashboard
  • Customizable Reports
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Integration
  • Data Visualization
  • Drag & Drop
  • Expense Management
  • Expense Tracking
  • Financial Analysis
  • Financial Reporting
  • Fixed Asset Management
  • For Small Businesses
  • Forecasting
  • General Ledger
  • Goal Setting/Tracking
  • Idea Management
  • Income & Balance Sheet
  • Inventory Management
  • KPI Monitoring
  • Key Performance Indicators
  • Marketing Reports
  • Modeling & Simulation
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Data Sources
  • Payroll Management
  • Performance Metrics
  • Planning Tools
  • Predictive Analytics
  • Profit/Loss Statement
  • Progress Reports
  • Project Accounting
  • Purchase Order Management
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Roadmapping
  • Sales Reports
  • Sales Trend Analysis
  • Scenario Planning
  • Scheduled/Automated Reports
  • Scorecards
  • Search/Filter
  • Self-Service Reporting
  • Status Tracking
  • Strategic Planning
  • Tax Management
  • Templates
  • Third-Party Integrations
  • Trend Analysis
  • Version Control
  • Visual Analytics
  • Widgets
  • Workflow Management

Integrations

  • Total integrations22
  • Acumatica Cloud ERP
  • Amazon Redshift
  • BambooHR
  • Bannerflow
  • Bullhorn
  • CMiC
  • DELMIAWorks
  • Dynamics 365 Business Central
  • FCRM Insurance
  • Financial Management Cloud
  • Global Shop Solutions
  • Google Analytics 360
  • Homebase
  • HubSpot CRM
  • HubSpot Content Hub
  • HubSpot Marketing Hub
  • HubSpot Service Hub
  • Infor CloudSuite
  • JD Edwards EnterpriseOne
  • Kinetic
  • MRI Property Management
  • MYOB Acumatica
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Power BI
  • Microsoft SQL Server
  • Microsoft SharePoint
  • MySQL
  • NetSuite
  • OneDrive
  • PostgreSQL
  • Priority Software
  • Professional Services Cloud
  • QAD Digital Supply Chain Planning
  • Quantum
  • QuickBooks Enterprise
  • QuickBooks Online
  • SAP Business One
  • SYSPRO
  • Sage 500
  • Sage Intacct
  • Salesforce Starter
  • Shopify
  • Snowflake
  • Square Payments
  • Tableau
  • Traverse
  • Twinfield
  • Viewpoint Team
  • Visma Severa
  • Workamajig
  • Workday Financial Management
  • Xero
  • Total integrations33
  • Acumatica Cloud ERP
  • Amazon Redshift
  • BambooHR
  • Bannerflow
  • Bullhorn
  • CMiC
  • DELMIAWorks
  • Dynamics 365 Business Central
  • FCRM Insurance
  • Financial Management Cloud
  • Global Shop Solutions
  • Google Analytics 360
  • Homebase
  • HubSpot CRM
  • HubSpot Content Hub
  • HubSpot Marketing Hub
  • HubSpot Service Hub
  • Infor CloudSuite
  • JD Edwards EnterpriseOne
  • Kinetic
  • MRI Property Management
  • MYOB Acumatica
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Power BI
  • Microsoft SQL Server
  • Microsoft SharePoint
  • MySQL
  • NetSuite
  • OneDrive
  • PostgreSQL
  • Priority Software
  • Professional Services Cloud
  • QAD Digital Supply Chain Planning
  • Quantum
  • QuickBooks Enterprise
  • QuickBooks Online
  • SAP Business One
  • SYSPRO
  • Sage 500
  • Sage Intacct
  • Salesforce Starter
  • Shopify
  • Snowflake
  • Square Payments
  • Tableau
  • Traverse
  • Twinfield
  • Viewpoint Team
  • Visma Severa
  • Workamajig
  • Workday Financial Management
  • Xero