# Datarails

Excel-integrated FP&A automation

Research: https://www.safecli.org/company/datarails.com
Company: https://datarails.com

## Evidence status

Insufficient enterprise evidence
Source review: 2026-10-24T16:11:06.844Z
API: API mentioned

Company-published claims, not independently verified controls. Unknown is not evidence of absence.

## Procurement checks

### Security assurance — Not found


- [ ] Request the current audit report, scope, exceptions and expiry; confirm the vendor entity.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### SSO & provisioning — Not found


- [ ] Test SSO enforcement, user removal and privileged-account recovery.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Access controls — Not found


- [ ] Test least-privilege roles and cross-tenant access with separate test accounts.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Auditability — Company-published

> It provides version control, audit trails, permission settings, centralized business logic, and reduces costs.

Source: https://datarails.com/
Reviewed: 2026-10-24T16:11:06.844Z

> Automated Reconciliation Close Workflows Customizable Checklists Task Management Audit Trails Approvals & Sign-Off Built-In Documentation Real-Time Dashboards 200+ Integrations Audit-Ready File Connectivity Faster Close

Source: https://datarails.com/
Reviewed: 2026-10-24T16:11:06.844Z

- [ ] Verify administrative and data-access events, retention and export.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Data handling — Company-published

> DATA PROCESSING AGREEMENT

Source: https://www.datarails.com/data-processing-agreement-2/
Reviewed: 2026-10-24T16:11:06.844Z

> This Data Processing Agreement (the “DPA”) is entered into by and between Datarails, whether a

Source: https://www.datarails.com/data-processing-agreement-2/
Reviewed: 2026-10-24T16:11:06.844Z

- [ ] Review DPA, subprocessors, retention, deletion, residency and AI training use.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Reliability & support — Not found


- [ ] Request SLA, incident history, recovery targets and support escalation terms.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Product effectiveness — Not found


- [ ] Run a representative pilot against your current workflow; measure errors, missed cases, time saved and human review cost.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

## Decision

- Owner:
- Intended use and data sensitivity:
- Blocking requirements:
- Pilot success criteria:
- Unresolved risks:
- Decision and review date: