Expert‑led AI implementation for the modern finance team

Your data is valuable. Turning it into AI-powered workflows takes more than the right software. It takes the right expertise.

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Your finance data is a goldmine. Are you utilizing it?

Finance teams sit on rich, structured data — but turning it into automated workflows, real-time insights, and AI-powered decisions takes more than software. Our AI Transformation Package pairs your team with a dedicated Forward Deployed Financial Engineer who builds what your business actually needs. Customized, fast, and fully integrated into Datarails.

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What’s included

Three things you don’t get
from software alone.

Dedicated FDFE

A Forward Deployed Financial Engineer embedded with your team — part consultant, part builder, fully focused on your Datarails ROI.

Custom AI skills & agents

Purpose-built automations using Datarails, LLMs, and our AI Connector — tailored to your workflows, not generic templates.

End-to-end AI workflows

From data consolidation to narrative generation, we connect the dots across your entire FP&A stack so your team moves faster.

From kickoff to live in weeks, not months.

Discover

Kickoff workshop to map your workflows, data sources, and highest-value AI opportunities.
Discover

Build

Your FDFE builds and iterates on your first automations directly in your Datarails environment.
Build

Deploy

Workflows go live with your team — tested against real data and wired into your existing processes.
Deploy

Evolve

Ongoing tuning and new automations as your needs grow — your AI stack keeps compounding.
Evolve
Discover
Build
Deploy
Evolve

The workflows your FDFE builds in the first engagement.

AI-driven variance commentary

Intelligent analysis that explains the “why” behind budget vs. actuals in plain language.

Automated monthly close narratives

Generate board-ready variance commentary from actuals data, zero manual drafting required.

Custom FP&A chatbot

A conversational interface trained on your financial data — ask questions, get answers instantly.

Budget vs. actuals alerting

Intelligent agents that surface anomalies and flag issues before they reach the CFO.

Multi-system reconciliation

Automated data reconciliation across your ERP, CRM, and BI stack — without the manual work.

Dynamic reporting packages

Auto-generated Excel packages built to your exact specs, recalculated and delivered on schedule.