#1 OS for Finance Teams

Transform the Office of the CFO

Feel confident that every financial AI output is accurate, governed, repeatable and auditable. Without leaving Excel.

What processes do you want to upgrade today?

Capterra: 4.8
G2: 4.9
Microsoft Solutions Partner

Finance teams at 2000+ companies run on Datarails

Make every AI output accurate, repeatable, and auditable

Datarails FinanceOS is the governed, Excel-connected operating layer for finance, linking insights and decision-making to live data from 600+ sources. It provides version control, audit trails, permission settings, centralized business logic, and reduces costs. Keep the Excel models you trust while fixing the chaos of disconnected data.

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Every finance process
runs through FinanceOS

FinanceOS is the foundation for every workflow in the CFO’s office including reporting, planning, analysis, cash forecasting, spend control, and month-end close. Use any AI tool you want with the confidence of a single source of truth.

Datarails FP&A

Empower your finance team with an end-to-end FP&A solution built for Excel users. Live data, web-enabled workflows, and AI-native interfaces unlock the full potential of all your organizational data.

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Excel-Native Automated Consolidation Live Planning Budgeting & Forecasting Real-Time Dashboards AI-Powered Insights Single Source of Truth Scenario Modeling 600+ Integrations No IT Required Web-Enabled Workflows Anomaly Detection
Datarails FP&A screenshot

FinanceOS AI Connector

Connect your governed financial data to leading AI tools, so your team can unlock the full potential of AI with trusted, mapped data. Built-in permissions and audit trail.

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Finance runs on Datarails

Real stories from CFOs and VPs of Finance who replaced manual processes with the AI operating system finance teams trust.

Customer stories →

Reliable and trustworthy AI outputs
for your finance team

Connect your FinanceOS to leading AI tools and 600+ integrations

The CFO finally has a Salesforce

Where CROs have Salesforce, CFOs have Datarails.

Forbes

Most innovative AI technology or service

“Recognizing a commercially available AI tool or service that has enabled significant gains in productivity, customer experience, or new revenue generation across one or more industries.

Newsweek — AI Impact Awards 2026

“FinanceOS is an AI-powered data warehouse for finance teams that handles any data (however clean or messy) and serves it straight into a controlled Excel environment, where you do whatever the hell you want with it via Claude (or any other AI).”

Why Datarails FinanceOS?

All your financial data. Governed, connected, AI-ready.

01

Consolidation

Finance works with data scattered across disconnected systems like ERP, CRM, and HRIS. Add multiple entities, currencies, intercompany eliminations, and different charts of accounts, and AI ends up with fragmented, unmapped data. FinanceOS consolidates and maps everything first, so AI works with finance-adjusted numbers, not raw output.

Trusted by finance teams across industries

Finance dashboard

“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%

Read full case study

Learn why finance teams choose Datarails

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