Why Datarails?
Finance teams love Excel - and for good reason. Datarails doesn't replace your spreadsheets; it supercharges them. By connecting directly to Sage X3, Datarails eliminates manual data exports and ensures your financial models always work with live data.
Build budgets, forecasts, and reports in the familiar Excel environment while Datarails handles data consolidation, version control, and collaboration. Reduce month-end close time by up to 75% and give your CFO real-time visibility into financial performance.
Core Capabilities
Work in Excel with live data from Sage X3. No exports, no copy-paste, no version confusion.
Build driver-based budgets and rolling forecasts with automated consolidation and variance analysis.
Generate board packs, management reports, and KPI dashboards automatically from your Excel models.
Automatically consolidate data from multiple entities, departments, and cost centres.
Model best-case, worst-case, and what-if scenarios to support strategic decision-making.
Multi-user collaboration with audit trails, comments, and approval workflows.
Use Cases for TRT
Faster Month-End Close
Reduce close time from 10+ days to 3-5 days with automated data pulls and pre-built reconciliation templates.
Rolling Forecasts
Move from annual budgets to continuous rolling forecasts that adapt to changing market conditions.
Board Reporting
Generate professional board packs with consistent formatting and always-current data.
Departmental Budgeting
Enable department heads to input budgets in Excel while finance maintains control and consolidation.
Implementation Timeline
Discovery & Planning (1-2 Weeks)
Map reporting requirements, identify data sources, and design model architecture.
Data Connection (2-3 Weeks)
Connect to Sage X3 via DataBlend, configure data refresh schedules, and validate data accuracy.
Model Building (3-4 Weeks)
Build budget templates, forecast models, and automated reports in Excel.
Training & Go-Live (1-2 Weeks)
Train finance team, run parallel processes, and transition to production.
Request More Information
Complete the form below and our FP&A specialists will be in touch to discuss how Datarails can transform your financial planning.
Key Benefits
- Reduce month-end close by up to 75%
- Work in Excel with live ERP data
- Eliminate manual data exports
- Version control and audit trails
- Real-time variance analysis