About DataRails
Datarails FinanceOS is a financial operating system for the office of the CFO that keeps finance teams in Excel while giving them a governed, centralized data layer underneath. It pulls data from ERPs, CRMs, HRIS and other systems through more than 600 integrations, consolidates it into one source of truth with version control and audit trails, and feeds dashboards, reports, planning models and AI features from that single dataset. Consolidation across multiple entities is handled natively.
It serves CFOs, FP&A teams, controllers and finance operations staff at companies that have outgrown spreadsheets alone but do not want to abandon them. The product suite covers FP&A for budgeting, forecasting and reporting; Month End Close for workflow automation and reconciliations; Datarails Cash for real time bank visibility and 13 week cash forecasting; Spend Control for contract tracking and renewal management, with an AI agent that handles renewals; and Datarails Desk, a unified ticket queue with AI drafted responses. AI capabilities include anomaly detection, AI Storyboards that turn data into board decks, and the FinanceOS AI Connector, which exposes the governed data to assistants such as Claude. Integrations include NetSuite, QuickBooks, Xero, Sage, Microsoft Dynamics 365, SAP Business One, HubSpot, Salesforce, Snowflake, Power BI, ADP, Workday and Paychex.
Pricing is quote based. Datarails publishes three tiers without amounts: Professional with two seats and one integration, Premium with five seats, two integrations and AI Storyboards, and Expert with 15 seats, three integrations and one additional product such as Cash Management, Month End Close or Spend Control. Cash, Month End Close, Spend Control and Desk are also sold as add ons.