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About

Datarails is an AI-powered financial planning and analysis (FP&A) platform designed for Excel users who want to keep their existing models while automating tedious tasks. With FinanceOS, finance teams can consolidate data from multiple sources, generate automated reports, and streamline month-end close without leaving the familiar Excel environment. The platform integrates with leading accounting software, ERPs, and CRMs to centralize all financial data in one place. Built-in visualization tools make it easy to present KPIs, drill into real-time data, and answer stakeholder questions instantly. Datarails’ FP&A Genius uses conversational AI to deliver quick, accurate insights from fully consolidated data. By reducing manual work, the platform frees finance teams to focus on strategic analysis and business growth.

About

Maxima is an agentic AI accounting and financial close automation platform built to transform enterprise record-to-report workflows by automating the most manual, error-prone tasks such as journal entries, reconciliations, transaction matching, variance and flux analysis, and close operations while keeping humans in control and compliant with audit standards like SOX. Its specialized AI agents pull data across systems, unify financial context with an Enterprise Finance Graph, generate logic-based journals at scale, validate general ledger accuracy in real time, and provide step-by-step evidence and audit trails so accounting teams can review rather than manually prepare work. Maxima works alongside existing ERPs, posting back automated entries, and consolidates tasks, reconciliations, and reporting into a single platform that reduces close time by days and eliminates repetitive workloads with up to high automation coverage.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Finance teams, CFOs, and FP&A professionals who want to automate data consolidation, reporting, and analysis while continuing to work in Excel

Audience

Enterprise accounting and finance teams requiring a tool to automate and accelerate financial close, journal entries, and reconciliation tasks with AI

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.9 / 5
ease 4.9 / 5
features 4.9 / 5
design 4.8 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Centralizes our data, structured database is easy to access and draw information from.
  • Insights platform, office integration. Best features by far
  • Automatic consolidation means we don’t waste time bringing together numbers.
  • Reliable consolidation of financial statements from subsidiaries
  • simplifies reporting, can update reports whenever we want, centralized control for execs

Cons

  • Can be laggy, which can be frustrating. Esp when you're in the middle of an important calculation.
  • No cons, we've been using the platform for about 6 months now and so far smooth sailing
  • So far none, but we just recently began using the system..
  • People who love Excel love this product, and vice versa.
  • can crash if you try to overwork it, happened to me about twice

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Datarails
Founded: 2015
United States
www.datarails.com

Company Information

Maxima
Founded: 2024
United States
www.maxima.ai/

Alternatives

Martus

Martus

Martus Solutions

Alternatives

Vena

Vena

Vena Solutions

Categories

Categories

Agentic AI Supported
AI Accounting Supported
AI Agents Supported
AI Finance Supported
Financial Close Supported
Reconciliation Supported

Budgeting Features

"What If" Scenarios Supported
Asset Planning Supported
Balance Sheet Supported
Capital Asset Planning Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported
Project Budgeting Supported
Run Rate Tracking Supported
Version Control Supported

Financial Management Features

Budgeting & Forecasting Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Currency Management Supported
Financial Reporting Supported
Investment Management Not Supported
Project Management Supported
Revenue Recognition Supported
Risk Management Not Supported
Tax Management Not Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported

Revenue Management Features

Competitor Analysis Not Supported
Dynamic Pricing Not Supported
For Airlines Not Supported
For Hospitality Industry Not Supported
Forecasting Supported
Inventory Control Not Supported
Price Optimization Not Supported
Recommendation Engine Not Supported
Yield Management Not Supported

Integrations

NetSuite Supported
ADP DataCloud Not Supported
Charles Schwab Not Supported
Google Drive Not Supported
Google Sheets Not Supported
Microsoft Dynamics 365 Supported
Microsoft Excel Supported
Microsoft OneDrive Not Supported
Oracle Fusion Cloud ERP Not Supported
QuickBooks Online Supported
SAP CRM Supported
SAP Cloud Platform Not Supported
Sage 100 Supported
Salesforce Not Supported
Silicon Valley Bank (SVB) Not Supported
Snowflake Not Supported
Stripe Not Supported
Velt Supported
Workday HCM Not Supported
Xero Supported

Integrations

NetSuite Supported
ADP DataCloud Supported
Charles Schwab Supported
Google Drive Supported
Google Sheets Supported
Microsoft Dynamics 365 Not Supported
Microsoft Excel Not Supported
Microsoft OneDrive Supported
Oracle Fusion Cloud ERP Supported
QuickBooks Online Not Supported
SAP CRM Not Supported
SAP Cloud Platform Supported
Sage 100 Not Supported
Salesforce Supported
Silicon Valley Bank (SVB) Supported
Snowflake Supported
Stripe Supported
Velt Not Supported
Workday HCM Supported
Xero Not Supported
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