Datarails Desk

Datarails Desk brings your finance helpdesk to your pocket. Triage, respond to, and resolve support tickets from anywhere — with the same conversation history, context, and AI assistance your team relies on at the desk. Sign in with your Datarails account to pick up right where the web app left off. OVERVIEW DASHBOARD See what needs attention at a glance: open-ticket KPIs, status and assignee breakdowns, a due-date calendar, and your high-priority queue — all on one screen. Switch workspaces without losing your place. TICKETS, YOUR WAY Work from a fast list or a Kanban board. Search instantly and filter by priority, assignee, status, tags, or due date to zero in on what matters. FULL TICKET CONTEXT Open any ticket for a unified, self-updating timeline of messages and audit events. Change status, priority, and assignee with a tap, and reply with a composer that supports photo attachments and internal notes. AI ASSISTANT Move faster with built-in AI: summarize a long thread, ask free-form questions with cited sources, generate a suggested reply, or refine your own draft with one-tap edits like making it more concise or adjusting the tone. ACCOUNT AT A GLANCE See the customer behind the ticket — contacts, key account fields, and their previous tickets — right where you need them. Datarails Desk is a companion app for Datarails customers and requires a Datarails Desk account.