Learn how Datarails AI Agents utilize your financial data, metrics, and business context to provide accurate insights.

Financial Metrics and Data Analysis

AI Agents leverage your existing financial metrics—such as revenue, expenses, margins, and cash flow—to analyze performance and answer your questions effectively. By understanding how your data is typically analyzed and compared, the agents deliver consistent and relevant insights across all Strategy, Planning, and Reporting workflows.

Drill-Down and Variance Analysis

Move beyond high-level summaries with guided drill-down capabilities. AI Agents allow you to investigate specific details—such as departments, accounts, or transactions—to understand the drivers behind your financial results and explain variances with confidence.

Working with Excel and Connected Reports

AI Agents generate Excel files powered by Datarails-connected formulas. These files are designed to be:

• Live and Refreshable: Ensure your data is always up-to-date.

• Flexible: Continue working in Excel while maintaining a connection to your source data.

• Reusable: Extend these files for ongoing reporting, planning, or ad-hoc analysis.

Enhancing Insights with Company Context

To tailor insights to your specific business needs, you can upload documents that define your company’s business model and financial context (e.g., board presentations or financial models). AI Agents use this context to provide more accurate and aligned responses. You can review and update these documents at any time to ensure the agents evolve with your business.

Frequently Asked Questions (FAQ)

Is my data secure when using AI Agents? Yes. AI Agents operate entirely within your secure Datarails environment and only access your existing authorized data.

Can I control what information is used for analysis? Yes. You have full control to manage the specific data and context available to the AI Agents within Datarails.

Can I reuse outputs created by AI Agents? Yes. Outputs such as Excel files, reports, and charts can be saved, shared, and incorporated into your standard workflows.

Updated February 03, 2026 13:55