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Professional
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  • Full reporting, planning & dashboards
  • Data Mapper, Lookups, Workflows & more
  • Datarails AI Suite + FinanceOS AI Connector
  • Full consolidation suite
  • 1 integration
  • 2 users
  • Standard support
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Premium
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  • Everything in Professional
  • AI Storyboards — board decks in one click
  • 2 integrations
  • 5 users
  • Premium support
Expert
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  • Everything in Premium
  • Additional product included
  • 3 integrations
  • 15 users
  • Premium support

Same powerful platform.
What changes is how far it scales with you.

See exactly where the plans differ below — everything else is included no matter which one you choose.

Feature Professional
Get Quote 		Premium
Get Quote 		Expert
Get Quote
Reporting i Build the reports leadership actually asks for — P&L, cash flow, KPI packs — pulled straight from your live financial data.
Planning i Build budgets, forecasts, and rolling models without leaving the tools your team already trusts.
Dashboards i Give every stakeholder a live view of the numbers that matter to them, without asking finance to pull another export.
Integrations 1 2 3
Users 2 5 15
Data Mapper i Map GL accounts, departments, and cost centers to your reporting structure once — every report stays aligned to it after that.
Lookups i Pull any number, from any period or entity, into any report or model with a formula your team already knows.
Workflows i Route budgets, forecasts, and reports through the right reviewers automatically.
Submit Button i Give budget owners a one-click way to submit their numbers — no more chasing spreadsheets by email.
File Boxes i Collect supporting documents and backup files in one governed place, tied to the report they support.
Filters i Slice any report by entity, department, or time period in seconds, without rebuilding it.
Version Control i Keep drafts and approved numbers clearly separated, so no one mistakes a working file for the final answer.
AI Suite i Your full AI toolkit — ask questions in natural language with AI chat, run automated agents for recurring analyses, and build custom agents tailored to your own workflows, all on your governed financial data.
FinanceOS AI Connector i Connect the AI tool your team already uses to your consolidated, audit-ready financials.
Permissions i Control exactly who can see and edit what, down to the entity, department, or report.
Allocations i Distribute shared costs across departments and entities using rules your team already defined — automatically, every period.
Custom Reports i Build the exact report your CFO wants, not the one the software decided you should have.
Multiple Charts of Accounts i Consolidate entities that run on different CoAs into one clean reporting structure.
Currency translation i Translate every entity into your reporting currency at the right rate, automatically.
Intercompany eliminations i Eliminate intercompany transactions automatically, so consolidated numbers aren't inflated.
JV Investment Accounting i Handle joint ventures and minority-owned entities with the accounting method each one actually requires (NCI, Equity, Cost).
AI Storyboards i The power to generate board-ready presentations at the click of a button, built directly from your Datarails dashboards. Editable, live, and fully customizable. —
Premium Support —
Additional product included i Expert comes with one of Cash Management, Month-End Close, or Spend Control at no extra cost. — —

Complete your finance stack with Datarails

Purpose-built modules you can layer onto any plan.

Datarails Cash
Bank-level visibility into cash position and runway, without leaving your existing reports.
Datarails Month-End Close
Turn close into a governed workflow, not a chase for sign-offs.
Datarails Spend Control
Control spend with approvals and real-time visibility.
Datarails Desk
Ticketing system built for finance: role-based task assignment, full auditability, and real financial data built into every ticket with AI.

See our FinanceOS AI Connector in action

Get a tailored walkthrough built around your team’s plans and pricing.

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