Transform the CFO’s Office

Make the CFO’s office the home of business insights with the #1 AI-powered Excel-native FP&A platform.

What do you want to simplify today?

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Make FinanceOS
your one source of truth.

Integrate with 200+ accounting software, ERP, CRM, Bank, or HRIS system so you can spend less time collecting data and more time analyzing it.

One Platform.


Endless Possibilities.

Datarails FP&A

Datarails FP&A is a robust financial planning and analysis solution that enables finance team to benefit from consolidation, reporting, budgeting, and planning. It includes data visualization tools, collaborative workflows, and a complete access to Genius by Datarails, our AI-powered capabilities to help finance teams make smarter, faster decisions.

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Datarails Cash Management

Datarails Cash Management gives finance teams clear, real-time visibility into their cash position. It simplifies the complexities of managing multiple bank accounts by automatically categorizing transactions and providing up-to-date balances across entities. With built-in cash forecasting, Excel-

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Datarails Month-End Close

Datarails Month-End Close streamlines and simplifies the close process for finance teams. It brings all tasks, reconciliations, and documentation into one centralized workspace, making it easier to stay organized and on track. With built-in visibility across the entire close timeline and support for multi-entity and intercompany operations

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Datarails Connect

Datarails Connect focuses on providing real-time consolidation and reporting capabilities, along with data visualization tools and partial access to Genius by Datarails. It is the ideal solution for teams looking to enhance their reporting and analytics without the full FP&A functionality.

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The flexibility of Excel.
The power of Datarails.

FinanceOS allows you to keep working in your Excel environment with 100% functionality. Automated consolidation and reporting saves you time, letting you focus on the strategic insights that drive business growth.

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Let your data tell

the story

Improve decision-making on the finance team and beyond. Datarails’ visualization capabilities make it simpler to spot trends, variances, and anomalies, inspiring business decisions based on data from across the company

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Genius by Datarails

The world’s first complete generative AI assistant for FP&A. Our AI tools let you spend less time on manual, repetitive work and more time on strategic analysis impacting your company.

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Trusted by finance teams across many industries

“Without Datarails, I would’ve needed to double my current team of three just to produce what we’re delivering today”
Steven Carkey

VP Finance Operations, 100%
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"It saves me so much time and having that version control allows us to stop having potentially catastrophic mistakes ever happening again.”
Samantha Cassidy, 

FP&A Lead, Empower Healthcare Solutions
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“The impact has been significant and has been immediately felt. Especially for smaller, newer companies those significant benefits have a heightened impact, even more so than at a larger company.“
Anne Graffice,
Executive VP Global Marketing and Public Affairs, Hall of fame
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“It really works. At the click of a button, my financial statements are ready. From over a week to minutes to produce our financial statements.”
Megan Hedderson, 

Controller, Spencer & Butcher
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“I have more time to do things that I didn’t have the capacity to even consider doing, and now I’m doing it.”
Barry Lin, 

Director of FP&A, Guesty
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“Thank goodness we went ahead with Datarails, because there’s no way we’d be where we are as a team without it. We've cut our weekly reporting time in half"
Charlotte Kelly,
Head of FP&A, Butternut Box
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Which tasks can Datarails help you with?

Data consolidation

Automate the collection of data from across your organization and bring it all to one place
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Financial Reporting

Streamline your financial close by automating repetitive tasks like preparing your P&L, balance sheet and cash flow statement
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Budgeting

Estimate costs and revenues for the entire business, while bringing order to your budget collection process and saying goodbye to back-and-forth emails
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Data Analysis

Dive deeper into your financial or operational data to examine anything from key variance drivers to head count, sales performance, COGS and (virtually) everything in between
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ERP-Excel Connectivity

Automate the collection of data from across your organization and bring it all to one place
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Month-End Close 

Automate the collection of data from across your organization and bring it all to one place
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Cash Management

Automate the collection of data from across your organization and bring it all to one place
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Learn why finance teams choose Datarails

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