Datarails Integration
Datarails connects your existing systems to an Excel-native planning layer — giving your finance team the automation of enterprise FP&A without abandoning the workflows they already know.
70%
Average FP&A cycle time reduction
600+
Connectable source systems
4 days
Quarterly close (was 3 weeks)
OVERVIEW
Finance teams at mid-market firms spend up to 80% of their time collecting and reconciling data — and only 20% actually analyzing it. Datarails flips that ratio. PDR Consulting handles the full integration — connecting Datarails to your ERP, CRM, HRIS, and any other data source — so your team gets automated consolidation, real-time actuals, and AI-powered insights without changing the way they work.
WHAT YOU’LL GAIN
Reduce FP&A cycle time by 60–80%
Consolidate data from 600+ source systems automatically
Preserve existing Excel workflows — no retraining required
Get AI-generated variance explanations and forecasting insights
Enable scenario modeling and rolling forecasts in hours, not weeks
WHAT WE DO
ERP & System Integration
We connect Datarails to NetSuite, QuickBooks, Sage, SAP, Dynamics, ADP, Workday, Salesforce, and hundreds of other systems — building reliable, automated data pipelines that refresh on your schedule.
Budget & Forecast Automation
Replace manual budget consolidation with a single, version-controlled model. Driver-based forecasting, rolling projections, and scenario planning — all updating automatically as actuals flow in.
Financial Reporting Packages
P&L, balance sheet, cash flow, and KPI dashboards that produce board-ready outputs in minutes rather than days. Templates built to match your reporting structure.
AI-Powered Analysis
Datarails’ AI layer automatically flags variances, explains deviations against prior periods or budget, and surfaces anomalies — giving analysts and CFOs faster answers with less manual digging.
Ready to automate your FP&A process?
Let’s scope your engagement and build a plan that fits your timeline and budget.
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