Datarails Com

Datarails is a financial planning and analysis platform that calls itself an operating system for finance teams. Datarails FinanceOS is a governed, Excel-connected layer that links finance work to live data from more than 600 sources. Its pitch is that every financial AI output should be accurate, governed, repeatable and auditable, without finance teams having to leave Excel. Datarails says finance teams at more than 2,000 companies use it.

FinanceOS

FinanceOS provides version control, audit trails, permission settings and centralised business logic, so teams can keep the Excel models they trust while fixing disconnected data. A FinanceOS AI Connector links leading AI tools directly to governed financial data, so you can use your preferred AI tool with a single source of truth.

Datarails FP&A

The FP&A product covers planning, budgeting, forecasting and reporting for Excel users, with automated consolidation, live planning, scenario modelling, real-time dashboards, AI-powered insights and anomaly detection.

Month-End Close

The close product runs checklists, automated reconciliations and task workflows across entities, with approvals, sign-off, documentation and audit trails.

Cash and Spend

Datarails Cash shows cash positions across every bank in one place, forecasts 13 weeks ahead and reconciles balances, with multi-entity and multi-currency views. Datarails Spend covers purchase requests and orders, AI workflows, invoice validation and matching, approvals and payments, corporate cards, transaction coding, contract management and ERP reconciliation, showing the impact against budget before money is committed.

Datarails Desk

Desk brings finance requests into one queue, connects them to the underlying data and lets AI draft responses for review.

Industries

Datarails lists retail, construction and real estate, professional services, healthcare, manufacturing, non-profit, financial services, hospitality, technology and logistics. A mobile app is available.

Pricing

Datarails works through demos, and you can request one or take a product tour. A pricing page is available. Free Excel templates and FinanceOS Academy courses are offered as resources.

Things to consider

Implementation involves connecting your ERP, accounting and banking systems, so plan time for data mapping. Have a finance professional review AI-generated insights and responses before they reach leadership or auditors.

Datarails is reviewed on Capterra at 4.8 and G2 at 4.9 according to its site, and it emphasises that no IT team is required for its Excel-native workflows.