Planning & Performance
Budgeting and financial planning
Structured budgeting processes supported by collaborative workflows while maintaining Excel-based modelling.
Datarails is a financial planning and analysis (FP&A) platform designed to enhance Excel-based planning and reporting processes. It enables finance teams to maintain familiar spreadsheet workflows while introducing structured data management, automation and collaboration capabilities.
Exceleris works with organisations that require improved planning and reporting capabilities but wish to retain Excel as a core modelling environment. In these cases, Datarails provides a structured platform that connects spreadsheet-based models with centralised data management and reporting.
While operational systems capture transactions and activities, planning and analysis often remain spreadsheet-driven. Datarails enables organisations to retain this flexibility while improving control, visibility and consistency across financial planning processes.
Planning & Performance
Datarails operates as a financial planning and analysis layer that sits alongside operational systems and accounting platforms.
Datarails
Many organisations rely heavily on spreadsheets for budgeting, forecasting and management reporting. While flexible, these processes often suffer from version control issues, manual consolidation and limited visibility across teams.
Datarails addresses these challenges by providing a platform that connects Excel-based models to centralised data and structured workflows.
Typical capabilities include:
Planning & Performance
Structured budgeting processes supported by collaborative workflows while maintaining Excel-based modelling.
Planning & Performance
Forecast models that update regularly as operational and financial data changes.
Planning & Performance
Aggregation of financial data across departments, business units or entities.
Planning & Performance
Visualisation and analysis of financial performance across key metrics.
Planning & Performance
Structured management of spreadsheet versions and planning workflows.
Planning & Performance
Exceleris works with Datarails in organisations where financial planning and analysis processes remain heavily spreadsheet-driven but require stronger structure and governance. Our work typically focuses on:
Datarails
Integrating accounting platforms and operational systems with structured FP&A models.
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Designing planning models that align operational drivers with financial outcomes.
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Automating data consolidation processes that are often managed manually in spreadsheets.
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Improving control over spreadsheet-based planning processes while retaining modelling flexibility.
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Ensuring planning frameworks reflect real operational activity rather than purely financial adjustments.
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Datarails is commonly used by organisations that rely on Excel for financial planning but require stronger coordination and reporting capability. Examples include:
Planning & Performance
Consolidation of spreadsheet-based forecasts
Planning & Performance
Management reporting and performance analysis
Planning & Performance
Cash flow forecasting and financial modelling
Planning & Performance
Collaboration between finance teams and operational managers
Planning & Performance
Exceleris views planning and reporting systems as part of a broader performance architecture rather than as isolated finance tools.
Datarails provides a structured environment that improves governance over spreadsheet-based planning processes. When connected to operational systems and financial platforms, it allows organisations to strengthen forecasting, reporting and decision-making without abandoning the flexibility of Excel.
Within the Exceleris approach, Datarails forms part of the planning-to-reporting capability that connects operational information with forward-looking performance management.
